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Tiziano Frateschi
Tiziano Frateschi
Articles (1596)  | Author's Website |

Pzena Investment Buys Hewlett Packard, Wells Fargo, Oracle

Largest buys of the 4th quarter

Pzena Investment Management LLC, a global investment management firm, was founded in 1996 by Richard Pzena (Trades, Portfolio). During the fourth quarter the firm bought shares in the following stocks:

The fund’s stake of The Interpublic Group of Companies Inc. (IPG) was boosted by 99.17%, expanding the portfolio by 0.88%.

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The advertising and marketing service company has a market cap of $8.45 billion and an enterprise value of $9.87 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 29.24% and return on assets (ROA) of 4.88% are outperforming 66% of the companies in the Global Advertising Agencies industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.34 is below the industry median of 1.81.

Another notable shareholder among the guru is John Rogers (Trades, Portfolio) with 1.98% followed by Mario Gabelli (Trades, Portfolio) with 0.91% and Pioneer Investments (Trades, Portfolio) with 0.49%.

The guru raised his Hewlett Packard Enterprise Co. (HPE) position by 18.62%, giving it a 0.49% space portfolio.

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The communication equipment company has a market cap of $24.39 billion and an enterprise value of $28.88 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 1.19% and ROA of 0.48% are underperforming 63% of the companies in the Global Communication Equipment industry. Financial strength is rated of 5 out of 10. The cash-debt ratio of 0.68 is below the industry median of 1.98.

Dodge & Cox is the largest shareholder of the company among the gurus with 14.92% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 5.67% and HOTCHKIS & WILEY with 5.05%.

The holding of Omnicom Group Inc. (OMC) was raised by 20.66%. The transaction had an impact of 0.47% on the portfolio.

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The advertising, marketing and corporate communications company has a market cap of $17.74 billion and an enterprise value of $21.37 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 51.62% and ROA of 5.33% are outperforming 69% of the companies in the Global Advertising Agencies industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.37 is below the industry median of 1.81.

First Eagle Investment (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 6.73% of outstanding shares followed by Ruane Cunniff (Trades, Portfolio) with 1.67%, Rogers with 0.47% and Jim Simons (Trades, Portfolio) with 0.27%.

The fund increased its stake in Wells Fargo & Co. (WFC) by 23.76%. The portfolio was expanded by 0.39%.

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The company operates as one of the largest banks in the United States. It has a market cap of $274.57 billion and an enterprise value of $614.54 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 10.00% and ROA of 1.13% are outperforming 62% of the companies in the Global Banks - Global industry. Financial strength has is rated 4 out of 10. The cash-debt ratio of 0.07 is above the industry median of 2.05.

The largest shareholder of the company among the gurus is Warren Buffett (Trades, Portfolio) with 9.49% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 0.65% and Chris Davis (Trades, Portfolio) with 0.54%.

The holding of Ryder System Inc. (R) was boosted 145.15%. The trade had an impact of 0.34% on the portfolio.

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The company engaged in supply chain activities. Its services include transportation, supply chain and fleet management solutions. It has a market cap of $4.27 billion and an enterprise value of $9.56 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. While the ROE of 9.31% is outperforming the sector, ROA of 1.77% is underperforming 53% of the companies in the Global Rental and Leasing Services industry. Financial strength is rated 4 out of 10. The cash-debt ratio of 0.01 is below the industry median of 0.62.

Pzena is the largest shareholder of the company among the gurus with 2.61% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 2.32%, Simons with 0.33% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

The Oracle Corp. (ORCL) position was raised by 13%, expanding the portfolio by 0.3%.

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The computer software company has a market cap of $197.58 billion and an enterprise value of $187.1 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 18.72% and ROA of 7.55% are outperforming 72% of the companies in the Global Software - Infrastructure industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 1.18 is below the industry median of 5.32.

The largest shareholder of the company among the gurus is First Eagle Investment (Trades, Portfolio) with 0.98% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 0.8%, First Pacific Advisors (Trades, Portfolio) with 0.51% and Steven Romick (Trades, Portfolio) with 0.37%.

The guru established a position in Mednax Inc. (MD) buying 962,030 shares. The trade had an impact of 0.25% on the portfolio.

The provider of physician services including newborn, anesthesia, maternal-fetal, teleradiology, pediatric cardiology and other pediatric sub-specialty care has a market cap of $5.05 billion and an enterprise value of $6.82 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 11.17% and ROA of 5.78% are outperforming 58% of the companies in the Global Medical Care industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.04 is below the industry median 0.37.

Elliott Associates LP is the largest shareholder of the company among the gurus with 1.38% of outstanding shares followed by Pzena with 1.03%, Steven Cohen (Trades, Portfolio) with 0.14% and Joel Greenblatt (Trades, Portfolio) with 0.06%.

The guru boosted the holding of PG&E Corp. (PCG) by 360.87%, expanding the portfolio by 0.25%.

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The electric utility company has a market cap of $19.84 billion and an enterprise value of $38.09 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 12.18% and ROA of 323% are outperforming 54% of the companies in the Global Utilities - Regulated Electric industry. Financial strength has is rated 4 out of 10. The cash-debt ratio of 0.01 is below the industry median of 0.26.

The largest shareholder of the company among the gurus is T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.55% of outstanding shares followed by Pzena with 0.28% and Simons with 0.16%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

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