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James Li
James Li
Articles (585)  | Author's Website |

Charles Brandes Subscribes to Comcast in 4th Quarter

Graham disciple's top three buys include two health care companies

February 12, 2018 | About:

Charles Brandes (Trades, Portfolio), chairman of Brandes Investment Partners, invests in companies using a Graham-style approach. During fourth-quarter 2017, the guru initiated 45 new positions, including Comcast Corp. (NASDAQ:CMCSA). Brandes' top three buys are Celestica Inc. (NYSE:CLS), Avadel Pharmaceuticals PLC (NASDAQ:AVDL) and Edgewell Personal Care Co. (NYSE:EPC).

Comcast

Brandes invested in 116,178 shares of Comcast for an average price of $37.59 per share. The guru increased his portfolio 0.09% with this transaction.

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Comcast, the holding company for NBC, said full-year consolidated revenues increased to $84.5 million, up 5.1% from the prior year. CEO Brian Roberts said the company has “significant momentum” going forward as the company markets “new innovations, experiences and must-see content” to global audiences. GuruFocus ranks Comcast’s business predictability four stars out of five as the company has consistent revenue and earnings growth.

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Celestica

Brandes invested in 3,648,707 shares of Celestica for an average price of $11.07 per share. With this transaction, the guru increased his portfolio 0.77%.

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Celestica provides supply chain solutions to customers from a wide variety of industries. The company has four positive investing signs, including expanding operating margins and price-sales ratios near a five-year low. Despite this, Celestica’s profitability ranks a modest 6 out of 10 as its profit margins underperform 63% of global competitors.

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Avadel Pharmaceuticals

Brandes invested in 3,308,250 shares of Avadel Pharmaceuticals for an average price of $9.38 per share. With this transaction, the guru increased his portfolio 0.55%.

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Avadel, an Irish specialty pharmaceutical company, markets various products, including controlled-release therapeutic products based on proprietary drug delivery technologies in the U.S. The company has a strong financial strength rank of 7, driven by low debt-to-equity ratios and robust interest coverage.

Edgewell Personal Care

Brandes invested in 415,103 shares of Edgewell Personal Care for an average price of $63 per share. With this transaction, the guru increased his portfolio 0.50%.

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Edgewell Personal Care markets various personal care products, ranging from skin care to infant care. The company has a modest financial strength rank of 5: although the company’s Piotroski F-score ranks a solid 7 out of 9, Edgewell’s Altman Z-score of 1.73 implies moderate financial distress.

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See also

You can view Brandes’ current portfolio here. Premium members can access a wide variety of guru features, including real-time picks, sector picks and the aggregated portfolio of gurus.

Disclosure: No positions.

About the author:

James Li
I am an editorial assistant and researcher at GuruFocus. I have a Master's in Finance from SMU, and I enjoy writing reports on financial trends and investor portfolios. Follow me on Twitter at @JamesLiGuru!

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