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Tiziano Frateschi
Tiziano Frateschi
Articles (1378)  | Author's Website |

Barrow, Hanley, Mewhinney & Strauss Top Buys of the 4th Quarter

Comcast, Exelon, Broadcom, General Electric among largest buys

Investment firm Barrow, Hanley, Mewhinney & Strauss increased many holdings and established several other positions in the fourth quarter.

The guru established a 16,235,184 share-stake in Comcast Corp. Class A (CMCSA) expanding the portfolio by 0.97%.

The media and technology company has a market cap of $179 billion and an enterprise value of $240.96 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity (ROE) of 39.43% and return on assets (ROA) of 12.37% are outperforming 91% of the companies in the Global Pay TV industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.05 is below the industry median of 0.40.

The largest shareholder among the gurus is Dodge & Cox with 1.64% followed by Steve Mandel (Trades, Portfolio) with 0.7% and First Eagle Investment (Trades, Portfolio) with 0.68%.

The guru raised its Occidental Petroleum Corp. (OXY) position by 21.18%, giving it a 0.37% space in the portfolio.

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The company operates in the business of exploration and production of oil and gas. It has a market cap of $53.47 billion and an enterprise value of $61.49 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 2.53% and ROA of 1.29% are outperforming 66% of the companies in the Global Oil and Gas E&P industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.49.

Chris Davis (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.81% of outstanding shares followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.48%.

The guru bought 837,913 shares in Broadcom Ltd (AVGO). The transaction had an impact of 0.32% on the portfolio.

The company is engaged in designing and supplying analog and digital semiconductor connectivity solutions. It has a market cap of $95.54 billion and an enterprise value of $104.78 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. While the ROE of 8.68% is outperforming the sector, ROA of 3.33% is underperforming 51% of the companies in the Global Semiconductors industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.64 is below the industry median of 1.48.

Mandel is the largest shareholder of the company among the gurus with 1.3% of outstanding shares followed by Andreas Halvorsen (Trades, Portfolio) with 0.55%, Spiros Segalas (Trades, Portfolio) with 0.53% and Pioneer Investments (Trades, Portfolio) with 0.36%.

The guru increased its stake in General Electric Co. (GE) by 19.64%. The portfolio was expanded by 0.28%.

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The digital industrial company which operates in various segments has a market cap of $128.52 billion and an enterprise value of $204.32 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of -8.53% and ROA of -1.58% are underperforming 88% of the companies in the Global Diversified Industrials industry. Financial strength has is rated 4 out of 10. The cash-debt ratio of 0.61 is below the industry median of 0.91.

Another notable shareholder of the company among the gurus is Ken Fisher (Trades, Portfolio) with 0.25% of outstanding shares followed by Bill Nygren (Trades, Portfolio) with 0.23% and First Pacific Advisors (Trades, Portfolio) with 0.11%.

The holding of Nielsen Holdings PLC (NLSN) was boosted by 72.93%. The trade had an impact of 0.24% on the portfolio.

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The professional services company proves performance management services. It has a market cap of $11.98 billion and an enterprise value of $19.97 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. While the ROE of 10.25% is outperforming the sector, ROA of 2.62% is underperforming 55% of the companies in the Global Business Services industry. Financial strength is rated 4 out of 10. The cash-debt ratio of 0.08 is below the industry median of 1.20.

Manning & Napier Advisors Inc. is another notable shareholder of the company among the gurus with 1.34% of outstanding shares followed by John Rogers (Trades, Portfolio) with 0.73%, Steven Cohen (Trades, Portfolio) with 0.5% and Jerome Dodson (Trades, Portfolio) with 0.16%.

The guru acquired 411,818 shares in Amerco Inc. (UHAL), expanding the portfolio by 0.23%.

The computer provides rental trucks to household movers. It has a market cap of $6.95 billion and an enterprise value of $7.14 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 27.50% and ROA of 8.04% are outperforming 81% of the companies in the Global Rental and Leasing Services industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.94 is above the industry median of 0.57.

Another notable shareholder of the company among the gurus is David Abrams (Trades, Portfolio) with 2.01% of outstanding shares followed by Robert Bruce (Trades, Portfolio) with 0.96%.

The guru boosted his holding in Exelon Corp. (EXC) by 51,895.35%, expanding the portfolio by 0.2%.

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The company is involved in the power generation and transmission activities. It has a market cap of $35.87 billion and an enterprise value of $72.83 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 13.67% and ROA of 3.23% are outperforming 54% of the companies in the Global Utilities – Diversified industry. Financial strength is rated 4 out of 10. The cash-debt ratio of 0.03 is below the industry median 0.26.

T Rowe Price Equity Income Fund (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.22% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.18%, Jeremy Grantham (Trades, Portfolio) with 0.03% and Richard Snow (Trades, Portfolio) with 0.01%.

The holding of Micro Focus International PLC ADR (MFGP) was boosted by 2,129.88%, expanding the portfolio by 0.19%.

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The U.K.-based provider of software solutions has a market cap of $4.24 billion and an enterprise value of $8.19 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 4.81% and ROA of 1.93% are underperforming 54% of the companies in the Global Software – Application industry. Financial strength has is rated 5 out of 10. The cash-debt ratio of 0.15 is below the industry median of 5.32.

The largest shareholder of the company among the gurus is Dodge & Cox with 24% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with8.51% and Hotchkis & Wiley with 3.14%.

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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