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Tiziano Frateschi
Tiziano Frateschi
Articles (1376)  | Author's Website |

David Dreman Sells Goldman Sachs, AT&T, CVS

The guru's largest sales of the 4th quarter

The founder and chairman of Dreman Value Management LLC, David Dreman (Trades, Portfolio), sold shares in the following stocks during the fourth quarter.

The guru almost closed his holding of Zimmer Biomet Holdings Inc. (ZBH) by a reduction of 97.80% and an impact of -1.09% on the portfolio.

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The medical device company designs, manufactures and markets orthopedic reconstructive implants. It has a market cap of $23.59 billion and an enterprise value of $33.21 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity (ROE) of 17.66% and return assets (ROA) of 6.92% are outperforming 77% of the companies in the Global Medical Devices industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.05 is below the industry median of 2.36.

Larry Robbins (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.56% of outstanding shares followed by Mairs and Power (Trades, Portfolio) with 0.54% and John Rogers (Trades, Portfolio) with 0.52%.

The position in Goldman Sachs Group Inc. (GS) was trimmed by 45.97%. The trade had an impact of -0.68% on the portfolio.

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The company is engaged in capital market activities. It has a market cap of $95.49 billion and an enterprise value of $270.03 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 4.30% and ROA of 0.48% are underperforming 68% of the companies in the Global Capital Markets industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.42 is above the industry median of 12.29.

The largest shareholder of the company among the gurus is Dodge & Cox with 3.66% of outstanding shares followed by Warren Buffett (Trades, Portfolio) with 2.91% and Spiros Segalas (Trades, Portfolio) with 0.49%.

The CVS Health Corp. (CVS)’s position was cut by 58.95%. The transaction had an impact of -0.67% on the portfolio.

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The company operates in the health care sector. It has a market cap of $70.95 billion and an enterprise value of $96.15 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 18.66% and ROA of 7.08% are outperforming 61% of the companies in the Global Health Care Plans industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.07 is below the industry median of 1.61.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 1.53% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.33% and Vanguard Health Care Fund (Trades, Portfolio) with 0.33%.

The guru trimmed its position in PPL Corp. (PPL) by 77.16%, impacting the portfolio by -0.64%.

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The energy and utility holding company has a market cap of $20.97 billion and an enterprise value of $4106 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 14.77% and ROA of 3.86% are outperforming 62% of the companies in the Global Utilities - Regulated Electric industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.26.

The largest shareholder of the company among the gurus is First Eagle Investment (Trades, Portfolio) with 0.14% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.03%.

The guru also reduced his shares in AT&T Inc. (T) by 51.53%. The trade had an impact of -0.64% on the portfolio.

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The company is engaged in provision of communications and digital entertainment services. It has a market cap of $223.28 billion and an enterprise value of $338.27 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 23.10% and ROA of 6.93% are outperforming 7% of the companies in the Global Telecom Services industry. Its financial strength is rated 5 out of 10 with a cash-debt ratio of 0.31 that is below the industry median of 0.40.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 0.2% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.17% and Steven Cohen (Trades, Portfolio) with 0.11%.

The HCA Healthcare Inc. (HCA) holding was reduced by 57.84%, impacting the portfolio by -0.54%.

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The health care services company has a market cap of $34.41 billion and an enterprise value of $68.54 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROA of 6.35% and return on capital (ROC) of 30.25% are outperforming 68% of the companies in the Global Medical Care industry. It financial strength is rated 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.25.

The largest shareholder of the company among the gurus is Robbins with 4.33% of outstanding shares followed by Vanguard Health Care Fund (Trades, Portfolio) with 3% and Bill Nygren (Trades, Portfolio) with 0.83%.

The holding of Discover Financial Services (DFS) was almost closed after a reduction of 96.65%. The transaction had an impact of -0.5% on the portfolio.

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The company is engaged in direct consumer banking business. It has a market cap of $27.19 billion and an enterprise value of $41.24 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. While the ROE of 18.16% is outperforming the sector, ROA of 2.19% is outperforming 51% of the companies in the Global Credit Services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.57 is below the industry median of 0.61.

PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.73% of outstanding shares followed by Diamond Hill Capital (Trades, Portfolio) with 2.03% and NWQ Managers (Trades, Portfolio) with 0.42%.

The Synchrony Financial (SYF) stake was reduced by 93.75%, impacting the portfolio by -0.48%.

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The company provides consumer financial products services. It has a market cap of $27.92 billion and an enterprise value of $33.91 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. While the ROE of 13.53% is outperforming the sector, ROA of 2.11% is underperforming 52% of the companies in the Global Credit Services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.56 is below the industry median of 0.61.

The largest shareholder of the company among the gurus is Seth Klarman (Trades, Portfolio) with 3.8% of outstanding shares followed by Buffett with 2.7% and First Eagle Investment (Trades, Portfolio) with 2.25%.

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

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