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Tiziano Frateschi
Tiziano Frateschi
Articles (1509)  | Author's Website |

8 Stocks Charles Brandes Continues to Buy

Guru added to these positions in the past 2 quarters

The chairman of Brandes Investment Partners, Charles Brandes (Trades, Portfolio), invested in the following stocks in both the third and fourth quarters.

Avon Products Inc. (AVP)

In the third quarter, the guru raised his position by 0.36% and added another 42.54% in the fourth quarter.

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With a market cap of $1.22 billion, the company is involved in the household products market. Its revenue has declined 12.30% over the past five years.

Donald Yacktman (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 4.46% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 2.71% and Yacktman Fund (Trades, Portfolio) with 2.29%.

Seneca Foods Corp. Class A (SENEA)

During third quarter Brandes boosted his holding by 114.93% and by 14.91% in the fourth quarter.

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The company produces and distributes processed fruits and vegetables. It has a market cap of $295.42 million. Its revenue has increased 3.40% over the past five years.

The largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 3.38% of outstanding shares followed by Simons with 0.77% and Brandes with 0.63%.

Digi International Inc. (DGII)

The guru raised his position by 3.84% in the third quarter and added another 29.84% in the fourth quarter.

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With a market cap of $291.91 million, the company is a provider of Machine to Machine and Internet of Things (IoT) networking hardware products and solutions. Its revenue has declined 0.50% over the past five years.

Simons is the largest shareholder of the company among the gurus, with 1.71% of outstanding shares followed by Royce with 1.49%, Brandes with 1.21%, Barrow, Hanley, Mewhinney & Strauss with 0.33% and Hotchkis & Wiley with 0.3%.

Orion Group Holdings Inc. (ORN)

In the third quarter, the investor increased his holding by 25.61% and by 31.26% in the fourth quarter.

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The company is active in the business of marine construction, design and specialty services. It has a market cap of $178.79 million. Its revenue of $560.63 million has increased 16.50% over the past five years.

The largest shareholder among the gurus is Arnold Van Den Berg (Trades, Portfolio) with 3.07% of outstanding shares followed by Brandes with 1.97%.

Resources Connection Inc. (RECN)

In the third quarter, Brandes increased the holding by 4.54% and added another 133.38% in the fourth quarter.

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The company is a multinational consulting firm with a market cap of $505.13 million. Its revenue of $590.39 million, has increased 5.80% over the past five years.

Royce is the largest shareholder of the company among the gurus, with 7.67% of outstanding shares followed by Brandes with 2.84%, Barrow, Hanley, Mewhinney & Strauss with 1.05%, Ken Fisher (Trades, Portfolio) with 0.7% and Pioneer Investments (Trades, Portfolio) with 0.66%.

Infosys Ltd. ADR (INFY)

The guru increased the stake by 32.36 % in the third quarter and raised it by 142.31% in the fourth quarter.

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With a market cap of $38.24 billion, the company is engaged in consulting, technology, outsourcing and next-generation services. Its revenue has increased 14.40% over the past five years.

The largest shareholder among the gurus is David Herro (Trades, Portfolio) with 1.22% of outstanding shares followed by Fisher with 1.02% and Yacktman with 0.27%.

Owens & Minor Inc. (OMI)

In the third quarter, the investor raised the holding by 32.49% and added another 627.70% in the fourth quarter.

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The health care logistics firm has a market cap of $1.05 billion. Its revenue has increased 2.30% over the past five years.

Richard Pzena (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.6% of outstanding shares followed by Brandes with 2.36% and Royce with 1.23%.

Cardinal Health Inc. (CAH)

Brandes boosted the stake by 2,109.26% in the third quarter and by 79.36% in the fourth quarter.

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The health care services company has a market cap of $22.04 billion. Its revenue has increased 6.50% over the past five years.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 5.68% of outstanding shares followed by Vanguard Health Care Fund (Trades, Portfolio) with 2.41%, Seth Klarman (Trades, Portfolio) with 0.8% and Pzena with 0.62%.

YPF SA ADR (YPF)

In the third quarter, the investor added 241.90% to the position and 12.57% in the fourth quarter.

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With a market cap of $8.83 billion the Argentina-based integrated oil and gas company is engaged in exploration and production activities, natural gas and crude oil purchases. Its revenue of $14.76 billion, has increased 30.40% over the past five years.

Brandes is the largest shareholder of the company among the gurus, with 1.48% of outstanding shares followed by Ron Baron (Trades, Portfolio) with 1.03%, Simons with 0.08% and Manning & Napier Advisors Inc. with 0.06%.

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.

Visit Tiziano Frateschi's Website


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