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Tiziano Frateschi
Tiziano Frateschi
Articles (1686)  | Author's Website |

7 Stocks Robert Olstein Continues to Buy

Chevron, AGCO among his largest increases

Robert Olstein (Trades, Portfolio) bought shares in the following stocks in both the first quarter of 2018 and fourth quarter of 2017.

Central Garden & Pet Co. Class A (CENTA)

In the fourth quarter, the guru boosted his position by 134.07% and added another 5.24% in the first quarter.

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With a market cap of $1.9 billion, the company is a marketer and producer of pet, lawn and garden products. Its revenue of $2.12 million has increased 2.20% over the past five years.

Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.22% of outstanding shares followed by Joel Greenblatt (Trades, Portfolio) with 0.16% and Olstein with 0.13%.

Helen of Troy Ltd. (HELE)

The investor increased his holding by 49.95% during fourth quarter and then raised it by 6.81% in the first quarter.

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The company designs and distributes Housewares, Healthcare and Personal Care products. It has a market cap of $2.42 billion. Its revenue of $750.45 million has increased 6.30% over the past five years.

The largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 3.27% of outstanding shares followed by Olstein with 0.13% and Jeremy Grantham (Trades, Portfolio) with 0.08%.

Chevron Corp. (CVX)

The guru added 5.88% to the position in the fourth quarter and boosted it 77.78% in the first quarter.

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With a market cap of $245.98 billion, the company operates in the exploration, production and refining operations worldwide. Its revenue of $139.11 billion has decreased 13.10% over the past five years.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 0.4% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.23%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.1% and Pioneer Investments (Trades, Portfolio) with 0.08%.

AGCO Corp. (AGCO)

In the fourth quarter, Olstein added 1.37% to the holding and increased it by 43.68% in the first quarter.

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The company manufactures and distributes agricultural equipment. It has a market cap of $5.05 billion. Its revenue of $8.68 billion has declined 1.70% over the past five years.

The largest shareholder among the gurus is Tweedy Browne (Trades, Portfolio) with 0.81% of outstanding shares followed by Tweedy Browne (Trades, Portfolio) Global Value with 0. 75% and Simons with 0.28%.

Prestige Brands Holdings Inc. (PBH)

The guru raised the holding by 80.50% in the fourth quarter, and increased it 48.12% in the first quarter.

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With a market cap of $1.51 billion, the company distributes health care and household cleaning products to merchandisers, drug stores and supermarkets. Its revenue of $1.02 billion, has increased 12.40% over the past five years.

Fisher is the largest shareholder of the company among the gurus, with 2.9% of outstanding shares followed by Simons with 0.64% and Olstein with 0.3%.

Aon PLC (AON)

The guru raised the stake by 20.45% in the fourth quarter and by 13.21% in the first quarter.

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With a market cap of $34.55 billion, the company provides risk management services, insurance brokerage and outsourcing solutions. Its revenue of $10.70 billion has increased just 0.30% over the past five years.

The largest shareholder among the gurus is First Pacific Advisors (Trades, Portfolio) with 1.73% of outstanding shares followed by Steven Romick (Trades, Portfolio) with 1.33% and Bill Nygren (Trades, Portfolio) with 1.05%.

Walgreens Boots Alliance Inc. (WBA)

In the fourth quarter, the guru boosted the holding by 193.88% and added another 10.63% in the first quarter.

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It is a pharmacy-led health and wellbeing company with a market cap of $62.42 billion. Its revenue of $124.02 billion has increased 8.20% over the past five years.

Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 0.81% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 0.69% and Bill Gates (Trades, Portfolio) with 0.35%.

Newell Brands Inc. (NWL)

The guru boosted the stake by 74.10% in the fourth quarter and raised it by 71.07% in the first quarter.

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With a market cap of $13.09 billion, the company operates in the household products market. Its revenue of $14.49 billion has increased 11.80% over the past five years.

The largest shareholder among the gurus is Carl Icahn (Trades, Portfolio) with 6.96% of outstanding shares followed by Robbins with 5.55% and PRIMECAP Management (Trades, Portfolio) with 0.83%.

CVS Health Corp. (CVS)

In the fourth quarter, Olstein increased the holding by 14.71% and added another 35.53% in the first quarter.

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With a market cap of $62.23 billion, the company has three reportable segments, namely Pharmacy Services, Retail/LTC and Corporate. Its revenue of $185.94 billion has increased 14.30% over the past five years.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 1.53% of outstanding shares followed by Robbins with 0.67% and Vanguard Health Care Fund (Trades, Portfolio) with 0.44%.

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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