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Tiziano Frateschi
Tiziano Frateschi
Articles (1812)  | Author's Website |

8 Positions Donald Smith Continues to Increase

Alio Gold tops the list

Donald Smith (Trades, Portfolio) is the founder of investment management firm Donald Smith & Co. Inc. He bought shares of the following stocks in both the first and second quarters of 2018. 

Alio Gold Inc. (ALO)

In the first quarter, the guru increased his position by 1.28% and by 19.56% in the second quarter.

With a market cap of $97.91 million, the mining company produces mineral resources. Its revenue of $96.19 million has fallen 22.40% over the past five years.

Jim Simons (Trades, Portfolio) is the largest guru shareholder of the company with 1.6% of outstanding shares, followed by Smith with 0.74%.

Blue Capital Reinsurance Holdings Ltd. (NYSE:BCRH)

Smith increased his holding by 17.99% in the first quarter and increased it 9.72% in the second quarter.

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The reinsurance holding company has a market cap of $88.37 million. Its revenue of $44.90 million has not changed over the past five years.

Era Group Inc. (NYSE:ERA)

The guru boosted the position by 69.18% in the first quarter and added 0.04% in the second quarter.

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With a market cap of $272.84 million, the company provides helicopters and related services. Its revenue of $233.97 million has declined 5% over the past five years.

Chuck Royce (Trades, Portfolio) is the largest shareholder of the company among the gurus with 5.72% of outstanding shares, followed by Arnold Van Den Berg (Trades, Portfolio) with 3.76%, Smith with 3.72% and Simons with 0.37%.

Advantage Oil & Gas Ltd. (AAV)

In the first quarter, the guru boosted the holding by 102.22% and then increased it 6.69% in the second quarter.

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The intermediate natural gas and liquids development corporation has a market cap of $573.56 billion. Its revenue of $154.68 billion has declined by 4.60% over the past five years.

Another notable guru shareholder is Simons with 0.24% of outstanding shares.

Beazer Homes USA Inc. (NYSE:BZH)

The guru boosted the stake 188.32% in the first quarter, and then increased it 19.03% in the second quarter.

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With a market cap of $429.68 million, the company operates in the construction industry. Its revenue of $2.01 billion has increased 2.3% over the last five years.

Royce is another notable guru shareholder of the company with 2.93% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 1.18%.

Gold Fields Ltd. (NYSE:GFI)

Smith added 33.66% to his stake in the first quarter and then increased it 15.03% in the second quarter.

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With a market cap of $2.8 billion, the company operates in underground and surface gold and copper mining. Its revenue of $2.76 billion has increased 2% over the past five years.

Another notable guru shareholder is Simons with 2.07% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.21%, Royce with 0.2% and Jeremy Grantham (Trades, Portfolio) with 0.01%.

Air France-KLM (AFLYY)

In the first quarter, Smith increased the holding by 25.44% and then added another 3.92% in the second quarter.

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With a market cap of $4.32 billion, the company provides passenger and cargo air transportation services. It has a revenue of $9.31 billion that has declined 4.50% over the past five years.

Smith is the largest guru shareholder of the company with 4.9% of outstanding shares.

Avianca Holdings SA (NYSE:AVH)

The investor boosted the position by 129.94% in the first quarter and then added another 189.62% in the second quarter.

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With a market cap of $744 million, the holding company is involved in passenger airlines, cargo airlines and specialized maintenance services. Its revenue of $4.54 billion has grown 13.80% over the last five years.

Another notable guru shareholder is Simons with 1.07% of outstanding shares, followed by Grantham with 0.04%.

Disclosure: I do not own 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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