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Tiziano Frateschi
Tiziano Frateschi
Articles (1853)  | Author's Website |

Ken Fisher Adds to Cisco, Royal Dutch Shell Positions

Guru's largest buys of 4th quarter

Ken Fisher (TradesPortfolio), the founder, executive chairman and co-chief investment officer of Fisher Investments, bought shares of the following stocks in the fourth quarter.

The guru added 36.01% to his Cisco Systems Inc. (NASDAQ:CSCO) stake, expanding the portfolio by 0.43%.

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The company, which provides data networking equipment and software, has a market cap of $207.4 billion and an enterprise value of $190.37 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 2.52% and return on assets of 1.07% are underperforming 70% of the companies in the Global Communication Equipment industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.67 is below the industry median of 2.0.

The company's largest shareholder among the gurus is Dodge & Cox with 0.79% of outstanding shares, followed by Fisher with 0.61% and PRIMECAP Management (Trades, Portfolio) with 0.57%.

The guru’s holding of Royal Dutch Shell PLC ADR (NYSE:RDS.A) was boosted by 69.81%. The trade had an impact of 0.42% on the portfolio.

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The integrated oil and gas company has a market cap of $243.64 billion and an enterprise value of $306.76 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 13.76% and return on assets of 6.58% are underperforming 58% of companies in the Global Oil and Gas Integrated industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.24 is below the industry median of 0.34.

Another notable guru shareholder is Richard Pzena (Trades, Portfolio) with 0.14% of outstanding shares, followed by Hotchkis & Wiley with 0.12% and Steven Cohen (Trades, Portfolio) with 0.04%

The guru boosted his position in Salesforce.com Inc. (NYSE:CRM) by 178.18%. The trade had an impact of 0.41% on the portfolio.

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The software solutions provider has a market cap of $114.55 billion and an enterprise value of $115.49 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 6.27% and return on assets of 3.17% are underperforming 54% of the companies in the Global Software - Application industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.79 is below the industry median of 4.27.

Frank Sands (Trades, Portfolio) is the company's largest guru shareholder with 1.15% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.99%, Chase Coleman (Trades, Portfolio) with 0.31%, Andreas Halvorsen (Trades, Portfolio) with 0.29% and Stanley Druckenmiller (Trades, Portfolio)’ with 0.2%.

Fished beefed up his Adobe Inc. (NASDAQ:ADBE) stake by 298.24%, expanding the portfolio by 0.37%.

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The software company has a market cap of $119.57 billion and an enterprise value of $120.46 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 29.42% and return on assets of 16.43% are outperforming 89% of the companies in the Global Software - Application industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.78 is below the industry median of 4.27.

With 4.29% of outstanding shares, PRIMECAP Management is the company's largest guru shareholder, followed by Steve Mandel (Trades, Portfolio) with 1.11% and Sands with 0.86%.

Fisher increased his holding of the Vanguard Intermediate-Term Corporate Bond Exchange-Traded Fund (NASDAQ:VCIT) by 25.67%, impacting the portfolio by 0.30%.

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The guru added 66.84% to his Itau Unibanco Holding SA (NYSE:ITUB) stake, impacting the portfolio by 0.22%.

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The investment bank has a market cap of $89.51 billion and an enterprise value of $119.66 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 18.41% and return on assets of 1.64% are outperforming 83% of the companies in the Global Banks - Regional - Latin America industry. Its financial strength is rated 4 out of 10 with a cash-debt ratio of 0.59.

Ken Heebner (Trades, Portfolio) is another notable guru shareholder of the company with 0.1% of outstanding shares, followed by Howard Marks (Trades, Portfolio)’ Oaktree Capital Management with 0.08%.

The guru bought 2,764,345 class A shares of Weibo Corp. (NASDAQ:WB), expanding the portfolio by 0.22%.

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The Chinese social media platform has a market cap of $12.96 billion and an enterprise value of $12.25 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 40.82% and return on assets of 21.01% are outperforming 93% of the companies in the Global Internet Content and Information industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.81 is below the industry median of 7.46.

Another notable guru shareholder is Marks’ firm with 0.18% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.18% and Value Partners (Trades, Portfolio) with 0.13%.

Disclosure: I do not own any shares of any stocks mention in this article.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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