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Tiziano Frateschi
Tiziano Frateschi
Articles (1851)  | Author's Website |

Richard Pzena Exits Express Scripts, Reduces Dover

Guru's largest sales of the 4th quarter

February 11, 2019 | About:

Richard Pzena (Trades, Portfolio), the founder and co-chief investment officer of Pzena Investment Management, sold shares of the following stocks during the fourth quarter.

The guru closed his Express Scripts Holding Co. (NASDAQ:ESRX) stake. The trade had an impact of -1.41% on the portfolio.

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The company, which provides health care management and administration services, has a market cap of $52.06 billion and an enterprise value of $63.36 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 26.51% and return on assets of 9.11% are outperforming 75% of companies in the Global Health Care Plans industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.25 is below the industry median of 1.15.

The company's largest guru shareholder is Dodge & Cox with 7.08% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 2.4% and Larry Robbins (Trades, Portfolio) with 1.53%.

The investor trimmed his Dover Corp. (NYSE:DOV) stake by 34.67%. The trade had an impact of -0.79% on the portfolio.

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The industrial products manufacturer has a market cap of $12.7 billion and an enterprise value of $15.57 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 16.59% and return on assets of 6.13% are outperforming 66% of companies in the Global Diversified Industrials industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.13 is below the industry median of 0.89.

The largest guru shareholder is Pzena with 2.35% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 0.42%, Pioneer Investments (Trades, Portfolio) with 0.23% and Joel Greenblatt (Trades, Portfolio) with 0.18%.

The guru reduced the Murphy Oil Corp. (MUR) stake by 68.53%. The trade had an impact of -0.69% on the portfolio.

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The oil and gas producer has a market cap of $4.53 billion and an enterprise value of $7.38 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. While the return on equity of 8.58% is underperforming the sector, the return on assets of 4.04% is outperforming 51% of companies in the Global Oil and Gas E&P industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.12 is below the industry median of 0.51.

The company's largest guru shareholder is Hotchkis & Wiley with 7.12% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.42%, Arnold Van Den Berg (Trades, Portfolio) with 0.1% and Jeremy Grantham (Trades, Portfolio) with 0.07%.

Pzena curbed his Walmart Inc. (NYSE:WMT) stake by 42.44%. The trade impacted the portfolio by -0.52%.

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The company, which operates retail stores, has a market cap of $277.68 billion and an enterprise value of $336.97 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 6.92% and return on assets of 2.45% are outperforming 60% of companies in the Global Discount Stores industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.15 is below the industry median of 0.55.

The company's largest guru shareholder is Bill Gates (Trades, Portfolio)’ Foundation with 0.4% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.35% and Pioneer Investments with 0.12%.

The Cisco Systems Inc. (NASDAQ:CSCO) position was trimmed 64.84%, impacting the portfolio by -0.42%.

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The company, which provides data networking equipment and software, has a market cap of $212.16 billion and an enterprise value of $195.14 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 2.52% and the return on assets of 1.07% is underperforming 70% of 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 largest guru shareholder of the company 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 curbed his BP PLC (NYSE:BP) holding by 33.18%. The trade impacted the portfolio by -0.39%.

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The oil and gas company has a market cap of $142.71 billion and an enterprise value of $189.03 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 9.35% and return on assets of 3.35% are underperforming 69% of companies in the Global Oil and Gas Integrated industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.35 is slightly above the industry median of 0.34.

The company's largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 0.73% of outstanding shares, followed by the Simons’ firm with 0.36% and Fisher with 0.23%.

Disclosure: I do not own any stocks mentioned.

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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