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Tiziano Frateschi
Tiziano Frateschi
Articles (2155)  | Author's Website |

Caxton Associates Adds to Amazon, Alibaba, AIG

Firm's largest buys of the 4th quarter

Investment firm Caxton Associates (Trades, Portfolio) bought shares of the following stocks during the fourth quarter.

The firm boosted its Amazon.com Inc. (NASDAQ:AMZN) holding by 2,282.7%, impacting the portfolio by 17.73%.

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The online retailer has a market cap of $795.47 billion and an enterprise value of $794.01 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 28.48% and return on assets of 7.21% are outperforming 65% of companies in the Global Specialty Retail industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.04 is above the industry median of 0.99.

The company's largest guru shareholder is Ken Fisher (Trades, Portfolio) with 0.33% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.28%, Spiros Segalas (Trades, Portfolio) with 0.21% and Chase Coleman (Trades, Portfolio) with 0.15%.

The Alibaba Group Holding Ltd. (NYSE:BABA) position was expanded 74.49%, impacting the portfolio by 5.61%.

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The Chinese e-commerce company has a market cap of $441.5 billion and an enterprise value of $447.69 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 17.09% and return on assets of 8.62% are outperforming 83% of companies in the Global Specialty Retail industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.47 is above the industry median of 0.99.

The company's largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 0.59% of outstanding shares, followed by the Sands with 0.58%, Fisher with 0.44% and Andreas Halvorsen with 0.39%.

The firm boosted its holding of American International Group Inc. (NYSE:AIG) by 2,292.6%. The portfolio was impacted by 1.34%.

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The insurance company has a market cap of $37.4 billion and an enterprise value of $60.34 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of -0.01% is underperforming 96% of companies in the Global Insurance - Diversified industry. Its financial strength is rated 3 out of 10 with a cash-debt ratio of 0.08.

Hotchkis & Wiley is the largest guru shareholder of the company with 2.81% of outstanding shares, followed by First Pacific Advisors (Trades, Portfolio) with 1.75%, Richard Pzena (Trades, Portfolio) with 1.36% and Steven Romick (Trades, Portfolio) with 1.28%.

Caxton established a new position in Scana Corp. (NYSE:SCG), buying 171,453 shares. The traded impacted the portfolio by 1.30%.

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The company, which generates and sells electricity and natural gas, has a market cap of $6.81 billion and an enterprise value of $13.42 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of -3.71% and return on assets of -1.06% are underperforming 91% of the companies in the Global Internet Content and Information industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.23.

Another notable guru shareholder of the company is Pioneer Investments (Trades, Portfolio) with 0.06% of outstanding shares, followed by Paul Tudor Jones (Trades, Portfolio) with 0.01% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.01%.

The firm invested in a 94,495-share holding of Entergy Corp. (NYSE:ETR). The trade had an impact of 1.29% on the portfolio.

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The electric company has a market cap of $17.14 billion and an enterprise value of $34.79 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 10.29% and return on assets of 1.81% are outperforming 81% of companies in the Global Utilities - Diversified industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.23.

Simons’ firm is the company's largest guru shareholder with 2.06% of outstanding shares, followed by Pzena with 0.2%, Steven Cohen (Trades, Portfolio) with 0.02% and John Hussman (Trades, Portfolio) with 0.02%.

Caxton bought 84,648 shares of Procter & Gamble Co. (NYSE:PG). The trade had an impact of 1.23% on the portfolio.

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The consumer goods company has a market cap of $249.61 billion and an enterprise value of $272.52 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on assets of 19.71% and return of equity of 8.83% are outperforming 79% of companies in the Global Household and Personal Products industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.36 is below the industry median of 0.49.

With 0.49% of outstanding shares, Yacktman Asset Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Fisher with 0.41%, the Yacktman Fund (Trades, Portfolio) with 0.23% and Diamond Hill Capital (Trades, Portfolio) with 0.1%.

The firm picked up 83,849 shares of American Water Works Co. Inc. (NYSE:AWK). The trade had an impact of 1.21% on the portfolio.

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The provider of water and wastewater services has a market cap of $18.14 billion and an enterprise value of $26.62 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 10.02% and return on assets of 2.79% are underperforming 62% of companies in the Global Utilities - Regulated Water industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.23.

Simons’ firm is the company's largest guru shareholder with 0.63% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 0.02% and Ray Dalio (Trades, Portfolio) with 0.01%.

Disclosure: I do not own any stocks mentioned.

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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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