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Tiziano Frateschi
Tiziano Frateschi
Articles (2121)  | Author's Website |

Ken Heebner's Firm Exits Zebra Technologies, Phillips 66

Guru's largest sales of the 2nd quarter

August 12, 2019 | About:

Ken Heebner (Trades, Portfolio)'s Capital Growth Management sold shares of the following stocks in the second quarter.

The firm exited its Zebra Technologies Corp. (NASDAQ:ZBRA) position. The trade had an impact of -4.38% on the portfolio.

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The company, which provides products for the automatic identification and data capture market, has a market cap of $11.13 billion and an enterprise value of $12.92 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 36.18% and return on assets of 10.79% are outperforming 93% of companies in the Communication Equipment industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.02 is below the industry median of 1.58.

The company's largest guru shareholder is John Rogers (Trades, Portfolio) with 1.33% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.77% and Pioneer Investments (Trades, Portfolio) with 0.21%.

Heebner's firm sold out of its Phillips 66 (NYSE:PSX) holding. The portfolio was impacted by -2.78%.

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The independent oil refiner has a market cap of $45.05 billion and an enterprise value of $57.23 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 22.41% and return on assets of 9.55% are outperforming 79% of companies in the Oil and Gas - Refining and Marketing industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.16 is below the industry median of 0.36.

The largest guru shareholder of the company is Barrow, Hanley, Mewhinney & Strauss with 3.14% of outstanding shares, followed by Warren Buffett (Trades, Portfolio) with 1.22% and Pioneer Investments with 0.19%.

The investment firm exited his Valero Energy Corp. (NYSE:VLO) position. The portfolio was impacted by -2.61%.

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The oil refiner has a market cap of $32.68 billion and an enterprise value of $40.62 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. While the return on equity of 11.85% is underperforming the sector, the return on assets of 4.99% is outperforming 57% of companies in the Oil and Gas - Refining and Marketing industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.21 is below the industry median of 0.36.

The company's largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 1.41% of outstanding shares, followed by Pioneer Investments with 0.78%, Steven Cohen (Trades, Portfolio) with 0.32% and Ken Fisher (Trades, Portfolio) with 0.02%.

Capital Growth divested of PagSeguro Digital Ltd. (NYSE:PAGS), impacting the portfolio by -2.51%.

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The company, which provides financial technology solutions, has a market cap of $15.04 billion and an enterprise value of $14.41 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 17.32% and return on assets of 10.23% are outperforming 65% of companies in the Application Software industry. Its financial strength is rated 9 out of 10 with no debt.

The company's largest guru shareholder is Ron Baron (Trades, Portfolio) with 1.17% of outstanding shares, followed by Cohen with 0.60% and Pioneer Investments with 0.18%

The holding of CBRE Group Inc. (NYSE:CBRE) was closed. The trade had an impact of -2.44% on the portfolio.

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The provider of real estate services has a market cap of $17.90 billion and enterprise value of $22.22 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 21.85% and return on assets of 7.84% are outperforming 82% of companies in the Real Estate Services industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.12 is below the industry median of 0.27.

Jeff Ubben (Trades, Portfolio)'s ValueAct is the company’s largest guru shareholder with 3.92% of outstanding shares, followed by Baron with 0.68%, Rogers with 0.54% and Pioneer Investments with 0.18%.

The Companhia Siderurgica Nacional (NYSE:SID) stake was reduced by 82.76%. The trade had an impact of -2.43% on the portfolio.

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The steel producer has a market cap of $5.09 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 47.21% and return on assets of 7.84% are outperforming 73% of companies in the Steel industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.12 is below the industry median of 0.31.

Simons' firm is the company’s largest guru shareholder with 0.26% of outstanding shares, followed by Heebner with 0.14%.

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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