Robert Olstein

Robert Olstein

Last Update: 05-05-2017

Number of Stocks: 109
Number of New Stocks: 15

Total Value: $781 Mil
Q/Q Turnover: 14%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Robert Olstein' s Profile & Performance

Profile

Robert A. Olstein is the Chairman and Chief Investment Officer of the Olstein Financial Alert Fund (OFALX). He is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he co-founded the "Quality of Earnings Report" service, which pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company's future earnings power and value of a company's stock.

Web Page:http://www.olsteinfunds.com/manager.htm

Investing Philosophy

Robert Olstein selects stocks by looking behind the numbers. He emphasizes a detailed look behind the numbers of a company's financial statement to assess the company's financial strength and assess potential downside risk. He believes that the Fund's objectives are best met by a "defense first" approach - an approach aimed at minimizing investment errors as opposed to finding companies with the highest appreciation potential without regard for downside risk. To qualify for his selection, a company must generate more cash flow than necessary to sustain the business, avoid aggressive accounting practices, demonstrate balance sheet fundamentals that are consistent with his defense first approach, and be selling at a discount to the private market value. Robert Olstein sells a stock when the stock appreciates to his appraised value.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Olstein All Cap Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201611.5311.96-0.4
2015-9.511.38-10.9
201415.0313.691.3
3-Year Cumulative16.1 (5.1%/year)29 (8.9%/year)-12.9 (-3.8%/year)
201336.4132.394.0
201215.316-0.7
5-Year Cumulative82.6 (12.8%/year)98.2 (14.7%/year)-15.6 (-1.9%/year)
2011-4.32.11-6.4
201016.1715.061.1
200937.0126.4610.5
2008-43.8-37-6.8
2007-3.435.49-8.9
10-Year Cumulative50.9 (4.2%/year)95.7 (6.9%/year)-44.8 (-2.7%/year)
200614.4415.79-1.4
20052.794.91-2.1
200411.0510.880.2
200336.1928.687.5
2002-19.27-22.12.8
15-Year Cumulative116.8 (5.3%/year)164.2 (6.7%/year)-47.4 (-1.4%/year)
200117.25-11.8929.1
200012.93-9.122.0
199934.8921.0413.8
199815.0128.58-13.6
199734.8333.361.5
20-Year Cumulative500.4 (9.4%/year)339.2 (7.7%/year)161.2 (1.7%/year)
199624.3622.961.4

Top Ranked Articles

Nike Offers Strong Competitive Edge for 2017 Company reports strong fiscal 3rd-quarter earnings performance, reiterates 'Triple Double' strategy
During the three months ending Feb. 28, sports apparel giant Nike Inc. (NYSE:NKE) reported net income of $1.1 billion and diluted earnings of 68 cents per share, outperforming comparative values from the prior-year quarter. High revenue growth and lower operating expenses drove the company’s earnings performance. As the company has consistent revenue and earnings growth, Nike has strong growth potential for 2017. Read more...
Robert Olstein's Best Performing Investments Include eBay Price of stock has gone up 29%
Robert Olstein (Trades, Portfolio) is the chairman and CIO of the Olstein Financial Alert Fund (OFALX). During the second quarter 2016, the guru bought shares in some stocks, and the following are the ones with the highest performance since that buy. Read more...
Robert Olstein's Largest Sales of 4th Quarter Most weighted sales in the guru's portfolio
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. He is considered to be an expert in corporate financial disclosure and reporting practices. During the fourth quarter, the firm sold shares in the following stocks: Read more...
Robert Olstein Invests in Waste Management, Outdoor Sports, Lab Products The guru’s top 3 new holdings for the 3rd quarter
Olstein Capital Management’s Robert Olstein (Trades, Portfolio) bought eight new holdings in the third quarter. His top three new holdings are Stericycle Inc. (NASDAQ:SRCL), Vista Outdoor Inc. (NYSE:VSTO) and VWR Corp. (NASDAQ:VWR). Read more...
Robert Olstein's Largest 1st-Quarter Buys Alphabet, Hormel, ExxonMobil on the list
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. During the first quarter the guru bought shares in the following stocks: Read more...
» More Robert Olstein Articles

Commentaries and Stories

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Ross and TJX Disrupt Volatile Brick-and-Mortar Retail Industry Macy’s, JC Penney and others report weak quarterly earnings, sector ETF price tumbles Robert Olstein,Pioneer Investments - Ross And TJX Disrupt Volatile Brick-and-Mortar Retail Industry
On May 11 and May 12, several brick-and-mortar retail companies reported weak earnings, driving the SPDR S&P Retail (XRT) exchange-traded fund’s share price down 1.38%. These companies include Macy’s Inc. (NYSE:M), JC Penney Co. Inc. (NYSE:JCP), Kohl’s Inc. (NYSE:KSS) and Nordstrom Inc. (NYSE:JWN). Other retail companies, including Ross Stores Inc. (NASDAQ:ROST) and TJX Companies Inc. (NYSE:TJX), have taken away competitive power from the previous list of companies. More...

ROBERT OLSTEIN, PIONEER INVESTMENTS, RETAIL


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Robert Olstein's Largest 1st-Quarter Buys Alphabet, Hormel, ExxonMobil on the list Robert Olstein,Barrow Hanley Mewhinney & Strauss,K - Robert Olstein's Largest 1st-Quarter Buys
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. During the first quarter the guru bought shares in the following stocks: More...

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Robert Olstein's Largest Sales of 4th Quarter Most weighted sales in the guru's portfolio Robert Olstein,John Rogers,John Paulson,Mario Gabe - Robert Olstein's Largest Sales Of 4th Quarter
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. He is considered to be an expert in corporate financial disclosure and reporting practices. During the fourth quarter, the firm sold shares in the following stocks: More...

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Rating: 3.0/5 (1 vote)

Nike Offers Strong Competitive Edge for 2017 Company reports strong fiscal 3rd-quarter earnings performance, reiterates 'Triple Double' strategy John Buckingham,Robert Olstein - Nike Offers Strong Competitive Edge For 2017
During the three months ending Feb. 28, sports apparel giant Nike Inc. (NYSE:NKE) reported net income of $1.1 billion and diluted earnings of 68 cents per share, outperforming comparative values from the prior-year quarter. High revenue growth and lower operating expenses drove the company’s earnings performance. As the company has consistent revenue and earnings growth, Nike has strong growth potential for 2017. More...

JOHN BUCKINGHAM, ROBERT OLSTEIN


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Multiple Vitamin Shoppe Insiders Reduce Holdings Company's market price has dropped about 55% over the previous 5 years Robert Olstein,Mario Gabelli,Joel Greenblatt - Multiple Vitamin Shoppe Insiders Reduce Holdings
Several Vitamin Shoppe (NYSE:VSI) insiders have reduced their positions thus far in March. More...

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Robert Olstein Exits Pentair, Brady, Trims WestRock An overview of the guru's most important sales of the 3rd quarter Robert Olstein,Mairs and Power,T Rowe Price Equity - Robert Olstein Exits Pentair, Brady, Trims WestRock
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. During the third quarter the guru sold shares in the following stocks: More...

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Olstein Funds Shareholder Letter: Reflecting on the Past 10 Years Robert Olstein discusses holdings and history Robert Olstein - Olstein Funds Shareholder Letter: Reflecting On The Past 10 Years
December 1, 2016 More...

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Robert Olstein Continues to Buy eBay, Walt Disney Stocks the investor bought for the past 2 quarters Robert Olstein,John Rogers,PRIMECAP Management,Jim - Robert Olstein Continues To Buy EBay, Walt Disney
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. In both the second and third quarters the guru bought shares in the following stocks: More...

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Robert Olstein Invests in Waste Management, Outdoor Sports, Lab Products The guru’s top 3 new holdings for the 3rd quarter Robert Olstein,David Rolfe,Meridian Funds,David Ca - Robert Olstein Invests In Waste Management, Outdoor Sports, Lab Products
Olstein Capital Management’s Robert Olstein (Trades, Portfolio) bought eight new holdings in the third quarter. His top three new holdings are Stericycle Inc. (NASDAQ:SRCL), Vista Outdoor Inc. (NYSE:VSTO) and VWR Corp. (NASDAQ:VWR). More...

OLSTEIN, BUYS, 3Q


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Bob Olstein's Olstein Strategic Opportunities Fund 2nd Quarter Commentary Staying the course when facing headwinds Robert Olstein - Bob Olstein's Olstein Strategic Opportunities Fund 2nd Quarter Commentary
August 24, 2016 More...

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Olstein All Cap Value Fund 2nd Quarter Letter to Shareholders Considering risk and staying the course in turbulent times Robert Olstein - Olstein All Cap Value Fund 2nd Quarter Letter To Shareholders
Dear Fellow Shareholders: More...

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Robert Olstein's Best Performing Investments Include eBay Price of stock has gone up 29% Robert Olstein - Robert Olstein's Best Performing Investments Include EBay
Robert Olstein (Trades, Portfolio) is the chairman and CIO of the Olstein Financial Alert Fund (OFALX). During the second quarter 2016, the guru bought shares in some stocks, and the following are the ones with the highest performance since that buy. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Olstein Strategic Opportunities Fund 1st Quarter Letter to Shareholders 'The active pursuit of above average investment returns' Robert Olstein - Olstein Strategic Opportunities Fund 1st Quarter Letter To Shareholders
Dear Fellow Shareholders: More...

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Olstein All Cap Value Fund First Quarter Commentary Buys, sells, investment strategy Robert Olstein - Olstein All Cap Value Fund First Quarter Commentary
May 20, 2016 More...

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Robert Olstein Buys Disney, Zoetis, Michael Kors in the 1st Quarter Olsten added a total of seven new stocks Robert Olstein - Robert Olstein Buys Disney, Zoetis, Michael Kors In The 1st Quarter
Robert Olstein (Trades, Portfolio)’s first-quarter portfolio update showed seven new stocks among 98 total holdings. More...

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Robert Olstein: Buy Bed Bath And Beyond, Stay Away From Netflix and Amazon Value investor recommends domestic retailer but avoids tech darlings Robert Olstein - Robert Olstein: Buy Bed Bath And Beyond, Stay Away From Netflix And Amazon
Robert Olstein is the chairman and chief investment officer of the Olstein Financial Alert Fund. Olstein is an expert on financial disclosure and reporting. He picks stocks based on a review of the fundamentals and is notorious for not talking to management. Management is never going to tell him when things aren’t great so he doesn’t bother. Instead he focuses on assessing the company's financial strength and downside risk. More...

LONG, TECH,


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Robert Olstein's Olstein Strategic Opportunities Fund Q4 Commentary Olstein managers talk about holdings, activist holdings and outlook Robert Olstein - Robert Olstein's Olstein Strategic Opportunities Fund Q4 Commentary
February 16, 2016 More...

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RBC Is a Deal - Guru Robert Olstein Thinks So, Too Guru Robert Olstein recently added to RBC. With the price around $58, long-term patient investors should consider a position, too Robert Olstein - RBC Is A Deal - Guru Robert Olstein Thinks So, Too
Guru Robert Olstein (Trades, Portfolio) recently added to Regal Beloit Corp. (NYSE:RBC) at an average price around $61. With the price currently around $58, should we consider following Ostein and take advantage of an opportunity, or should we pass? More...

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Olstein All-Cap Value Fund 2015 Letter to Shareholders Robert Olstein addresses investors Robert Olstein - Olstein All-Cap Value Fund 2015 Letter To Shareholders
For the calendar year ended December 31, 2015, Class C shares of the Olstein All Cap Value Fund depreciated 9.51%, while the Russell 3000 Value® Index depreciated 4.13% and the Russell 3000® Index appreciated 0.48%. For the six-month period ended December 31, 2015, Class C shares of the Olstein All Cap Value Fund depreciated 9.04%, while the Russell 3000 Value® Index depreciated 3.64% and the Russell 3000® Index depreciated 1.43%. Since the Fund’s inception date of September 21, 1995 through December 31, 2015, Class C shares of the Olstein All Cap Value Fund had an average annual return of 9.97% compared to average annual returns of 8.77% for the Russell 3000 Value® Index and 8.43% for the Russell 3000® Index. More...

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Divestitures Top Robert Olstein's 4th-Quarter Activity Guru acquires stake in Macy's, reduces holding in Intel Robert Olstein - Divestitures Top Robert Olstein's 4th-Quarter Activity
Robert Olstein (Trades, Portfolio), chairman, CEO, CIO, secretary and lead portfolio manager at Olstein Capital Management LP, made five new buys in the fourth quarter, but his most significant transactions were divestitures. More...

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