Robert Olstein

Robert Olstein

Last Update: 08-03-2017

Number of Stocks: 115
Number of New Stocks: 15

Total Value: $788 Mil
Q/Q Turnover: 16%

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

Is Robert Olstein’s Style of Investing Still Relevant? A mutual fund manager who dazzled in the wake of the dot-com bust has since struggled to stay ahead of the S&P 500
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 Exits Pentair, Brady, Trims WestRock An overview of the guru's most important sales of the 3rd quarter
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: Read more...
Multiple Vitamin Shoppe Insiders Reduce Holdings Company's market price has dropped about 55% over the previous 5 years
Several Vitamin Shoppe (NYSE:VSI) insiders have reduced their positions thus far in March. Read more...
Robert Olstein Keeps Buying FedEx, General Electric The guru bought these stocks in the last 2 quarters
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. In both the first and second quarters the guru bought shares in the following stocks: Read more...
» More Robert Olstein Articles

Commentaries and Stories

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Robert Olstein's Second-Quarter 2017 Shareholder Commentary Overview of holdings and market Robert Olstein - Robert Olstein's Second-Quarter 2017 Shareholder Commentary
Dear Fellow Shareholders: More...

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Robert Olstein Keeps Buying FedEx, General Electric The guru bought these stocks in the last 2 quarters Robert Olstein,Chuck Royce,Mario Gabelli,Jim Simon - Robert Olstein Keeps Buying FedEx, General Electric
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. In both the first and second quarters the guru bought shares in the following stocks: More...

  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Is Robert Olstein’s Style of Investing Still Relevant? A mutual fund manager who dazzled in the wake of the dot-com bust has since struggled to stay ahead of the S&P 500 Robert Olstein - Is Robert Olstein’s Style Of Investing Still Relevant?
More...

GURUS, ROBERT OLSTEIN, THE QUALITY OF EARNINGS REPORT, OLSTEIN CAPITAL MANAGEMENT, OLSTEIN FUNDS, OLSTEIN ALL CAP VALUE FUND, OLSTEIN STRATEGIC OPPORTUNITIES FUND, LARGE BLEND, SMALL CAP, ACTIVIST, FO


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Robert Olstein Divests 3 Retail Holdings in 2nd Quarter Guru reports quarterly portfolio Robert Olstein - Robert Olstein Divests 3 Retail Holdings In 2nd Quarter
Robert Olstein (Trades, Portfolio), chief investment officer of the Olstein Financial Alert Fund (OFALX), closed three retail positions during the second quarter: Vitamin Shoppe Inc. (NYSE:VSI), DSW Inc. (NYSE:DSW) and Michael Kors Holdings Ltd. (NYSE:KORS). More...

ROBERT OLSTEIN


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Spirit Airlines Is a Buy Again Priced just below where it was a year ago, the airline continues to demonstrate growth Robert Olstein, Ronald Muhlenkamp - Spirit Airlines Is A Buy Again
Out of the major airlines, Spirit Airlines Inc. (NASDAQ:SAVE) has the best return potential for investors. It is trading near a 52-week low because of cancelled flights in relation to a feud with pilots in May. Its union wanted a compensation package of $1.9 billion, which would have drastically raised Spirit’s costs over the next five years, while the company's counter was for $440 million over the same period. Both parties rejected the respective offers and remain in open contract negotiations. More...

AIRLINES, DELTA, SPIRIT, UNITED AIRLINES, AMERICAN AIRLINES


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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...

  • Currently 3.00/5

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...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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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Rating: 5.0/5 (1 vote)

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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