CEB News and Headlines - CEB Inc

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Guru stock highlight

CEB, Inc. (NYSE:CEB) is a business services company that provides best-practice and technology insights to businesses in a wide range of industries. We were first attracted to CEB for its recurring revenue business model and its low market penetration. IT research firm, Gartner, Inc., also found value in CEB’s platform and acquired the company during the first quarter in a cash and stock deal worth roughly $2.6 billion. By combining CEB’s existing client partnerships with Gartner’s operational expertise and distinct sales network, we believe the acquisition should be accretive.

From Meridian Growth Funds first-quarter 2017 shareholder commentary.

49 Views    Holly LaFon    2017-05-18 16:35
Analysis of holdings and markets

MARKET SUMMARY

U.S. stock markets posted strong gains in the first quarter, largely on the belief that a combination of tax reform, infrastructure spending, and a lighter regulatory environment would positively impact domestic growth. Though such policy moves have not yet taken shape, the broader market climbed and volatility was scarce. Other notable events capturing investors’ attention included the Federal Reserve’s interest rate increase and the House of Representatives’ failed repeal of the Affordable Care Act.

As tracked by the Russell indices, stocks in all capitalization ranges climbed higher, with large cap stocks readily in front. Mid caps and small

176 Views    Holly LaFon    2017-05-18 16:27
The guru's largest sales

John Rogers (TradesPortfolio)' Ariel Investment LLC was founded in 1983, and its portfolio is composed of 188 stocks with a total value of $8.505 billion. During the first quarter the firm sold shares of the following stocks:

The firm reduced its shares of Kennametal Inc. (KMT) by 25.54% with an impact of -0.48% on the portfolio.

The company is engaged in developing and manufacturing metalworking tools and wear-resistant engineered components and coatings. Its operating segments include Industrial and Infrastructure.

GuruFocus gives the stock a profitability and

215 Views    Tiziano Frateschi    2017-05-16 19:12

Over the past 15 years, we’ve had the privilege of managing our investment partners’ portfolios. During that time we have made mistakes that ranged from mild to significant impact on the portfolio. In this week’s article I wanted to share some of these mistakes, the reasons we made them and how we’ve changed to decrease the chances of making such a mistake again.

Before we get into the specific examples of mistakes we’ve made, it’s important to make the distinction between sins of omission versus sins of commission. In the words of Warren Buffett (Trades,

1070 Views    Thomas Macpherson    2014-11-30 22:28

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2017-05-18
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2014-11-28 $ 73.21 (-1.39%)
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Lessons We Have Learned - GuruFocus.com
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