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The Dow Jones Industrial Average closed at 31,270.09 on Wednesday with a loss of 121.43 points or -0.39%. The S&P 500 closed at 3,819.72 for a loss of 50.57 points or -1.31%. The Nasdaq Composite closed at 12,997.75 for a loss of 361.04 points or -2.70%. The VIX Volatility Index was higher at 26.67 for a gain of 2.57 points or 10.66%.
Wednesday's Market Movers
The major U.S. indexes ended lower for a second day. February new private sector payrolls from ADP were below expectations at 117,000 versus consensus predictions of 155,000. Private sector payrolls also showed a decrease from
Charles de Vaulx (Trades, Portfolio), chief investment officer of International Value Advisors, has revealed the IVA Worldwide Fund portfolio for the fourth quarter of 2020. Top trades include new buys into Danone SA (XPAR:BN) and Bayer AG (XTER:BAYN) and reductions in Bollore SA (XPAR:BOL) and H U Group Holdings Inc. (TSE:4544). The fund's Alphabet Inc. (GOOG) holding was eliminated during the quarter.
The guru employs a value-orientated approach and will seek investments in companies of any size. Typical investments include companies with financial strength, temporarily depressed earnings or entrenched franchises. The overriding attribute
Glenn Greenberg (Trades, Portfolio)'s Brave Warrior Advisors, LLC sold shares of the following stocks during the fourth quarter, which ended on Dec. 31.
Alphabet
The Alphabet Inc. (GOOG) position was trimmed by 15.48%, impacting the portfolio by -0.80%.
The Internet media giant has a market cap of $1.37 trillion and an enterprise value of $1.26 trillion.
GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 19.21% and return on assets of 13.92% are outperforming 76% of companies in the interactive
Alphabet's (GOOG)(GOOGL) revenue grew 13% in 2020, to $182 billion. The primary drivers of the company's strong growth were the usual suspects of search (+6%), YouTube advertising (+31%), and Google Cloud (+46%). During the first few months of the pandemic, a sharp spending pullback by advertisers negatively impacted search and YouTube, but as advertising activity recovered through the second half of the year, both businesses exited 2020 with excellent momentum.
Impressively, Alphabet managed to expand margins in 2020 – a year in which usage of nearly every ad-supported Google service exploded at the same time that many advertisers slashed ad
The total return for the Sequoia Fund in 2020 was 23.33%. This compares with the 18.40% return of the S&P 500 Index.
Our preference is to make concentrated commitments of capital in a limited number of companies that have superior long-term economic prospects and that sell at what we believe are attractive prices. Because Sequoia is deliberately not representative of the overall market, in any given year the performance of the Fund may vary significantly from that of the broad market indices.
The top ten equity positions constituted approximately 50% of Sequoia's net assets on December 31, 2020.
Davis Select Advisors recently released its fourth-quarter 2020 portfolio update. Among the changes made during the quarter, the firm disclosed a new position in Viatris Inc. (VTRS), a position boost in Cigna Corp. (CI) and reductions in its holdings in Facebook Inc. (FB), Quest Diagnostics Inc. (DGX) and Alphabet Inc. (GOOGL)(GOOG).
Fund Chairman Chris Davis (Trades, Portfolio) manages the firm's Large Cap Value Portfolio and joins the research team for the firm's other portfolios. The Tucson, Arizona-based firm seeks long-term capital appreciation through investments in durable, well-managed businesses that can be purchased at value prices.
Ruane Cunniff (Trades, Portfolio), the firm founded by the late William Ruane, disclosed last week that its top four trades during the fourth quarter of 2020 included a new position in Netflix Inc. (NFLX), a boost in its Credit Acceptance Corp. (CACC) holding and reductions in Alphabet Inc. (GOOGL)(GOOG) and Wayfair Inc. (W).
The New York-based firm, which received recognition from Berkshire Hathaway Inc. (BRK.A)(BRK.B) CEO Warren Buffett (Trades, Portfolio), manages the Sequoia Fund in addition to other separate managed accounts. The fund managers apply a long-term, value-oriented strategy in which emphasis is placed
Ruane Cunniff (Trades, Portfolio)'s Ruane, Cunniff & Goldfarb L.P. sold shares of the following stocks during the fourth quarter, which ended on Dec. 31.
Alphabet
The Alphabet Inc. (GOOG) position was trimmed by 52.31%, impacting the portfolio by -4.19%.
The Internet media giant has a market cap of $1.39 trillion and an enterprise value of $1.28 trillion.
GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 19.21% and return on assets of 13.92% are outperforming 76% of companies in the
Steven Cohen (Trades, Portfolio), CEO and President of Point72 Asset Management, has revealed his portfolio for the fourth quarter of 2020. Major trades include selling out of his holdings in Alibaba Group Holding Ltd. (BABA) and Palantir Technologies Inc. (PLTR) as well as additions to the portfolio's top holdings in Alphabet Inc. (GOOGL) and Advanced Micro Devices Inc. (AMD). The guru also reduced his Amazon.com Inc. (AMZN) holding during the quarter.
Cohen's Point72 was formed as a hedge fund in 2014 when SAC Capital Advisors converted its investment operations into a family office.
Bill Gates (Trades, Portfolio)' foundation trust sold shares of the following stocks during the fourth quarter, which ended on Dec. 31.
Berkshire Hathaway
The firm reduced its position in Berkshire Hathaway Inc. (BRK.B) by 10.61%. The trade had an impact of -4.82% on the portfolio.
The holding company has a market cap of $568.13 billion and an enterprise value of $653 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 8.95% and return on assets of 4.5% are outperforming
Residents of Nebraska earned a clean sweep of the honors in my 19th annual Derby of Economic Forecasting Talent (DEFT).
Contestants entered from Pennsylvania, Virginia, Iowa, Kentucky and even Poland, but none of them won. It must be something in the Nebraska water. Oh yes, Warren Buffett (Trades, Portfolio), widely considered the greatest U.S. investor, comes from Nebraska too.
Two people tied for first place. Les Digman is a retired professor of business strategy at University of Nebraska in Lincoln. Mark Riley writes for the virtual assistant "Ted" at the brokerage house TD Ameritrade (AMTD).
Third place
The world's largest technology companies have come under increasing media scrutiny and political criticism over the past several years. As I discussed last month, these pressures intensified to a fever pitch in 2020, setting the stage for potential antitrust action on a scale not seen in decades.
According to New York University's Scott Galloway, a widely respected authority on corporate governance and management, things are likely to only get worse for Big Tech in 2021.
A year of reckoning
In an article published by Fast Company on Jan. 21, Galloway made the bold
Wedgewood Partners Chief Investment Officer David Rolfe (Trades, Portfolio) disclosed his portfolio for the fourth quarter of 2020 earlier this week.
The guru's St. Louis-based firm approaches potential investments with the mindset of a business owner, analyzing a handful of undervalued companies that have a dominant product or service, consistent earnings, revenue and dividend growth, are highly profitable and have strong management teams.
In his shareholder letter for the three-month period ended Dec. 31, Rolfe noted the firm was "unusually inactive" in its buying and selling. While the market previously boosted "lockdown stocks" in the first
Third Point leader Daniel Loeb (Trades, Portfolio) released his fourth-quarter 2020 portfolio earlier this week.
Using an event-driven, value-oriented approach to picking stocks, the guru's New York-based firm is known for taking activist positions in underperforming companies that have a catalyst that will help unlock value for shareholders.
Keeping these criteria in mind, Loeb entered 35 new positions during the quarter, divested of nine holdings and added to or trimmed a number of other existing investments. Notable trades for the three months ended Dec. 31 included new holdings in Upstart Holdings Inc. (UPST) and Alphabet Inc. (GOOGL),
Chris Davis (Trades, Portfolio)' Davis Selected Advisers sold shares of the following stocks during the fourth quarter, which ended on Dec. 31.
Facebook
The firm trimmed its position in Facebook Inc. (FB) by 11.3%. The trade had an impact of -0.61% on the portfolio.
The online social network has a market cap of $770.29 billion and an enterprise value of $718.99 billion.
GuruFocus gives the company a profitability and growth rating of 10 out of 10. The
Both big tech and its micro sectors are driving the waves of the future. Thus, as we start a new year in 2021, let's take a look at how the past year has gone for the FAANG stocks (Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX) and Alphabet's Google (GOOG)(GOOGL).
One key area to pay attention to for big tech at the moment is legalities and antitrust. Will a technology company that can either enforce a monopoly or heavily influence political power in the U.S. face lawsuits and/or antitrust probes from the U.S. government? There is a long list of
Diamond Hill Capital (Trades, Portfolio) recently disclosed its portfolio updates for the fourth quarter of 2020, which ended on Dec. 31.
Founded in 2000 and headquartered in Columbus, Ohio, Diamond Hill Capital (Trades, Portfolio) identifies itself as an independent investment management firm that seeks to align employee interests with investor interests by investing in the same portfolios. Its strategy is to maintain a long-term focus based on fundamental, ground-up analysis of a company's intrinsic value, as determined by factors such as market position, competition, management, valuation and growth prospects. The funds focus on buying
Cisco Systems (CSCO) released earnings results for its second quarter of fiscal 2021 on Feb. 9 after the market closed. Earnings and revenue beat estimates thanks to strong security and services revenue.
The company's shares were down 3.4% in after-hours trading to $46.87 per share on Tuesday following the earnings announcement.
The key numbers
The U.S. multinational technology conglomerate posted adjusted earnings per share of 79 cents, up from 77 cents reported the year before. Wall Street had predicted EPS of 76 cents.
Revenue of $11.96 billion was flat on a year-over-year basis but beat analyst expectations of $11.92 billion.
PRIMECAP Management (Current Portfolio) has revealed its portfolio for the fourth quarter. Major trades include a new buy in Morgan Stanley (MS) and reductions in Qualcomm Inc. (QCOM), Adobe Inc. (ADBE), Microsoft Corp. (MSFT) and Alphabet Inc. (GOOG).
The Primecap team evaluates securities based on their outlook over a three- to five-year time horizon, with the intention of holding them considerably longer if their fundamentals warrant it. They believe successful investment decisions rest in correctly appraising the relationship between the fundamental value of a company and the market price of
Amazon.com Inc.'s (AMZN) secret of success is the invention of "crazy things," according to its founder and CEO Jeff Bezos.
"Amazon is what it is because of invention. We do crazy things together and then make them normal. We pioneered customer reviews, 1-Click, personalized recommendations, Prime's insanely-fast shipping, Just Walk Out shopping, the Climate Pledge, Kindle, Alexa, marketplace, infrastructure cloud computing, Career Choice, and much more. If you do it right, a few years after a surprising invention, the new thing has become normal. People yawn. That yawn is the greatest compliment an inventor can receive. When you look
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