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Qurate Retail Inc $ 7.27 -0.3 (-3.9%)

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QRTEA News and Headlines - Qurate Retail Inc

GuruFocus Articles Total 89
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Firm invests in value opportunities from out-of-favor industries

Yacktman Asset Management (Trades, Portfolio) recently disclosed its portfolio updates for the first quarter of 2020, which ended on March 31.

Headquartered in Austin, Texas, Yacktman Asset Management (Trades, Portfolio) pursues long-term capital appreciation using a growth and value-based strategy. Specifically, the firm looks to purchase the stocks of business that have the following three characteristics: good business (high market share, high cash return on tangible assets, unique franchise characteristics, etc.), shareholder-oriented management (allocates capital wisely, does not overcompensate executives, etc.) and low purchase price. Stephen Yacktman, who joined the firm in 1993, is

906 Views    Margaret Moran    2020-05-05 20:26
Details the CEO buys this past week for the following companies: Encompass Health, Bunge, Qurate Retail, American Assets Trust and Hexcel

According to GuruFocus Insider Data, these are the largest CEO buys during the past week.

Encompass Health

Encompass Health Corp. (EHC) CEO and President of Home Health April Kaye Bullock Anthony bought 165,000 shares during the past week at the average price of $60.04.


Encompass Health provides post-acute healthcare services in the United States through a network of inpatient rehabilitation hospitals, home health agencies and hospice agencies. It operates in two segments: inpatient rehabilitation and home health and hospice. The inpatient rehabilitation segment contributes the majority of the firm's revenue and provides specialized rehabilitative

69 Views    Joy Hu    2020-03-16 13:49
Guru stock highlight

Qurate Inc. (QRTEA) (0.1%), which comprises eight retail brands, including QVC and HSN, and engages customers via television, ecommerce, and print catalogs. The company’s third quarter earnings call reported lower than expected revenue, and negative net margins.

From [url=]Mario Gabelli[/url] ([url=]Trades[/url], [url=]Portfolio[/url])'s Gabelli Asset Fund 2019 annual shareholder letter.

42 Views    Sydnee Gatewood    2020-03-02 22:00
Discussion of markets and holdings

To Our Shareholders,

For the year ended December 31, 2019, the net asset value (NAV) per class AAA Share of The Gabelli Asset Fund increased 22.4% compared with an increase of 31.5% for the Standard & Poor’s (S&P) 500 Index. Other classes of shares are available. See page 3 for the performance information for all classes.

Enclosed are the financial statements, including the schedule of investments, as of December 31, 2019.

Performance Discussion (Unaudited)

The Fund primarily seeks to provide growth of capital. The Fund’s secondary goal is to provide current income.

The Fund’s investment strategy is to primarily invest

35 Views    Sydnee Gatewood    2020-03-02 21:52
Guru stock highlight

Qurate Retail (QRTEA) (-57%) has been a consistent laggard throughout 2019. Investors fret that QVC and HSN are no longer relevant and their digital offerings are too little, too late. Although we agree that Qurate operates in a difficult environment and that a digital pivot is required, we believe the market underestimates the company’s progress and undervalues the company’s still strong cash flows.

From [url=]Wallace Weitz[/url] ([url=]Trades[/url], [url=]Portfolio[/url])'s Partners III Opportunity Fund fourth-quarter 2019 commentary.

40 Views    Sydnee Gatewood    2020-02-07 22:54
Guru stock highlight

Top detractor, Qurate Retail (QRTEA) (-57%), has been a consistent laggard throughout 2019. Investors fret that QVC and HSN are no longer relevant and their digital offerings are too little, too late. Although we agree that Qurate operates in a difficult environment and that a digital pivot is required, we believe the market underestimates the company’s progress and undervalues the company’s still strong cash flows (which add additional strategic optionality) .

From [url=]Wallace Weitz[/url] ([url=]Trades[/url], [url=]Portfolio[/url])'s Hickory Fund fourth-quarter 2019 commentary.

38 Views    Sydnee Gatewood    2020-02-07 22:19
Discussion of markets and holdings

The Hickory Fund returned +6.58% in the fourth quarter compared to +7.06% for the Russell Midcap Index (the Fund’s primary benchmark) and +8.54% for the Russell 2500. For the year, the Hickory Fund returned +36.06% compared to +30.54% for the Russell Midcap and +27.77% for the Russell 2500.

The solid fourth quarter results put the finishing touches on very strong 2019 performance, on both an absolute and relative basis. As might be expected in a highly risk-on or “rising tide” environment, gains were broad-based, as nearly every portfolio holding delivered a positive return. That said, as managers that believe in

72 Views    Sydnee Gatewood    2020-02-07 22:09
Discussion of markets and holdings

The IVA Worldwide Fund Class A (NAV) ended the quarter on December 31, 2019 up 6.03% versus the MSCI All Country World Index (Net) (“Index”) of 8.95% for the same period.

The Fourth Quarter brought calm after the storm of volatility in Q3 2019 with most major markets resuming their upward march, fueled greatly by the continuation of ultra-low interest rates. The more cyclical stocks finally saw a nice rise during the time period, which is a welcome relief. Names that had a rocky first part of the year, such as AIB Group and BMW, rebounded nicely.

The equity portion

50 Views    Sydnee Gatewood    2020-01-22 20:28
CEO and chief financial officer step down at one of guru's new holdings, Expedia

According to current portfolio statistics, the top four consumer cyclical holdings of Wallace Weitz (Trades, Portfolio)’s Weitz Partners as of the third quarter include CarMax Inc. (KMX), Booking Holdings Inc. (BKNG), Inc. (AMZN) and Qurate Retail Inc. (QRTEA).

As of quarter-end, the consumer cyclical sector represents 9.11% of the $2.43 billion equity portfolio. Despite this, two of Weitz Partners’ three new holdings were from the consumer cyclical sector: Expedia Group Inc. (EXPE) and LKQ Corp. (LKQ).

Expedia shares rise on leadership changes

On Wednesday, Expedia CEO Mark Okerstrom and Chief Financial Officer Alan

227 Views    James Li    2019-12-04 20:49
The largest new position is in LKQ Corp

Guru Wallace Weitz (Trades, Portfolio), leader of Weitz Investment Management, released his third-quarter portfolio earlier this week, listing three new positions.

When picking stocks, the investor’s Omaha, Nebraska-based firm combines Benjamin Graham’s price sensitivity and insistence on margin of safety with a conviction that qualitative factors that allow the company to control its destiny can be more important than statistical values like book value and earnings.

Based on these criteria, Weitz established positions in LKQ Corp. (LKQ), Inc. (CRM) and Expedia Group Inc. (EXPE) during the quarter.


Weitz invested in 750,900 shares of LKQ, dedicating

237 Views    Sydnee Gatewood    2019-11-14 17:18
Guru stock highlight

Against this backdrop of overall positive results, we acknowledge that Qurate Retail (QRTEA) (Q3: -17%, YTD: -47%) has been a notable detractor in 2019. The QxH segment’s (combined QVC US and HSN) second quarter sales were down less than 2% (a modest improvement compared to the first quarter sales decline) and profit margins remained healthy. Nevertheless, investors have taken a myopic view of retailers, broadly categorizing the industry into the “haves” (e.g., and the “have-nots” (e.g., nearly everyone else). We believe this “have not” mentality drastically undervalues Qurate, and its shares represent an attractive value. That said, we are

61 Views    Sydnee Gatewood    2019-10-22 22:16
Discussion of markets and holdings

Oakmark Fund decreased 2.1% during the third quarter, which compares to a 1.7% gain for the S&P 500. For the fiscal year ending September 30, the Oakmark Fund decreased 5.7%, lagging behind a 4.3% gain for the S&P 500. As large shareholders of the Fund, we are never pleased with short-term underperformance, but because of it, the portfolio is now selling for an atypically large discount to our estimate of intrinsic value. We are confident that our disciplined investment process has allowed us to identify businesses with attractive risk-adjusted return potential and that the gap between stock price and intrinsic

103 Views    Sydnee Gatewood    2019-10-07 20:21
Air Lease tops the list

As of Friday, the GuruFocus All-in-One Screener shows the following stocks have low price-earnings ratios and have been bought by gurus. While some of them are great investments, others need to be checked again, according to the discounted cash flow calculator.

With a market cap of $4.73 billion, Air Lease Corp. (AL) is trading with a price-earnings ratio of 8.66. According to the DCF calculator, the stock has a fair value of $52.33 while trading at about $42. The price has fallen 4.14% over the last 12 months and is now 9.12% below the 52-week high and 50.59%

136 Views    Tiziano Frateschi    2019-09-06 18:56
Top buys include Warren Buffett's conglomerate and Weibo parent company

Charles de Vaulx (Trades, Portfolio), chief investment officer of International Value Advisors, disclosed this week the IVA Worldwide Fund’s top five buys for the second quarter included a new holding in Sina Corp. (SINA) and increased bets in four existing positions: Berkshire Hathaway Inc. (BRK.A)(BRK.B), Cie Financiere Richemont SA (XSWX:CFR), Qurate Retail Inc. (QRTEA) and Koninklijke Boskalis Westminster NV (XAMS:BOKA).

De Vaulx employs a value-oriented approach and seeks investments containing one or more of the following characteristics: high financial strength, temporarily-distressed earnings and entrenched franchises. The manager said in his quarterly letter that the Worldwide Fund returned

290 Views    James Li    2019-08-28 21:45
Investor increases positions in Box, Markel and more, keeps Berkshire Hathaway top holding

Wallace Weitz (Trades, Portfolio), the founder of Weitz Investment Management, a value firm, declined to start new positions during the second quarter but added to a slew of holdings he already owned, he reported Thursday.

Weitz studies business fundamentals to select stocks that trade at a discount to his estimate of their intrinsic value. Each analyst at Weitz Investment Management focuses on a defined area of expertise, or “circle of competence.” In a second-quarter fund letter, Weitz described his approach in the current economic environment:

“… There seem to be plenty of reasons to be wary, but

596 Views    Holly LaFon    2019-08-08 21:39
Discussion of markets and holdings

The Partners III Opportunity Fund’s Institutional Class returned +3.73% in the second calendar quarter compared to +4.30% for the S&P 500 and +4.10% for the Russell 3000. For the calendar year to date, the Partners III Opportunity Fund’s Institutional Class returned +23.94% compared to +18.54% for the S&P 500 and +18.71% for the Russell 3000.

At the halfway mark in 2019, the U.S. equity market continued its march higher, albeit to a slower beat. During the quarter, the Fund largely kept up with the broader equity market, and year to date remains comfortably ahead of its benchmarks. Driving the quarterly

53 Views    Holly LaFon    2019-07-25 20:02
Details the CEO buys this past week for the following companies: Intrexon, Newmark Group, Continental Resources, Qurate Retail and OPKO Health

According to GuruFocus Insider Data, these are the largest CEO buys during the past week.

Intrexon CEO bought 2,096,209 shares

Intrexon Corp. (XON) CEO and 10% Owner Randal J. Kirk bought 2,096,209 shares during the past week at the average price of $4.40.

Intrexon is a biotechnology company that develops synthetic biology solutions. The company designs, builds, and regulates gene programs. Its technologies are broadly applicable across a wide range of diverse end markets. Intrexon's business model is to commercialize its technologies through exclusive channel collaborations with collaborators that have specific industry expertise, development resources and sales and marketing capabilities,

96 Views    Joy Hu    2019-05-21 14:41
Discussion of markets and holdings

The Oakmark Select Fund was up 13.5% for the quarter, very modestly trailing the S&P 500 Index’s 13.7% return. After a punishing December 2018, our portfolio reversed sharply in January (and was, in fact, up almost 15% that month alone, compared to 8% for the S&P 500). February and March felt like a continuation of December in our industrial and consumer discretionary investments, while our energy stocks continued to do well.

Our best performer in the quarter, up 36%, was Apache (APA). The company reported great results during the quarter and it is growing production more than expected, despite spending

57 Views    Holly LaFon    2019-04-08 21:58
Qurate Retail tops the list

While gurus hold positions in these companies, the stock prices and returns continue to fall. The following are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios.

Qurate Retail Inc. (QRTEA) had a negative performance of 12.5% over the last six months. The stock is held by 20 gurus.


The media company has a $10 billion market cap. The stock is trading with a price-earnings ratio of 7.52. The stock price of $22 is 24.84% below its 52-week high and 9.40% above its 52-week low.

63 Views    Tiziano Frateschi    2018-10-17 20:22
Peter Lynch warns us away from the glittering hazards of Wall Street

Chapter nine of "One Up on Wall Street" provided Peter Lynch’s map of places to avoid if we want to preserve our capital. It’s the other side of the coin from chapter eight, where he guided us to the places he found potential multibaggers.

Beyond the “known landmarks of value”

Hot stocks in the hottest industries—the ones that get a lot of publicity and become must-buys among speculators—are the first on Lynch’s ire list:

“Hot stocks can go up fast, usually out of sight of any of the known landmarks of value, but since there’s nothing but

161 Views    Robert Abbott    2018-07-24 20:41

Headlines Total 43
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2020-09-23 $ 7.27 (-3.96%)
2020-08-18 $ 10.12 (0.1%)
2020-08-12 $ 10.71 (0.28%)
2020-08-10 $ 11.55 (0.17%)
2020-08-03 $ 10.95 (0.37%)
2020-07-23 $ 9.6 (3.23%)
2020-05-15 $ 7.42 (2.77%)
2020-05-08 $ 8.37 (12.35%)
2020-05-07 $ 7.45 (-4.36%)
2020-03-09 $ 4.84 (-6.56%)
2020-03-07 $ 5.18 (-4.6%)
2020-03-02 $ 6.5 (-4.69%)
2020-02-24 $ 9.07 (-2.26%)
2020-02-17 $ 9.29 (%)
2020-02-07 $ 8.37 (-0.95%)
2019-10-22 $ 9.93 (1.33%)
2019-07-25 $ 13.68 (-0.07%)
2018-11-05 $ 23.48 (1.95%)
2018-11-03 $ 23.03 (0.22%)
2018-11-02 $ 23.03 (0.22%)
2018-11-01 $ 22.98 (4.74%)
2018-10-30 $ 22.07 (3.42%)
2018-10-29 $ 21.34 (-0.14%)
2018-10-24 $ 22.4 (1.04%)
2018-10-23 $ 22.17 (0.09%)
2018-10-20 $ 22.15 (0.68%)
2018-10-13 $ 21.12 (1.2%)
2018-10-06 $ 21.06 (-2.36%)
2018-09-28 $ 22.21 (0.54%)
2018-09-13 $ 21.49 (0.94%)
2018-08-23 $ 20.64 (-3.55%)
Total 43
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