NYSE:SPB (USA) Also Trade In: Germany Mexico

Spectrum Brands Holdings Inc $ 35.56 -2.88 (-7.49%)

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Volume:
536,877
Avg Vol (1m):
654,727
Market Cap $:
1.63 Bil
Enterprise Value $:
3.92 Bil
P/E (TTM):
0.00
P/B:
1.12
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SPB News and Headlines - Spectrum Brands Holdings

GuruFocus Articles Total 28
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Details the CEO buys for Kellogg, PPD, Stewart Information Services, Ashland Global Holdings and Spectrum Brands Holdings

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

Kellogg

Kellogg Co. (K) Chairman, President, CEO, Trustee and 10% Owner Steven A. Cahillane bought 16,810 shares on Feb. 10 at a price of $65.33. The price of the stock has increased by 3.64% since.

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Founded in 1906, Kellogg is a leading global producer and marketer of cereal, cookies, crackers and other packaged foods. Sales outside its home turf account for around one third of Kellogg's consolidated sales base.

The company has a market cap of $23.09 billion. Its

61 Views    Joy Hu    2020-02-17 15:36
Spectrum Brands tops the list

As of Tuesday, the GuruFocus All-in-One Screener found 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.

Spectrum Brands Holdings

With a market cap of $3.09 billion, Spectrum Brands Holdings Inc. (SPB) is trading with a price-earnings ratio of 7.1. According to the DCF calculator, the stock has a fair value of $40.13 while trading at about $63.26. The share price has risen 35.23% over the last 12 months and is now 4.87% below the

80 Views    Tiziano Frateschi    2019-12-10 19:41
FPA Crescent Fund’s top buy is in Dell Technologies

Steven Romick (Trades, Portfolio), manager of the FPA Crescent Fund, disclosed this week his three new positions for the third quarter were in Dell Technologies Inc. (DELL), Prosus NV (XAMS:PRX) and Spectrum Brands Holdings Inc. (SPB).

Managing a portfolio of 52 stocks, Romick seeks value in all parts of a company’s capital structure, which include common stocks, preferred stocks, corporate bonds and convertible bonds. Romick mentioned in his second-quarter shareholder letter that regardless of the market trends, the FPA Crescent Fund will “continue to adhere to its long-term mandate and manage prudently.” While the fund might miss

279 Views    James Li    2019-10-15 20:04
Guru releases 1st-quarter portfolio

Pzena Investment Management founder Richard Pzena (Trades, Portfolio) released his first-quarter portfolio last week, listing 11 new holdings.

The guru’s New York-based firm says on its website it uses a classic value approach to invest in good businesses that are underperforming their historical earnings power.

Based on these criteria, Pzena’s five largest new buys for the quarter were PVH Corp. (PVH), Mohawk Industries Inc. (MHK), Westinghouse Air Brake Technologies Corp. (WAB), CNO Financial Group Inc. (CNO) and Spectrum Brands Holdings Inc. (SPB).

PVH

In his largest trade of the quarter, Pzena invested in 1.9 million

233 Views    Sydnee Gatewood    2019-05-06 22:16
Stock falls on financial results

On Monday, the Dow Jones Industrial Average plunged almost 400 points, or 1.4%, to 25,058. Falling shares of tech and internet companies impacted the main indexes.

Shares of Spectrum Brands Holdings Inc. (SPB) fell 18% after the company posted fourth-quarter earnings of 79 cents per share on $787.8 million in revenue, which was flat year over year. The company fell 29 cents short or earnings

24 Views    Omar Venerio    2018-11-19 23:09
Fairholme Fund takes cautious stance in 3rd quarter

Bruce Berkowitz (Trades, Portfolio) disclosed Thursday that he added to a Spectrum Brands Holdings Inc. (SPB) position and exited AT&T Inc. (T) among several other changes in his $1.1 billion Fairholme Fund (Trades, Portfolio) during the third quarter.

Berkowitz has 42.8% of the fund in cash and cash equivalents, he said in a shareholder letter this week. Although the fund has outperformed since inception, Berkowitz acknowledged “Any single investment that experiences adverse consequences can bring long periods of underperformance,” likely referring to its stake in Sears Holdings (SHLD), which filed for bankruptcy last

548 Views    Holly LaFon    2018-11-01 21:33
Fairholme continues exit as company files for bankruptcy

Bruce Berkowitz (Trades, Portfolio), one of the primary investors in Sears Holdings (SHLD), which announced its intention to file for bankruptcy last week, has sold some 67.44% of his stake in the company, according to a filing released Friday.

Berkowitz, who once sat on the board of the ailing retailer, reported owning only 4,578,440 shares of the company, a position diminished from 14,061,947 shares he owned at last count on Aug. 28. The sale represents the largest decrease he has made in the position in at least the past nine years on record. At peak, his holding

1155 Views    Holly LaFon    2018-10-22 21:06
TopBuild tops the list

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 $2.28 billion, TopBuild Corp. (BLD) is trading with a price-earnings ratio of 12.13, a price-sales ratio of 1.1 and a forward price-earnings ratio of 12.33. According to the discounted cash flow calculator, the stock has a fair value of $56.29 while trading at $53.42. The stock price has increased 2% over the last 12 months and is currently 28.92% below its

87 Views    Tiziano Frateschi    2018-09-19 19:44
Guru stock highlight

Spectrum Brands Holdings (NYSE:SPB) is a global consumer products company with leading brands, including Armor All, Kwikset, and Nature’s Miracle to name a few. The company just completed an all-stock merger with its controlling shareholder, HRG. We expect that the combined company will generate much higher levels of cash, sell non-core assets, and apply proceeds to reduce debt and repurchase common shares.

From [url=http://www.gurufocus.com/StockBuy.php?GuruName=Bruce+Berkowitz]Bruce Berkowitz[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Bruce+Berkowitz]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Bruce+Berkowitz]Portfolio[/url])'s second quarter 2018 [url=http://www.gurufocus.com/StockBuy.php?GuruName=Fairholme+Fund]Fairholme Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Fairholme+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Fairholme+Fund]Portfolio[/url]) shareholder letter.

80 Views    Holly LaFon    2018-08-01 15:13
MFA Financial tops the list

The following six 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 $3.14 billion, MFA Financial Inc. (MFA) is trading with a price-earnings ratio of 9.84, a price-sales ratio of 7.76 and a forward price-earnings ratio of 11.40. According to the discounted cash flow calculator, the stock has a fair value of $11.5 while trading at $7.9. The stock price has falled 7% over the last 12 months and is currently 11.24%

110 Views    Tiziano Frateschi    2018-07-30 19:38
Guru chats with Goldman Sachs CEO

"If you look at any asset price you have to be thinking, this is highly dubious to be a sustainable price." -Paul Tudor Jones (Trades, Portfolio)

Investing legend Paul Tudor Jones (Trades, Portfolio) talked with Goldman Sachs (GS) CEO Lloyd Blankfein last week. He not only discussed his non-profit efforts, but also the state of the market.

Capitalism must change

Jones tends to keep under the radar, but is on a mission to change capitalism. He believes inequality in society is a major risk. This is usually

136 Views    Bram de Haas    2018-06-25 22:05
Investor predicted the 1987 market crash

Paul Tudor Jones (Trades, Portfolio), chief investment officer of the Tudor Group, added to his portfolio 347 stocks, bringing the total to 967 at the end of the first quarter.

According to a portfolio update last week, the hedge fund pioneer selected from a variety of industries and sectors. His most predominant type of holding is in ETF, options and preferred stocks, which occupy 50.7% of the long portfolio.

The S&P 500 was Jones’ biggest holding at 21.14% of the portfolio, but it was followed by puts and calls on the index that make up almost a

364 Views    Holly LaFon    2018-05-24 20:43
An overview of guru's largest 1st-quarter sales

Leon Cooperman (Trades, Portfolio) is the founder and chairman of Omega Advisors, a hedge fund with approximately $6 billion under management. He manages a portfolio composed of 84 stocks with a total value of $2.484 billion. During the first quarter the guru sold shares in the following stocks:

The guru's stake in HRG Group Inc. (HRG) was reduced by 65.85% with an impact of -3.16% on the portfolio.

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It is a diversified holding company that provides consumer products including batteries, personal care products, household appliances, pet supplies and home and garden

297 Views    Tiziano Frateschi    2017-06-08 21:39
Leucadia is a mini-Berkshire Hathaway, but difficult to value with investment bank

For many years, Leucadia (LUK) was basically a mini-Berkshire Hathaway (BRK.A)(BRK.B). Its shares doubled in value every few years for decades. Like many great companies, its growth has peaked, at least for now.

The company has 362.6 million shares and trades at $19.36 ($7 billion). The stock pays a 1.31% dividend yield. Tangible book value is $7.5 billion at the end of the second quarter. There's no use in looking at earnings and cash flows as it is a holding company. No use in valuation that is. It is useful in knowing cash flows to support debt.

The balance sheet

752 Views    Holmes Osborne, CFA    2016-10-06 21:02
The firm has been increasing its holdings in these companies for 2 quarters

Columbia Wanger (Trades, Portfolio) has a portfolio composed of 181 stocks, several of which have been bought for the last two quarters:

Lumos Networks Corp. (LMOS)

During the fourth quarter of 2015, the fund raised its stake by 44.99% and in the first quarter increased its stake 1.26%. The fund holds 7.31% of outstanding shares in the company, a fiber-based bandwidth infrastructure and service provider in the Mid-Atlantic region. It provides services to carriers and enterprise customers.

During the last quarter total revenue grew 1%, and Adjusted EBITDA increased 3% from the same quarter of a

1253 Views    Tiziano Frateschi    2016-06-29 20:29
The guru increased his stakes in these stocks

Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York. In both fourth quarter 2015 and first quarter 2016 the guru bought shares in the following stocks:

California Resources Corp. (CRC)

During fourth quarter 2015, the guru increased his stake by 32.68% and in the first quarter increased it 23.24%. The fund currently holds 0.03% of outstanding shares in the stock, an independent company and leading producer of oil and natural gas focused

1480 Views    Tiziano Frateschi    2016-06-20 21:44
Guru stock highlight

We continue to own 23% (46.6 million shares) of HRG Group (HRG) acquired between September 2013 and November 2014 at an average cost of $10.21 per share versus a $13.56 per share stock price at year-end 2015. Our incredible Chairman, Joe Steinberg, serves as Chairman of HRG and is on the Boards of its major business units. The vast majority of HRG Group’s value is accounted for by its ownership in Spectrum Brands (58%) and Fidelity & Guaranty Life (81%). Spectrum, a diversified global branded consumer products company, had its sixth consecutive year of record financial performance growing adjusted

648 Views    Holly LaFon    2016-02-25 17:12
The investment conglomerate formerly helmed by Ian Cumming discusses its 2015 and holdings

Dear Fellow Shareholders,

We thought 2015 would be a pretty good year for Leucadia (LUK), but beginning in August, a tsunami of market volatility struck land and damaged the results of Jefferies’ Fixed Income businesses and, more recently, Jefferies’ Equities and Investment Banking efforts, as well as our Leucadia Asset Management platform. We were not unprepared, having decided last year to exit the Bache futures and commodities business, and later in 2015, determined to reduce the size of Jefferies’ balance sheet, debt and risk appetite, as well as make some other targeted changes in its business model. Notwithstanding these actions,

2703 Views    Holly LaFon    2016-02-25 17:10

Leucadia National Corp (LUK), a New York-based investment company, is often called a “baby Berkshire Hathaway” (BRK.A)(BRK.B) for the extensive variety of its holdings for others – mining and drilling, telecommunications, healthcare, manufacturing, real estate and banking and lending, among others.

That was primarily former CEO Ian Cumming’s doing. Initially, his approach was to invest in dozens of companies, most of which could be characterized as struggling, then built them up and sold them. In 2009 and 2010, Leucadia enjoyed returns in excess of 59%.

That is sure to make the clients happy, but Leucadia may have

1496 Views    David Goodloe    2015-05-11 21:50

Guru Ian Cumming (Trades, Portfolio), founder of Leucadia National (LUK), a New York-based holding company, tends to be low-key in his personal stock dealings. He hasn’t had more than two large transactions in a quarter in three years, and the third quarter of 2014 was no exception.

Well, it was an exception in one regard – whether he deals in one stock or several, Cumming frequently buys or sells in numbers that can be expressed in millions or tens of millions. Sometimes, though, as was the case in the third quarter, his deals involve

1078 Views    David Goodloe    2014-12-05 14:03

Headlines Total 58
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