- By Tiziano Frateschi
Ken Fisher (Trades, Portfolio) is the CEO and CIO of Fisher Investments. He manages a portfolio composed of 687 stocks with total value of $50,773 million. During the first quarter 2016, the guru increased several stakes, and the following are the ones with the highest performance since that buy.
Chevron Corp. (CVX)
The investor increased his shares in Chevron by 30.58% in the first quarter and now he holds 3,637,927 shares. Since then, the price of the stock has risen by 18%.
The company has a market cap of $195.2 billion and an enterprise value of $229.83 billion. It provides administrative, financial, management and technology support to U.S. and international subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining operations, and power and energy services.
The price of the stock has declined by 1% during the last five years and raised by 17% since the beginning of the year and by 9% during the last 12 months. The stock is now 1.36% below its 52-week high and 48.85% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 4 out of 10 with ROE of 0.84% and ROA of 0.49% that are underperforming 66% of the companies in the Global Oil & Gas Integrated industry.
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.3% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.24%, Ken Fisher (Trades, Portfolio) with 0.19%, Jeremy Grantham (Trades, Portfolio) with 0.13%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.12%, Sarah Ketterer (Trades, Portfolio) with 0.07% and RS Investment Management (Trades, Portfolio) with 0.04%.
Lancaster Colony Corp. (LANC)
The investor bought 341,235 shares in Lancaster Colony and since then the price of the stock has risen by 18%.
The company has a market cap of $3.47 billion and an enterprise value of $3.37 billion. It is a manufacturer and marketer of specialty food products for the retail and food service markets. The company offers dressings, sauces, croutons, fruit glazes, vegetable dips, fruit dips, frozen breads and yeast rolls.
The price of the stock has risen by 99% during the last five years, by 12% since the beginning of the year and by 39% during the last 12 months. The stock is now 2.07% below its 52-week high and 41.05% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROA of 17.28% and ROE of 21.40% that are outperforming 86% of the companies in the Global Packaged Foods industry.
Jim Simons (Trades, Portfolio) is the largest shareholder among the gurus with 2.66% of outstanding shares, followed by Donald Yacktman (Trades, Portfolio) with 1.44%, Yacktman Fund (Trades, Portfolio) 1.28%, Ken Fisher (Trades, Portfolio) with 1.24% and Chuck Royce (Trades, Portfolio) with 0.46%.
Bristol-Myers Squibb Company (BMY)
The investor increased his shares in Bristol-Myers by 371.85% in the first quarter and now he holds 636,060 shares. Since then, the price of the stock has risen by 17%.
The company has a market cap of $123.16 billion and an enterprise value of $125.72 billion. It is a biopharmaceutical company. It discovers, develops, licenses, manufactures, markets, distributes and sells biopharmaceutical products.
The price of the stock has risen by 151% during the last five years, 10% year-to-date and 8% during the last 12 months. The stock is now 1.78% below its 52-week high and 42.38% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 4 out of 10 with ROA of 4.89% and ROE of 10.58% that are outperforming 56% of its competitors. It discovers, develops, licenses, manufactures, markets, distributes and sells biopharmaceutical products.
The largest shareholder among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 2.86% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.53%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.24%, John Burbank (Trades, Portfolio) with 0.08%, Samuel Isaly (Trades, Portfolio) with 0.06%, Mario Gabelli (Trades, Portfolio) with 0.04% and RS Investment Management (Trades, Portfolio) with 0.03%.
Tata Motors Ltd ADR. (TTM)
The investor increased his shares in Tata Motors by 5.31% in the first quarter and now he holds 8,788,661 shares. Since then, the price of the stock has risen by 35%.
The company has a market cap of $22.07 billion and an enterprise value of $21.41 billion. It is a manufacturer of commercial and passenger vehicles. The company has presence across 175 countries, its cars, buses and trucks are marketed in several countries in Europe, Africa, the Middle East, South Asia, South East Asia, South America, CIS and Russia.
The price of the stock has raised 42% during the last five years and by 20% year-to-date. The stock is now 7.69% below its 52-week high and 69.85% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 5 out of 10 with ROA of 10.50% and ROE 34.08 that are outperforming 86% of the companies in the Global Auto Manufacturers industry.
Other notable shareholders among the gurus are Sarah Ketterer (Trades, Portfolio) with 0.21% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.19%, Jim Simons (Trades, Portfolio) with 0.03% and RS Investment Management (Trades, Portfolio) with 0.03%.
Ambev SA ADR (ABEV)
The investor increased his shares in Ambev by 17.53% in the first quarter and now he holds 22,174,981 shares. Since then, the price of the stock has risen by 27%.
The company has a market cap of $86.09 billion and an enterprise value of $82.93 billion. It produces, distributes and sells beer, CSDs and other non-alcoholic and non-carbonated products. The company operates in Latin America North, Latin America South and Canada.
The price of the stock has increased by 2% during the last five years, has seen a huge increase by 36% since the beginning of the year but dropped by 3% during the last 12 months. The stock is now 7.78% below its 52-week high and 50.52% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of 26.66% and ROA of 15.17% that are outperforming 90% of the companies in the Global Beverages - Brewers industry.
The largest shareholder among the gurus is Manning & Napier Advisors with 0.59% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.09%.
Credicorp Ltd. (BAP)
The guru increased his stake in 5.22% in Credicorp during the first quarter and now he holds 1,226,662 shares. Since then, the stock has risen by 37%.
The company has a market cap of $14.19 billion and an enterprise value of $9.26 billion. Through its banking and non-banking subsidiaries, it provides financial and health services and products. It operates in four segments namely Banking, Insurance, Pension fund and Investment banking.
The price of the stock has risen by 79% during the last five years, by 59% year to date and 9% during the last 12 months. The stock is 4.20% below its 52-week high and 83.79% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 20.05% and ROA of 2.05% that are outperforming 86% of the companies in the Global Banks - Regional - Latin America industry.
Ken Fisher (Trades, Portfolio) is the largest shareholder among the gurus with 1.3% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.26%, Ron Baron (Trades, Portfolio) with 0.06%, RS Investment Management (Trades, Portfolio) with 0.03% and Jeremy Grantham (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
This article first appeared on GuruFocus.
