Every quarter, many money managers have to disclose what they've bought and sold, via "13F" filings. Their latest moves can shine a bright light on smart stock picks.
Today let's look at Barrow, Hanley, Mewhinney & Strauss, founded in 1979 and one of the biggest value-focused institutional investment companies around. According to the folks at GuruFocus.com, over the 15 years ending in 2013, Barrow, Hanley racked up a cumulative gain of 194%, compared with just 98% for the S&P 500. Its massive large-cap value equity fund has outperformed the S&P 500 over the past five and 10 years.
The company's reportable stock portfolio totaled $69.0 billion in value as of Dec. 31.
Interesting developments
So what does Barrow, Hanley's latest quarterly 13F filing tell us? Here are a few interesting details.
The biggest new holdings are Joy Global,�and Genworth Financial (NYSE: GNW ) . Other new holdings of interest include Linn Co (NASDAQ: LNCO ) , an oil-and-gas company with a dividend yield of 9.1%. It largely exists to own units of the master limited partnership Linn Energy�and convert distributions into dividends. Linn and Linn Co recently acquired Berry Petroleum, and Linn is also building its position in the promising Permian Basin. Bulls like Linn's cash generation and growth prospects. Bears have worried about operational mishaps and an SEC inquiry, but the inquiry has been fruitless. The stock has recently been upgraded by analysts at Robert W. Baird and Howard Weill.
10 Best Japanese Stocks To Own Right Now: Cirrus Logic Inc.(CRUS)
Cirrus Logic, Inc., a fabless semiconductor company, develops high-precision analog and mixed-signal integrated circuits (ICs) for audio and energy markets worldwide. The company offers analog and mixed-signal audio converter and audio digital signal processor (DSP) products, which include analog-to-digital converters (ADCs); digital-to-analog converters (DACs); chips for integrating ADCs and DACs into an IC; digital interface ICs; volume controls; and digital amplifiers, as well as audio DSPs for consumer electronics applications. Its audio products are used in various consumer applications, including portable media players, smartphones, tablets, AVRs, DVD and Blu-ray disc players, home theater systems, set-top boxes, MP3 players, gaming devices, sound cards, and digital televisions; professional applications comprising digital mixing consoles, multitrack digital recorders, and effects processors; automotive applications consisting of amplifiers, satellite radio systems, telematics, and multi-speaker car-audio systems; and networked digital audio applications. The company also provides high-precision analog and mixed-signal ICs for energy control, energy measurement, and energy exploration applications; and ICs, board-level modules, and hybrids under the Apex Precision Power brand name for high-power pulse width modulation (PWM) and power amplifier applications; and proprietary products, which include ADCs, DACs, linear amplifiers, PWM amplifiers, and amplifier ICs; and system reference designs. Its energy products are used in digital utility meters, power supplies, lighting ballasts, motor control, energy exploration, and high-power systems. The company sells its products primarily to through direct sales force, external sales representatives, and distributors. Cirrus Logic, Inc. was founded in 1984 and is headquartered in Austin, Texas.
Advisors' Opinion:- [By Evan Niu, CFA]
The biggest contributor to the drop was audio codec supplier Cirrus Logic's (NASDAQ: CRUS ) preliminary results, which hit the wire last night. The company said it expects last quarter's revenue come to about $206.9 million, falling shy of the $210.2 million consensus estimate.
Hot Promising Companies To Own For 2014: Nobility Homes Inc. (NOBH)
Nobility Homes, Inc., through its subsidiaries, designs, manufactures, and sells a line of manufactured homes in Florida. It offers homes under the trade names of Kingswood, Springwood, Springwood Special, Tropic Isle Special, Regency Manor Special, and Special Edition. The company sells its manufactured homes through a network of its own retail sales centers; and to independent manufactured home retail dealers and manufactured home communities on a wholesale basis. It also provides retail insurance services, which involves placing various types of insurance, including property and casualty, automobile, and extended home warranty coverage, with insurance underwriters on behalf of its customers in connection with their purchase and financing of manufactured homes. As of October 31, 2009, the company operated 15 retail sales centers in north and central Florida. Nobility Homes, Inc. was founded in 1967 and is headquartered in Ocala, Florida.
Advisors' Opinion:- [By Vanina Egea]
Nobility Homes Inc. (NOBH)
Finally, Gabelli reported owning 234.950 shares of Nobility Homes, sized at 5.97% of the company�� shares outstanding and 0.01% of Gabelli�� portfolio. The company has a market cap of $44.63 million, with a P/E of 59.6 and P/S of 2.41.
Hot Promising Companies To Own For 2014: Questar Corporation(STR)
Questar Corporation operates as an integrated natural gas holding company. The company develops and produces natural gas and crude oil from its properties located in the Rocky Mountain region, primarily in the Pinedale, Moxa Arch, Vermillion, and Uinta producing areas. It also provides interstate natural gas-transportation and underground-storage services in Utah, Wyoming, and Colorado; and wellhead automation and measurement services for Rockies oil and gas producers. The company owns and operates approximately 2,568 miles of interstate pipeline with total firm-capacity commitments of 4,983 Mdth per day transporting natural gas from Rocky Mountain producing areas to other pipeline systems, distribution systems, and other utility systems; the Overthrust Pipeline in southwestern Wyoming and the eastern segment of Southern Trails Pipeline, a 487-mile line that extends from the Blanco hub in the San Juan Basin to just inside the California state line near the Arizona border; the White River Hub facilities that connect with 6 interstate-pipeline systems and a processing plant near Meeker, Colorado; the Clay Basin storage facility, an underground-storage reservoir in the Rocky Mountain region; and gathering lines and processing facilities, which provide gas-processing services for third parties near Price, Utah. In addition, it distributes natural gas as a public utility in Utah, southwestern Wyoming, and a small portion of southeastern Idaho. Questar Corporation was founded in 1922 and is headquartered in Salt Lake City, Utah.
Advisors' Opinion:- [By Justin Loiseau]
Questar (NYSE: STR ) announced today that it is adding on to its natural gas investments. The company's subsidiary, Wexpro, has entered into an agreement to acquire $106.4 million of gas-producing property by increasing its working interest from 46% to 88% in 78 Wexpro-operated wells in southwestern Wyoming.
- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Questar (NYSE: STR ) , whose recent revenue and earnings are plotted below. - [By Dividends4Life]
Below are several companies confident and secure enough in their business to increase their cash dividends:Deere & Company (DE) manufactures and distributes agriculture and turf, and construction and forestry equipment worldwide. May 28, the company increased its quarterly dividend 17.6% to $0.60 per share. The dividend is payable Aug. 1, 2014 to stockholders of record on June 30, 2014. The yield based on the new payout is 2.6%.Questar Corporation (STR) operates as an integrated natural gas company in the United States. May 23, the company increased its quarterly dividend 5.6% to $0.19 per share. The dividend is payable June 23, 2014 to stockholders of record on June 6, 2014. The yield based on the new payout is 3.2%.Extra Space Storage Inc. (EXR) operates as a real estate investment trust (REIT) in the United States. May 23, the company increased its quarterly dividend 17.5% to $0.47 per share. The dividend is payable June 30, 2014 to stockholders of record on June 13, 2014. The yield based on the new payout is 3.6%.The Williams Companies Inc. (WMB) operates as an energy infrastructure company. May 22, the company increased its quarterly dividend 6.7% to $0.xx per share. The dividend is payable June 30, 2014 to stockholders of record on June 13, 2014. The yield based on the new payout is 3.6%. Selecting stocks with increasing dividends is critical for an income growth strategy. The above list contains stocks that recently raised their dividends; it is not a list of recommend buys. As always, due diligence should be performed before buying or selling any stock. For a list of stocks with a long string of consecutive cash dividend increases, see this list.Full Disclosure: No position in the aforementioned securities. See a list of all my dividend growth holdings here.Related Posts - 6 Healthcare Stocks With Growing Dividends Yielding In Excess of 2% - Why We Are Dividend Growth Investors - 6 Dividend Growth Stocks With Very Little Debt - What Determines A Divid
Hot Promising Companies To Own For 2014: Norsk Hydro ASA (NHY)
Norsk Hydro ASA is a Norway-based company engaged in a number of activities along the aluminum industry�� value chain. The Company is organized into six segments; the Bauxite & Alumina segment includes the Company�� mining activities, sourcing arrangements and alumina commercial operations; the Primary Metal segment consists of aluminum production, re-melting and casting activities; the Metal Markets segment includes sales and distribution activities relating to products from metal plants, metal sourcing and trading activities; the Rolled Products segment comprises operations of the Company�� rolling mills; the Extruded Products segment focuses on delivering solutions to the building and construction, transportation, and engineered products industries and includes aluminum building systems and precision tubing activities, and the Energy segment is responsible for managing the Company�� captive hydropower production and external power sourcing arrangements to the aluminum business. Advisors' Opinion:- [By Corinne Gretler]
Norsk Hydro (NHY) ASA slumped the most in one year after Vale SA sold a stake in the aluminum maker. UniCredit SpA (UCG) and Infineon Technologies AG added at least 1 percent each after posting quarterly profit that beat projections. Henkel AG rose 2.1 percent as third-quarter profit beat analysts��estimates.
Hot Promising Companies To Own For 2014: NII Holdings Inc.(NIHD)
NII Holdings, Inc., through its subsidiaries, provides wireless communication services under the Nextel brand name to businesses and individuals in Mexico, Brazil, Argentina, Peru, and Chile. Its services include mobile telephone service; Nextel Direct Connect service, which allows subscribers to talk to each other on a push-to-talk basis for private one-to-one calls or on group calls. The company also provides value-added services, including text messaging services; mobile Internet services; e-mail services; location-based services, such as the use of global positioning system technologies; digital media services; and a set of applications available via its content management system and the Android open application market. In addition, it offers business solutions, such as security, work force management, logistics support, and other applications to improve productivity; and international roaming services. NII Holdings, Inc. sells its products and services through direct sales representatives, indirect sales agents, retail stores, kiosks, and Website. The company was formerly known as Nextel International, Inc. and changed its name to NII Holdings, Inc. in December 2001. NII Holdings, Inc. was founded in 1995 and is based in Reston, Virginia.
Advisors' Opinion:- [By Jake L'Ecuyer]
Shares of NII Holdings (NASDAQ: NIHD) was up as well, gaining 11.48 percent to $3.35 after its advanced push to talk app was launched for the iPhone.
- [By Jon C. Ogg]
This acquisition of GTP will add another 5,400 or so domestic towers and 800 domestic property interests under third-party communications sites. GTP also has management rights to more than 9,000 domestic sites. On top of the $3.3 billion purchase price will be another $1.5 billion in debt. Keep in mind that American Tower agreed to an $800 million deal over the summer with NII Holdings Inc. (NASDAQ: NIHD) to purchase somewhere around 4,500 sites in Brazil and Mexico.
- [By Jon C. Ogg]
NII�Holdings Inc. (NASDAQ: NIHD)�is trading as though the worst case scenario is headed its way. This is effective Nextel international, and the closure of its communications sites in Mexico sale did not seem to help matters. That call from a week earlier where HSBC abandoned ship after NII reported a wider loss, predicting that the stock would now go to $2.00 per share, is looking like that could be possible. This one fell another 8.6% to $2.63 on Friday on about 200% of normal volume, and the stock put in a new low over the last decade or so of $2.60 with wide losses expected in 2013 and 2014 on declining sales. Timber!
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