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James Barrow Divests Sysco, Weight Watchers


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James Barrow ( Trades , Portfolio ) is executive director of investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He exited his position in many stocks during the fourth quarter.

The guru closed his positon in Sysco Corp. ( SYY ) and the deal had an impact of -0.06% on the portfolio.

The company through its subsidiaries and divisions is engaged in the distribution of food and related products to the foodservice or food-away-from-home industry. During the second quarter, sales increased 0.6%, gross profit increased 3.4% and adjusted operating income increased 10.2%.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with positive returns of ROE of 6.56% and ROA of 3.62% that are over performing 63% of the companies in the Global Food Distribution industry. Financial strength has a rating of 8 out of 10, with a cash-to-debt of 0.14 that is below the industry median of 0.49.

The company's largest shareholder among the gurus is Donald Yacktman ( Trades , Portfolio ) with 3.64% of outstanding shares, followed by Yacktman Fund ( Trades , Portfolio ) with 1.9%, Diamond Hill Capital ( Trades , Portfolio ) with 1.25%, Yacktman Focused Fund ( Trades , Portfolio ) with 1.13%, Jim Simons ( Trades , Portfolio ) with 0.51% and Jeremy Grantham ( Trades , Portfolio ) with 0.18%.

Another stock that lost its position in the portfolio is SPX Corp. ( SPXC ). The deal had an impact of -0.03% on the portfolio.

The company is a multi-industry manufacturer of specialized, engineered solutions with operations in over 35 countries and sales in over 150 countries internationally. In the last quarter it completed the spin-off of SPX FLOW and it took actions to improve execution and increase control over the projects. Third quarter revenue had an increase of 3.9% and due to higher sales of cooling products, organic revenues increased 4.6%.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10, but the company has negative returns of ROE of -6.87% and ROA of -2.01% that are underperforming 86% of the companies in the Global Diversified Industrials industry. Financial strength has a rating of 7 out of 10, with a cash-to-debt of 0.20 that is below the industry median of 0.85.

Jim Simons ( Trades , Portfolio ) is the largest shareholder of the company among the gurus with 1.94% of outstanding shares, followed by Paul Tudor Jones ( Trades , Portfolio ) with 0.17%, First Pacific Advisors ( Trades , Portfolio ) with 0.1% and Joel Greenblatt ( Trades , Portfolio ) with 0.03%.

The investor exited his positon in Neenah Paper Inc. ( NP ) and the deal had an impact of -0.01% on the portfolio.

The company is organized into two primary businesses: a specialty, performance-based technical products business and a premium fine papers business.

GuruFocus gives the stock a profitability and growth rating of 7 out

About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .

This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: WTW , CHCO , EBF , WTFC


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