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Charles de Vaulx Invests in 6 New Holdings

Charles de Vaulx ( Trades , Portfolio ), chief investment officer and portfolio manager at International Value Advisers LLC, made half a dozen new buys in the third quarter.

The guru purchased -'…,6-8 shares of Baidu Inc. ( BIDU ), a Chinese Web services company headquartered in Beijing, for an average price of $-7'.…' per share. The transaction had a ….55% impact on the portfolio.

Frank Sands (Trades, Portfolio) is Baidu's leading shareholder among the gurus with a stake of 6,96…,6-6 shares. The stake is -.…-% of Baidu's outstanding shares and '.7'% of the guru's total assets.

Baidu has a price-earnings (P/E) ratio of --.9-, a forward P/E of -4.45, a price-book (P/B) ratio of 4.'6 and a price-sales (P/S) ratio of 5.'-. GuruFocus gives Baidu a Financial Strength rating of 7/-… and a Profitability and Growth rating of 8/-… with return on equity (ROE) of 4-.'8% that is higher than 95% of the companies in the Global Internet Content & Information industry and return on assets (ROA) of --.7-% that is higher than 94% of the companies in that industry.

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Baidu sold for $-65.5- per share Wednesday. The DCF Calculator gives Baidu a fair value of $'98.54 with a 59% margin of safety.

The guru invested in '94,-…… shares of Seven & I Holdings Co. Ltd. (TSE:''8-), a diversified Japanese retail group based in Tokyo, for an average price of 4,4-4.95 Japanese yen ($'7.7…) per share. The deal had a ….4'% impact on the portfolio.

Matthews Japan Fund (Trades, Portfolio) is Seven & I's leading shareholder among the gurus with a stake of -,7…',7…… shares. The stake is -.55% of the fund's total assets.

Seven & I has a P/E ratio of '6.-5, a forward P/E of -9.'-, a P/B of -.79 and a P/S of ….67. GuruFocus gives Seven & I a Financial Strength rating of 7/-… and a Profitability and Growth rating of 7/-… with ROE of 4.7'% that is lower than 68% of the companies in the Global Grocery Stores industry and ROA of -.…'% that is lower than 65% of the companies in that industry.

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Seven & I sold for 4,485 yen per share Wednesday. The DCF Calculator gives Seven & I a fair value of -,64….58 yen.

Convenience store chain 7-Eleven reported making 77 drone deliveries this year, besting Amazon ( AMZN ). The chain is owned by Seven & I.

The guru bought a -,…88,8……-share stake in Rohto Pharmaceutical Co. Ltd. (TSE:45-7), a Japanese consumer goods and pharmaceutical company, for an average price of -,664.4- yen per share. The purchase had a ….4'% impact on the portfolio.

The investment made de Vaulx Rohto's largest shareholder among the gurus. The stake is ….96% of Rohto's outstanding shares and ….4'% of de Vaulx's total assets.

Rohto has a P/E ratio of -5.-7, a P/B ratio of -.95 and a P/S ratio of -.'-. GuruFocus gives Rohto a Financial Strength rating of 8/-… and a Profitability and Growth rating of 6/-… with ROE of 7.55% that is higher than 55% of the companies in the Global Drug Manufacturers - Specialty and Generic industry and ROA of 4.79% that is higher than 57% of the companies in that industry.

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Rohto sold for -,848 yen per share Wednesday. The DCF Calculator gives Rohto a fair value of 788.5 yen.

The guru purchased 6-9,97… shares of Annaly Capital Management Inc. (NYSE:NLYPRE), a New York-based real estate investment trust (REIT), for an average price of $-5.5 per share. The transaction had a ….'6% impact on the portfolio.

The deal made de Vaulx Annaly Capital's largest shareholder among the gurus. The holding is ….'6% of the guru's total assets.

Annaly Capital has a P/E ratio of 9'.64, a P/B ratio of ….87 and a P/S ratio of --.89. GuruFocus gives Annaly Capital a Financial Strength rating of 5/-… and a Profitability and Growth rating of 6/-… with ROE of -.47% that is lower than 8…% of the companies in the Global REIT - Diversified industry and ROA of ….''% that is lower than 8-% of the companies in that industry.

The guru invested in -77,'…… shares of Miraca Holdings Inc. (TSE:4544), a Japanese holding company, for an average price of 4,9…4.'- yen per share. The deal had a ….'-% impact on the portfolio.

The purchase made de Vaulx Miraca's leading shareholder among the gurus. The position is ….'-% of the guru's total assets.

Miraca has a P/B ratio of -.-6 and a P/S ratio of -.44. GuruFocus gives Miraca a Financial Strength rating of 8/-… and a Profitability and Growth rating of 6/-… with ROE of --….79% that is lower than 5-% of the companies in the Global Diagnostics & Research industry and ROA of -7.…-% that is higher than 5…% of the companies in that industry.

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Miraca sold for 5,--… yen per share Wednesday. The DCF Calculator gives Miraca a fair value of -',-'8.'6 yen.

The guru bought 4',-94 shares of Wendel SE (XPAR:MF), a Paris-based investment company, for an average price of 98.'- euros ($-…-.7-) per share. The transaction had a ….--% impact on the portfolio.

The deal made de Vaulx Wendel's leading shareholder among the gurus. The holding is ….--% of the guru's total assets.

Wendel has a P/B ratio of -.-- and a P/S ratio of ….67. GuruFocus gives Wendel a Financial Strength rating of 4/-… and a Profitability and Growth rating of 6/-… with ROE of --….7-% that is lower than 9-% of the companies in the Global Asset Management industry and ROA of -'.4'% that is lower than 79% of the companies in that industry.

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Wendel sold for --4.8 euros per share Tuesday. The DCF Calculator gives Wendel a fair value of --5'.89 euros.

Disclosure: I do not own any stocks mentioned in this article.

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


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

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