Markets

John Rogers Buys Cardinal Health, Mattel, Nielsen

John Rogers ( Trades , Portfolio ) is the founder of Ariel Investment LLC, which he started in 1983. He manages a portfolio composed of 188 stocks with a total value of $8.505 billion. During the first quarter the guru bought shares in the following stocks:

Cardinal Health Inc. ( CAH )'s stake was boosted by 1,944.54% with an impact of 0.68% on the portfolio.

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It is a health care services company that provides health care services and products for hospital systems, pharmacies, ambulatory surgery centers, clinical laboratories and physician offices. Its segments are pharmaceutical and medical.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The return on equity (ROE) of 20.55% and return on assets (ROA) of 3.92% are outperforming 53% of the companies in the Global Medical Distribution industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.25 is below the industry median of 0.74.

The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 6.56% of outstanding shares followed by Vanguard Health Care Fund (Trades, Portfolio) with 2%, Richard Pzena (Trades, Portfolio) with 0.34%, Seth Klarman (Trades, Portfolio) with 0.33% and Rogers with 0.24%.

The guru purchased 1,238,592 shares in Nielsen Holdings PLC ( NLSN ) with an impact of 0.6% on the portfolio.

It is a performance management company that, with its subsidiaries, helps its clients enhance their interactions with consumers and make critical business decisions that it believes positively affect their sales and profitability.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. While the ROE of 11.12% is outperforming the sector, the ROA of 2.99% is underperforming 52% of the companies in the Global Business Services industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.05 is below the industry median of 1.28.

Manning & Napier Advisors Inc. is the largest shareholder among the gurus with 1.44% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 1.12%, Jim Simons (Trades, Portfolio) with 0.88%, Joel Greenblatt (Trades, Portfolio) with 0.23%, Ron Baron (Trades, Portfolio) with 0.22% and RS Investment Management (Trades, Portfolio) with 0.1%.

The investor increased his holding in Charles River Laboratories International ( CRL ) by 30.67% with an impact of 0.51% on the portfolio.

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The company provides research models and services required to enable in vivo drug discovery and development.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 19.61% and ROA of 6.34% are outperforming 72% of the companies in the Global Diagnostics & Research industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.11 is below the industry median of 3.04.

Simons is another notable shareholder among the gurus with 2.24% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 1.83%, Ken Fisher (Trades, Portfolio) with 0.97%, Pioneer Investments (Trades, Portfolio) with 0.34%, Westport Asset Management (Trades, Portfolio) with 0.31%, Greenblatt with 0.24% and Robert Olstein (Trades, Portfolio) with 0.23%.

Rogers raised his shares in Nokia Oyj ADR ( NOK ) by 21.15%. The trade had an impact of 0.36% on the portfolio.

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It is a mobile communications company. Its main businesses (Nokia Networks and Nokia Technologies) following the sale of the HERE Business. Its reportable segments are Mobile Broadband & Global Services and Nokia Technologies.

GuruFocus gives the stock a profitability and growth rating of 3 out of 10. The ROE of -4.15% and ROA of -1.79% are underperforming 71% of the companies in the Global Communication Equipment industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 2.05 that is below the industry median of 2.61.

Another notable shareholder among the gurus is Charles Brandes (Trades, Portfolio) with 0.2% of outstanding shares followed by Francis Chou (Trades, Portfolio) with 0.05% and Simons with 0.01%.

Occidental Petroleum Corp. ( OXY )'s position was raised by 525.32% with an impact of 0.24% on the portfolio.

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The company is a multinational organization whose subsidiaries and affiliates operate in the oil and gas, chemical and midstream, marketing and other segments.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10. The ROE of -2.39% and ROA of -1.26% are outperforming 71% of the companies in the Global Oil & Gas E&P industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.15 is below the industry median of 0.72.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder among the gurus with 2.19% of outstanding shares followed by Chris Davis (Trades, Portfolio) with 0.91%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.57%, NWQ Managers (Trades, Portfolio) with 0.16%, First Pacific Advisors (Trades, Portfolio) with 0.1% and Steven Cohen (Trades, Portfolio) with 0.09%.

Houlihan Lokey Inc. ( HLI )'s stake was increased by 49.93% with an impact of 0.21% on the portfolio.

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It is an investment bank with expertise in mergers and acquisitions, financings, financial restructurings and financial advisory services.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10. The ROE of 15.62% and ROA of 9.78% are outperforming 81% of the companies in the Global Capital Markets industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 9.22.

The largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 2.47% of outstanding shares followed by Simons with 0.61% and Columbia Wanger (Trades, Portfolio) with 0.4%.

Nordstrom Inc. (JWN)'s holding was raised by 41.69%. The transaction had an impact of 0.2% on the portfolio.

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The company operates as a fashion specialty retailer with stores located in U.S. and is engaged in e-commerce business through Nordstrom.com, Nordstromrack.com/HauteLook and TrunkClub.com.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 43.97% and ROA of 4.71% are outperforming 63% of the companies in the Global Department Stores industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.24 is below the industry median 0.97.

Greenblatt is another notable shareholder among the gurus with 0.1% of outstanding shares followed by Cohen with 0.09% and Murray Stahl (Trades, Portfolio) with 0.01%.

The investor increased his shares in Mattel Inc. (MAT) by 13.74% with an impact of 0.18% on the portfolio.

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The company designs, manufactures and markets a variety of toy products through sales to its customers and directly to consumers. The products include fashion dolls, infant and preschool products, toy cars and electrical vehicles, among others.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10. The ROE of 11.73% and ROA of 4.49% are outperforming 67% of the companies in the Global Leisure industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.17 is below the industry median of 0.81.

The largest shareholder among the gurus is T Rowe Price Equity Income Fund with 1.92% of outstanding shares followed by Jana Partners (Trades, Portfolio) with 0.29%, Greenblatt with 0.2%, Simons with 0.17% and John Hussman (Trades, Portfolio) with 0.09%.

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

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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.


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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