He exited his position in Allergan PLC ( AGN ) with an impact of -2.99% on the portfolio.
The company is engaged in development, manufacturing, marketing, sale and distribution of generic, branded generic, brand name, biosimilar and over-the-counter pharmaceutical products. During the fourth quarter adjusted EBITDA from continuing operations increased 115%, and net revenue from continuing operations increased 74%.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with positive ROE of 5.65% that is underperforming and ROA of 3.21% that is underperforming 50% of the companies in the Global Drug Manufacturers - Specialty & Generic industry. Financial strength has a rating of 5 out of 10, with a cash-to-debt of 0.03 that is far below the industry median of 2.56.
Vanguard Health Care Fund ( Trades , Portfolio ) is the company's largest shareholder among the gurus with 2.78% of outstanding shares followed by Andreas Halvorsen ( Trades , Portfolio ) with 1.52%, John Paulson ( Trades , Portfolio ) with 1.4%, Daniel Loeb ( Trades , Portfolio ) with 1.37% and Paul Singer ( Trades , Portfolio ) with 0.51%.
The investor sold out his stake in DaVita HealthCare Partners Inc. ( DVA ) with an impact of -2.41% on the portfolio.
It is a provider of dialysis services in the U.S. for patients suffering from chronic kidney failure, also known as end stage renal disease, or ESRD.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with weak returns of ROE of 5.36% and ROA of 1.46% that are underperforming 66% of the companies in the Global Medical Care industry. Financial strength has a rating of 7 out of 10, with a cash-to-debt of 0.21 that is below the industry median of 0.29.
The company's largest shareholder among the gurus is Warren Buffett ( Trades , Portfolio ) with 18.28% of outstanding shares followed by Manning & Napier Advisors Inc. with 0.67%, Alan Fournier ( Trades , Portfolio ) with 0.61%, Jim Simons ( Trades , Portfolio ) with 0.44% and Joel Greenblatt ( Trades , Portfolio ) with 0.14%.
The investor reduced his stake in JD.com Inc. ( JD ) by 37.94%. The deal had an impact of -1.81% on the portfolio.
The company is an online direct sales company in China. It provides consumers an online retail experience. Through its website www.jd.com and mobile applications, it offers a variety of authentic products. GMV for the third quarter of 2015 had an increase of 71% compared with the third quarter of a year before, and net revenues grew by 52%.
GuruFocus gives the stock a profitability and growth rating of 3 out of 10 with negative returns of ROE of -7.42% and ROA of -3.66% that are underperforming 76% of the companies in the Global Internet Content
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