Company Overview and News
Oakmark Global Fund – Investor Class Average Annual Total Returns (09/30/18) Since Inception (08/04/99) 10.18% 10–year 8.44% 5–year 6.33% 1–year 1.02% 3–month 0.09% Gross Expense Ratio as of 09/30/17 was 1.21% Net Expense Ratio as of 09/30/17 was 1.15%
NOV TPK MLUSG UGLD LLOBF RYAAY MTUAY MTUAF GE DSLV CSSLF USGPF ARNC DDAIF JBAXY GOOGL LLDTF TPRKY DGLD GOOG IPG CS BAC TVPKF GM USG ORCL JBARF GEC LLOY VIIX VIIZ RYAOF MA LYG NAPRF LLPH CSGKF LLPK LLPJ LLPE LLPD LLPG LLD5 GNE ZIV LLD7 LLPC USLV LLD6 TVIX LLD1 THC TV LLD2 XIV
2018-08-16 seekingalpha - 13
Fairfax Financial’s largest three stakes are BlackBerry, Resolute Forest Products, and Kennedy Wilson. They together account for ~57% of the 13F assets.
SSYS AP FRFHF CRAY PKX MLUSG RAIL SBNY GE KWN.CL USGPF RFP MDR SSWN BBRY IPI JNJ NTES BB SSWA MCDFF AGX SSW CTL KW RFP KWN ICD GM USG IBM GEC BB CRR ARG HP FLR GNE CBI
2018-08-15 seekingalpha - 9
Berkshire Hathaway increased US Bancorp, Goldman Sachs, Southwest Airlines, and Delta Airlines while reducing Phillips 66.
LBTY PSX THI UAL QSR.WI SIRI MLUSG LBTYK LILAB VRSK BAC BKW UPS USGPF MDLZ SYF TMK BRK.A JNJ BK LILAK VZ BATRA LSXMB WFCNP TMK BATRK LSXMA BATRR VZA STOR BAC CHTR AAPL MON BATRB GM USG QSR DAL WFC FWONB COST LBTYB MA VRSN LBTYA AXTA SNY FWONA V SRG KHC FWONK LSXMK LILA
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
BRK.A MLUSG USGPF USG
The opportunities investors miss by relying on screens, when a non-actionable thesis can be just as valuable as an actionable one and the importance of being able to effectively communicate your thesis are topics discussed.
WFCNP AMID HTA SXE BAC NSH MLUSG SYK USG NNBR USCR WFC DOOR DDR DOC USGPF RVI.WI CNMD JPM RVI ITW NS DDR.WI DHR BRKR NPO
USG Corp. agreed to a $7 billion buyout by Germany's Knauf AG after Buffett's Berkshire Hathaway threw its support behind a shareholder uprising. Berkshire is USG's biggest shareholder, with a stake of 31 percent, and had said earlier this year it would vote against USG's four director nominees after the company rebuffed an earlier Knauf bid.
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Sheetrock maker USG Corp accepted a US$7 billion cash offer from German construction products maker Gebr Knauf KG on Monday after three months of back-and-forth negotiations that began when longtime USG shareholder Warren Buffett teamed up with the German bidder to sell his stake.
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(Reuters) - Sheetrock maker USG Corp (USG.N) accepted a $7 billion cash offer from German construction products maker Gebr Knauf KG on Monday after three months of back-and-forth negotiations that began when longtime USG shareholder Warren Buffett teamed up with the German bidder to sell his stake.
BRK.A MLUSG USGPF USG MS
2018-05-17 seekingalpha - 9
Fairfax Financial’s largest five stakes are BlackBerry, Resolute Forest Products, Kennedy-Wilson, USG, and Intrepid Potash. They together account for ~85% of the US long assets.
SSYS PGH AP FRFHF CRAY PKX MLUSG RAIL NWPX SBNY GE USGPF KWN.CL RFP MDR SSWN BBRY BRK.A IPI ATUSF JNJ NTES BB SSWA MCDFF GRVVF WFCNP AGX SSW KLIC CHRRF PRAGY CTL XCOOQ KW RFP KWN JEC XCOO USG IBM WFC GEC DEST BB XCO CRR ARG HP RPXC FLR GNE
2018-05-16 seekingalpha - 8
This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaway’s (NYSE:BRK.A) (NYSE:BRK.B) 13F stock portfolio on a quarterly basis. It is based on Warren Buffett’s regulatory 13F Form filed on 05/15/2018. Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his holdings have progressed over the years and our previous update for the moves in Q4 2017.
LBTY PSX TEVA THI UAL WMT QSR.WI SIRI SHLD MLUSG LBTYK LILAB BAC BKW UPS AAL USGPF MDLZ SYF TMK BRK.A BK JNJ LILAK VZ BATRA LSXMB WFCNP TMK BATRK PG LSXMA MTB BATRR AXP MCO VZA STOR BAC USB GS CHTR AAPL MON KO BATRB GM USG QSR DVA DAL LUV IBM WFC FWONB COST LBTYB VRSN AXTA MA LBTYA SNY FWONA V SRG KHC FWONK LSXMK LILA
2018-05-07 investorplace - 3
So Warren Buffet’s Berkshire Hathaway Inc. (NYSE: BRK.B) (NYSE: BRK.A) delivered its annual report recently, and the big headline seemed to be that the Warren Buffett stock picks in Berkshire’s portfolio didn’t perform all that well so far this year. I think that’s a ridiculous way to evaluate Warren Buffett stock picks because he is a long-term investor.
IBM USGPF TEVA MA TEVVF BAC BRK.A MLUSG V TEVJF AAPL USG DAL
2018-10-01 - Asif
Overview The following discussion and analysis should be read in conjunction with its unaudited interim condensed consolidated financial statements and the related notes that appear elsewhere in this quarterly report on Form 10-Q. This discussion contains forward-looking statements reflecting its current expectations that involve risks and uncertainties. Actual results may differ materially from those discussed in these forward-looking statements due to a number of factors, including those set forth in the section entitled “Risk Factors” in its most recent annual report on Form 10-K. For further information regarding forward-looking statements, please refer to the “Special Note Regarding Forward-Looking Statements and Projections” immediately after the index to this quarterly report on Form 10-Q. Alimera Sciences, Inc., and its subsidiaries (we or Alimera), is a pharmaceutical company that specializes in the commercialization and development of prescription ophthalmic pharma...
2018-09-25 - Asif
Background DelMar Pharmaceuticals, Inc. is a clinical stage drug development company with a focus on the treatment of cancer. The company's mission is to benefit patients and create shareholder value by developing and commercializing anti-cancer therapies for patients whose tumors exhibit features that make them resistant to, or unlikely to respond to, currently available therapies, particularly for orphan cancer indications where patients have failed, or are unlikely to respond to, currently available therapy. DelMar Pharmaceuticals is developing VAL-083, a novel, DNA-targeting agent, for the treatment of glioblastoma multiforme (“GBM”) and potentially other solid tumors, including ovarian cancer. VAL-083 is a first-in-class, DNA-targeting chemotherapeutic that demonstrated activity against a range of tumor types in prior Phase 1 and Phase 2 clinical studies sponsored by the US National Cancer Institute (“NCI”). The company's recent research has highlighted the opportunit...
2018-09-18 - Asif
Overview Rigel Pharmaceuticals is a biotechnology company dedicated to discovering, developing and providing novel small molecule drugs that significantly improve the lives of patients with immune and hematologic disorders, cancer and rare diseases. The company's pioneering research focuses on signaling pathways that are critical to disease mechanisms. The company's first FDA-approved product is TAVALISSE™ (fostamatinib disodium hexahydrate), an oral spleen tyrosine kinase (SYK) inhibitor, for the treatment of adult patients with chronic immune thrombocytopenia who have had an insufficient response to a previous treatment. The company's current clinical programs include Phase 2 studies of fostamatinib in autoimmune hemolytic anemia and IgA nephropathy, and a Phase 1 study for its IRAK program. In addition, Rigel Pharmaceuticals has product candidates in development with partners BerGenBio AS, Daiichi Sankyo, and Aclaris Therapeutics. Since inception, Rigel Pharmaceuticals h...