While relatively young, John Burbank�� firm, Passport Capital, has been quite successful on the strength of its fundamentals-focused stock picking and more exotic plays based on global macro conditions. Since Burbank launched Passport in 2000, he has grown assets to $3.3 billion under management, delivered an annualized 23 percent return to investors, and, this month, become GuruFocus��newest Guru.
In his pre-hedge fund past, Burbank was a consultant to Roger Richter of JMG Triton Offshore Ltd. and director of research at ValueVest Management. His investing career began just before the late-��0s Asian crisis, where he learned valuable lessons that helped him avoid the dot-com debacle several years later. He earned a B.A. from Duke University and an MBA from Stanford Graduate School of Business.
Currently Burbank has both an equity portfolio and some intriguing irons in the fire elsewhere, but his 12-year history with Passport has been eventful as well.
In Passport�� first year of operation, it shunned the tech craze and shorted high-flying technology stocks. For the three years the S&P 500 reeled from the backlash of the overvalued stocks with returns in the negative numbers, Burbank�� flagship Global Strategy fund returned 36% in 2000, 7% in 2001 and 22.1% in 2002.
Top 10 Small Cap Stocks For 2015: Amdocs Limited (DOX)
Amdocs Limited, together with its subsidiaries, provides software and services for communications, media, and entertainment industry service providers worldwide. It offers revenue management products, including convergent charging and billing, mediation, partner management, service delivery, compact convergence, and machine-to-machine solutions that manage the end-to-end network services revenue stream from offer definition to cash-in-hand and spans the consumer, business, and partner domains. The company also provides customer management products comprising multichannel selling, multichannel care, and proactive insight products that enable service providers to simplify the customer experience in all interaction channels and touch points; operations support systems, such as network planning, service fulfillment, service assurance, inventory and discovery, business service capture, network navigator, and radio parameter manager for fixed line, wireless, and cable networks; and network control products consisting of service controllers, home subscriber servers, policy controllers, data and Wi-Fi experience solutions, and intelligent diameter routing agents. In addition, it offers digital services, which include connected home solutions, mobile payments, digital commerce solutions, personalization, and unified communications and foundation. Further, the company provides advertising and media solutions that comprise sales experience, business agility, small-medium business experience, and business content and advertising syndication solutions. Additionally, it offers business consulting, system integration, information technology outsourcing and value process operation managed services, managed transformation, and product support services. Amdocs Limited was founded in 1988 and is based in St. Peter Port, Channel Islands.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Amdocs (NYSE: DOX ) , whose recent revenue and earnings are plotted below. - [By Ben Levisohn]
Shares of Iron Mountain have fallen 2.3% to $25.72 today, while comparable have been mixed. Leidos Holdings (LDOS) has ticked up 0.6% to $46.28 and Amdocs (DOX) has risen 0.8% to $37.20. Maximus (MMS), on the other hand, has fallen 1.2% to $46.22 and Xerox (XRX) is off 0.3% to $10.62.
- [By Omar Venerio]
The company has a current ROE of 19.09%, which is higher than the industry median and the ones exhibited by CGI Group (GIB) and Amdocs (DOX). In general, analysts consider ROE ratios in the 15-20% range as representing attractive levels for investment. So for investors looking those levels or more, Teradata (TDC) could be the option. For more attractive ROE, Gartner (IT) and Igate (IGTE) have extremely good ratios. It is very important to understand this metric before investing and it is important to look at the trend in ROE over time.
Best Gas Utility Stocks To Watch For 2014: GigaMedia Limited (GIGM)
Gigamedia Limited, through its subsidiaries, primarily engages in the operation of online games for online game players in Asia. The company provides a portfolio of online games, including MahJong, a traditional Chinese tile game; MMORPG, an Internet-based computer game; advanced casual games; and card, chance-based, and simple casual games. It also develops and licenses online poker, casino, and sports betting gaming software solutions, as well as offers application services for the online poker and casino markets primarily in the continental European markets. The company has strategic alliances with SoftStar Entertainment Inc., Neostorm Holdings Limited, XLGames Inc., Access China Holding Limited, Gorilla Banana Entertainment Corp., JC Entertainment Corporation, Possibility Space Incorporated, East Gate Media Contents & Technology Fund, and BetClic. GigaMedia Limited was founded in 1997 and is headquartered in Taipei, Taiwan.
Advisors' Opinion:- [By Eric Volkman]
GigaMedia (NASDAQ: GIGM ) results for the company's fiscal Q4 and 2012 have been released. For the quarter, revenue was $4.8 million, down by 34% from the $7.4 million in the same period the previous year. Attributable net loss, however, narrowed considerably to $15.4 million ($0.30 per diluted share) from Q4 2011's shortfall of $51.3 million ($1.01).
Best Gas Utility Stocks To Watch For 2014: Point.360(PTSX)
Point.360 operates as an integrated media management services company in the United States. It offers film, video and audio post-production, archival, duplication, computer graphics, and data distribution services. The company also provides services to edit, master, reformat, covert, archive, and distribute its clients? film and video content, including television programming, feature films, and movie trailers. Its value-added services comprise visual effects, video and data editing, graphics and animation, digital color correction, picture restoration, audio post-production, audio restoration and layback, closed captioning and subtitling, foreign language mastering, standards conversion, broadcast encoding, global distribution and syndication, and archival services. In addition, Point.360 is involved in the rental and sale of DVDs and video games to consumers through its Movie>Q retail stores. Its customers include independent motion picture and television production com panies, television program suppliers, national television networks, infomercial providers, local television stations, television program syndicators, corporations, and educational institutions, as well as advertising agencies, and corporate or instructional video providers. The company is based in Burbank, California.
Advisors' Opinion:- [By Lisa Levin]
Point.360 (NASDAQ: PTSX) shares reached a new 52-week low of $0.528. Point.360's trailing-twelve-month ROE is -12.69%.
QC Holdings (NASDAQ: QCCO) shares tumbled 3.68% to reach a new 52-week low of $1.83. QC Holdings shares have dropped 42.60% over the past 52 weeks, while the S&P 500 index has gained 31.67% in the same period.
Best Gas Utility Stocks To Watch For 2014: W.W. Grainger Inc. (GWW)
W.W. Grainger, Inc. and its subsidiaries distribute facilities maintenance and other related products and services in the United States, Canada, Japan, Mexico, India, Puerto Rico, China, Colombia, and Panama. The company offers maintenance, repair, and operating supplies; and other related products and services through local branches, catalogs, and the Internet. Its products include material handling equipment, safety and security supplies, lighting and electrical products, power and hand tools, pumps and plumbing supplies, cleaning and maintenance supplies, forestry and agriculture equipment, building and home inspection supplies, vehicle and fleet components, and various other items for facilities maintenance market, as well as services comprise inventory management and energy efficiency solutions. The company also distributes tools, fasteners, safety supplies, instruments, welding and shop equipment, and other items. It serves small and medium-sized businesses to large corporations, government entities, and other institutions. W.W. Grainger, Inc. was founded in 1927 and is based in Lake Forest, Illinois.
Advisors' Opinion:- [By Dividends4Life]
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Best Gas Utility Stocks To Watch For 2014: Franklin Covey Company (FC)
Franklin Covey Co. provides training and consulting solutions to address leadership, execution, productivity, trust, customer loyalty, sales performance, and education problems worldwide. The company also offers clients with training in management skills, relationship skills, and individual effectiveness, as well as personal-effectiveness literature and electronic educational solutions. In addition, it sells a suite of individual-effectiveness and leadership-development training products; and books, e-books, audio media, downloadable and paper-based tools, content-rich software applications for smart phones and other handheld devices, training accessories, and other related products. The company delivers its products and services through onsite presentations, facilitators, international licensees, e-learning, public workshops, custom solutions, intellectual property licenses, and media publishing methods to organizational clients, including corporations, governmental agenc ies, educational institutions, and other organizations, as well as individual clients. Franklin Covey Co. was founded in 1983 and is headquartered in Salt Lake City, Utah.
Advisors' Opinion:- [By Seth Jayson]
Franklin Covey (NYSE: FC ) reported earnings on July 9. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 1 (Q3), Franklin Covey beat expectations on revenues and beat expectations on earnings per share. - [By Laura Brodbeck]
Tuesday
Earnings Expected: A. Schulman (NASDAQ: SHLM), Acuity Brands (NYSE: AYI), Franklin Covey (NYSE: FC) and Paychex (NASDAQ: PAYX) Economic Releases Expected: US ISM manufacturing PMI, US redbook, British manufacturing PMI, German unemployment rate, French manufacturing PMI, Italian manufacturing PMI, Spanish manufacturing PMI and Reserve Bank of Australia interest rate decisionWednesday
Best Gas Utility Stocks To Watch For 2014: VeriSign Inc.(VRSN)
VeriSign, Inc. provides Internet infrastructure services to various networks worldwide. The company provides domain name registry services and infrastructure assurance services. It offers registry services that operate the authoritative directory of various .com, .net, .cc, .tv, and .name domain names, as well as the back-end systems for various .jobs and .edu domain names; and network intelligence and availability services that provide infrastructure assurance to organizations comprising Verisign iDefense security intelligence services, managed domain name system services, and distributed denial of service mitigation. VeriSign, Inc. was founded in 1995 and is headquartered in Reston, Virginia.
Advisors' Opinion:- [By Jake L'Ecuyer]
VeriSign (NASDAQ: VRSN) was down, falling 6.13 percent to $52.02 after the company reported Q4 results.
Commodities
In commodity news, oil traded up 0.62 percent to $98.45, while gold traded up 0.40 percent to $1,262.20. - [By Monica Gerson]
VeriSign (NASDAQ: VRSN) shares surged 0.41% to touch a new 52-week high of $51.51. VeriSign's PEG ratio is 1.65.
Tuesday Morning (NASDAQ: TUES) shares gained 4.87% to create a new 52-week high of $14.63. Tuesday Morning shares have jumped 110.09% over the past 52 weeks, while the S&P 500 index has gained 18.17% in the same period.
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