Posts Tagged ‘Tom Gayner Markel Gayner Asset Management’

Wal-Mart Stores, Inc. (WMT), Lowe’s Companies, Inc. (LOW) & More: The Smart Money’s Top 10 Retail Plays

Lone Pine Capital 2014 Q3 Investor Letter
In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions......(read more)

Tom Gayner’s Markel’s Top Stock Picks Include Berkshire Hathaway Inc. (BRK.B)

Tom Gayner
Insurance company Markel invests much of its cash in the market under the management of Tom Gayner. We track Markel Gayner Asset Management’s quarterly......(read more)

Plum Creek Timber Co. Inc. (PCL): Hedge Funds and Insiders Are Bearish, What Should You Do?

High Yielding Commodities: Beyond Energy
Plum Creek Timber Co. Inc. (NYSE:PCL) investors should be aware of a decrease in hedge fund sentiment recently. To most shareholders, hedge funds are......(read more)

This Metric Says You Are Smart to Sell Marriott International Inc (MAR)

Marriott International Inc (NYSE:MAR)
Marriott International Inc (NYSE:MAR) shareholders have witnessed a decrease in support from the world’s most elite money managers in recent months......(read more)

Federated Investors Inc (FII): Insiders Aren’t Crazy About It

Federated Investors Inc (NYSE:FII)
Federated Investors Inc (NYSE:FII) was in 15 hedge funds’ portfolio at the end of the first quarter of 2013. FII investors should be aware of a......(read more)

CarMax, Inc (KMX): Are Hedge Funds Right About This Stock?

CarMax, Inc (NYSE:KMX)
Is CarMax, Inc (NYSE:KMX) undervalued? The smart money is becoming less confident. The number of long hedge fund positions decreased by 7 recently. In......(read more)

Automatic Data Processing (ADP): Are Hedge Funds Right About This Stock?

Automatic Data Processing (NASDAQ:ADP)
Automatic Data Processing (NASDAQ:ADP) was in 25 hedge funds’ portfolio at the end of the first quarter of 2013. ADP investors should be aware of......(read more)

Hedge Funds Are Crazy About Brown-Forman Corporation (BF.B)

Brown-Forman Corporation (NYSE:BF-B)
Brown-Forman Corporation (NYSE:BF.B) was in 17 hedge funds’ portfolio at the end of December. BF.B investors should be aware of an increase in hedge......(read more)

Is Union First Market Bankshares Corp. (UBSH) Going to Burn These Hedge Funds?

Tom Gayner
Union First Market Bankshares Corp. (NASDAQ:UBSH) has seen an increase in activity from the world’s largest hedge funds in recent months. At the......(read more)

Artio Global Investors Inc. (ART): Insiders Are Dumping, Should You?: Solar Senior Capital Ltd (SUNS), Resource America Inc (REXI)

Artio Global Investors Inc. (NYSE:ART)
Is Artio Global Investors Inc. (NYSE:ART) undervalued? The best stock pickers are getting less bullish. The number of long hedge fund bets stayed the......(read more)

Hedge Funds Aren’t Crazy About Plum Creek Timber Co. Inc. (PCL) Anymore: Senior Housing Properties Trust (SNH), American Capital Agency Corp. (AGNC)

High Yielding Commodities: Beyond Energy
Plum Creek Timber Co. Inc. (NYSE:PCL) was in 13 hedge funds’ portfolio at the end of December. PCL has seen a decrease in activity from the world......(read more)

Here is What Hedge Funds Think About SYSCO Corporation (NYSE:SYY)

SYSCO Corporation (NYSE:SYY)
SYSCO Corporation (NYSE:SYY) investors should be aware of an increase in hedge fund interest of late. In today’s marketplace, there are a multitude......(read more)

Hedge Funds Are Crazy About CARBO Ceramics Inc. (NYSE:CRR)

CARBO Ceramics Inc.
CARBO Ceramics Inc. (NYSE:CRR) was in 13 hedge funds’ portfolio at the end of the fourth quarter of 2012. CRR investors should be aware of an increase......(read more)

Hedge Funds Are Crazy About Lennox International Inc. (NYSE:LII)

Lennox International Inc. (NYSE:LII)
Is Lennox International Inc. (NYSE:LII) a buy, sell, or hold? The smart money is becoming more confident. The number of bullish hedge fund positions advanced......(read more)

Here is What Hedge Funds Think About Colfax Corp (NYSE:CFX)

Colfax Corp (NYSE:CFX)
Colfax Corp (NYSE:CFX) was in 22 hedge funds’ portfolio at the end of December. CFX has experienced a decrease in activity from the world’......(read more)

CarMax, Inc (NYSE:KMX): Are Hedge Funds Right About This Stock?

CarMax, Inc (NYSE:KMX)
CarMax, Inc (NYSE:KMX) was in 24 hedge funds’ portfolio at the end of the fourth quarter of 2012. KMX investors should pay attention to an increase......(read more)

Boring Liquor’s Exciting Opportunity: PERNOD RICARD SA ADR (PDRDY), Diageo plc (ADR) (DEO), BEAM Inc (BEAM)

Boring companies can be some of the most exciting investment opportunities. When I say “boring” companies, I mean the types of companies that......(read more)

New Stock Purchases In Tom Gayner’s $2.4 Billion Fund: Alliance Holdings GP, L.P. (AHGP), Starz (STRZA), Bunge Ltd (BG)

Tom Gayner
Markel Gayner Asset Management is the investment division subsidiary of Markel Corp. and is headed up by Tom Gayner, who also spends his time as the CIO......(read more)

Insiders Have Bought Murphy Oil, CarMax, and More

Third Point 2014 Q3 Investor Letter
We track insider purchases because we believe they serve as signals that company officers or Board members are confident in the stock’s prospects. This......(read more)

Tom Gayner and Markel’s Top Stock Picks for 2013 Include Carmax

Tom Gayner
Markel Corporation (NYSE:MKL) is an insurance company which invests its capital in the financial markets and therefore reports many of its long equity......(read more)

Used Car Dealer CarMax Had a Board Member Buy In

Tom Gayner
According to a filing with the SEC, Rakesh Gangwal, who sits on the Board of Directors at CarMax, Inc (NYSE:KMX), purchased 30,000 shares of the company......(read more)

Tom Gayner’s Top 5 Small-Cap Values: W.P. Carey Inc. REIT (WPC), Federated Investors Inc (FII)

Tom Gayner
Fund analysts are routinely sifting through the less popular, smaller cap stocks that stay out of the public eye, hoping to find arbitrage in these less......(read more)

EXCLUSIVE Tom Gayner Interview

Tom Gayner
Earlier in January we spoke with Tom Gayner of Markel.  Read on for his thoughts on the investment process, what books investors should read, some of......(read more)

5 Dividend Picks from Value Investing Legend

Chuck Royce
Financial stocks had a remarkable year in 2012. Based on the Financial Select Sector SPDR (NYSEARCA:XLF), financials were the best performing sector last......(read more)

Are Marriott’s Hotels Cheap or Expensive?

Tom Gayner
Marriott International, Inc. (NYSE:MAR) spun out its vacation ownership business a little less than a year ago (in November 2011) and the stock is up......(read more)
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