Beverly Hills, CA, based Investment company Focused Investors LLC buys Zimmer Biomet Holdings, Aetna, sells Bed Bath & Beyond during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Focused Investors LLC. As of 2017-03-31, Focused Investors LLC owns 23 stocks with a total value of $2.8 billion. These are the details of the buys and sells.
Added Positions: ZBH, CVS, AET, ANTM, Reduced Positions: BBBY,
For the details of Focused Investors LLC’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=Focused+Investors+LLC
These are the top 5 holdings of Focused Investors LLCZimmer Biomet Holdings Inc (ZBH) – 1,433,300 shares, 6.32% of the total portfolio. Shares added by 23.22%CVS Health Corp (CVS) – 2,120,700 shares, 6.01% of the total portfolio. Shares added by 19.73%Johnson & Johnson (JNJ) – 1,285,900 shares, 5.78% of the total portfolio. Shares reduced by 0.67%American Express Co (AXP) – 1,990,300 shares, 5.68% of the total portfolio. Shares reduced by 0.33%Anthem Inc (ANTM) – 944,800 shares, 5.64% of the total portfolio. Shares added by 12.72%Added: Zimmer Biomet Holdings Inc (ZBH)
Focused Investors LLC added to the holdings in Zimmer Biomet Holdings Inc by 23.22%. The purchase prices were between $103.33 and $122.11, with an estimated average price of $116.74. The stock is now traded at around $121.19. The impact to the portfolio due to this purchase was 1.19%. The holdings were 1,433,300 shares as of 2017-03-31.
recommended stocks to buy today: Targa Resources, Inc.(TRGP)
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In trading on Tuesday, utilities shares fell by 0.37 percent. Meanwhile, top losers in the sector included Targa Resources Corp (NYSE: TRGP), down 3 percent, and FirstEnergy Corp. (NYSE: FE), down 2 percent.
recommended stocks to buy today: Toro Company (The)(TTC)
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The Toro Company (NYSE:TTC) is one of my favorite small-caps for medium- to long-term investors. Selling specialized equipment for turf management and other industries, Toro is a proven winner that has provided very consistent growth in sales and earnings over the years.
It’s not the fastest growing small-cap business, but it pays a decent dividend and has a loyal customer base in the golf course and contractor markets.
Toro is now offering sprinkler refit equipment for water-starved jurisdictions like California. This company’s share price performance has been exemplary.
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recommended stocks to buy today: Express-1 Expedited Solutions Inc.(XPO)
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Atlantia (ATASF) (AT.IM), Eiffage (OTCPK:EFGSY) (FGR.FP), Ferrovial (OTC:FRRVF) (FER.SM), Albertis (OTC:ABFOF) (ABE.SM) and Vinci (OTCPK:VCISF) (DG.FP)
recommended stocks to buy today: Renewable Energy Group, Inc.(REGI)
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recommended stocks to buy today: Cabot Oil & Gas Corporation(COG)
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Take Cabot Oil & Gas (NYSE: COG(link is external)) as an example. As I noted earlier this month(link is external), Cabot’s current drilling plans are expected to lead to a big spike in output over the next few years. The company’s executives decided to plow ahead with development plans, even as rivals were retrenching. The fact that natural gas prices have risen more than 10% in the past three weeks simply underscores the wisdom of that strategy, and could lead to rising sales and profit estimates.
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Cabot Oil & Gas Corp. (NYSE: COG) is rated as a Hold with a new price target of $24. The EPS estimate has been cut from $0.60 to $0.47 for 2017, and the 2018 estimate has been increased from $0.70 to $1.19. Shares closed at $22.36 on Friday in a 52-week range of $19.77 to $25.74. The consensus 12-month price target is $28.72.