Colfax Corp.

• Billionaire Chase Coleman and Feroz Dewan’s Small Cap Picks

  By Meena Krishnamsetty - June 5, 2013 | Tickers: CRI, CFX, GRPN, JCP, SSYS

  Tiger Global Management, a Tiger Cub hedge fund which counts billionaire Chase Coleman among its managers, filed its 13F with the SEC in mid May. We have found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year -- defining small cap stocks as those with market capitalization between $1 billion and $5 billion -- and in fact more »

• Tiger Global Management’s Top New Equity Buys

  By Meena Krishnamsetty - June 4, 2013 | Tickers: CRI, CFX, DG, LMCA, NFLX

  There is no shortage of news surrounding Chase Coleman and Feroz Dewan’s rapid rise to wealth and success as co-portfolio managers of one of the world’s largest hedge funds. By surrounding themselves with talent, Tiger Global Management has an AUM that has stretched into the billions of dollars. We have taken a close look at the fund’s most recent 13F filing for the first quarter of 2013 more »

• Following Chuck Akre Into Colfax Corp

  By Anh HOANG - May 23, 2013 | Tickers: AP, CFX, FLS

  Chuck Akre, the famous value investor, has managed to generate a sweet annualized return of 11.2% in the past ten years, nearly four times higher than the S&P 500’s annualized return of only 3%. Chuck Akre loves to purchase quality businesses, which have the potential to compound capital at very high rates. In the first quarter of 2013, he increased his positions in Colfax (NYSE: CFX) by more »

• This Lean Manufacturer is Set to Increase EPS

  By Ted Cooper - May 2, 2013 | Tickers: CFX, DHR, FLS

  Most industrial manufacturing and engineering businesses are not worth investigating; too often they are cyclical businesses with constant excess capacity and cost overruns. However, every now an then there emerges a company that truly creates value for shareholders. Colfax (NYSE: CFX) is one such company.

  Lean manufacturer

  Colfax's Chairman, Mitchell Rales, built the company into a lean industrial manufacturer that seeks to maximize profit margins at the expense of more »

• Tiger Cub John Griffin’s Small Cap Picks

  By Meena Krishnamsetty - April 19, 2013 | Tickers: CFX, OC, BSMX, WBC, YOKU

  The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to our research on 13F filings. We think that this is because institutional investors and the financial media pay less attention to smaller cap stocks, so hedge fund research teams are more likely to uncover an undervalued (or overvalued more »

• Tiger Cub John Griffin’s Small Cap Picks

  By Meena Krishnamsetty - April 16, 2013 | Tickers: CFX, OC, BSMX, WBC, YOKU

  The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to our research on 13F filings. We think that this is because institutional investors and the financial media pay less attention to smaller cap stocks, and so hedge fund research teams are more likely to uncover an undervalued (or more »

• Billion Dollar Value Hedge Fund Goes Shopping

  By Marshall Hargrave - March 14, 2013 | Tickers: NLY, CFX, DLTR, MNRO, MCO

  Chuck Akre founded Akre Capital Management in 1989, and now manages over $1.2 billion. He was named to Barron's "Top 100 Mutual Fund Managers" list from 2003-2006, one of only two small cap growth managers to make the list four consecutive years. For his fourth quarter portfolio re-balancing, he was upping his stake in some of key stocks, including a dollar store and a top-credit rating agency. 

  
  

  Who more »

• Tom Gayner’s Top 5 Small-Cap Values

  By Meena Krishnamsetty - February 6, 2013 | Tickers: CFX, FII, IGT, RLI, WPC

  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-efficiently priced securities. When they succeed, they can uncover huge percentage gainers that fit under the sub-$5 billion market cap area. We have done our own analysis of many of the top funds’ largest small-cap holdings to compile a list that has proven to more »

• $6 Billion Blue Ridge Capital’s Top Small-Cap Holdings

  By Meena Krishnamsetty - February 5, 2013 | Tickers: CFX, MLM, OC, WBC, YOKU

  Hedge funds have been known to seek alpha in small- and mid-cap stocks, as their pricing is often less efficient due to poor coverage by analysts and the media. This arbitrage can be significant with lower-valuation stocks, oftentimes leading to considerable winnings by the funds that have done their due diligence. Based upon our analysis of many hedge funds’ small-cap holdings, we’ve compiled an impressive-performing list of stocks valued more »

• This Billionaire is ‘Hot and Heavy’ Over These Stocks

  By Meena Krishnamsetty - December 3, 2012 | Tickers: BEAV, CFX, OII, TSCO, WBC

  Billionaire Stephen Mandel, founder of Lone Pine Capital, is one of the most notable tiger cubs. Mandel left Julian Robertson and Tiger Management in 1997 to start Lone Pine. Mandel's firm currently manages around $20 billion, utilizing a strategy that includes a long-only focus with a particular interest in disruptive technologies. In looking over Lone Pine’s recent 13F filing we found it particularly interesting that Mandel has made more »

• An Industrial Supply Company With Focus

  By William Bias - September 28, 2012 | Tickers: CFX, LECO

  When looking for an investment it’s always best to look for a company with focus. Lincoln Electric (NASDAQ: LECO) focuses on welding and cutting supplies such as welding power sources, wire feeding systems, robotic welding packages, consumable electrodes and fluxes; used in important infrastructure projects such as power plant building, mining and pipeline construction. Companies that hone in on a single core competency generally do better as an investment.

• Three Stocks That Should Be On Your Watchlist

  By Joshua Hayes - January 30, 2012 | Tickers: CFX, HAIN, PKT, SAVE

  It was an overall positive day for the stock market indexes as they were able to rally back from a weak open to close near the day's highs. Sadly, some of my new long positions decided to not participate. Therefore, they were sold. That gives me more room to add to potential future longs.

  Since the market remains in an overall uptrend and my market direction model continues to more »

• A Handful of Stocks Ready to Move

  By Joshua Hayes - January 29, 2012 | Tickers: CFX, HEES, LAD, SWI, TNGO

  In the stock market there is a lot of bad information. This information comes at you in all forms of different media. Do you listen to this information or ignore it? This is what separates the best traders from everyone else. The best traders have learned to ignore everything except the truth. The only truth is price.

  Price is the only fact that matters to a trader. I am a more »