Franklin Resources, Inc.

  • David Winters’ Wintergreen Advisors’ Top Stock Picks

    By Meena Krishnamsetty - July 22, 2013 | Tickers: CNQ, BEN, PM, RAI

    At Insider Monkey, we track quarterly 13F filings from hundreds of hedge funds, including David Winters’ Wintergreen Advisors, as part of our work developing investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year).

    While the information in these filings is a bit old (the most recent ones are from the end more »

  • Grow Your Assets With These Asset Management Companies

    By Shweta Dubey - July 17, 2013 | Tickers: BEN, STT, BK

    With recovery in the global economy and volatility in the global equity, bond, and currency market, demand is increasing for fund management companies. These companies, with their expertise and distinctive strategies, are managing and advising individuals as well as corporations. For these services, the companies charge fees which are considered the main source of revenue.

    Three such asset management companies are focused on enhancing their assets under management and are more »

  • Asset Managers: A Market Proxy and More

    By Bob Chandler - June 21, 2013 | Tickers: EV, BEN, LM, TROW

    Asset management companies basically run mutual funds and provide investment advisory services to high net-worth individuals and institutions.

    They are an interesting sector to follow and might offer investors a more profitable way to play any expectant bull market.

    The pro's and con's of asset managers

    Asset management is a very lucrative business. Most revenues are generated based on the value of Assets Under Management ("AUM"). Though financial more »

  • This Financial Is One of the Best Bargains in the Industry

    By Matthew Frankel - June 17, 2013 | Tickers: BLK, BEN, STT

    State Street (NYSE: STT) is one of the leading bank holding companies that serves institutional investors. The company has over $25 trillion in assets under custody and $2 trillion in assets under management, with operations in 26 countries worldwide. With shares up about 70% over the past year, should shareholders cash in and take their profits, or is there still more room to the upside? Would our investment dollars be more »

  • How Central Bank Decisions Affect Hedge Funds

    By Vanina Egea - June 15, 2013 | Tickers: BLK, BEN, LM

    Last week, the Bank of Japan’s decision to maintain its monetary easing policy wasn't taken at face value by the markets. The fear is that central banks could start to unwind some positions and reduce asset purchases. The Bank of Japan’s resolution caused the yen to rise against the dollar and pushed stocks lower. 

    There is a big concern about what hedge funds will do if the more »

  • Mutual Fund Companies Make Good Investments Too

    By David Dierking - June 6, 2013 | Tickers: AB, BEN, IVZ, JNS, TROW

    Millions of investors use mutual funds for retirement or to pay for college tuition. What many of them don’t realize is that the mutual fund companies themselves are publicly traded companies that can be invested in too.

    Some of them make compelling investments. Despite the lower management fees and the presence of alternative lower-cost options like ETFs, mutual fund money management remains a multi-trillion dollar industry. As long as more »

  • Prospecting for Safe Stock Gains Part 1

    By Reuben Brewer - May 17, 2013 | Tickers: CHD, BEN, PTP

    Prospector Opportunity Fund (POPFX) is a top ranked fund by Morningstar (five stars). Although it is a decent fund in good markets, it is the down markets in which it excels by protecting investors from the steep losses that its peers often experience. Three companies the fund's managers like for their combination of upside potential and downside protection are Platinum Underwriters (NYSE: PTP), Franklin Resources (NYSE: BEN), and Church more »

  • Should Investors Buy the Asset Managers on Rebounding Equity Flows?

    By Mark Holder - February 13, 2013 | Tickers: BEN, JNS, LM, TROW

    After years of outflows from equity funds should investors finally invest in the asset managers as the money starts flowing back? One key to the equation is that most of the money flowed into bond funds that have low average fees placing an importance on finding the asset managers with the least exposure to bond funds. Or at least the ones that will see those funds rotate into equity funds more »

  • A BlackRock Board Member Bought $100,000 in Stock

    By Meena Krishnamsetty - January 24, 2013 | Tickers: AMP, BLK, BEN, STT, TROW

    BlackRock (NYSE: BLK) Board member John Varley has purchased 427 shares of the company’s stock at an average price of $233.59 per share, bringing his direct ownership of BlackRock stock to over 1,000 shares. Insider purchases are bullish signs (see our analysis of studies on insider trading), and we think that this is because insiders will tend to buy only when they are confident in the company more »

  • This Industry's Best Value

    By Chad Henage - December 13, 2012 | Tickers: SCHW, BEN, TROW

    I know that some investors are willing to buy multiple stocks from the same industry if they find each of the companies attractive. However, I fall into the camp that I want diversification, but I would rather choose the very best of an industry and put my money into that one stock. Brokerage and investment companies seem like good opportunities since they benefit from the need to grow wealth over time. Since very few people can grow their assets without investing in stocks or bonds, in theory these companies should do well over time. Looking at the different options, it seems like T. Rowe Price (NASDAQ: TROW) could be the best value at the current time.

  • Can You Manage Big Gains with These 4 Companies?

    By Chad Henage - October 29, 2012 | Tickers: BLK, BEN, IVZ, TROW

    Certain industries almost act like counter-cyclicals. In plain English, these companies do well once the economy is moving along at a good pace, and things are generally good. However, in order to really benefit from the higher profits these companies produce during these times, you have to be willing to buy their shares when no one else wants to. One of the primary industries that acts in this fashion is more »

  • A Big Insider Buy at BlackRock

    By Meena Krishnamsetty - October 24, 2012 | Tickers: BLK, BEN, LM, STT, TROW

    Recent filings with the SEC have disclosed that between his direct holdings and indirect forms of ownership, such as a controlled LLC and a trust, BlackRock (NYSE: BLK) Board member James Grosfeld has recently bought a total of 300,000 shares of the company at prices of about $190 per share. That $57 million investment has been a large increase in his holdings: he now directly owns just over 400 more »

  • Insiders Are Buying Up This High-Flying Investment Management Firm

    By Meena Krishnamsetty - October 14, 2012 | Tickers: BLK, BEN, MAIN, SLRC, STT

    Insider trading activity is always an important indicator to track, and it’s usually better to emulate bullish corporate execs than their bearish counterparts. As the old saying goes: “there are many reasons for an insider to sell shares of a company, but only one reason for them to buy.” One such stock that has seen a round of insider buying this week is Main Street Capital Corporation (NYSE: MAINmore »)

  • What Does Billionaire Nelson Peltz Think Of This Asset Manager?

    By Meena Krishnamsetty - October 4, 2012 | Tickers: BLK, SCHW, BEN, LM, TROW

    According to a filing with the SEC, billionaire Nelson Peltz’s Trian Partners is down to 12.9 million shares of Legg Mason (NYSE: LM). The fund still owns 9.5% of the shares outstanding, and according to a statement issued by Trian it did not technically sell shares but transferred ownership to an investor. At the end of June Trian had reported a position of 14.7 million shares more »

  • Is Franklin Resources the Best Asset Management Stock?

    By Meena Krishnamsetty - September 18, 2012 | Tickers: AMP, BLK, BEN, PFG, TROW

    Franklin Resources (NYSE: BEN) is a $26 billion market cap company which provides a variety of asset management services including mutual funds and hedge funds. Its operating revenues fell 4% in its most recent quarter, the third quarter of the company’s fiscal year ending in September, compared to the same period a year ago. Its two primary sources of revenue, investment management and sales and distribution, each experienced a more »

  • David Winters and Wintergreen Advisers’ Top Picks

    By Meena Krishnamsetty - September 14, 2012 | Tickers: MO, BRK-B, CNQ, BEN, PM

    David Winters founded Wintergreen Advisers in 2005 after a career at Franklin Mutual Advisers, where he served as chief investment officer. Wintergreen engages in fundamental research and compares the market value of public companies to quantities such as book value and earnings. It primarily invests in global equities. Wintergreen prefers to buy and hold a relatively small number of stocks over a long time horizon. Read on to see some more »

  • Just Wait for the Turn, This Will Rock!

    By Chad Henage - July 31, 2012 | Tickers: BLK, BEN, LM, STT

    In an equity environment like we have had the last few months, it's not surprising that a company such as BlackRock (NYSE: BLK) would have trouble increasing earnings by a tremendous amount. I've looked at multiple asset managers in the past, and found that they each have their own strengths and weaknesses. At this point, it appears that BlackRock's biggest weakness is the equity market itself. That's a good problem to have, in the sense that the company is not underperforming, as much as they're waiting for the market to turn. You can see across each division, the strength in the company's organic business.

  • This is Good Investment Advice!

    By Chuck Carnevale - July 30, 2012 | Tickers: AMG, BLK, FII, BEN, GBL | Editor's Choice

    The timeless investment strategy advocated by the world’s greatest investors is value investing followed by a buy-and-hold approach. In today’s world of instant gratification, many foolishly eschew the buy-and-hold approach. I believe that is a mistake, especially if you buy the right investment at the right price or value. I believe that BlackRock (NYSE: BLK), the world’s largest asset manager, meets all the requirements of a good more »

  • The Ideal Stock for Value Investors

    By Justin Carley - January 27, 2012 | Tickers: BLK, EV, BEN, TROW

    What is an investor to do?  Should they buy cheap stocks, those with momentum, dividend plays, or contrarian names?  Well there is one stock that seems to fit all these criteria at the same time!  It is also a mid-cap, which gives it even more appeal.  It isn’t in my favorite industry, but that is what makes it a contrarian name.  Investors may want to give Eaton Vance (NYSE: EVmore »)