John Rogers' Strategic Moves: A Closer Look at Norwegian Cruise Line Holdings Ltd
John Rogers (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. John Rogers (Trades, Portfolio) founded Ariel Investment, LLC in 1983. Rogers manages Ariel's small and mid-cap institutional portfolios as well as the Ariel Fund (ARGFX) and Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor." Rogers has concentrated his investment selection on small and medium-sized companies whose share prices are undervalued. He believes that patience, independent thinking, and a long-term outlook are essential to achieving good returns. His fund seeks to purchase companies whose characteristics include high barriers to entry, sustainable competitive advantages, and predictable fundamentals that allow for double-digit cash earnings growth. Rogers purchases companies when they are trading at a low valuation relative to potential earnings (p/e less than 13x forward cash earnings) and/or a low valuation relative to intrinsic worth (40% discount to private market value).
Warning! GuruFocus has detected 6 Warning Sign with UBER.
John Rogers (Trades, Portfolio) added a total of 5 stocks, among them:
The most significant addition was Algonquin Power & Utilities Corp (NYSE:AQN), with 6,952,341 shares, accounting for 0.42% of the portfolio and a total value of $35.73 million.
The second largest addition to the portfolio was Owens-Corning Inc (NYSE:OC), consisting of 112,578 shares, representing approximately 0.19% of the portfolio, with a total value of $16.08 million.
The third largest addition was Vanguard Total World Stock ETF (VT), with 74,824 shares, accounting for 0.1% of the portfolio and a total value of $8.68 million.
John Rogers (Trades, Portfolio) also increased stakes in a total of 48 stocks, among them:
The most notable increase was Norwegian Cruise Line Holdings Ltd (NYSE:NCLH), with an additional 5,077,531 shares, bringing the total to 9,081,170 shares. This adjustment represents a significant 126.82% increase in share count, a 1.13% impact on the current portfolio, with a total value of $172.18 million.
The second largest increase was OneSpaWorld Holdings Ltd (NASDAQ:OSW), with an additional 2,932,284 shares, bringing the total to 10,713,305. This adjustment represents a significant 37.69% increase in share count, with a total value of $179.88 million.
John Rogers (Trades, Portfolio) completely exited 9 of the holdings in the first quarter of 2025, as detailed below:
Royal Caribbean Group (NYSE:RCL): John Rogers (Trades, Portfolio) sold all 457,908 shares, resulting in a -1.13% impact on the portfolio.
DaVita Inc (NYSE:DVA): John Rogers (Trades, Portfolio) liquidated all 235,058 shares, causing a -0.38% impact on the portfolio.
John Rogers (Trades, Portfolio) also reduced positions in 49 stocks. The most significant changes include:
Reduced Check Point Software Technologies Ltd (NASDAQ:CHKP) by 459,120 shares, resulting in a -40.4% decrease in shares and a -0.91% impact on the portfolio. The stock traded at an average price of $211.9 during the quarter and has returned -2.70% over the past 3 months and 15.75% year-to-date.
Reduced The Goldman Sachs Group Inc (NYSE:GS) by 108,472 shares, resulting in a -92.33% reduction in shares and a -0.66% impact on the portfolio. The stock traded at an average price of $601.74 during the quarter and has returned -6.30% over the past 3 months and 8.09% year-to-date.
At the first quarter of 2025, John Rogers (Trades, Portfolio)'s portfolio included 106 stocks, with top holdings including 3.16% in Mattel Inc (NASDAQ:MAT), 3.02% in Jones Lang LaSalle Inc (NYSE:JLL), 2.99% in Madison Square Garden Entertainment Corp (NYSE:MSGE), 2.86% in Lazard Inc (NYSE:LAZ), and 2.85% in First American Financial Corp (NYSE:FAF).
The holdings are mainly concentrated in 11 industries: Financial Services, Consumer Cyclical, Industrials, Healthcare, Communication Services, Technology, Consumer Defensive, Real Estate, Energy, Basic Materials, and Utilities.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Associated Press
21 minutes ago
- Associated Press
RYVYL Announces Conversion for Remainder of 8% Senior Convertible Note; Successfully Completes Process of Delevering Balance Sheet
SAN DIEGO, CA, June 06, 2025 (GLOBE NEWSWIRE) -- RYVYL Inc. (NASDAQ: RVYL) ('RYVYL' or the 'Company'), a leading innovator of payment transaction solutions leveraging electronic payment technology, announced the securityholder of its remaining 8% Senior Convertible Note ('Note'), has converted the entire outstanding principal balance of $4.0 million and accrued interest of $136,000 into 7.1 million shares of common stock. 'We've pursued an anti-dilutive strategy to restructure our balance sheet, and this final debt to equity conversion successfully completes that process,' said George Oliva, CFO of RYVYL. 'In January 2025, we redeemed our Series B Convertible Preferred Stock with a liquidation value of $53.1 million and $14.3 million of the Note for a payment of $13.0 million, which avoided over 90 million shares of potential dilution and converted over $50 million of additional paid in capital from Preferred Stock to Common shareholders.' About RYVYL RYVYL Inc. (NASDAQ: RVYL) was born from a passion for empowering a new way to conduct business-to-business, consumer-to-business, and peer-to-peer payment transactions around the globe. By leveraging electronic payment technology for diverse international markets, RYVYL is a leading innovator of payment transaction solutions reinventing the future of financial transactions. Since its founding as GreenBox POS in 2017 in San Diego, RYVYL has developed applications enabling an end-to-end suite of turnkey financial products with enhanced security and data privacy, world-class identity theft protection, and rapid speed to settlement. As a result, the platform can log immense volumes of immutable transactional records at the speed of the internet for first-tier partners, merchants, and consumers around the globe. Cautionary Note Regarding Forward-Looking Statements This press release includes information that constitutes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are based on the Company's current beliefs, assumptions and expectations regarding future events, which in turn are based on information currently available to the Company. Such forward-looking statements include statements that are characterized by future or conditional words such as 'may,' 'will,' 'expect,' 'intend,' 'anticipate,' 'believe,' 'estimate' and 'continue' or similar words. You should read statements that contain these words carefully because they discuss future expectations and plans, which contain projections of future results of operations or financial condition or state other forward-looking information. By their nature, forward-looking statements address matters that are subject to risks and uncertainties. A variety of factors could cause actual events and results to differ materially from those expressed in or contemplated by the forward-looking statements. Risk factors affecting the Company are discussed in detail in the Company's filings with the SEC. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except to the extent required by applicable laws. IR Contact: David Barnard, Alliance Advisors Investor Relations, 415-433-3777, [email protected]
Yahoo
23 minutes ago
- Yahoo
Could BigBear.ai Stock Turn a $25,000 Investment Into $1 Million?
offers a wide range of artificial intelligence solutions. While it does possess some attractive potential, its business hasn't taken off -- at least, not yet. 10 stocks we like better than › Many investors see a lot of potential in (NYSE: BBAI). The data analytics company is sometimes compared to Palantir Technologies (NASDAQ: PLTR) in that it can serve many industries, has secured government contracts, and is utilizing artificial intelligence (AI) to expand upon its opportunities. But is that comparison really justified? Could -- with its small-cap size of just $1 billion or so today -- become the next hot growth stock? And if so, does it have the potential to turn a $25,000 investment into $1 million over the long term? For a $25,000 investment in to grow to $1 million or more, the stock would need to grow by 40 times. That would mean its market cap needs to reach more than $45 billion. To earn such a valuation, the company would need to show significant improvements on both its top and bottom lines. The good news is that many companies are spending heavily on AI in order to enhance their decision-making capabilities and improve overall efficiency. There are serious opportunities for to capitalize on those trends in the long run. The problem is that while offers various AI solutions (including predictive intelligence, cybersecurity, modeling, and digital identity management), that hasn't translated into significant revenue growth. The company's growth rate over the past few years has averaged just under 4%. This year, management is forecasting revenue between $160 million and $180 million. The low end of the forecast would be almost flat relative to the $158 million it achieved in 2024. If it hits the top end of the range, its revenue will grow by around 14%. While that's decent, it's not the type of AI-powered growth that investors may be expecting or that may be necessary for the stock to take off. has been securing defense-related contracts similar to those pursued by Palantir, which has been a key partner for governments around the world. Most recently, announced a collaboration with Hardy Dynamics, which provides the U.S. Army with "advanced AI capabilities." But while they may offer somewhat comparable services, that doesn't mean that these two businesses are the same. What has made Palantir a hot AI stock is the company's relentless growth. It has been expanding both its commercial and government businesses at impressive rates. During the first three months of 2025, Palantir's U.S. commercial revenue grew by 71% year over year, and its U.S. government revenue was up by 45%. meanwhile, may not even generate 10% growth across its entire business this year. Further, while Palantir is profitable, is nowhere near breaking even. It posted a net loss of $62 million in the first quarter -- more than the $35 million in revenue it brought in. Until can show that it can generate the type of impressive growth that Palantir has achieved, there's little reason to expect that it can become a top growth stock. While does possess potential, so do many of the numerous other companies that are also offering AI solutions. Ultimately, it's the results that matter. Given its low valuation, may seem like a stock worth taking a chance on. After all, if its growth rate does accelerate, the stock could soar. If it were to simply get back to its 52-week high of $10.36, it would more than double in value from where it is today. But at the same time, the stock could also end up plummeting back toward its 52-week low of just over $1.16 if it continues to underwhelm investors with its results. When it comes to such a volatile stock, it's hard to predict which direction it will go. So while may be an intriguing stock to watch, it's not going to be a suitable holding for most investors. And there's little reason at this stage to expect that it has the potential to be a millionaire-making investment. Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor's total average return is 789% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Could Stock Turn a $25,000 Investment Into $1 Million? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
27 minutes ago
- Yahoo
Why CoreWeave, Inc. (CRWV) Skyrocketed Today
We recently published a list of . In this article, we are going to take a look at where CoreWeave, Inc. (NASDAQ:CRWV) stands against other Wednesday's best-performing stocks. CoreWeave rallied for a fourth consecutive day on Wednesday, jumping 8.39 percent to close at $163.10 apiece following the unveiling of record-breaking performance results using Nvidia Corp.'s latest Grace Blackwell chips. In a statement, CoreWeave, Inc. (NASDAQ:CRWV) said that it used 2,496 Nvidia GPUs on its AI-optimized cloud platform, making its submission the largest-ever benchmarked under MLPerf. A close-up of a digital cloud, signifying the expansive reach of the software-as-a-service solution. CoreWeave, Inc. (NASDAQ:CRWV) said that the test was 34x larger than the only other submission from a cloud provider. 'AI labs and enterprises choose CoreWeave because we deliver a purpose-built cloud platform with the scale, performance, and reliability that their workloads demand,' said CoreWeave, Inc. (NASDAQ:CRWV) Chief Technology Officer Peter Salanki. 'These MLPerf results reinforce our leadership in supporting today's most demanding AI workloads,' he added. The unveiling followed the company's new $7-billion deal with Applied Digital Corporation (NASDAQ:APLD), which covered two 15-year lease agreements, under which the latter will deliver 250 megawatts of critical IT load to host its artificial intelligence (AI) and high-performance computing (HPC) infrastructure at its Ellendale, North Dakota data center campus. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
