Latest news with #AndvariAssociates
Yahoo
13 hours ago
- Business
- Yahoo
Jim Cramer Says He 'Personally Would Not Own Altria (MO)'
We recently published a list of . In this article, we are going to take a look at where Altria Group, Inc. (NYSE:MO) stands against other stocks that Jim Cramer discusses. Answering a caller's query about Altria Group, Inc. (NYSE:MO), Cramer commented: 'Alright, but here's, okay, so I'm going to give you two answers to this because I've been trying to change my mind about some things…. I personally would not own Altria. Why? Because I don't like what they do. Is it a superior stock better than most? The answer is, as I was writing How to Make Money in Any Market, the answer is yes. So you've got two answers. It's up to you. I couldn't own it for my trust. I couldn't live with myself.' A close-up of an assembly line with a blend of tobacco products. Altria (NYSE:MO) produces and markets a range of tobacco and nicotine products, including cigarettes, cigars, smokeless tobacco, nicotine pouches, and e-vapor devices, sold under brands like Marlboro, Black & Mild, Copenhagen, and NJOY ACE. Andvari Associates stated the following regarding Altria Group, Inc. (NYSE:MO) in its Q1 2025 investor letter: 'Last year, Andvari made its first investments in tobacco companies with the purchase of Philip Morris International and Altria Group, Inc. (NYSE:MO). At the time of our purchase, Philip Morris and Altria had underperformed the S&P 500 over the prior 5- and 10-year periods. Both traded at low valuations and with high dividend yields. But thanks to following the industry o and on for 10+ years, and thanks to many discussions with long-time shareholders of the companies, Andvari felt the time was right to make the plunge. The timing could not have been much better for us as both companies have so far contributed positively to Andvari's recent overall performance. Overall, MO ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of MO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. 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.
Yahoo
12-04-2025
- Business
- Yahoo
Is American Tower Corporation (AMT) Poised For an Outperformance?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter the fund returned 7.2% net of fees compared to the SPDR S&P 500 ETF's 4.3% decline. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first quarter 2025 investor letter, Andvari Associates emphasized stocks such as American Tower Corporation (NYSE:AMT). American Tower Corporation (NYSE:AMT) is a leading independent multitenant communications real estate operator. The one-month return of American Tower Corporation (NYSE:AMT) was -2.04%, and its shares gained 15.30% of their value over the last 52 weeks. On April 10, 2025, American Tower Corporation (NYSE:AMT) stock closed at $208.32 per share with a market capitalization of $97.518 billion. Andvari Associates stated the following regarding American Tower Corporation (NYSE:AMT) in its Q1 2025 investor letter: "Our holdings that have been most sensitive to interest rates remain well-poised for outperformance. Our two cell tower REITs—American Tower Corporation (NYSE:AMT) and SBA Communications—have continued to reduce their debt and leverage ratios. Both have also recently increased their quarterly dividend payments to shareholders. American Tower is most notable in this regard as it paused dividend increases for a year." A wide angled view of a high-rise office building, the windows reflecting a nearby cityscape. American Tower Corporation (NYSE:AMT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 70 hedge fund portfolios held American Tower Corporation (NYSE:AMT) at the end of the fourth quarter compared to 73 in the third quarter. While we acknowledge the potential of American Tower Corporation (NYSE:AMT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered American Tower Corporation (NYSE:AMT) in another article, where we shared the list of best real estate stocks to buy according to billionaires. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
11-04-2025
- Business
- Yahoo
Here's How Pool Corporation (POOL) Faces the Challenges of Price Rise Due to Tariffs
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter the fund returned 7.2% net of fees compared to the SPDR S&P 500 ETF's 4.3% decline. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first quarter 2025 investor letter, Andvari Associates emphasized stocks such as Pool Corporation (NASDAQ:POOL). Pool Corporation (NASDAQ:POOL) is a distributor of swimming pool supplies, equipment, and related leisure products. The one-month return of Pool Corporation (NASDAQ:POOL) was -6.70%, and its shares lost 19.70% of their value over the last 52 weeks. On April 10, 2025, Pool Corporation (NASDAQ:POOL) stock closed at $305.30 per share with a market capitalization of $11.515 billion. Andvari Associates stated the following regarding Pool Corporation (NASDAQ:POOL) in its Q1 2025 investor letter: "Andvari also owns two companies that are distributors of physical goods: O'Reilly Auto Parts and Pool Corporation (NASDAQ:POOL). Out of all the businesses we own, these two might face the greatest risks of rising costs due to tariffs, but we shall see. Regarding Pool Corporation, they are the largest distributor of pool-related products and supplies in North America. We like that the company has never competed solely on price. They sell based on value and providing the best customer experience. They have also historically been able to pass on inflationary price increases to their customers." Aerial view of a swimming pool with outdoor furniture surrounding it. Pool Corporation (NASDAQ:POOL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Pool Corporation (NASDAQ:POOL) at the end of the fourth quarter compared to 32 in the third quarter. Pool Corporation's (NASDAQ:POOL) fourth quarter sales decreased 2% year over yar to $988 million. While we acknowledge the potential of Pool Corporation (NASDAQ:POOL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered Pool Corporation (NASDAQ:POOL) in another article, where we shared the list of stock picks from Warren Buffett's growth stock portfolio. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
11-04-2025
- Automotive
- Yahoo
How Can O'Reilly Automotive (ORLY) Overcome the Risk of Price Rise Due to Tariffs?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund returned 7.2% net of fees compared to the SPDR S&P 500 ETF's 4.3% decline. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first quarter 2025 investor letter, Andvari Associates emphasized stocks such as O'Reilly Automotive, Inc. (NASDAQ:ORLY). O'Reilly Automotive, Inc. (NASDAQ:ORLY) is a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories. The one-month return of O'Reilly Automotive, Inc. (NASDAQ:ORLY) was 3.46%, and its shares gained 27.58% of their value over the last 52 weeks. On April 10, 2025, O'Reilly Automotive, Inc. (NASDAQ:ORLY) stock closed at $1,373.36 per share with a market capitalization of $78.612 billion. Andvari Associates stated the following regarding O'Reilly Automotive, Inc. (NASDAQ:ORLY) in its Q1 2025 investor letter: "Andvari also owns two companies that are distributors of physical goods: O'Reilly Automotive, Inc. (NASDAQ:ORLY) and Pool Corporation. Out of all the businesses we own, these two might face the greatest risks of rising costs due to tariffs, but we shall see. O'Reilly is one of the largest distributors of auto parts in the United States and they do most of their business in this country. However, they do source many of their products from countries like China, Mexico, and India. Back during COVID and President Trump's first tariffs, the company started diversifying it supplier base to create a more resilient supply chain and to minimize as best they could the effects of tari s. But even with tariffs on products that they could only source from China (like suspension components), O'Reilly and its competitors were still able to pass on 20%-25% price increases directly to their customers." A mechanic working on a car in an auto shop, skillfully replacing the aftermarket parts. O'Reilly Automotive, Inc. (NASDAQ:ORLY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held O'Reilly Automotive, Inc. (NASDAQ:ORLY) at the end of the fourth quarter compared to 41 in the third quarter. While we acknowledge the potential of O'Reilly Automotive, Inc. (NASDAQ:ORLY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered O'Reilly Automotive, Inc. (NASDAQ:ORLY) in another article, where we shared TimesSquare Capital Management U.S. Focus Growth Strategy's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
11-04-2025
- Business
- Yahoo
Is SBA Communications Corporation (SBAC) an Interest Rate Sensitive Company?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter the fund returned 7.2% net of fees compared to the SPDR S&P 500 ETF's 4.3% decline. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first quarter 2025 investor letter, Andvari Associates emphasized stocks such as SBA Communications Corporation (NASDAQ:SBAC). SBA Communications Corporation (NASDAQ:SBAC) is an independent owner and operator of wireless communications infrastructure. The one-month return of SBA Communications Corporation (NASDAQ:SBAC) was -2.76%, and its shares gained 5.13% of their value over the last 52 weeks. On April 10, 2024, SBA Communications Corporation (NASDAQ:SBAC) stock closed at $212.20 per share with a market capitalization of $22.924 billion. Andvari Associates stated the following regarding SBA Communications Corporation (NASDAQ:SBAC) in its Q1 2025 investor letter: "Our holdings that have been most sensitive to interest rates remain well-poised for outperformance. Our two cell tower REITs—American Tower and SBA Communications Corporation (NASDAQ:SBAC)—have continued to reduce their debt and leverage ratios. Both have also recently increased their quarterly dividend payments to shareholders. American Tower is most notable in this regard as it paused dividend increases for a year." Aerial view of tall antenna towers and the landscape around them. SBA Communications Corporation (NASDAQ:SBAC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held SBA Communications Corporation (NASDAQ:SBAC) at the end of the fourth quarter compared to 41 in the third quarter. While we acknowledge the potential of SBA Communications Corporation (NASDAQ:SBAC) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. We covered SBA Communications Corporation (NASDAQ:SBAC) in another article, where we shared Andvari Associates' views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
