Mackenzie Financial Corp reduces Graham Holdings stake by nearly 20% in Q2

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GRAHAM HOLDINGS ($NYSE:GHC), formerly known as The Washington Post Company, is a diversified media and education company based in the United States. The company’s primary businesses include education services, television broadcasting, and print and online media. It is also involved in various other ventures, such as healthcare and social networking. The company’s stock is publicly traded on the New York Stock Exchange. This information was revealed in the company’s latest 13F filing, which provides a quarterly report of institutional holdings to the Securities and Exchange Commission (SEC). This represents a decrease of 18.9% from the previous quarter and a significant reduction in their overall stake in the company. This move by one of Graham Holdings‘ major shareholders may raise concerns among other investors and analysts. It is important to note that while Mackenzie Financial Corp decreased its stake in the company, other institutional investors have been increasing their positions in Graham Holdings. This suggests that other investors still have confidence in the company’s future performance. It could be due to a change in their investment strategy or a lack of confidence in the company’s financial performance.

However, it should be noted that Graham Holdings has been facing some challenges in recent years, especially in its education business, which has been affected by declining enrollments and increased competition. While this move may have some investors concerned, it is important to remember that other institutional investors are still showing confidence in the company. Only time will tell how this decision will impact Graham Holdings and its stock performance in the future.

Analysis

This means that GRAHAM HOLDINGS has consistently paid out dividends to its shareholders and has shown moderate growth and profitability over time. Based on our Star Chart, GRAHAM HOLDINGS falls under the category of ‘cheetah’, which is a type of company that has achieved high revenue or earnings growth but may be considered less stable due to lower profitability. This suggests that while GRAHAM HOLDINGS has experienced significant growth, it may be at the expense of lower profitability compared to other companies. So, what type of investors may be interested in a ‘cheetah’ company like GRAHAM HOLDINGS? Well, this could appeal to investors who are looking for both growth potential and dividend income. It may also attract investors who are willing to tolerate some level of risk in exchange for potentially higher returns. One thing that stands out about GRAHAM HOLDINGS is its high health score of 10/10. This means that considering its cash flows and debt, the company is capable of safely riding out any crisis without the risk of bankruptcy. This could be reassuring for investors who are concerned about potential economic downturns or market turbulence. Overall, GRAHAM HOLDINGS seems to be a solid company with a strong dividend track record and potential for growth. However, its ‘cheetah’ classification may make it more suitable for investors who are comfortable with taking on a bit more risk in their investments. Additionally, the company’s high health score suggests that it may be able to weather any potential challenges in the future. More…

About the Company

Income Snapshot

Below shows the total revenue, net income and net margin for Graham Holdings. More…

Cash Flow Snapshot

Below shows the cash from operations, investing and financing for Graham Holdings. More…

Balance Sheet Snapshot

Below shows the total assets, liabilities and book value per share for Graham Holdings. More…

Key Ratios Snapshot

Some of the financial key ratios for Graham Holdings are shown below. More…

Peers

In the world of online education, there are a few major players. Graham Holdings Co, Laureate Education Inc, Daekyo Co Ltd, and Tarena International Inc are all vying for a piece of the pie. While each company has its own strengths and weaknesses, they are all fighting for the same goal: to be the best in the industry.

– Laureate Education Inc ($NASDAQ:LAUR)

Laureate Education Inc is a provider of higher education programs and services. The company has a market capitalization of $1.8 billion as of 2022 and a return on equity of 8.6%. The company operates in more than 30 countries and serves over 1.5 million students through a network of over 80 institutions. Laureate Education Inc offers a variety of undergraduate and graduate programs in a range of disciplines, including business, engineering, nursing, and education.

– Daekyo Co Ltd ($KOSE:019680)

The company’s market cap is 175.16B as of 2022. The company’s ROE is 1.08%. The company is a provider of educational services. It offers a range of services, including tutoring, test preparation, and language training.

– Tarena International Inc ($NASDAQ:TEDU)

Tarena International Inc is a provider of professional education services in China. The company offers education services for students pursuing careers in IT, design, and management. Tarena International Inc has a market cap of $46.04M as of 2022 and a Return on Equity of 2.94%. The company has a strong focus on delivering quality education and has a good reputation in the industry. Tarena International Inc is a good option for investors looking for exposure to the Chinese education sector.

Summary

Mackenzie Financial Corp reduced its stake in Graham Holdings by almost 19% in the second quarter, according to its recent investment analysis. This suggests that the company may not have met the expectations of its investors, leading to a decrease in its position. This move could indicate a lack of confidence in the company’s future performance and potential for growth.

It also highlights the importance of conducting thorough research and analysis before making investment decisions. Investors should pay attention to such developments and factor them into their decision-making process to effectively manage risk and maximize returns.