Tweedy Browne Comments on Cenovus

n addition to this new position, we got a trading opportunity in Cenovus (CVE), the Canadian oil sands company, and added it to the Global Value Fund and Global Value Fund II – Currency Unhedged. It had previously only been held in the Worldwide High Dividend Yield Value Fund. We also added to our positions in Banco Santander Brasil, Antofagasta, Bangkok Bank, Imperial Tobacco, and Unilever.From Tweedy Browne (Trades, Portfolio)'s first quarter 2014 letter to investors.Also check out: Tweedy Browne Undervalued Stocks Tweedy Browne Top Growth Companies Tweedy Browne High Yield stocks, and Stocks that Tweedy Browne keeps buying

Currently 0.00/512345 Rating: 0.0/5 (0 votes)

Subscribe via Email Subscribe RSS Comments Please leave your comment:
More GuruFocus Links

Latest Guru Picks	Value Strategies
Warren Buffett Portfolio	Ben Graham Net-Net
Real Time Picks	Buffett-Munger Screener
Aggregated Portfolio	Undervalued Predictable
ETFs, Options	Low P/S Companies
Insider Trends	10-Year Financials
52-Week Lows	Interactive Charts
Model Portfolios	DCF Calculator
RSS Feed	Monthly Newsletters
The All-In-One Screener	Portfolio Tracking Tool

MORE GURUFOCUS LINKS

Latest Guru Picks	Value Strategies
Warren Buffett Portfolio	Ben Graham Net-Net
Real Time Picks	Buffett-Munger Screener
Aggregated Portfolio	Undervalued Predictable
ETFs, Options	Low P/S Companies
Insider Trends	10-Year Financials
52-Week Lows	Interactive Charts
Model Portfolios	DCF Calculator
RSS Feed	Monthly Newsletters
The All-In-One Screener	Portfolio Tracking Tool

CVE STOCK PRICE CHART 29.34 (1y: -3%) $(function(){var seriesOptions=[],yAxisOptions=[],name='CVE',display='';Highcharts.setOptions({global:{useUTC:true}});var d=new Date();$current_day=d.getDay();if($current_day==5||$current_day==0||$current_day==6){day=4;}else{day=7;} seriesOptions[0]={id:name,animation:false,color:'#4572A7',lineWidth:1,name:name.toUpperCase()+' stock price',threshold:null,data:[[1367902800000,30.38],[1367989200000,30.63],[1368075600000,30.04],[1368162000000,29.94],[1368421200000,29.65],[1368507600000,29.69],[1368594000000,29.6],[1368680400000,29.81],[1368766800000,30.1],[1369026000000,30.33],[1369112400000,30.15],[1369198800000,29.91],[1369285200000,29.87],[1369371600000,29.74],[1369717200000,30.2],[1369803600000,30.29],[1369890000000,30.35],[1369976400000,29.93],[1370235600000,30.18],[1370322000000,30.29],[1370408400000,30.04],[1370494800000,30.06],[1370581200000,29.97],[1370840400000,29.94],[1370926800000,29.45],[1371013200000,28.79],[1371099600000,29.29],[1371186000000,29.08],[1371445200000,29.48],[1371531600000,29.87],[1371618000000,29.44],[1371704400000,28.78],[1371790800000,28.31],[1372050000000,27.74],[1372136400000,27.83],[1372222800000,27.98],[1372309200000,28.45],[1372395600000,28.52],[1372654800000,28.5],[1372741200000,28.67],[1372827600000,28.54],[1373000400000,28.9],[1373259600000,29.08],[1373346000000,30.07],[1373432400000,30.08],[1373518800000,31.15],[1373605200000,31.09],[1373864400000,31.08],[1373950800000,31.12],[1374037200000,31.21],[1374123600000,31.22],[1374210000000,31.12],[1374469200000,31.43],[1374555600000,31.37],[1374642000000,29.57],[1374728400000,29.89],[1374814800000,29.65],[1375074000000,29.8],[1375160400000,29.68],[1375246800000,29.6],[1375333200000,29.68],[1375419600000,29.43],[1375678800000,29.04],[1375765200000,29.26],[1375851600000,28.6],[1375938000000,28.64],[1376024400000,29.03],[1376283600000,28.36],[1376370000000,28.38],[1376456400000,28.26],[1376542800000,28.4],[1376629200000,28.86],[1376888400000,28.3],[1376974800000,28.29],[1377061200000,28.18],[1377147600000,28.53],[1377234000000,28.7],[1377493200000,28.63],[1377579600000,28.69],[1377666000000,29.42],[1377752400000,29.13],[1377838800000,28.74],[1378184400000,29.09],[1378270800000,29.24],[1378357200000,29.59],[1378443600000,29.7],[1378702800000,30.32],[137878! 9200000,30.32],[1378875600000,30.05],[1378962000000,29.46],[1379048400000,29.55],[1379307600000,29.67],[1379394000000,29.51],[1379480400000,29.94],[1379566800000,30.03],[1379653200000,29.85],[1379912400000,29.81],[1379998800000,30.37],[1380085200000,30.04],[1380171600000,30.16],[1380258000000,30.13],[1380517200000,29.85],[1380603600000,29.86],[1380690000000,29.36],[1380776400000,29.18],[1380862800000,29.35],[1381122000000,29.27],[1381208400000,29.04],[1381294800000,28.97],[1381381200000,29.69],[1381467600000,29.96],[1381726800000,30.16],[1381813200000,29.84],[1381899600000,29.96],[1381986000000,29.98],[1382072400000,30.15],[1382331600000,30.1],[1382418000000,29.99],[1382504400000,29.56],[1382590800000,29.59],[1382677200000,29.64],[1382936400000,29.44],[1383022800000,29.84],[1383109200000,29.6],[1383195600000,29.72],[1383282000000,29.27],[1383544800000,29.22],[1383631200000,29.16],[1383717600000,29.28],[1383804000000,28.75],[1383890400000,29.06],[1384149600000,28.76],[1384236000000,28.66],[1384322400000,29.01],[1384408800000,29.03],[1384495200000,29.16],[1384754400000,29.23],[1384840800000,29.2],[1384927200000,29.31],[1385013600000,29.61],[1385100000000,29.45],[1385359200000,29.21],[1385445600000,29.12],[1385532000000,28.93],[1385704800000,29.21],[1385964000000,29.33],[1386050400000,29.21],[1386136800000,29.29],[1386223200000,29.33],[1386309600000,29.23],[1386568800000,29.51],[1386655200000,29.43],[1386741600000,28.51],[1386828000000,28.09],[1386914400000,28.17],[1387173600000,28.06],[1387260000000,27.71],[1387346400000,28.11],[1387432800000,28.12],[1387519200000,27.98],[1387778400000,27.99],[1387864800000,28.19],[1388037600000,28.06],[1388124000000,28.19],[1388383200000,28.43],[1388469600000,28.65],[1388642400000,28.3],[1388728800000,28.14],[1388988000000,27.77],[1389074400000,27.83],[1389160800000,27.58],[1389247200000,27.47],[1389333600000,27.46],[1389592800000,27.42],[1389679200000,27.06],[1389765600000,27.04],[1389852000000,27.06],[1389938400000,26.92],[1390284000000,26.9],[1390370400000,26.77],[139! 045680000! 0,26.62],[1390543200000,26.3],[1390802400000,25.97],[1390888800000,26.03],[1390975200000,25.9],[1391061600000,26.15],[1391148000000,26.15],[1391407200000,25.71],[1391493600000,25.88],[1391580000000,26.08],[1391666400000,26.56],[1391752800000,26.54],[1392012000000,26.41],[1392098400000,26.63],[1392184800000,26.99],[1392271200000,26.21],[1392357600000,25.88],[1392703200000,25.94],[1392789600000,25.71],[1392876000000,25.59],[1392962400000,25.63],[1393221600000,26.08],[1393308000000,25.8],[1393394400000,25.78],[1393826400000,26.51],[1393912800000,26.41],[1393999200000,26.4],[1394085600000,26.58],[1394172000000,26.55],[1394427600000,26.77],[1394514000000,26.47],[1394600400000,26.36],[1394686800000,26.38],[1394773200000,26.3],[1395032400000,26.67],[1395118800000,26.75],[1395205200000,26.31],[1395291600000,26.66],[1395378000000,27.29],[1395637200000,27.25],[1395723600000,27.37],[1395810000000,27.53],[1395896400000,28.04],[1395982800000,28.52],[1396328400000,28.81],[1396414800000,28.91],[1396501200000,28.78],[1396587600000,28.97],[1396846800000,28.53],[1396933200000,29.01],[1397019600000,29.2],[1397106000000,29.01],[1397192400000,29.02],[1397451600000,29.12],[1397538000000,29.09],[1397624400000,29.39],[1397710800000,29.24],[1398056400000,29.17],[1398142800000,29.14],[1398229200000,29.63],[1398315600000,29.52],[1398402000000,29.47],[1398661200000,29.54],[1398747600000,30.18],[1398920400000,29.26],[1399006800000,29.67],[1399266000000,29.14],[1399352400000,29.34],[1399433634000,29.34],[1399433634000,29.34],[1399388464000,29.34]]};var reporting=