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The Stocks the Most Gurus Sold While the Fewest Bought
Posted by: Holly LaFon (IP Logged)
Date: September 10, 2013 04:48PM
A new feature introduced yesterday filters for the net buys of investment gurus – those with the most buys minus sells. The Net Buys S&P 500 screener also tracks the most net sold stocks. According to the screener, the stocks the most gurus discarded while the fewest bought during the second quarter were: Disney (DIS), Pfizer (PFE), AIG (AIG), News Corp. (NWSA) and Goldman Sachs (GS).
Disney was the net most sold stock in the second quarter. There were 24 net sales of Disney, with 27 gurus selling overall and three gurus buying.
Disney’s stock price gained 26% year to date. It trades at $62.83 per share on Tuesday.
Tom Gayner has given Disney the largest place within his portfolio, at 3.5% of total assets managed. Chris Davis has the largest position, with 0.72% of shares outstanding.
In the third quarter, Disney reported a 4% year-over-year increase in revenues to $11.58 billion. Net income increased 1% to $1.85 billion.
Walt Disney Co. has a market cap of $112.12 billion; its shares were traded at around $62.76 with a P/E ratio of 19.00 and P/S ratio of 2.60. The dividend yield of Walt Disney Co. stocks is 1.20%. Walt Disney Co had an annual average earnings growth of 11.7% over the past 10 years. GuruFocus rated Walt Disney Co. the business predictability rank of 4-star.
Pfizer had 18 net sells, with 27 sells and 9 buys in the second quarter. The company’s stock appreciated 13.4% year to date to $28.45 per share Tuesday.
Irving Kahn has the great portion of his portfolio invested in Pfizer, at 11% of his total assets managed. Dodge & Cox has the largest position, with 1.03% of its shares outstanding.
In the second quarter, Pfizer’s revenue declined 7% year over year to $12.97 billion, with a 4% operational decline and the balance due to foreign exchange. The operation decline primarily resulted from the loss of exclusivity of Lipitor in developed Europe in the second quarter of 2012 and generic competition for Lipitor in the U.S. beginning in May 2012. Reported diluted earnings per share declined 5% to $0.56.
Pfizer Inc. has a market cap of $188.41 billion; its shares were traded at around $28.46 with a P/E ratio of 18.80 and P/S ratio of 3.70. The dividend yield of Pfizer Inc. stocks is 3.30%. Pfizer Inc. had an annual average earnings growth of 4.9% over the past 10 years. GuruFocus rated Pfizer Inc. the business predictability rank of 3-star.
AIG had 18 net sales in the second quarter, with 28 sales and 10 buys. AIG’s share price advanced 40% year to date, trading at $49.42 per share on Tuesday.
The Fairholme Fund has 55.7% of its assets managed invested in AIG, and the manager, Bruce Berkowitz, has 5.84% of the company’s shares outstanding.
In the second quarter, AIG reported $17.3 billion in revenue, up from $17.12 billion a year previously. Net income also increased to $2.7 billion, from $2.33 billion the year previously.
American International Group Inc. has a market cap of $72.96 billion; its shares were traded at around $49.42 with a P/E ratio of 10.70 and P/S ratio of 1.20.
News Corp. (NWSA)
Fifteen gurus net sold NWSA, with 21 total selling and six buying. The company’s stock increased almost 5% year to date.
The Yacktman Focused Fund has the largest portion of its assets allocated to NWSA, at 11.3%. Donald Yacktman has the largest position, owning 19.08% of shares outstanding.
News Corp.’s fiscal third quarter revenue rose 14% to $2.85 billion, and earnings per share was $0.36, compared to $0.35 per share the previous year.
News Corporation has a market cap of $6.27 billion; its shares were traded at around $16.56 with and P/S ratio of 0.70.
To see more of the most net sold stocks, go to the S&P 500 Screener.
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Guru Discussed: Bruce Berkowitz: Current Portfolio, Stock Picks
Dodge & Cox: Current Portfolio, Stock Picks
Stocks Discussed: DIS, PFE, AIG, NWSA, GS,
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