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Top Five Guru-Held UK and Ireland Stocks

December 11, 2013 | About:
Monica Wolfe

Monica Wolfe

119 followers
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in the United Kingdom and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus.

BP PLC (
BP)

The largest held UK/Ireland stock is the London-based BP. There are currently 23 guru owners of BP with 12 making buys over the past quarter and ten making sells of their stake. These gurus hold a combined weighting of 24.07%.

The top guru shareholders of BP:

1. James Barrow: 31,420,346 shares, representing 1% of the company’s shares outstanding.

2. Richard Pzena: 11,078,125 shares, representing 0.35% of the company’s shares outstanding.

3. Bill Gates: 7,226,278 shares, representing 0.23% of the company’s shares outstanding.

BP PLC operates as an integrated oil and gas company and is the parent company of the BP group of companies. The company has three reportable segments: Upstream, Downstream and TNK-BP.

BP’s historical revenue and net income:

1386713643797.png

The analysis on BP reports that the company’s price is near a 3-year high, its dividend yield is near a 3-yearh high and over the past three years BP has issued $14.8 billion in debt, but its debt level is acceptable.

The Peter Lynch Chart suggests that the company is currently undervalued:

1386713682748.png

BP has a market cap of$146.5 billion. Its shares are currently trading at around $46.65 with a P/E ratio of 6.20, a P/S ratio of 0.40 and a P/B ratio of 1.10. The dividend yield of BP PLC stocks is currently at 4.70%.

Delphi Automotive PLC (DLPH)

The second most held UK/Ireland stock is the Delphi Automotive PLC, based in Gillingham, England and Troy, Michigan. As of the third quarter there were 21 guru owners of the company with five gurus making buys and nine gurus selling their stake in the company. These gurus hold a combined weighting of 45.93%.

The top guru shareholders of DLPH:

1. Paul Singer: 13,703,000 shares, representing 4.42% of the company’s shares outstanding.

2. James Barrow: 10,858,894 shares, representing 3.5% of the company’s shares outstanding.

3. Bill Nygren: 3,984,000 shares, representing 1.28% of the company’s shares outstanding.

Delphi Automotive is a global vehicle components manufacturer and provides electrical and electronic, powertrain, safety and thermal technology solutions to the global automotive and commercial vehicle markets. Its customers include the 25 largest automotive OEMs in the world.

Delphi’s historical revenue and net income:

1386776637489.png

The analysis on Delphi Automotive reports that the company’s dividend yield is at a 1-year high and its price is sitting near a 3-year high.

The Peter Lynch Chart suggests that the company is currently overvalued:

1386776679211.png

Delphi Automotive has a market cap of $17.97 billion. Its shares are currently trading at around $58.39 with a P/E ratio of 17.40, a P/S ratio of 1.20 and a P/B ratio of 6.50.

Vodafone Group PLC (VOD)

The third top guru-held stock is from Newbury, England-based Vodafone Group PLC. There are 21 guru shareholders of Vodafone with ten gurus making buys over the past quarter and nine gurus making sells of their holdings in the company. These gurus hold a combined weighting of 25.81%.

The top guru shareholders of Vodafone:

1. John Paulson: 20,000,000 shares, representing 0.41% of the company’s shares outstanding.

2. Hotchkis & Wiley: 15,822,205 shares, representing 0.33% of the company’s shares outstanding.

3. Dodge & Cox: 14,487,178 shares, representing 0.3% of the company’s shares outstanding.

Vodafone Group is a global vehicle components manufacturer and provides electrical and electronic, powertrain, safety and thermal technology solutions to the global automotive and commercial vehicle markets. Its customers include the 25 largest automotive OEMs in the world.

Vodafone Group PLC is a provider of mobile communications. It has a single group of related services and products being the supply of communications services and products.

Vodafone’s historical revenue and net income:

1386783631192.png

The analysis on Vodafone reports that the company’s dividend yield is near a 5-year low, its price is sitting at around its 10-year high and over the past year the company has issued GBP8.1 billion of debt.

The Peter Lynch Chart suggests that the company is currently overvalued:

1386786783196.png

Vodafone Group has a market cap of $184.06 billion. Its shares are currently trading at around $37.99 with a P/E ratio of 266.30, a P/S ratio of 2.53 and a P/B ratio of 1.60. The dividend yield of Vodafone stocks is at 4.15%. The company had an annual average earnings growth of 2.00% over the past ten years.

Covidien PLC (COV)

The fourth largest guru-held UK/Ireland stock is Covidien PLC where 21 gurus hold a stake. Over the past quarter there were ten gurus making buys into Covidien and five gurus selling their holdings in the company. These gurus hold a combined weighting of 18.55%.

The top guru shareholders of Covidien:

1. First Pacific Advisors: 5,386,500 shares representing 1.17% of the company’s shares outstanding.

2. Steven Romick: 4,851,700 shares, representing 1.05% of the company’s shares outstanding.

3. Vanguard Health: 4,002,600 shares, representing 0.87% of the company’s shares outstanding.

Covidien PLC is engaged in the development, manufacture and sale of healthcare products for use in clinical and home settings. The company operates its business through four segments: Medical Devices, Imaging Solutions, Pharmaceutical Products and Medical Supplies.

Covidien’s historical revenue and net income:

1386788138823.png

The analysis on Covidien reports that the company has shown predictable revenue and earnings growth, its operating margin is expanding and its price is near a 10-year high. The analysis also notes that the company’s P/B and P/S ratios are trading at 10-year highs and that the company has issued $1.1 billion of debt over the past three years, but its debt level is considered acceptable.

The Peter Lynch Chart suggests that the company is currently overvalued:

1386788159667.png

Covidien has a market cap of $30.23 billion. Its shares are currently trading at around $66.3 with a P/E ratio of 18.60, a P/S ratio of 3.10 and a P/B ratio of 3.40. The dividend yield of Covidien stocks is at 1.60%. The company had an annual average earnings growth of 8.40% over the past ten years.

GuruFocus rated Covidien the business predictability rank of 2-star.

Willis Group Holdings PLC (WSH)

The fifth largest UK/Ireland stock is in London-based Willis Group Holdings. There are 19 gurus that hold a stake in Willis Group with seven gurus making buys over the third quarter and nine making sells of their stake in the company. These gurus hold a combined weighting of 24.49%.

The top guru shareholders of Willis Group:

1. Jeff Ubben: 18,214,700 shares, representing 10.34% of the company’s shares outstanding.

2. David Herro: 12,505,000 shares, representing 7.1% of the company’s shares outstanding.

3. Jean-Marie Eveillard: 6,326,416 shares, representing 3.59% of the company’s shares out.

Willis Group Holdings plc is a leading global risk advisor, insurance and reinsurance broker. The company provides insurance brokerage, reinsurance and risk management consulting services to its worldwide clients. It has significant market positions in the US, in the UK and, directly and through its associates, in many other countries.

Willis Group’s historical revenue and net income:

1386790117474.png

The analysis on Willis Group reports that the company’s dividend yield is near a 5-year low, its price is near a 10-year high and its P/S ratio is near a 5-year high as well.

On Dec. 2, Willis Group was recognized as an Insurance Industry Leader by Business Insurance magazine. Also Kim Waller, the Executive VP of North America, was named as one the “Women to Watch” in the magazine.

Willis Group Holdings has a market cap of $7.91 billion. Its shares are trading at around $44.52 with a P/S ratio of 2.50 and a P/B ratio of 3.90. The company’s dividend yield is currently at 2.50%.

You can check out other top held sectors of the market by using the Aggregated Screener here.

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Rating: 2.5/5 (2 votes)

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