GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Top Guru-Bought European Stocks of the Third Quarter

Monica Wolfe

Monica Wolfe

119 followers
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies were bought by the largest numbers of gurus over a certain period of time. By using this screener, we filtered down to see which companies based in Europe were bought by the highest number of gurus.

The following five companies come from a variety of industries, are European-based and were bought by the largest number of gurus over the past quarter.

Royal Dutch Shell PLC (RDS.A)


Over the past quarter there were 11 gurus making buys into Royal Dutch Shell, bringing the total number of guru owners to 20. There were also five gurus sell part or the entirety of their stake in the company. These guru owners maintain a combined weighting of 7.59%.

The top guru shareholders of RDS.A:

1. Dodge & Cox: 10,939,428 shares, representing 0.35% of the company’s shares outstanding.

2. Richard Pzena: 6,965,119 shares, representing 0.22% of the company’s shares outstanding.

3. Brian Rogers: 5,819,200 shares, representing 0.18% of the company’s shares outstanding.

Royal Dutch Shell is a UK-incorporated company headquartered out of The Hague, Netherlands. The company is an integrated oil and gas company. Its operating segments consist of Upstream, Downstream and Projects & Technology.

Royal Dutch Shell’s historical revenue and net income:

1386883434099.png

The analysis on Royal Dutch Shell reports that the company’s asset growth is currently faster than its revenue growth, its revenue has been in decline over the past year and its price is sitting near a 5-year high.

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

1386883529860.png

Royal Dutch Shell has a market cap of $212.46 billion. Its shares are currently trading at around $67.00 with a P/E ratio of 10.50, a P/S ratio of 0.50 and a P/B ratio of 1.30. The dividend yield of Royal Dutch Shell stocks is at 5.20%. The company had an annual average earnings growth of 4.50% over the past five years.

Novartis AG (NVS)

The second most-bought European stock was Novartis. There were 9 gurus making buys of Novartis stock over the past quarter and 8 gurus making sells of their stake in the company. Novartis currently boasts 19 guru owners of the company that maintain a combined weighting of 12.93%.

The top guru shareholders of Novartis:

1. Dodge & Cox: 46,862,302 shares, representing 1.92% of the company’s shares outstanding.

2. PRIMECAP: 26,850,538 shares, representing 1.1% of the company’s shares outstanding.

3. Ken Fisher: 5,725,853 shares, representing 0.23% of the company’s shares outstanding.

Novartis provides healthcare solutions that address the evolving needs of patients and societies worldwide with a portfolio that includes innovative medicines, preventive vaccines and diagnostic tools, generic pharmaceuticals and consumer health products. The company’s businesses are divided worldwide into these four operating divisions: Pharmaceuticals, Vaccines and Diagnostics, Sandoz and Consumer Health.

Novartis’ historical revenue and net income:

1386884203495.png

The analysis on Novartis reports that the company’s revenue has slowed down over the past year, its dividend yield is near a 5-year low, its price is near a 10-year high and its operating margin is expanding.

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

1386884378487.png

Novartis has a market cap of $186.74 billion. Its shares are currently trading at around $76.69 with a P/E ratio of 20.70, a P/S ratio of 3.30 and a P/B ratio of 2.70. The dividend yield of Novartis stocks is 3.30%. The company had an annual average earnings growth of 7% over the past ten years.

GuruFocus rated Novartis the business predictability rank of 4-star.

Transocean Ltd (RIG)

The third most-bought stock was in Transocean. There were also nine gurus making buys of this company’s stock. Along with these buys there were six gurus making sells. As of the third quarter there were 16 guru owners of Transocean stock. These gurus hold a combined weighting of 12.37%.

The top guru shareholder of Transocean stock:

1. Carl Icahn: 21,477,900 shares, representing 5.96% of the company’s shares outstanding.

2. PRIMECAP: 11,466,474 shares, representing 3.18% of the company’s shares outstanding.

3. Leon Cooperman: 3,483,545 shares, representing 0.97% of the company’s shares outstanding.

Transocean is a Swiss company that is an international provider of offshore contract drilling services for oil and gas wells. The company's business is to contract its drilling rigs, related equipment and work crews on a day-rate basis to drill oil and gas wells.

Transocean’s historical revenue and net income:

1386885824497.png

The analysis on Transocean reports that the company’s revenue has been in decline over the past five years, its Piotroski F-Score indicates a healthy situation and its dividend yield is at a 1-year high.

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

1386886274031.png

Transocean has a market cap of $17.51 billion. Its shares are currently trading at around $48.55 with a P/E ratio of 10.90, a P/S ratio of 1.85 and a P/B ratio of 1.10. The company’s dividend yield is currently at 2.31%.

Sanofi (SNY)

Over the past quarter there were eight gurus making buys of Sanofi stock. Along with these gurus there were also five gurus selling some or all of their shares of the company’s stock. As of the third quarter there were 16 guru owners holding a combined weighting of 12.80%.

The top guru shareholders of Sanofi:

1. Dodge & Cox: 43,966,988 shares, representing 1.65% of the company’s shares outstanding.

2. James Barrow: 21,466,988 shares, representing 0.81% of the company’s shares outstanding.

3. Ken Fisher: 12,828,009 shares, representing 0.48% of the company’s shares outstanding.

Sanofi is a Paris-based healthcare company focused on patient needs and engaged in the research, development, manufacture and marketing of healthcare products. The company also discovers, develops and distributes therapeutic solutions.

Sanofi’s historical revenue and net income:

1386886977255.png

The analysis on Sanofi reports that the company’s revenue has been in decline over the past five years, its dividend yield is also at a 5-year low and its price is sitting near a 10-year high.

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

1386887034767.png

Sanofi has a market cap of $133.5 billion. Its shares are currently trading at around $50.11 with a P/E ratio of 31.70 and a P/S ratio of 2.90. The dividend yield of Sanofi stocks is 2.60%. Sanofi had an annual average earnings growth of 14.80% over the past ten years.

Yandex NV (YNDX)

The fifth most bought European stock of the third quarter goes to Yandex. There were eight gurus making buys and three making sells of their stake in the company. Also as of the most recent quarter there were 10 guru owners of the stock holding on to a 5.03% combined weighting.

Top guru shareholders of Yandex:

1. Eric Mindich: 3,500,000 shares, representing 1.07% of the company’s shares outstanding.

2. Lee Ainslie: 2,388,308 shares, representing 0.73% of the company’s shares outstanding.

3. Columbia Wanger: 2,272,013 shares, representing 0.7% of the company’s shares outstanding.

Yandex was incorporated in Netherlands. It is an internet company in Russia operating search engine. It derives substantially all of its revenues from online advertising. It enables advertisers to deliver targeted, cost-effective ads that are relevant to its users' needs, interests and locations.

Yandex’s historical revenue and net income:

1386887698282.png

The analysis on Yandex reports that the company holds no debt, its price is near a 3-year high and its P/S ratio is sitting near a 1-year high.

Yandex has a market cap of $12.53 billion. Its shares are currently trading at around $38.46 with a P/E ratio of 33.00, a P/S ratio of 11.69 and a P/B ratio of 9.36.

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

Try a free 7-day premium membership.

Rating: 4.0/5 (4 votes)

Voters:

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide