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British Giants Top Most-Held Guru UK and Ireland Stocks

March 12, 2014 | About:
Monica Wolfe

Monica Wolfe

130 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 UK 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 second largest held UK/Ireland stock is the London-based BP. There are currently 25 guru owners of BP with 13 making buys over the past quarter and eight making sells of their stake. These gurus hold a combined weighting of 28.06%.

The top guru shareholders of BP:

1. James Barrow: 19,411,270 shares, representing 0.93% of the company’s shares outstanding.

2. Richard Pzena: 10,866,679 shares, representing 0.34% of the company’s shares outstanding.

3. Bill Gates: 7,315,267 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:

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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:

1394656564853.png

BP has a market cap of $164.13 billion. Its shares are currently trading at around $48.21 with a P/E ratio of 6.60, 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%. The company had an annual average earnings growth of 20.60% over the past five years.

Vodafone Group (VOD)

The third top guru-held stock is from Newbury, England-based Vodafone Group PLC. There are 22 guru shareholders of Vodafone with 12 gurus making buys over the past quarter and ten gurus making sells of their holdings in the company. These gurus hold a combined weighting of 34.89%.

The top guru shareholders of Vodafone:

1. John Paulson: 19,197,779 shares, representing 0.73% of the company’s shares outstanding.

2. Hotchkis & Wiley: 8,267,195 shares, representing 0.31% of the company’s shares outstanding.

3. Dodge & Cox: 14,487,178 shares, representing 0.29% 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:

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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:

1394657170315.png

Vodafone Group has a market cap of $100.25 billion. Its shares are currently trading at around $37.92 with a P/E ratio of 142.60, a P/S ratio of 1.40 and a P/B ratio of 1.55. The dividend yield of Vodafone stocks is at 4.15%. The company had an annual average earnings growth of 2.30% over the past ten years.

Delphi Automotive (DLPH)

The fourth most held UK/Ireland stock is the Delphi Automotive PLC, based in Gillingham, England and Troy, Michigan. As of the fourth quarter there were 21 guru owners of the company with seven 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:

2. James Barrow: 11,172,311 shares, representing 3.6% of the company’s shares outstanding.
1. Paul Singer: 4,880,445 shares, representing 1.57% 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:

1394657680923.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:

1394657613425.png

Delphi Automotive has a market cap of $20.58 billion. Its shares are currently trading at around $67.17 with a P/E ratio of 17.30, a P/S ratio of 1.30 and a P/B ratio of 7.10.

Willis Group Holdings (WSH)

The fifth largest UK/Ireland stock is in London-based Willis Group Holdings. There are 21 gurus that hold a stake in Willis Group with eight gurus making buys over the third quarter and ten making sells of their stake in the company. These gurus hold a combined weighting of 22.68%.

The top guru shareholders of Willis Group:

1. Jeff Ubben: 16,997,800 shares, representing 9.65% of the company’s shares outstanding.

2. David Herro: 12,786,000 shares, representing 7.26% of the company’s shares outstanding.

3. Jean-Marie Eveillard: 6,268,616 shares, representing 3.56% 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:

1394659035158.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.

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

1394659056918.png

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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