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Verizon Tops Most Guru-Held Communications Services of the Year

March 14, 2014 | About:
Monica Wolfe

Monica Wolfe

131 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 out of the Communications Services sector were held by the highest number of gurus. The following five companies come from this industry and are held by the largest number of gurus.

Verizon Communications (VZ)

As of the close of the fourth quarter there were 43 guru owners of Verizon. During the past quarter there were ten gurus buying shares of VZ and there were seven gurus making sells of their stake in the company. These gurus maintain a combined weighting of 6.27%.

Top guru shareholders of Verizon Communications:

1. James Barrow (Trades, Portfolio): 22,882,736 shares, representing 0.8% of the company’s shares outstanding and 1.6% of his total portfolio.

2. John Paulson (Trades, Portfolio): 9,256,522 shares, representing 0.32% of the company’s shares outstanding.

3. Jim Simons (Trades, Portfolio): 5,802,317 shares, representing 0.2% of the company’s shares outstanding and 0.68% of his total assets managed.

Verizon Communications is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies.

Verizon Communications’ historical revenue and earnings growth:

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The analysis on Verizon reports that the company has had operating loss over the past three years, it has issued $38.7 billion in debt over the past three years and its cash flow shows divergence from the reported earnings of the company. On the other hand the company has shown predictable revenue and earnings growth, its operating margin is expanding and its P/E and P/B ratios are trading at historic lows.

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

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Verizon has a market cap of $190.82 billion. Its shares are currently trading at around 46.08 with a P/E ratio of 11.70, a P/S ratio of 1.10 and a P/B ratio of 3.40. The company had an annual average earnings growth of 5.40% over the past ten years.

GuruFocus rated Verizon Communications the business predictability rank of 3.5-star.

Liberty Global PLC (LBTYK)

As of the close of the fourth quarter there were 32 guru owners of Liberty Global. During the past quarter there were five gurus buying shares of LBTYK and there were eight gurus making sells of their stake in the company. These gurus maintain a combined weighting of 18.04%.

Top guru shareholders of Liberty Global:

1. Chris Davis (Trades, Portfolio): 16,987,458 shares, representing 2.12% of the company’s shares outstanding and 1.7% of his total portfolio.

2. Steve Mandel (Trades, Portfolio): 10,369,540 shares, representing 1.3% of the company’s shares outstanding and 1.9% of his total assets managed.

3. Chase Coleman (Trades, Portfolio): 9,278,466 shares, representing 1.16% of the company’s shares outstanding and 4.9% of his total portfolio.

The company is an international provider of video, broadband internet and telephone services, with continuing consolidated broadband communications and/or direct-to-home satellite operations.

Liberty Global’s revenue and earnings growth:

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The analysis on Liberty Global reports that the company has issued $4.8 billion of debt over the past three years, its price is near a 10-year high and its operating margin is continually expanding.

Liberty Global PLC has a market cap of $23.14 billion. Its shares are currently trading at around $41.43 with a P/S ratio of 1.00 and a P/B ratio of 2.60. The company had an annual average earnings growth of 30.10% over the past ten years.

DirecTV (DTV)

As of the close of the fourth quarter there were 24 guru owners of DirecTV. During the past quarter there were eleven gurus buying shares of DTV and there were nine gurus making sells of their stake in the company. These gurus maintain a combined weighting of 35.01%.

Top guru shareholders of DirecTV:

1. Warren Buffett (Trades, Portfolio): 36,514,700 shares, representing 6.65% of the company’s shares outstanding and 2.4% of his total portfolio.

2. Mason Hawkins (Trades, Portfolio): 21,710,357 shares, representing 3.95% of the company’s shares outstanding and 7.3% of his total assets managed.

3. PRIMECAP Management (Trades, Portfolio): 14,219,990 shares, representing of the company’s shares outstanding and 1.2% of their total portfolio.

DirectTV is a provider of digital television entertainment in the United States and Latin America. The Company operates two direct-to-home, or DTH, operating segments: DIRECTV U.S. and DIRECTV Latin America.

DirecTV’s historical revenue and net income:

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The analysis on DirecTV reports that the company’s operating margin is expanding, its price is at a 10-year high and the company has issued $8.6 billion of debt over the past three years.

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

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DirecTV has a market cap of $39.17 billion. Its shares are currently trading at around $76.88 with a P/E ratio of 14.70 and a P/S ratio of 1.20. DirecTV had an annual average earnings growth of 30.50% over the past five years.

Comcast Corp (CMCSA)

As of the close of the fourth quarter there were 24 guru owners of Comcast. During the past quarter there were ten gurus buying shares of CMCSA and there were 16 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 16.49%.

Top guru shareholders of Comcast:

1. Dodge & Cox: 59,912,100 shares, representing 2.28% of the company’s shares outstanding and 3.2% of their total portfolio.

2. Ken Fisher (Trades, Portfolio): 11,953,752 shares, representing 0.46% of the company’s shares outstanding as well as 1.4% of his total portfolio.

3. Jean-Marie Eveillard (Trades, Portfolio): 4,426,949 shares, representing 0.17% of the company’s shares outstanding as well as 0.63% of his total holdings.

Comcast Corporation is a global media and technology company with two main businesses, Comcast Cable and NBCUniversal.

Comcast’s historical revenue and net income:

1394834357753.png

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

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

1394834387801.png

Comcast has a market cap of $133.1 billion. Its shares are currently trading at around $50.89 with a P/E ratio of 22.10, a P/S ratio of 2.10 and a P/B ratio of 2.80. The company had an annual average earnings growth of 22.50% over the past 10 years.

Vodafone Group (VOD)

As of the close of the fourth quarter there were 22 guru owners of PepsiCo. During the past quarter there were 12 gurus buying shares of VOD and there were ten gurus making sells of their stake in the company. These gurus maintain a combined weighting of 34.89%.

Top guru shareholders of Vodafone:

1. John Paulson (Trades, Portfolio): 19,197,779 shares, representing 0.73% of the company’s shares outstanding and 6.8% of his total assets managed.

2. HOTCHKIS & WILEY: 8,267,195 shares, representing 0.31% of the company’s shares outstanding and 2.5% of their total portfolio holdings.

3. Dodge & Cox: 7,793,870 shares, representing 0.29% of the company’s shares outstanding and 0.59% of their total assets managed.

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:

1394834620223.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.

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