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Major British Companies Lead Top Guru-Held UK and Ireland Stocks

June 10, 2014 | About:
Monica Wolfe

Monica Wolfe

133 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 largest held UK/Ireland stock is the London-based BP. There are currently 26 guru owners of BP with eight making buys over the past quarter and 14 making sells of their stake. These gurus hold a combined weighting of 26.71%.

The top guru shareholders of BP:

1. James Barrow: 28,643,043 shares, representing 0.91% of the company’s shares outstanding.

2. Richard Pzena: 10,891,504 shares, representing 0.35% 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:

1402418777742.png

The analysis on BP reports that the company’s revenue per share has been in decline over the past year, its price is near a 3-year high, and it has issued $10.4 billion of debt over the past three years.

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

1402418806445.png

BP has a market cap of $173.22 billion. Its shares are currently trading at around $50.88 with a P/E ratio of 15.80, 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 dividend yield of BP stocks is currently at 4.50%. The company had an annual average earnings growth of 20.10% over the past five years.

Liberty Global PLC (LBTYK)

As of the close of the first quarter there were 25 guru owners of Liberty Global. During the past quarter there were 19 gurus buying shares of LBTYK and there were seven gurus making sells of their stake in the company. These gurus maintain a combined weighting of 32.35%.

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:

1402422483349.png

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.

Covidien (COV)

The third largest guru-held UK/Ireland stock is Covidien PLC where 23 gurus hold a stake. Over the past quarter there were six gurus making buys into Covidien and ten gurus selling their holdings in the company. These gurus hold a combined weighting of 20.23%.

The top guru shareholders of Covidien:

1. First Pacific Advisors: 5,184,500 shares representing 1.13% of the company’s shares outstanding.

2. Vanguard Health: 4,994,700 shares, representing 1.09% of the company’s shares outstanding.

3. Steven Romick: 4,851,700 shares, representing 1.05% 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:

1402429406511.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:

1402429628200.png

Covidien has a market cap of $32.87 billion. Its shares are currently trading at around $72.91 with a P/E ratio of 20.90, a P/S ratio of 3.20 and a P/B ratio of 3.50. The dividend yield of Covidien stocks is at 1.60%. The company had an annual average earnings growth of 7.40% over the past ten years.

Vodafone Group (VOD)

The fourth top guru-held stock is from Newbury, England-based Vodafone Group PLC. There are 22 guru shareholders of Vodafone with 13 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 21.13%.

The top guru shareholders of Vodafone:

1. John Paulson: 28,520,289 shares, representing 1.08% of the company’s shares outstanding.

2. Hotchkis & Wiley: 14,428,182 shares, representing 0.55% of the company’s shares outstanding.

3. Dodge & Cox: 4,772,079 shares, representing 0.18% 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:

1402421198056.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:

1402421391908.png

Vodafone Group has a market cap of $92.27 billion. Its shares are currently trading at around $34.90 with a P/E ratio of 129.40, a P/S ratio of 1.20 and a P/B ratio of 0.80. The dividend yield of Vodafone stocks is at 8.70%. The company had an annual average earnings growth of 2.30% over the past five years.

GlaxoSmithKline PLC (GSK)

The fifth largest UK/Ireland stock is in London-based GlaxoSmithKline. There are 21 gurus that hold a stake in Willis Group with 11 gurus making buys over the first quarter and eight making sells of their stake in the company. These gurus hold a combined weighting of 11.77%.

The top guru shareholders of GlaxoSmithKline:

1. Dodge & Cox: 60,386,550 shares, representing 2.46% of the company’s shares outstanding.

2. Ken Fisher (Trades, Portfolio): 11,214,364 shares, representing 0.46% of the company’s shares outstanding.

3. PRIMECAP Management (Trades, Portfolio): 9,177,877 shares, representing 0.37% of the company’s shares out.

GlaxoSmithKline creates, discovers, develops, manufactures and markets pharmaceutical products including vaccines, over-the-counter (OTC) medicines and health-related consumer products.

GlaxoSmithKline’s historical revenue and net income:

1402430727802.png

The analysis on GlaxoSmithKline reports that the company’s price is near a 10-year high, its operating margin is expanding, and the company has shown predictable revenue and earnings growth.

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

1402430974063.png

GlaxoSmithKline has a market cap of $131.08 billion. Its shares are currently trading at around $54.00 with a P/E ratio of 15.10, a P/S ratio of 3.10 and a P/B ratio of 11.70. The company had an annual average earnings growth of 3% over the past ten years.

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

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