Undervalued, Predictable Companies Include Monsanto and Western Union

Guru stocks trading at low valuations

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Mar 10, 2016
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According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating, and at least five gurus are shareholders in the companies.

Akamai Technologies Inc. (AKAM)

The company provides cloud services for delivering, optimizing and securing online content and business applications. GuruFocus gives the business a predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 31.02 and the price has been as high as $78.44 and as low as $39.43 in the last 52 weeks. It is currently 29.64% below its 52-week high and 39.74% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 7%.

Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.4% of outstanding shares, followed by Ray Dalio (Trades, Portfolio) with 0.12%, Steven Cohen (Trades, Portfolio) with 0.1%, John Hussman (Trades, Portfolio) with 0.06%and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

SBA Communications Corp. (SBAC)

The company is an independent owner and operator of wireless communications tower structures, rooftops and other structures that support antennas used for wireless communications. GuruFocus gives the company’s business a predictability of 4.5 out of 5 stars.

The stock is trading with a forward P/E ratio of 66.67, and the price has been as high as $128.47 and as low as $82.80 in the last 52 weeks. It is currently 28.57% below its 52-week high and 10.82% above its 52-week low.

The largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 1.99% of outstanding shares, followed by Eric Mindich (Trades, Portfolio) with 1.62%, Chuck Akre (Trades, Portfolio) with 1.44%, Meridian Funds (Trades, Portfolio) with 0.45%, Columbia Wanger (Trades, Portfolio) with 0.17%, Steven Cohen (Trades, Portfolio) with 0.12% and Louis Moore Bacon (Trades, Portfolio) with 0.1%.

Cerner Corp. (CERN)

The company is a supplier of health care information technology and offers solutions and services that support the clinical, financial and operational needs of organizations. GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 34.53, and the price has been as high as $75.72 and as low as $49.59 in the last 52 weeks. It is currently 29.29% below its 52-week high and 7.97% above its 52-week low. According to the DCF calculator, the company looks overpriced by 25%.

Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder of the company among the gurus with 4.83% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 3.97%, Manning & Napier Advisors with 1.4%, Meridian Funds (Trades, Portfolio) with 0.29%, Ron Baron (Trades, Portfolio) with 0.07% and Louis Moore Bacon (Trades, Portfolio) with 0.05%.

Monsanto Co. (MON)

The company is a provider of agricultural products for farmers. It offers corn, soybean, cotton, wheat, canola, sorghum and sugar cane seeds. Its segments are Seeds and Genomics and Agricultural Productivity. GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 23.96, and the price has been as high as $123.82 and as low as $81.22 in the last 52 weeks. It is currently 28.35% below its 52-week high and 9.23% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 14%.

The largest shareholder among the gurus is Larry Robbins (Trades, Portfolio) with 3.2% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 2.69%, PRIMECAP Management (Trades, Portfolio) with 2.64%, Chris Davis (Trades, Portfolio) with 1.67%, Manning & Napier Advisors, Inc with 1.05%, Bill Nygren (Trades, Portfolio) with 0.68% and Vanguard Health Care Fund (Trades, Portfolio) with 0.48%.

Apple Inc. (AAPL)

The company designs, manufactures, and markets mobile communication and media devices, personal computers, and portable digital music players, and sells a variety of related software, services, accessories, networking solutions, and third-party digital content and applications. GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 10.74, and the price has been as high as $134.54 and as low as $92.00 in the last 52 weeks. It is currently 24.84% below its 52-week high and 9.91% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 62%.

Carl Icahn (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.83% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.2%, Chase Coleman (Trades, Portfolio) with 0.19%, Pioneer Investments (Trades, Portfolio) with 0.14%, Jeremy Grantham (Trades, Portfolio) with 0.13, David Einhorn (Trades, Portfolio) with 0.11% and David Rolfe (Trades, Portfolio) with 0.09%.

The Western Union Co. (WU)

The company is engaged in global money transfer and payment services, providing people with fast, reliable and convenient ways to send money around the world. Its services are available through a network of over 410,000 agent locations in more than 200 countries and territories. GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 11.86, and the price has been as high as $22.84 and as low as $16.02 in the last 52 weeks. It is currently 15.85% below its 52-week high and 19.98% above its 52-week low. According to the DCF calculator, the company looks over priced by 11%.

The largest shareholder among the gurus is David Abrams (Trades, Portfolio) with 4.31% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 1.8%, Mairs and Power (Trades, Portfolio) with 0.97%, Joel Greenblatt (Trades, Portfolio) with 0.62%, Jim Simons (Trades, Portfolio) with 0.24% and Ray Dalio (Trades, Portfolio) with 0.16%.

Citrix Systems Inc. (CTXS)

The company is engaged in virtualization, networking and cloud infrastructure. Its solutions help IT and service providers to build, manage and secure virtual and mobile workspaces that seamlessly deliver apps, desktops, data and services to virtually anyone, on any device, over any network or cloud. GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 37.35, and the price has been as high as $84.17 and as low as $59.00 in the last 52 weeks. It is currently 10.82% below its 52-week high and 27.22% above its 52-week low. According to the DCF calculator, the company looks overpriced by 183%.

Paul Singer (Trades, Portfolio) is the largest shareholder among the gurus with 4.36% of outstanding shares, followed by Meridian Funds (Trades, Portfolio) with 0.37%, Pioneer Investments (Trades, Portfolio) with 0.25%, Jeremy Grantham (Trades, Portfolio) with 0.22%, John Hussman (Trades, Portfolio) with 0.08%, Ray Dalio (Trades, Portfolio) with 0.05% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.

DaVita HealthCare Partners Inc. (DVA)

It is a provider of dialysis services in the U.S. for patients suffering from chronic kidney failure, also known as end stage renal disease, or ESRD. GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars.

The stock is trading with a P/E ratio of 57.07, and the price has been as high as $85.17 and as low as $61.36 in the last 52 weeks. It is currently 17.61% below its 52-week high and 14.36% above its 52-week low. According to the DCF calculator, the company looks overpriced by 372%.

The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 18.71% of outstanding shares, followed by Manning & Napier Advisors with 0.92%, Alan Fournier (Trades, Portfolio) with 0.62%, Jim Simons (Trades, Portfolio) with 0.45%, Joel Greenblatt (Trades, Portfolio) with 0.15%, Arnold Van Den Berg (Trades, Portfolio) with 0.13% and Ray Dalio (Trades, Portfolio) with 0.02%.