Davis Selected Advisers manages more than $60 billion across several different asset classes and is the portfolio manager of Davis Financial Fund. The following are the best performers of his investments.
Encana Corp. (ECA) with a market cap of $8.82 billion has gained 113.1% year to date. The guru's stake represents 8.63% of the company's outstanding shares and 2.52% of the guru's total assets.
Encana is a North American energy producer that is engaged in developing diverse resource plays producing natural gas, oil and NGLs. It is also engaged in marketing of natural gas, oil and NGLs.
It is trading with a price-book (P/B) ratio of 1.87 and over the last 12 months the price has risen by 40%, trading now 11.58% below its 52-week high and 246.00% above its 52-week low.
It has a profitability and growth rating of 4 out of 10 with negative ROE of -46.19% and ROA of -17.51% that is outperforming 50% of the competitors in the Global Oil & Gas E&P industry. Financial strength has a rating of 4 out of 10 with a cash to debt of 0.05 that is below the industry median of 0.47.
The largest shareholder among the gurus is Andreas Halvorsen (Trades, Portfolio) with 9.48% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.83%, John Griffin (Trades, Portfolio) with 0.5%, First Eagle Investment (Trades, Portfolio) with 0.16%, Ron Baron (Trades, Portfolio) with 0.06% and Ray Dalio (Trades, Portfolio) with 0.02%.
TAL Education Group ADRĂ‚ (XRS) with a market cap of $6.24 billion has gained 59.9% year to date. The guru's stake represents 0.28% of outstanding shares and 0.06% of the guru's total assets.
TAL Education Group is engaged in providing after-school tutoring programs for primary and secondary school students in China. It delivers its tutoring services through small classes, personalized premium services and online course offerings.
It is trading with a price-earnings (P/E) ratio of 68.92; over the last 12 months the price has risen by 106%, trading now 0.28% below its 52-week high and 109.47% above its 52-week low. The stock is overpriced by 544% at $77.19. The DCF calculator gives a fair value of $11.99. The Peter Lynch earnings line gives a fair value of $16.8.
The company has a profitability and growth rating of 7 out of 10 with strong returns (ROE 22.50%, ROA 8.81%) that are outperforming 76% of the companies in the Global Education & Training Services industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 3.21 that is above the industry median of 2.44.
Jeremy Grantham (Trades, Portfolio) is the largest shareholder among the gurus with 1.06% of outstanding shares followed by Baron with 0.74%, Chase Coleman (Trades, Portfolio) with 0.74% and Jim Simons (Trades, Portfolio) with 0.43%.
S&P Global Inc. (SPGI) with a market cap of $32.56 billion has gained 27.5% year to date. The guru's stake represents 0.07% of outstanding shares and 0.08% of the guru's total assets.
S&P Global is a benchmarks and ratings, analytics, data and research provider serving the capital, commodities and commercial markets.
It is trading with a P/E ratio of 28.25; over the last 12 months the price has risen by 31%, trading now 3.96% below its 52-week high and 57% above its 52-week low. The stock is overpriced by 164% at a price of $123.32. The DCF calculator gives a fair value of $46.77, and the Peter Lynch earnings line gives a fair value of $65.5.
The company has a profitability and growth rating of 7 out of 10 with strong returns (ROE 265.70%, ROA 15.11%) that are outperforming 91% of the companies in the Global Business Services industry. Financial strength has a rating of 5 out of 10 with a cash to debt of 0.42 that is below the industry median of 1.49.
Spiros Segalas (Trades, Portfolio) is the largest shareholder among the gurus with 1.11% of outstanding shares followed by Daniel Loeb (Trades, Portfolio) with 0.61%, David Carlson (Trades, Portfolio) with 0.2% and Simons with 0.14%.
New Oriental Education & Technology Group Inc. (EDU) with a market cap of $8.35 billion has gained 54.4% year to date. The guru's stake represents 0.2% of outstanding shares of the company and 0.06% of the guru's total assets.
It provides private educational services in China based on the number of program offerings, total student enrollments and geographic presence.
It is trading with a P/E ratio of 37.04; over the last 12 months the price has risen by 100%, trading now 0.60% below its 52-week high and 106.14% above its 52-week low. The stock is overpriced by 30% at a price of $53.06. The DCF calculator gives a fair value of $40.71, and the Peter Lynch earnings line gives a fair value of $21.4.
The company has a profitability and growth rating of 8 out of 10 with positive returns (ROE 17.34%, ROA 10.59%) that are outperforming 79% of the companies in in the Global Education & Training Services industry. Financial strength has a rating of 9 out of 10 with no debt.
The largest shareholder among the gurus is Sarah Ketterer (Trades, Portfolio) with 0.78% of outstanding shares followed by Grantham with 0.11%, RS Investment Management (Trades, Portfolio) with 0.07% and Prem Watsa (Trades, Portfolio) with 0.01%.
Apache Corp. (APA) with a market cap of $22.98 billion has gained 40.7% year to date. The guru's stake represents 4.64% of outstanding shares and 4.33% of the guru's total assets.
Apache is an independent energy company that explores, develops and produces natural gas, crude oil and natural gas liquids. It has interests in six countries: the U.S., Canada, Egypt, Australia, the U.K. North Sea (North Sea) and Argentina.
It is trading with a P/B ratio of 3.22, over the last 12 months the price has risen by 37%, trading now 8.23% below its 52-week high and 88.11% above its 52-week low.
The company has a profitability and growth rating of 4 out of 10 with negative returns (ROE -183.41%, ROA -54.85%) that are underperforming 89% of the competitors in the Global Oil & Gas E&P industry. Financial strength has a rating of 3 out of 10 with a cash to debt of 0.14 that is below the industry median of 0.47.
Dodge & Cox is the largest shareholder among the gurus with 7.67% of outstanding shares followed by Bill Nygren (Trades, Portfolio) with 2.01%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.98%, Charles Brandes (Trades, Portfolio) with 0.43%, Richard Pzena (Trades, Portfolio) with 0.25%, NWQ Managers (Trades, Portfolio) with 0.18%, Third Avenue Management (Trades, Portfolio) with 0.14% and Martin Whitman (Trades, Portfolio) with 0.09%.
Texas Instruments Inc. (TXN) with a market cap of $71.43 billion has gained 32.9% year to date. The guru's stake represents 0.9% of outstanding shares and 2.5% of the guru's total assets.
Texas Instruments designs and makes semiconductors it sells to electronics designers and manufacturers. It has two segments: Analog and Embedded Processing.
It is trading with a P/E ratio of 23.97; over the last 12 months the price has risen by 21% trading now 1.90% below its 52-week high and 52.36% above its 52-week low. The stock is overpriced by 111% at a price of $71.2. The DCF calculator gives a fair value of $33.65, and the Peter Lynch earnings line gives a fair value of $44.5.
The company has a profitability and growth rating of 8 out of 10 with strong returns (ROE 30.46% and ROA 18.86%) are outperforming 97% of the competitors in the Global Semiconductors industry. Financial strength has a rating of 7 out of 10 with a cash to debt of 0.70 that is below the industry median of 1.62.
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 4.96% of outstanding shares followed by Nygren with 0.6%, Barrow, Hanley, Mewhinney & Strauss with 0.59%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.36%, First Eagle Investment (Trades, Portfolio) with 0.36%, Wallace Weitz (Trades, Portfolio) with 0.08%, Joel Greenblatt (Trades, Portfolio) with 0.05% and Mario Gabelli (Trades, Portfolio) with 0.03%.
American Homes 4 Rent Class AĂ‚ (AMH) with a market cap of $5.09 billion has gained 29% year to date. The guru's stake represents 0.23% of outstanding shares and 0.05% of his total assets.
American Homes 4 Rent is an internally managed real estate investment trust, engaged in acquiring, renovating, leasing and operating single-family homes as rental properties.
It is trading with a P/B ratio of 1.23; over the last 12 months the price has risen by 27% trading now 7.05% below its 52-week high and 62.39% above its 52-week low.
The company has a profitability and growth rating of 4 out of 10 with flat returns (ROE -1.80% and ROA -0.54) that are underperforming 88% of the competitors in the Global REIT – Residential industry. Financial strength has a rating of 5 out of 10 with a cash to debt of 0.91 that is below the industry median of 0.07.
The largest shareholder among the gurus is Ken Heebner (Trades, Portfolio) with 1.01% of outstanding shares followed by Simons with 0.56%, Manning & Napier Advisors Inc. with 0.15%, Pioneer Investments (Trades, Portfolio) with 0.08% and Murray Stahl (Trades, Portfolio) with 0.01%.
Facebook Inc. Class AĂ‚ (FB) with a market cap of $379.89 billion has gained 27.4% year to date. The guru's stake represents 0.09% of outstanding shares of the company and 1.31% of the guru's total assets.
Facebook operates a social networking website. Its products are Facebook, Instagram, Messenger, WhatsApp and Oculus. Its products enable people to connect and share through mobile devices and personal computers.
It is trading with a P/E ratio of 63.32; over the last 12 months the price has risen by 27%, trading now 0.91% below its 52-week high and 0.48.03% above its 52-week low. The stock is overpriced by 494% at a price of $132.29. The DCF calculator gives a fair value of $22.26, and the Peter Lynch earnings line gives a fair value of $9.3.
The company has a profitability and growth rating of 7 out of 10 with double-digit returns (ROE 13.47 and ROA 12.15%) that are outperforming 67% of the companies in the Global Internet Content & Information industry. Financial strength has a rating of 9 out of 10 with no debt.
The largest shareholder among the gurus is Frank Sands (Trades, Portfolio) with 0.8% of outstanding shares followed by Halvorsen with 0.7%, Steve Mandel (Trades, Portfolio) with 0.38%, Segalas with 0.33%, Loeb with 0.13%, Manning & Napier Advisors, Inc with 0.12 and Lee Ainslie (Trades, Portfolio) with 0.1%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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