Sarah Ketterer's Best-Performing Assets of 2016

Guru's holdings with the highest returns

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Jan 05, 2017
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Sarah Ketterer (Trades, Portfolio) is the chief executive officer of Causeway International. The following are the best performers of her investments.

Petroleo Brasileiro SA Petrobras (PBR.A, Financial) with a market cap of $61.9 billion gained 183.4% in 2016. The guru's holding represents 1% of her total assets. The stock is trading 18.44% below its 52-week high and 382.41% above its 52-week low.

Petroleo operates as an integrated oil and gas company in Brazil. Its business is structured into six segments: Exploration & Production, Refining, Transportation & Marketing, Distribution, Gas & Energy, Biofuel and International.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The company has a positive five-year track record of profitability with an average return on equity (ROE) of 7.07% and return on assets (ROA) of 3.62%. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.40.

Dodge & Cox is the largest shareholder among the gurus with 1.93% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 0.25%, Ketterer with 0.09%, George Soros (Trades, Portfolio) with 0.02% and PRIMECAP Management (Trades, Portfolio) with 0.01%.

New Oriental Education & Technology Group Inc. (EDU, Financial) with a market cap of $6.82 billion gained 53.2% in 2016. The guru's holding represents 0.81% of her total assets. The company provides private educational services in China based on the number of program offerings, total student enrollments and geographic presence.

The stock is trading 18.51% below its 52-week high and 58.76% above its 52-week low.The DCF calculator gives the stock a fair value of $42.7. The Peter Lynch earnings line gives a fair value of $22.5.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The company has a positive five-year track record of profitability with an average ROE of 17.61% and ROA of 10.98%. Financial strength has a rating of 9 out of 10, with no debt.

The largest shareholder among the gurus is Ketterer with 0.56% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.5%, Chris Davis (Trades, Portfolio) with 0.23%, RS Investment Management (Trades, Portfolio) with 0.07% and Prem Watsa (Trades, Portfolio) with 0.01%.

Tata Motors Ltd. ADRÂ (TTM, Financial) with a market cap of $24.12 billion gained 25.38% in 2016. The guru's holding represents 1.35% of her total assets. Tata Motors is a manufacturer of commercial and passenger vehicles. The company operates in South Africa, Europe, Africa, the Middle East, Southeast Asia, Ukraine and Russia.

The stock is trading 20.70% below its 52-week high and 77.60% above its 52-week low. The DCF calculator gives the stock a fair value of $24.33. The Peter Lynch earnings line gives it a fair value of $34.

GuruFocus’ profitability and growth rating is 6 out of 10. The company has a positive five-year track record of profitability with an average ROE of 25.38% and ROA of 5.68%. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.62 is above the industry median of 0.49.

The largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 1.35% of outstanding shares, followed by Simons with 0.42%, Ketterer with 0.25%, Ken Heebner (Trades, Portfolio) with 0.1%, Jeremy Grantham (Trades, Portfolio) with 0.1%, Louis Moore Bacon (Trades, Portfolio) with 0.03% and RS Investment Management with 0.02%.

Ambev SA ADRÂ (ABEV, Financial) with a market cap of $79.69 billion gained 24.1% in 2016. It produces, distributes and sells beer, CSDs and other nonalcoholic and noncarbonated products. The company operates in Latin America and Canada.

The stock is trading 19.72% below its 52-week high and 31.87% above its 52-week low. The DCF calculator gives the stock a fair value of $5.96. The Peter Lynch earnings line gives a fair value of $3.1.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The company has a positive five-year track of profitability with an average ROE of 27.44% and ROA of 14.56%. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 1.70 is above the industry median of 0.55.

Manning & Napier Advisors Inc. is the largest shareholder among the gurus with 0.49% of outstanding shares, followed by Fisher with 0.15%, Simons with 0.04% and Howard Marks (Trades, Portfolio) with 0.02%.

Halliburton Co. (HAL, Financial) with a market cap of $48.13 billion gained 64.2% in 2016. The guru's holding represents 2.55% of her total assets. Halliburton provides services and products to the energy industry.

The stock is trading 2.61% below its 52-week high and 98.48% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The company has a positive five-year track record of profitability with an average ROE of 18.20% and ROA of 10.32%. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.27 is below the industry median of 0.44.

Spiros Segalas (Trades, Portfolio) is the largest shareholder among the gurus with 0.59% of outstanding shares, followed by Tweedy Browne (Trades, Portfolio) with 0.48%, First Pacific Advisors (Trades, Portfolio) with 0.43%, Bill Nygren (Trades, Portfolio) with 0.41%, Richard Pzena (Trades, Portfolio) with 0.36% and Steven Romick (Trades, Portfolio) with 0.34%.

Mobile TeleSystems PJSC ADRÂ (MBT, Financial) with a market cap of $9.68 billion gained 69.1% in 2016. The guru's holding represents 0.10% of her total assets. The company provides telecommunications services, including voice and data transmission, internet access, pay TV, various value added services through wireless and fixed lines, and sells equipment and accessories.

The stock is trading 3.31% below its 52-week high and 81.36% above its 52-week low. The DCF calculator gives the stock a fair value of $7.86. The Peter Lynch earnings line gives it a fair value of $10.7.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The company has a positive five-year track record of profitability with an average ROE of 31.93% and ROA of 9.07%. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.17 is below the industry median of 0.40.

The largest shareholder among the gurus is Grantham with 1.9% of outstanding shares, followed by Simons with 0.88%, Brandes with 0.51%, Ketterer with 0.07%, Marks with 0.03% and John Burbank (Trades, Portfolio) with 0.02%.

CNOOC Ltd. ADRÂ (CEO, Financial) with a market cap of $56.79 billion gained 27.9% in 2016. The guru's holding represents 0.34% of her total assets.

It is an oil and gas company. The company is engaged in the exploration, development, production and sale of crude oil, natural gas and other petroleum products. The stock is trading 8.07% below its 52-week high and 54.59% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The company has a positive five-year track record of profitability with an average ROE of 17.55% and ROA of 10.60%. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.53 is below the industry median of 0.73.

Marks is the largest shareholder among the gurus with 0.04% of outstanding shares, followed by Simons with 0.04% and Ketterer with 0.03%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

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