According to the GuruFocus All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.
Teck Resources Ltd. Class BÂ (TECK, Financial) with a market cap of $14.15 billion has outperformed the S&P 500 by 542.5% over the last 12 months.
Teck Resources is engaged in mining and related activities, including exploration, development, processing, smelting, refining and reclamation. Its major products are steelmaking coal, copper, zinc and lead.
Its shares are currently trading with a price-book (P/B) ratio of 1.11. The price is 632.54% above its 52-week low and 27.31% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. The return on equity (ROE) of -0.70% and return on assets (ROA) of -0.34% are outperforming 72% of other companies in the Global Industrial Metals & Minerals industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.13 is below the industry median of 13.05.
The company’s largest shareholder among the gurus is Jeremy Grantham (Trades, Portfolio) with 0.05% of outstanding shares, followed by Caxton Associates (Trades, Portfolio) with 0.05%, Steven Cohen (Trades, Portfolio) with 0.03% and Ray Dalio (Trades, Portfolio) with 0.03%.
United Rentals Inc. (URI, Financial) with a market cap of $10.67 billion has outperformed the S&P 500 by 146.6% over the last 12 months.
United Rentals offers equipment for rent to construction and industrial companies, manufacturers, utilities, municipalities, homeowners, government entities and other customers.
Its shares are currently trading with a P/B ratio of 2.04. According to the DCF calculator, the stock is overpriced by 82% at $126.51. The price is 201.93% above its 52-week low and 2.38% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. The ROE of 36.92% and ROA of 4.70% are outperforming 68% of other companies in the Global Rental & Leasing Services industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.04 is below the industry median of 0.56.
David Carlson (Trades, Portfolio) is the company’s largest shareholder among the gurus with 0.43% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.39%, Dalio with 0.3% and Jim Simons (Trades, Portfolio) with 0.28%.
ONEOK Inc. (OKE, Financial) with a market cap of $11.6 billion has outperformed the S&P 500 by 113.6% over the last 12 months.
ONEOK is a diversified energy company. Its business segments include ONEOK Partners, Natural Gas Distribution and Energy Services.
Its shares are currently trading with a P/B ratio of 54.16. According to the DCF calculator, the stock is overpriced by 273% at $55.11. The price is 191.90% above its 52-week low and 7.33% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. While the ROE of 96.40% is outperforming the sector, the ROA of 1.82% is underperforming 56% of other companies in the Global Oil & Gas Midstream industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.05.
Mario Gabelli (Trades, Portfolio) is the company’s largest shareholder among the gurus with 0.13% of outstanding shares.
Energy Transfer Equity LPÂ (ETE, Financial) with a market cap of $18.79 billion has outperformed the S&P 500 by 102.4% over the last 12 months.
Energy Transfer is a limited partnership company. Through its subsidiaries, it owns and operates natural gas gathering systems, natural gas intrastate pipeline systems and gas processing plants.
Its shares are currently trading with a P/B ratio of 0.86. According to the DCF calculator, the company is overpriced by 26% at $17.95. The price is 348.75% above its 52-week low and 10.47% below its 52-week high.
The company has a profitability and growth rating of 7 out of 10. The ROE of 1.47% and ROA of 7.91% are underperforming 63% of other companies in the Global Oil & Gas Midstream industry. Financial strength has a rating of 3 out of 10. The cash-debt ratio of 0.01 is below the industry median of 0.05.
The company’s largest shareholder among the gurus is Simons with 0.02% of outstanding shares.
Oshkosh Corp. (OSK, Financial) with a market cap of $5.2 billion has outperformed the S&P 500 by 96.3% over the last 12 months.
Oshkosh, along with its subsidiaries, designs, manufactures and markets specialty vehicles and vehicle bodies.
Its shares are currently trading with a P/B ratio of 2.61. The price is 134.05% above its 52-week low and 6.11% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. The ROE of 11.53% and ROA of 4.81% are outperforming 73% of other companies in the Global Truck Manufacturing industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.45 is slightly above the industry median of 0.44.
The company’s largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 1.78% of outstanding shares, followed by Columbia Wanger (Trades, Portfolio) with 1.55% and Simons with 0.54%.
Ubiquiti Networks Inc. (UBNT, Financial) with a market cap of $5.12 billion has outperformed the S&P 500 by 93.2% over the last 12 months.
Ubiquiti develops high-performance networking technology for service providers and enterprises. It offers fixed wireless broadband, wireless backhaul systems, routing, wireless LAN infrastructure and video surveillance products, among others.
Its shares are currently trading with a P/B ratio of 9.98. The price is 126.74% above its 52-week low and 0.95% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. The ROE of 52.03% and ROA of 33.76% are outperforming 96% of other companies in the Global Communication Equipment industry. Financial strength has a rating of 8 out of 10. The cash-debt ratio of 2.87 is above the industry median of 2.09.
Chuck Akre (Trades, Portfolio) is the company’s largest shareholder among the gurus with 3.26% of outstanding shares, followed by Simons with 0.78% and George Soros (Trades, Portfolio) with 0.44%.
Cognex Corp. (CGNX, Financial) with a market cap of $5.79 billion has outperformed the S&P 500 by 92.9% over the last 12 months.
Cognex provides machine vision products that capture and analyze visual information in order to automate tasks, mainly in manufacturing processes, where vision is required.
Its shares are currently trading with a P/B ratio of 6.13. According to the DCF calculator, the stock is overpriced by 321% at $67.56. The price is 129.41% above its 52-week low and 0.59% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. The ROE of 15.05% and ROA of 13.92% are outperforming 83% of other companies in the Global Scientific & Technical Instruments industry. Financial strength has a rating of 10 out of 10 with no debt.
The company’s largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 3.1% of outstanding shares, followed by Robert Karr (Trades, Portfolio) with 1.97% and Ron Baron (Trades, Portfolio) with 1.52%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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