According to GuruFocus'Â 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.
Advanced Micro Devices Inc. (AMD) with a market cap of $12.63 billion has outperformed the S&P 500 Index by 564.9% over the last 12 months.
Advanced Micro Devices is a semiconductor company with facilities around the world. It operates in two segments: Computing Solutions and Graphics and Visual Solutions.
Its shares are trading with a price-book (P/B) ratio of 30.36. The price is 653.04% above its 52-week low and 0.51% below its 52-week high.
The company has a profitability and growth rating of 3 out of 10. Its return on assets (ROA) of -15.21% and return on capital (ROC) of -76.08% are underperforming 91% of other companies in the Global Semiconductors industry. Financial strength has a rating of 4 out of 10. The cash to debt of 0.88 is below the industry median of 1.55.
The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.35% of outstanding shares followed by Ken Heebner (Trades, Portfolio) with 0.11% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.
The Chemours Co. (CC) with a market cap of $5.06 billion has outperformed the S&P 500 Index by 546.8% over the last 12 months.
Chemours is engaged in developing and manufacturing titanium technologies, fluoroproducts and chemical solutions.
Its shares are trading with a P/B ratio of 13.40. According to the DCF calculator the company looks overpriced by 221% at a price of $27.83 that is 695.14% above its 52-week low and 0.07% below its 52-week high.
The company has a profitability and growth rating of 7 out of 10. While its ROE of 80.15% is outperforming the sector, its ROA of 2.39% is underperforming 63% of other companies in the Global Specialty Chemicals industry. Financial strength has a rating of 4 out of 10. The cash to debt of 0.26 is below the industry median of 0.63.
David Einhorn (Trades, Portfolio) is the company’s largest shareholder among the gurus with 9% of outstanding shares followed by Arnold Schneider (Trades, Portfolio) with 0.63%, Simons with 0.43%, Joel Greenblatt (Trades, Portfolio) with 0.34% and Steven Cohen (Trades, Portfolio) with 0.15%.
Williams Partners LPÂ (WPZ) with a market cap of $39.86 billion has outperformed the S&P 500 Index by 128.7% over the last 12 months.
Williams Partners is an energy infrastructure company. It owns and operates midstream gathering and processing assets and interstate natural gas pipelines.
Its shares are trading with a P/B ratio of 1.18. The price is 225.93% above its 52-week low and 2.27% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its ROE of -7.68% and ROA of -5.87% are underperforming 88% of other companies in the Global Oil & Gas Midstream industry. Financial strength has a rating of 4 out of 10. The cash to debt of 0.46 is above the industry median of 0.40.
David Tepper (Trades, Portfolio) is the company’s largest shareholder among the gurus with 0.96% of outstanding followed by Leon Cooperman (Trades, Portfolio) with 0.09% and T Boone Pickens (Trades, Portfolio) with 0.01%.
LogMeIn Inc. (LOGM) with a market cap of $5.39 billion has outperformed the S&P 500 Index by 106.8% over the last 12 months.
LogMeIn provides cloud-based services making it possible for people and businesses to simply and securely connect to their workplace, colleagues and customers. Its products include LogMeIn Backup, LogMeIn Hamachi, AppGuru, BoldChat and Cubby.
Its shares are trading with a P/B ratio of 13.34. According to the DCF calculator the company looks overpriced by 3,455% at $102.75. The price is 193.57% above its 52-week low and 6.68% below its 52-week high.
The company has a profitability and growth rating of 7 out of 10. Its ROE of 3.49% and ROA of 1.57% are underperforming 57% of other companies in the Global Software - Application industry. Financial strength has a rating of 7 out of 10. The cash to debt of 5.79 is below the industry median of 6.46.
The company’s largest shareholder among the gurus is RS Investment Management (Trades, Portfolio) with 4.79% of outstanding shares followed by Simons with 1.84%.
Olin Corp. (OLN) with a market cap of $5.01 billion has outperformed the S&P 500 Index by 106.7% over the last 12 months.
Olin manufactures and sells chloralkali products. It is engaged in three segments: Chloralkali Products, Chemical Distribution and Winchester.
Its shares are currently trading with a P/B ratio of 2.20. The price is 146.38% above its 52-week low and 1.91% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. Its ROE of -0.17% and ROA of -0.04% are underperforming 81% of other companies in the Global Specialty Chemicals industry. Financial strength has a rating of 4 out of 10. The cash to debt of 0.05 is below the industry median of 0.63.
The company’s largest shareholder among the gurus is Seth Klarman (Trades, Portfolio) with 3.74% of outstanding shares followed by First Eagle Investment (Trades, Portfolio) with 1.39%.
Computer Sciences Corp. (CSC) with a market cap of $8.77 billion has outperformed the S&P 500 Index by 105% over the last 12 months.
Computer Sciences provides information technology (IT) and professional services and solutions. Its reportable segments are Global Business Services (GBS), Global Infrastructure Services (GIS) and North American Public Sector (NPS).
Its shares are trading with a P/B ratio of 5.28. The price is 194.11% above its 52-week low and 0.17% below its 52-week high.
The company has a profitability and growth rating of 3 out of 10 with ROE of -4.63% and ROA of -1.13% that are underperforming 70% of other companies in the Global Information Technology Services industry. Financial strength has a rating of 5 out of 10. The cash to debt of 0.38 is far below the industry median of 6.46.
Larry Robbins (Trades, Portfolio) is the company’s largest shareholder among the gurus, with 5.42% of outstanding shares followed by Jana Partners (Trades, Portfolio) with 3.34%, Lee Ainslie (Trades, Portfolio) with 2.46%, Greenblatt with 0.2%, Cohen with 0.07%, Dodge & Cox with 0.03% and Keeley Asset Management Corp (Trades, Portfolio) with 0.02%.
Micron Technology Inc. (MU) with a market cap of $26.84 billion has outperformed the S&P500 Index by 97.8% over the last 12 months.
Micron Technology and its subsidiaries manufacture semiconductor systems. The company's products include DRAM, NAND Flash and NOR Flash, the basis for solid-state drives, modules, multichip packages and other system solutions.
Its shares are trading with a P/B ratio of 2.05. The price is 160.32% above its 52-week low and 3.83% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. Its ROE of -2.47% and ROA of -1.15% are underperforming 71% of other companies in the Global Semiconductor Memory industry. Financial strength has a rating of 5 out of 10 with cash to debt of 0.43 that is below the industry median of 1.55.
The company’s largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 5.63% of outstanding shares followed by Donald Smith (Trades, Portfolio) with 1.38%, Paul Singer (Trades, Portfolio) with 0.37%, Heebner with 0.32%, Pioneer Investments (Trades, Portfolio) with 0.28%, Cohen with 0.26%, Jerome Dodson (Trades, Portfolio) with 0.21% and Stanley Druckenmiller (Trades, Portfolio) with 0.08%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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