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Tiziano Frateschi
Tiziano Frateschi
Articles (905)  | Author's Website |

Stocks With the Worst Returns in Gurus' Portfolios

7 stocks with negative performances over the last 6 months

While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios.

Dynegy Inc. (DYN) had a negative performance of 29.8% over the last six months. Despite this, four mutual funds are holding the stock with a total weight of 2.66% on their portfolios.

The company has a market cap of $1.15 million, and the stock is trading with a price-sales (P/S) ratio of 0.26. The price of $8.75 is 66.25% below its 52-week high and 24.82% above its 52-week low. Over the last 10 years it returned a gain of 15%.

Over the last five years, Dynegy has reported a 14.90% gain in revenue and 17.30% in EBITDA.

Current returns are negative: return on equity (ROE) is -44.41% and return on assets (ROA) is -9.69%, underperforming 93% of other companies in the Global Utilities - Independent Power Producers industry.

The company’s largest shareholder among the gurus is Andreas Halvorsen (Trades, Portfolio) with 8.52% of outstanding shares followed by Howard Marks (Trades, Portfolio) with 6.43%, Steven Cohen (Trades, Portfolio) with 4.57%, Jim Simons (Trades, Portfolio) with 0.34% and Caxton Associates (Trades, Portfolio) with 0.18%.

Myriad Genetics Inc. (MYGN) had a negative performance of 21.2% over the last six months. Regardless, four mutual funds are holding the stock with a total weight of 0.24% on their portfolios.

The company has a market cap of $1.16 billion and the stock is trading with a price-earnings (P/E) ratio of 16.98 and a P/S of 1.60. The price of $16.98 is 57.27% below its 52-week high and 12.08% above its 52-week low. Over the last 10 years it returned a gain of 2%. According to the DCF calculator the company is now overpriced by 59%.

Over the last five years, the company has reported a growth of 19.20% of its revenue, 6.20% of EBITDA, 7.80% of free cash flow and 5.60% of earnings per share (EPS).

Current returns are positive: return on equity (ROE) is 9.71%, ranked higher than 68% of other competitors and return on asset (ROA) of 7.06%, better than 77% of other companies in the Global Diagnostics & Research industry.

Simons is the company’s largest shareholder among the gurus with 3.95% of outstanding shares followed by Joel Greenblatt (Trades, Portfolio) with 0.62%, Lee Ainslie (Trades, Portfolio) with 0.22% and Ken Fisher (Trades, Portfolio) with 0.09%.

Wesco Aircraft Holdings Inc. (WAIR) had a negative performance of 7.2% over the last six months. Despite this, four mutual funds are holding the stock with a total weight of 17.79% on their portfolios.

The company has a market cap of $1.25 billion, and the stock is trading with P/E ratio of 14.82 and a price-book (P/B) ratio of 1.41. The price of $12.6 is 20.15% below its 52-week high and 11.80% above its 52-week low. Over the last 10 years it returned a loss of 16%. According to the DCF calculator the company is now overpriced by 36%.

Over the last five years, the company has reported 17.80% growth in revenue and 9.60% in earnings per share (EPS).

The ROE of 9.69% is ranked higher than 71% of competitors. The ROA of 4.21% outperforms 65% of other companies in the Global Industrial Distribution industry.

The company’s largest shareholder among the gurus is Michael Dell (Trades, Portfolio) with 5.34% of outstanding shares followed by Wallace Weitz (Trades, Portfolio) with 2.66%, Chuck Royce (Trades, Portfolio) with 2.26%, Richard Snow (Trades, Portfolio) with 2.16% and Chris Davis (Trades, Portfolio) with 1.53%.

Fitbit Inc. Class A (FIT) had a negative performance of 61.7% over the last six months. Despite this, five mutual funds are holding the stock with a total weight of 0.73% on their portfolios.

The company has a market cap of $1.28 billion, and the stock is trading with a P/E ratio of 12.46 and a P/B ratio of 1.15. The price of $5.73 is 69.60% below its 52-week high and 1.96% above its 52-week low. Over the last 10 years it returned a loss of 81%. According to the DCF calculator the company is now overpriced by 16%.

Current returns are positive. The ROE of 9.96% is ranked lower than 68% of competitors and ROA of 7.02% is higher than 77% of other companies in the Global Scientific & Technical Instruments industry.

Simons is the company’s largest shareholder among the gurus with 0.61% of outstanding shares followed by Royce with 0.59%, Paul Tudor Jones (Trades, Portfolio) with 0.54%, John Griffin (Trades, Portfolio) with 0.46% and Pioneer Investments (Trades, Portfolio) with 0.29%.

Etsy Inc. (ETSY) had a negative performance of 11.7% over the last six months. Despite this, five mutual funds are holding the stock with a total weight of 8.30% on their portfolios.

The company has a market cap of $1.47 billion, and the stock is trading with a forward P/E ratio of 88.50 and a P/B ratio of 4.28. The price of $12.76 is 20.50% below its 52-week high and 89.04% above its 52-week low. Over the last 10 years it returned a loss of 57%.

Current returns are negative: ROE is -3.84%, ranked lower than 84% of other competitors, and ROA is -2.31% and underperforms 81% of other companies in the Global Specialty Retail industry.

The company’s largest shareholder among the gurus is Chase Coleman (Trades, Portfolio) with 8.93% of outstanding shares followed by Simons with 3.46%, Robert Karr (Trades, Portfolio) with 1.82%, John Paulson (Trades, Portfolio) with 1.09% and Royce with 0.08%.

Hertz Global Holdings Inc. (HTZ) had a negative performance of 56.4% over the last six months. Regardless, five mutual funds are holding the stock with a total weight of 18.37% on their portfolios.

The company has a market cap of $1.69 billion and the stock is trading with a P/E ratio of 135.92 and a forward P/E ratio of 13.40. The current price of $20.39 is 61.63% below its 52-week high and 18.55% above its 52-week low. Over the last 10 years it returned a loss of 76%. According to the DCF calculator the company is now overpriced by 107%.

Over the last five years, Hertz Global Holdings has reported a 6.20% growth in revenue, 6.20% of EBITDA and 4.90% of free cash flow.

The ROE of 0.97% is ranked lower than 70% of competitors and the ROA of 0.08% underperforms 71% of other companies in the Global Rental & Leasing Services industry.

Carl Icahn is the company’s largest shareholder among the gurus with 35.27% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 7.96%, Mario Gabelli (Trades, Portfolio) with 2.72%, PRIMECAP Management (Trades, Portfolio) with 1.34%, Simons with 1.03% and Royce with 0.16%.

DSW Inc. (DSW) had a negative performance of 8.3% over the last six months. Despite this, four mutual funds are holding the stock with a total weight of 1.42% on their portfolios.

The company has a market cap of $1.72 billion and the stock is trading with a P/E ratio of 16.93 and a forward P/E ratio of 13.91. The current price of $21.51 is 27.16% below its 52-week high and 16.21% above its 52-week low. Over the last 10 years it returned a gain of just 3%. According to the DCF calculator the company is overpriced by 58%.

Over the last five years, the company has reported a decrease of 4.80% for revenue, 0.80% for EBITDA and 5.40% for free cash flow but a 25.50% growth for EPS.

The ROE of 11.18% is ranked higher than 68% of other competitors. The ROA of 7.37% is outperforming 76% of other companies in the Global Apparel Stores industry.

The company’s largest shareholder among the gurus is David Einhorn (Trades, Portfolio) with 4.47% of outstanding shares followed by Royce with 3.91%, Robert Olstein (Trades, Portfolio) with 0.64% and Third Avenue Management (Trades, Portfolio) with 0.21%.

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

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About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

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