According to 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.
RSP Permian Inc. (RSPP) with a market cap of $6.12 billion has outperformed the S&P 500 Index by 95.2% over the last 12 months.
RSP Permian is an oil and natural gas company focused on the acquisition, exploration, development and production of unconventional oil and associated liquids-rich natural gas reserves in the Permian Basin of West Texas.
Its shares are trading with a price-book (P/B) ratio of 2.37. The price is 127.68% above its 52-week low and 8.14% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. Its return on equity (ROE) of -2.60% and return on assets (ROA) of -1.61% are outperforming 59% of other companies in the Global Oil & Gas Drilling industry. Financial strength has a rating of 4 out of 10.
The company’s largest shareholder among the gurus is Eric Mindich (Trades, Portfolio) with 1.18% of outstanding shares followed by T Boone Pickens (Trades, Portfolio) with 0.17% and Chuck Royce (Trades, Portfolio) with 0.14%.
ON Semiconductor Corp. (ON) with a market cap of $6.38 billion has outperformed the S&P 500 Index by 91.3% over the last 12 months.
ON Semiconductor manufactures and markets semiconductor components. It provides a portfolio of analog, digital and mixed signal ICs, standard products, image sensors, custom devices and power management and motor driver semiconductor components.
Its shares are trading with a P/B ratio of 35.60. According to the DCF calculator the company looks overpriced by 233% at $15.31 per share; that is 111.17% above its 52-week low and 3.47% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. Its ROE of 10.69% and ROA of -3.31% are outperforming 53% of other companies in the Global Semiconductors industry. Financial strength has a rating of 5 out of 10. The cash to debt of 0.28 is far below the industry median of 1.55.
Richard Pzena (Trades, Portfolio) is the company’s largest shareholder among the gurus, with 2.95% of outstanding followed by HOTCHKIS & WILEY with 2.15%, Pioneer Investments (Trades, Portfolio) with 0.94% and Jim Simons (Trades, Portfolio) with 0.49%.
Tim Participacoes SA ADRÂ (TSU) with a market cap of $7.62 billion has outperformed the S&P 500 Index by 88.3% over the last 12 months.
Tim Participacoes is a holding company. The company through its subsidiaries offers telecommunication services. It operates as a mobile, fixed, long-distance and data transmission operator.
Its shares are trading with a P/B ratio of 1.45. According to the DCF calculator the company looks overpriced by 212% at $15.73 per share; that is 109.73% above its 52-week low and 0.19% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. While its ROE of 4.93% is underperforming the sector, its ROA of 2.47% is outperforming 52% of other companies in the Global Telecom Services industry. Financial strength has a rating of 5 out of 10. The cash to debt of 0.54 is above the industry median of 0.40.
Charles Brandes (Trades, Portfolio) is the company’s largest shareholder among the gurus, with 2.94% of outstanding shares followed by Paul Singer (Trades, Portfolio) with 1.56%, John Paulson (Trades, Portfolio) with 1.17% and Steven Cohen (Trades, Portfolio) with 0.04%.
CPFL Energia SA ADRÂ (CPL) with a market cap of $8.37 billion has outperformed the S&P 500 Index by 87.3% over the last 12 months.
CPFL Energy through its holdings is engaged in distribution, generation and commercialization of electric energy in Brazil.
Its shares are trading with a P/B ratio of 3.25. According to the DCF calculator the company looks overpriced by 165% at $16.45 per share; that is 109.29% above its 52-week low and 0.18% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. While its ROE of 13.65% is outperforming the sector, its ROA of 2.75% is underperforming 52% of other companies in the Global Utilities - Regulated Electric industry. Financial strength has a rating of 5 out of 10 with a cash to debt of 0.30 that is above the industry median of 0.23.
The company’s largest shareholder among the gurus is Simons with 0.16% of outstanding shares.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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