Gurus Are Investing in These Industrial Companies

5 popular stocks that have positions in several gurus' portfolios

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Oct 30, 2017
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According to the GuruFocus All-In-One Screener, the following companies with core business in the industrials sector have positions in gurus' portfolios.

Four gurus hold 47.1 million shares of American Airlines Group Inc. (AAL, Financial) with a total weight of 1.87% on their portfolios.

The company has a market cap of $22.82 billion. The stock is trading with price-earnings (P/E) ratio of 11.86. The stock price of $47.56 is 10.77% below its 52-week high and 23.97% above its 52-week low. Over the last 10 years, it has returned a loss of 22%.

American Airlines’ revenue of $41.112 billion dropped 14.20% over the last 10 years. Its earnings per share (EPS) of $4.10 hasn’t changed.

In the second quarter Leon Cooperman (Trades, Portfolio) and David Dreman (Trades, Portfolio) acquired a new position in the company while Joel Greenblatt (Trades, Portfolio) and Warren Buffett (Trades, Portfolio) reduced their holdings.

Four gurus hold 1.6 million shares of Aaron's Inc. (AAN, Financial) with a total weight of 4.37% on their portfolios.

The company has a market cap of $2.76 billion. The stock is trading with P/E ratio of 21.69. The stock price of $39.14 is 12.40% below its 52-week high and 88.82% above its 52-week low. Over the last 10 years, it has returned a gain of 204%.

Aaron’s revenue of $3.224 billion grew 11.30% over the last 10 years. Its EPS of $1.95 saw a 10-year growth of 7.10%.

In the second quarter FPA Capital Fund (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), Charles Brandes (Trades, Portfolio) and Greenblatt reduced their holdings.

Three gurus hold 8.7 million shares of ABB Ltd. ADR (ABB, Financial) with a total weight of 0.33% on their portfolios.

The company has a market cap of $54.48 billion. The stock is trading with P/E ratio of 23.99. The stock price of $25.36 is 1.55% below its 52-week high and 25.52% above its 52-week low. Over the last 10 years, it has returned a loss of 15%.

ABB’s revenue of $33,556 million increased just 1.70% over the last 10 years. Its EPS of $1.05 dropped 3.10%.

Ken Fisher (Trades, Portfolio) raised his holding by 4.55% in the third quarter.

Three gurus hold 549,250 shares of ACCO Brands Corp. (ACCO, Financial) with a total weight of 0.03% on their portfolios.

The company has a market cap of $1.42 billion. The stock is trading with P/E ratio of 26.00. The stock price of $13.05 is 11.86% below its 52-week high and 25.60% above its 52-week low. Over the last 10 years, it has returned a loss of 38%.

ACCO Brands’ revenue of $1,718 million dropped 10% over the last 10 years. Its EPS of 50 cents hasn’t changed.

In the second quarter Dreman raised his position while Gabelli reduced his stake.

Seven gurus hold 157.7 million shares of Automatic Data Processing Inc. (ADP, Financial) with a total weight of 242.38% on their portfolios.

The company has a market cap of $52.55 billion. The stock is trading with P/E ratio of 30.47. The stock price of $118.25 is 3.67% below its 52-week high and 35.56% above its 52-week low. Over the last 10 years, it has returned a gain of 183%.

Automatic Data Processing’s revenue of $12,379 million grew by 5.80% over the last 10 years. Its EPS of $3.85 saw a 10-year growth of 5.30%.

Bill Ackman (Trades, Portfolio) boosted his position by 2,002,03% in the third quarter.

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