Several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices, according to the GuruFocus All-in-One Screener. The following stocks are trading with wide margins of safety and have positive performance over the past 12 months.
AU Optronics Corp. ADR (AUO) is trading around $4.50 per share. The Peter Lynch value gives the stock a fair price of $7.64, which suggests it is undervalued with a margin of safety of 40%. The stock started its positive upward trend three months ago; it now registers a positive performance of 9.3%.
The company is engaged in research, production and sale of film transistor liquid crystal displays (TFT-LCDs) and other flat panel displays. It has a market cap of $4.48 billion and an enterprise value of $5.36 billion.
The stock is trading with a price-earnings (P/E) ratio of 4.18, which is higher than 52% of companies in the Global Residential Construction industry. The stock price is currently 14.21% below its 52-week high and 26.80% above its 52-week low. The price-book (P/B) ratio is 0.63.
With 1.1% of outstanding shares, Jim Simons (Trades, Portfolio) is the company's largest shareholder among the gurus followed by Sarah Ketterer (Trades, Portfolio) with 0.02% and Joel Greenblatt (Trades, Portfolio) with 0.01%.
Cosan Ltd. (CZZ) is trading around $10.14 per share. The Peter Lynch value gives the stock a fair price of $13.21, suggesting it is undervalued with a margin of safety of 19%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 9.5%.
The company is engaged in piped natural gas distribution and logistic services. It has a market cap of $2.85 billion and an enterprise value of $10.1 billion.
The stock is trading with a P/E ratio of 17.47, which is lower than 62% of companies in the Global Utilities - Diversified industry. The stock price is currently 9.50% below its 52-week high and 91.12% above its 52-week low. The P/B ratio is 1.47.
The company's largest guru shareholder is Simons with 4.32% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.42%, Third Avenue Management (Trades, Portfolio) with 0.21% and John Hussman (Trades, Portfolio) with 0.09%.
Bank Bradesco SA ADR (BBDO) is trading around $10.45 per share. The Peter Lynch value gives the stock a fair price of $11.48, suggesting it is undervalued with a margin of safety of 4%. The stock started its positive upward trend three months ago; it registered a positive performance of about 22.1%.
The company provides insurance and banking facilities through a network of more than 4,700 locations. It has a market cap of $70 billion and an enterprise value of $60.5 billion.
The stock is trading with a P/E ratio of 12.94, which is higher than 58% of companies in the Global Banks - Regional - Latin America industry. The stock price is currently 15.66% below its 52-week high and 47.79% above its 52-week low. The P/B ratio is 1.88.
Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder with 0.53% of outstanding shares, followed by Ken Heebner (Trades, Portfolio) with 0.12% and Simons with 0.07%.
Denbury Resources Inc. (DNR) is trading around $2.65 per share. The Peter Lynch value gives the stock a fair price of $15.60, suggesting it is undervalued with a margin of safety of 83%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 33%.
The company is a part of the energy sector with a market cap of $1.08 billion and an enterprise value of $4.17 billion.
The stock is trading with a P/E ratio of 6.49, which is higher than 78% of companies in the Global Oil and Gas E&P industry. The stock price is currently 4% below its 52-week high and 194% above its 52-week low. The P/B ratio is 1.62.
The company's largest guru shareholder is George Soros (Trades, Portfolio) with 1.74% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 0.11% and Jeremy Grantham (Trades, Portfolio) with 0.07%.
Itau Unibanco Holding SA ADR (ITUB) is trading around $15.19 per share. The Peter Lynch value gives the stock a fair price of $19.20, suggesting it is undervalued with a margin of safety of 21%. The stock started its positive upward trend three months ago; it registered a positive performance of about 23%.
The company operates through banks as investment, financing and leasing banking. It has a market cap of $92.42 billion and an enterprise value of $121.59 billion.
The stock is trading with a P/E ratio of 11.95, which is higher than 65% of companies in the Global Banks - Regional - Latin America industry. The stock price is currently 11% below its 52-week high and 52% above its 52-week low. The P/B ratio is 2.13.
Fisher is the company's largest guru shareholder with 5.88% of outstanding shares, followed by Howard Marks (Trades, Portfolio) with 0.14%, Heebner with 0.09% and Dodge & Cox with 0.09%.
Bluegreen Vacations Corp. (BXG) is trading around $21.40 per share. The Peter Lynch value gives the stock a fair price of $23.78, suggesting it is undervalued with a margin of safety of 10%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 32.1%.
It is a sales, marketing and management company with a market cap of $1.6 billion and an enterprise value of $2.03 billion.
The stock is trading with a P/E ratio of 10.02, which is higher than 87% of companies in the Global Resorts and Casinos industry. The stock price is currently 4.98% below its 52-week high and 32.53% above its 52-week low. The P/B ratio is 4.20.
Disclosure: I do not own any shares of any stocks mentioned in this article.
