While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the past three months with a long-term presence in at least three gurus’ portfolios.
Oshkosh Corp. (OSK) had a negative performance of 9.5% over the past six months. The stock has a total weight of 0.22% in three gurus’ portfolios.
The company designs, manufactures and markets specialty vehicles under the JLG brand. It has a market cap of $5.64 billion. The stock is trading with a price-sales ratio of 0.81. The current stock price of $75.59 is 24.61% below its 52-week high and 2.05% above its 52-week low. Over the past decade, it has returned a gain of 114%.
Over the past five years, Oshkosh Corp. reported no change for revenue but 2.70% earnings per share growth. The return on equity of 14.95% and return on assets of 6.55% are outperforming 67% of other companies in the Global Truck Manufacturing industry.
The largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 0.64% followed by Steven Cohen (Trades, Portfolio) with 0.26% and Jim Simons (Trades, Portfolio) with 0.23%.
Mettler-Toledo International Inc. (MTD) had a negative performance of 14.1% over the past six months. The stock has a total weight of 0.28% in three gurus’ portfolios.
The company is a suppliers of weighing and precision instruments to customers in the life sciences, industrial and food retail industries. It has a market cap of $14.26 billion. The stock is trading with a price-sales ratio of 5.24. The current stock price of $560.22 is 19.65% below its 52-week high and 18.58% above its 52-week low. Over the past 10 years, it has returned a gain of 475%.
Over the past five years, Mettler-Toledo International reported a gain of 6.60% for revenue and 10.10% for earnings per share. The ROE of 78.43% and ROA of 16.11% are outperforming 91% of the companies in the Global Medical Instruments and Supplies industry.
Ron Baron (Trades, Portfolio) with 2.42% of outstanding shares is the largest investor among the gurus followed by Simons with 0.83%, Pioneer Investments (Trades, Portfolio) with 0.2% and Columbia Wanger (Trades, Portfolio) with 0.12%.
CSW Industrials Inc. (CSWI) had a negative performance of 5.5% over the last six months. The stock has a total weight of 0.13% in three gurus’ portfolios.
The diversified industrial growth company has a market cap of $714.62 million. The stock is trading with a price-sales ratio of 1.94. The current stock price of $44.75 is 10.50% below its 52-week high and 28.78% above its 52-week low. Over the past decade, it has returned a gain of 49%.
The ROE of -5.62% and ROA of -4.03% are underperforming 86% of other companies in the Global Diversified Industrials industry.
The largest shareholder among the gurus is Simons with 1.3% followed by Third Avenue Management (Trades, Portfolio) with 0.94% and Chuck Royce (Trades, Portfolio) with 0.13%.
Norwegian Cruise Line Holdings Ltd. (NCLH) had a negative performance of 9.9% over the last six months. The stock has a total weight of 1.89% in three gurus’ portfolios.
The cruise company operates the Norwegian, Oceania Cruises and Regent brands. It has a market cap of $12.13 billion. The stock is trading with a price-sales ratio of 2.29. The current stock price of $53.03 is 13.74% below its 52-week high and 12.93% above its 52-week low. Over the past 10 years, it has returned a gain of 114%.
Over the past five years, Norwegian Cruise Line Holdings reported a growth of 15.30% for its revenue and 39.50% for its earnings per share. The ROE of 14.93% and ROA of 5.56% are outperforming 71% of the companies in the Global Leisure industry.
Barrow, Hanley, Mewhinney & Strauss with 2.12% of outstanding shares is the largest investor among the gurus followed by PRIMECAP Management (Trades, Portfolio) with 2.12% and Pioneer Investments (Trades, Portfolio) with 0.86%.
Rockwell Automation Inc. (ROK) had a negative performance of 6.7% over the last six months. The stock has a total weight of 2.23% in three gurus’ portfolios.
The company engages in providing industrial automation and information solutions. It has a market cap of $21.63 billion. The stock is trading with a price-sales ratio of 3.42. The current stock price of $169.29 is 19.66% below its 52-week high and 14.15% above its 52-week low. Over the past decade, it has returned a gain of 198%.
Over the past five years, Rockwell Automation reported a growth of 1.40% for revenue and 3.50% for its earnings per share. The ROE of 16.62% and ROA of 5.25% are outperforming 61% of other companies in the Global Diversified Industrials industry.
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 0.51% followed by Mario Gabelli (Trades, Portfolio) with 0.19%, Caxton Associates (Trades, Portfolio) with 0.12%, Pioneer Investments (Trades, Portfolio) with 0.1% and Tom Gayner (Trades, Portfolio) with 0.09%.
Celanese Corp. (CE) had a negative performance of 5.3% over the last six months. The stock has a total weight of 2.61% in three gurus’ portfolios.
The chemical producer has a market cap of $13.71 billion. The stock is trading with a price-sales ratio of 2.28. The current stock price of $100.97 is 11.43% below its 52-week high and 21.15% above its 52-week low. Over the past 10 years, it has returned a gain of 149%.
Over the past five years, Celanese Corp. reported a growth of 0.10% for its revenue and 11.50% for its earnings per share. The ROE of 31.23% and ROA of 9.55% are outperforming 75% of the companies in the Global Chemicals industry.
Dodge & Cox with 8.07% of outstanding shares is the largest investor among the gurus followed by Barrow, Hanley, Mewhinney & Strauss with 1.62%, Pioneer Investments (Trades, Portfolio) with 0.82% and Columbia Wanger (Trades, Portfolio) with 0.29%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
