According to the GuruFocus All-in-One Screener, the following stocks have high business predictability ratings and positive total returns over the past six months. At least five gurus are shareholders of these companies.
IDEXX Laboratories Inc. (IDXX, Financial)
The company, which provides veterinary diagnostics products, has a market cap of $18.71 billion. GuruFocus gave the company a business predictability rating of five out of five stars.
The stock has risen 37.7% since the beginning of the year and is trading with a price-earnings ratio of 19.56. The price has been as high as $217.89 and as low as $146.09 in the past 52 weeks. It is currently 1.16% below its 52-week high and 47.42% above its 52-week low. According to the discounted cash flow calculator, the stock is overpriced by 263% at $215.36.
Among the gurus invested in IDEXX Laboratories, Ron Baron (Trades, Portfolio) has the largest position with 5.15% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 2.4% and Spiros Segalas (Trades, Portfolio) with 0.28%.
Illumina Inc.(ILMN, Financial)
The company, which develops DNA sequencing technology, has a market cap of $40.62 billion. The company has a four-star business predictability rating.
The stock has risen 15% since the beginning of the year and is trading with a price-earnings ratio of 71.59. The price has been as high as $276.61 and as low as $167.98 over the past 52 weeks. It is currently 0.10% below its 52-week high and 64.50% above its 52-week low. According to the DCF calculator, the stock is undervalued with a 569% margin of safety at $276.33.
With 3.04% of outstanding shares, Frank Sands (Trades, Portfolio) is the company's largest guru shareholder, followed by PRIMECAP Management (Trades, Portfolio) with 1.27% and Segalas with 1.03%.
Infosys Ltd. (INFY, Financial)
The consulting an IT services company has a market cap of $39.32 billion. It was given a business predictability rating of 4.5 stars by GuruFocus.
The stock has risen 12.8% since the beginning of the year and is trading with a price-earnings ratio of 17.21. The price has been as high as $18.71 and as low as $13.88 in the past 52 weeks. It is currently 2.24% below its 52-week high and 31.77% above its 52-week low. According to the DCF calculator, the stock is undervalued with a 13% margin of safety at $18.29.
Among the gurus invested in Infosys, the largest shareholder is Ken Fisher (Trades, Portfolio) with 1% of outstanding shares, followed by Donald Yacktman (Trades, Portfolio) with 0.27% and Howard Marks (Trades, Portfolio) with 0.16%.
The software company, which is known for its online tax prep service TurboTax, has a market cap of $52.36 billion. GuruFocus gave the company a business predictability rating of 3.5 stars.
The stock has risen 29.8% since the beginning of the year and is trading with a price-earnings ratio of 45.05. The price has been as high as $204.25 and as low as $130.26 over the past 52 weeks. It is currently 0.08% below its 52-week high and 56.67% above its 52-week low. According to the DCF calculator, the stock is overpriced by 209% at $204.08.
With 2% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.18% and David Carlson (Trades, Portfolio) with 0.08%.
Innospec Inc. (IOSP, Financial)
The chemical company, which develops fuel additives, oilfield chemicals and other specialty chemicals, has a market cap of $1.98 billion. The company has a business predictability rating of 4.5 stars.
The stock has risen 10.2% since the beginning of the year and is trading with a price-earnings ratio of 28.54. The price has been as high as $79.90 and as low as $54.10 in the past 52 weeks. It is currently 3.19% below its 52-week high and 42.98% above its 52-week low. According to the DCF calculator, the stock is fairly priced at $77.35.
Among the gurus invested in the company, NWQ Managers (Trades, Portfolio) has the largest holding with 1.13% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.71% and Hotchkis & Wiley with 0.07%.
IPG Photonics Corp.(IPGP, Financial)
With a market cap of $13.26 billion, the company manufacturers fiber lasers and amplifiers. The company has a perfect, five-star business predictability rating.
The stock has risen 15.3% since the beginning of the year and is trading with a price-earnings ratio of 35.74. The price has been as high as $264.11 and as low as $136.62 over the past 52 weeks. It is currently 6.49% below its 52-week high and 80.78% above its 52-week low. According to the DCF calculator, the stock is overpriced by 26% at $246.98.
With 0.59% of outstanding shares, Columbia Wanger (Trades, Portfolio) is the company's largest guru shareholder, followed by Royce with 0.5% and Fisher with 0.16%.
Disclosure: I do not own any stocks mentioned in this article.
