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.
TransDigm
TransDigm Group Inc. (TDG, Financial), which has a market cap of $18.94 billion, produces engineered aircraft components for commercial and military use. GuruFocus gave the company a business predictability rating of five out of five stars.
The stock has risen 30.4% since the beginning of the year and is trading with a price-earnings ratio of 27.99. The price has been as high as $368.34 and as low as $249.57 pver the past 52 weeks. It is currently 2.27% below its 52-week high and 44.24% above its 52-week low. According to the discounted cash flow calculator, the stock is overpriced by 23% at $361.28.
Among the gurus invested in TransDigm, the largest shareholder is Chase Coleman (Trades, Portfolio) with 5.27% of outstanding shares, followed by Steve Mandel (Trades, Portfolio) with 2.69%, Andreas Halvorsen (Trades, Portfolio) with 2% and Ron Baron (Trades, Portfolio) with 0.76%.
Teledyne Technologies
Teledyne Technologies Inc. (TDY) supplies enabling technologies for industrial growth markets. It has a market cap of $7.54 billion. The company has a 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 29.28. The price has been as high as $214.32 and as low as $135.43 over the past 52 weeks. It is currently 1.96% below its 52-week high and 55.14% above its 52-week low. According to the DCF calculator, the stock is overpriced by 111% at $210.95.
With 0.97% of outstanding shares, Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder, followed by Chuck Royce (Trades, Portfolio) with 0.2% and Joel Greenblatt (Trades, Portfolio) with 0.14%.
Bio-Techne
Bio-Techne Corp. (TEC, Financial) is a manufacturer of biotechnology reagents and clinical diagnostic products. It has a market cap of $3.56 billion. GuruFocus gave the company a business predictability rating of 4.5 out of five stars.
The stock has risen 23.1% since the beginning of the year and is trading with a price-earnings ratio of 54.36. The price has been as high as $166.81 and as low as $112.33 over the past 52 weeks. It is currently 3.49% below its 52-week high and 43.32% above its 52-week low. According to the DCF calculator, the stock is overpriced by 408% at $161.34.
Among the gurus invested in the company, the largest shareholder is Baron with 4.05% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 3.67% and Royce with 1.52%.
TJX Companies
TJX Companies Inc. (TJX, Financial), which operates as an off-price apparel and home fashions retailer, has a market cap of $60.65 billion. The company has a four-star business predictability rating.
The stock has risen 28.5% since the beginning of the year and is trading with a price-earnings ratio of 22.30. The price has been as high as $98.12 and as low as $66.44 over the past 52 weeks. It is currently 1.19% below its 52-week high and 45.92% above its 52-week low. According to the DCF calculator, the stock is undervalued with a 2% margin of safety at $96.92.
With 1.75% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Ruane Cunniff (Trades, Portfolio) with 0.94% and Diamond Hill Capital (Trades, Portfolio) with 0.74%.
Thermo Fisher Scientific
Thermo Fisher Scientific Inc. (TMO, Financial) provides analytical instruments, laboratory equipment, chemicals and other related products. It has a market cap of $89.6 billion. GuruFocus gave the company a business predictability rating of five out of five stars.
The stock has risen 15.2% since the beginning of the year and is trading with a price-earnings ratio of 39.49. The price has been as high as $226.44 and as low as $170.07 over the past 52 weeks. It is currently 1.93% below its 52-week high and 30.57% above its 52-week low. According to the DCF calculator, the stock is overpriced by 122% at $222.7.
Among the gurus invested in the company, the largest shareholder is PRIMECAP Management with 1.27% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 0.84% and Larry Robbins (Trades, Portfolio) with 0.74%.
T. Rowe Price
T. Rowe Price Group Inc. (TROW, Financial) is a financial services holding company with a market cap of $64.69 billion. GuruFocus gave the company a business predictability rating of five out of five stars.
The stock has risen 16.9% since the beginning of the year and is trading with a price-earnings ratio of 19.61. The price has been as high as $127.43 and as low as $81.61 over the past 52 weeks. It is currently 4.86% below its 52-week high and 48.56% above its 52-week low. According to the DCF calculator, the stock is overpriced by 13% at $121.18.
With 0.28% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by Baron with 0.15% and Tom Gayner (Trades, Portfolio) with 0.13%.
Disclosure: I do not own any stocks mentioned in this article.
