Steven Romick (Trades, Portfolio) is the portfolio manager of the FPA Crescent Fund. The guru's 63-stock portfolio has a total value of $10.6 billion. According to the GuruFocus All-In-One Screener, the following stocks are the best performers in his portfolio on a 12-month basis.Ă‚
Thermo Fisher Scientific Inc. (TMO, Financial)
The guru holds 0.24% of the company's outstanding shares, representing 1.92% of his equity portfolio. The investment has gained an estimated 182% since the second quarter of 2012.
The health care company has a GuruFocus profitability and growth rating of 8 out of 10, with a return on equity of 8.89% and return on assets of 4.1% that are outperforming 69% of other competitors. Its financial strength is rated 6 of 10. All of its ratios are underperforming 90% of other companies in the Global Diagnostics and Research industry.
The stock price has a year-to-date return of 33% and is trading with a price-earnings ratio of 42.02 and a price-book ratio of 3.58.
PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 1.27% of outstanding shares. Larry Robbins (Trades, Portfolio) is also a shareholder.
Microsoft Corp. (MSFT, Financial)
The guru holds 0.04% of the company's outstanding shares, representing 3.1% on Romick's portfolio. The position has returned approximately 111% since the second quarter of 2012.
The technology company has a GuruFocus profitability and growth rating of 8 out of 10, driven by a high operating margin of 31.77% and a high return on equity of 20.59%, which are outperforming 74% of other companies in the Global Software – Infrastructure industry. Its financial strength is rated 6 of 10 with a cash-debt ratio of 1.76 and an equity-asset ratio of 0.32.Â
The stock price has a year-to-date return of 26% and is trading with a price-earnings ratio of 51.20 and a price-book ratio of 10.02. It is currently 2.75% below its 52-week high and 51.65% above its 52-week low.
PRIMECAP Management is the largest guru shareholder of the company with 0.55% of outstanding shares, followed by Bill Gates (Trades, Portfolio) with 0.52%.
LPL Financial Holdings Inc. (LPLA, Financial)
The guru holds 3.58% of the company's outstanding shares, representing 1.95% of the equity portfolio. The position has returned 161% since the second quarter of 2016.
The financial services company has a GuruFocus profitability and growth rating of 4 out of 10, with a return on equity of 34.75% and return on assets of 6.49%, which are outperforming 67% of other companies in the Global Capital Markets industry. Its financial strength is rated 3 of 10 with a cash-debt ratio of 0.33 and an equity-asset ratio of 0.19.
The stock price has a year-to-date return of 47% and is trading with a price-earnings ratio of 18.47 and a price-book ratio of 5.89. It is currently 8.27% below its 52-week high and 52.50% above its 52-week low.
First Pacific Advisors (Trades, Portfolio) is the company's largest guru shareholder with 4.4% of outstanding shares.
Cisco Systems Inc. (CSCO, Financial)
The guru holds 0.08% of the company's outstanding shares, which represent 1.57% of Romick's equity portfolio. The investment has total estimated gain of 74% since the first quarter of 2012.
The provider of data networking equipment and software has a GuruFocus profitability and growth rating of 7 out of 10, with a return on equity of -2.15% and return on assets of -1%, which are underperforming 70% of other companies in the Global Communication Equipment industry. Its financial strength is rated 7 of 10 with a cash-debt ratio of 1.94 and an equity-asset ratio of 0.41.
The stock price has a year-to-date return of 36% and is trading with a price-book ratio of 4.46. It is currently 6.62% below its 52-week high and 42.62% above its 52-week low.
Dodge & Cox is the company's largest guru shareholder with 1.07% of outstanding shares. Tweedy Browne (Trades, Portfolio) also holds the stock
Disclosure: I do not own any stocks mentioned in this article.
