5 Health Care Stocks Gurus Are Buying

DaVita on the list

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Jan 13, 2020
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According to the GuruFocus All-In-One Screener as of Monday, Jan. 13, the following health care stocks are popular among gurus.

DaVita Inc.

DaVita Inc. (DVA), one of the world’s largest dialysis providers, has a market cap of $9.69 billion. Its revenue of $11.31 billion represents a 9.30% increase over the past 10 years.

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The stock is trading with a price-earnings ratio of 29.3. The share price of $76.00 is 0.06% below the 52-week high and 74.53% above the 52-week low. Over the past 10 years, the stock price has climbed 145%.

The company’s largest guru shareholder is Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway with 29.76% of outstanding shares, followed by Larry Robbins (Trades, Portfolio)’ Glenview Capital Management with 2.50%, Ray Dalio (Trades, Portfolio)’s Bridgewater Associates with 0.56% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.50%.

Molina Healthcare Inc.

Molina Healthcare Inc. (MOH), which provides Medicaid-related solutions for families and individuals, has a market cap of $9.07 billion. Its revenue of $17.04 billion has grown 17.60% over the past 10 years.

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The stock is trading with a price-earnings ratio of 12.25. The share price of $145.00 is 8.83% below the 52-week high and 36.11% above the 52-week low. Over the past decade, the share price has climbed 766.51%.

Simons’ firm is the company's largest guru shareholder with 6.78% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors with 2.34%, Vanguard Health Care Fund (Trades, Portfolio) with 1.22% and Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.17%.

Ionis Pharmaceuticals Inc.

Ionis Pharmaceuticals Inc. (IONS), which develops antisense technology, has a market cap of $8.99 billion. Its revenue of $821 million has grown 16.80% over the past 10 years.

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The stock is trading with a price-earnings ratio of 21.31. The share price of $62.68 is 26.68% below the 52-week high and 19.01% above the 52-week low. Over the past 10 years, the stock price has gained 446%.

The company’s largest guru shareholder is Simons’ firm with 1.29% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 1.21%, Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.14% and Pioneer Investments (Trades, Portfolio) with 0.03%.

Catalent Inc.

Drug manufacturer Catalent Inc. (CTLT) has a market cap of $8.33 billion.

The stock is trading with a price-earnings ratio of 60.6. The share price of $56.95 is 2.45% below the 52-week high and 72.73% above the 52-week low.

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With 0.97% of outstanding shares, Halvorsen’s firm is the company's largest guru shareholder, followed by Simons’ firm with 0.35%, Mairs and Power (Trades, Portfolio) with 0.20%, Ken Fisher (Trades, Portfolio) with 0.08% and Pioneer Investments (Trades, Portfolio) with 0.03%.

Bruker Corp

Bruker Corp. (BRKR), a manufacturer of scientific instruments and diagnostic tests, has a $7.89 billion market cap. Its revenue of $2.02 billion has grown 5.20% over the past 10 years.

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The share price of $51.90 is 1.20% below the 52-week high and 64.85% above the 52-week low. Over the past decade, the stock has returned 269%.

The company’s largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.21% of outstanding shares, followed by Cohen’s firm with 0.07% and Jeremy Grantham (Trades, Portfolio) with 0.03%.

Disclosure: I do not own any stocks mentioned.

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