According to the GuruFocus All-in-One Screener as of March 9, the following guru-held companies have high dividend yields but performed poorly over the past 12 months.
Federal Agricultural Mortgage
Federal Agricultural Mortgage Corp.'s (AGM, Financial) dividend yield is 4.05% and the payout ratio is 0.32. Over the past 52 weeks, the price has fallen 9.6% and shares are trading with a price-book ratio of 1.18 and a price-earnings ratio of 7.22.
The provider of agricultural real estate has a market cap of $731 million. While the return on equity of 12.2% is outperforming the sector, the return on assets of 0.54% is underperforming 68% of companies in the credit services industry. The cash-debt ratio of 0.03 is underperforming 84% of competitors.
The company’s largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 2.44% of outstanding shares, followed by Hotchkis & Wiley with 0.41% and Jeremy Grantham (Trades, Portfolio)’s GMO with 0.23%.
Banner
Banner Corp.'s (BANR, Financial) dividend yield is 4.24%. Over the past 52 weeks, the price has fallen 34% and the stock is trading with a price-earnings ratio of 9.19 and a price-book ratio of 0.87.
The bank holding company has a $1.38 billion market cap. The return on equity of 10.26% and return on assets of 1.29% are outperforming 54% of competitors. The cash-debt ratio of 0.53 is underperforming 66% of competitors. The cash-debt ratio of 0.53 is below the industry median of 1.12.
Grantham is the company's largest guru shareholder with 0.3% of outstanding shares, followed by Simons’ firm with 0.15% and Ken Fisher (Trades, Portfolio) with 0.09%.
Core Laboratories
Core Laboratories NV's (CLB, Financial) dividend yield is 11.77% with a payout ratio of 1.04. Over the past 52 weeks, the stock has fallen 76%. Shares are trading with a price-book ratio of 4.03 and a price-earnings ratio of 7.67.
The company helps petroleum players analyze their core and fluid assets. It has a market cap of $716 million. GuruFocus rated its profitability 7 out of 10. The return on equity of 56.89% and return on assets of 13.67% are outperforming 97% of competitors. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.04 is below the industry median of 0.33.
Mairs and Power (Trades, Portfolio) is the company's largest guru shareholder with 2.28% of outstanding shares, followed by Fisher with 2.27% and Joel Greenblatt (Trades, Portfolio) with 0.06%.
Cleveland-Cliffs
Cleveland-Cliffs Inc.'s (CLF, Financial) dividend yield is 4.74% with a payout ratio of 0.22. Over the past 52 weeks, the price has fallen 51% and the shares are trading with a price-book ratio of 3.74 and a price-earnings ratio of 4.63.
The iron ore mining company has a market cap of $1.32 billion and a GuruFocus profitability rating of 7 out of 10. The return on equity of 86.66% and return on assets of 8.5% is outperforming 88% of competitors. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.17 is underperforming 65% of competitors. The equity-asset ratio of 0.1 is below the industry median of 0.46.
With 3.65% of outstanding shares, Fisher is the company's largest guru shareholder, followed by Chuck Royce (Trades, Portfolio) with 0.57% and Steven Cohen (Trades, Portfolio) with 0.33%.
General Motors
General Motors Co.'s (GM, Financial) dividend yield is 6.10% and the payout ratio is 0.33. Over the past 52 weeks, the share price has fallen 35%. The stock is trading with a price-book ratio of 0.85 and a price-earnings ratio of 5.51.
The automaker has a market cap of $35.64 billion. GuruFocus rated its profitability 6 out of 10. The return on equity of 15.76% and return on assets of 2.92% are outperforming 55% of competitors. Its financial strength is rated 4 out of 10. The equity-asset ratio of 0.18 is below the industry median of 0.46.
With 5.25% of outstanding shares, Warren Buffett (Trades, Portfolio) is the company's largest guru shareholder, followed by Hotchkis & Wiley with 1.28% and Bill Nygren (Trades, Portfolio) with 0.65%.
Disclosure: I do not own any stocks mentioned.
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