Despite the recent stock market correction, the following are the best-performing stocks over the past six months that have a long-term presence in multiple gurus' portfolios.
Clorox
Shares of Clorox Co. (CLX, Financial) increased 14.98% over the past six months. The stock is held by seven gurus.
The company's largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.68% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.30% and Yacktman Asset Management (Trades, Portfolio) with 0.05%.
The manufacturer of a variety of consumer staples products has a market cap of $25 billion. The stock was trading with a price-earnings ratio of 31. As of March 17, the share price of $199.51 was 2.68% below the 52-week high and 38.43% above the 52-week low.
Over the past decade, shares have risen 208%. The return on equity of 128% and return on assets of 15.57% are outperforming 93% of companies in the consumer packaged goods industry.
Campbell Soup
Shares of Campbell Soup Co. (CPB, Financial) have risen 6.97% over the past six months. Ten gurus hold the stock.
With 4.77% of outstanding shares, Daniel Loeb (Trades, Portfolio) is the largest guru shareholder of the company, followed by Mario Gabelli (Trades, Portfolio) with 0.13% and Pioneer Investments (Trades, Portfolio) with 0.11%.
The manufacturer of convenience food products, mostly soups, has a market cap of $16.25 billion. The stock was trading with a price-earnings ratio of 11.68. As of Tuesday, the share price of $54 was 6.15% below the 52-week high and 62.85% above the 52-week low.
Shares have increased 53% over the past decade. The return on equity of 98.87% and return on assets of 11.03% are outperforming 87% of companies in the consumer packaged goods industry.
Kimberly-Clark
Kimberly-Clark Corp. (KMB, Financial) gained 6.24% over the past six months. The stock is held by eight gurus, of which the T Rowe Price Equity Income Fund (Trades, Portfolio) is the largest shareholder with 0.70% of outstanding shares, followed by the Diamond Hill Capital (Trades, Portfolio) with 0.48% and Pioneer Investments with 0.26%.
The manufacturer of personal care and tissue products has a market cap of $49.47 billion. The stock was trading with a price-earnings ratio of 22.98 as of Tuesday. The share price of $143 was 3.89% below the 52-week high and 25.14% above the 52-week low.
Over the past decade, the stock has risen 145%. The return on assets of 14.31% is outperforming 92% of companies in the consumer packaged goods industry.
Kroger
Shares of The Kroger Co. (KR, Financial) increased 20.94% over the past six months. Eight gurus hold the stock.
With 2.37% of outstanding shares, Warren Buffett (Trades, Portfolio) is the largest guru shareholder of the company, followed by Simons with 1.13% and Pioneer Investments with 0.12%.
The American grocery store chain has a $25.78 billion market cap. The stock was trading with a price-earnings ratio of 16.46. As of Tuesday, the share price of $33.10 was 5.27% below the 52-week high and 59.90% above the 52-week low.
Over the past decade, the stock has climbed 33%. The return on equity of 19.41% and return on assets of 3.81% are outperforming 62% of companies in the retail - defensive industry.
Primo Water
Shares of Primo Water Corp. (PRMW, Financial) inched up 14.47% over the past six months through Tuesday. The stock is held by three gurus.
The provider of multi-gallon purified bottled water has a market cap of $346.42 million. The largest guru shareholder is Chuck Akre (Trades, Portfolio) with 8.16% of outstanding shares, followed by Simons' firm with 1.07% and Chuck Royce (Trades, Portfolio) with 0.10%.
The stock was trading with a price-earnings ratio of 106.34. As of Tuesday, the share price of $8.89 was 45.63% below the 52-week high and 6.81% above the 52-week low.
Over the past decade, shares have declined 30%. The return on equity of 4.24% and return on assets of 1.2% are underperforming 64% of companies in the non-alcoholic beverages industry.
Disclosure: I do not own any stocks mentioned.
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