5 Guru Stocks Predicted to Expand Earnings

Intel tops the list

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Jul 29, 2020
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According to the GuruFocus All-in-One Screener, a Premium feature, as of July 29, the following guru-held companies have positive future earnings estimates from Morningstar analysts.

UnitedHealth Group

Shares of UnitedHealth Group Inc. (UNH) were trading around $298.60 on Wednesday.

The health insurance provider has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have increased 25.50% over the past three years.

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Analysts project a three-year to five-year earnings growth rate of 12.61%. The return on equity of 29.56% and return on assets of 9.54% are outperforming 72% of companies in the healthcare plans industry.

With 0.66% of outstanding shares, Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder, followed by PRIMECAP Management (Trades, Portfolio) with 0.60% and Chris Davis (Trades, Portfolio) with 0.20%.

Intel

On Wednesday, Intel Corp. (INTC) was trading around $49.57 per share.

With a market cap of $209.88 billion, the chipmaker has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 30.50% over the past three years.338fb87745d97eed83ffdd16cf1b845a.png

Analysts project a three-year to five-year earnings growth rate of 43.50%. The return on equity of 30.68% and return on assets of 16.87% are outperforming 95% of companies in the semiconductors industry.

Fisher is the company's largest guru shareholder with 0.66% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.60% and Davis with 0.20%.

Comcast

Shares of Comcast Corp. (CMCSA) were trading around $43.56 per share on Wednesday.

With a market cap of $198.91 billion, the company has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 16.70% over the past three years.3518169adcb1ddad0aae50bcfae628e4.png

Analysts project a three-year to five-year earnings growth rate of 11.86%. The return on equity of 14.78% and return on assets of 4.50% are outperforming 73% of companies in the media, diversified industry.

With 1.81% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by First Eagle Investment (Trades, Portfolio) with 0.71% and Andreas Halvorsen (Trades, Portfolio) with 0.39%.

China Mobile

China Mobile Ltd. (CHL) was trading around $34.23 per share on Wednesday.

The Chinese telecom operator has a market cap of $140.18 billion and a GuruFocus profitability rating of 7 out of 10. Its earnings per share have fallen 1.10% over the past three years.8a5e9b620a92510cf7cde1b5493a0d8b.png

Analysts project a three-year to five-year earnings growth rate of 1.73%. The return on equity of -9.86% and return on assets of 6.63% are outperforming 60% of companies in the telecommunication services industry.

With 0.18% of outstanding shares, Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder, followed by Sarah Ketterer (Trades, Portfolio)’s Causeway Capital with 0.04% and John Rogers (Trades, Portfolio) with 0.02%.

Starbucks

On Wednesday, Starbucks Corp. (SBUX) was trading around $76.46 per share.

With a market cap of $89.33 billion, the company, which sells coffee, espresso, teas, etc., has a GuruFocus profitability rating of 6 out of 10. Its earnings per share have climbed 15.40% over the last three years.732876f69dad966ce4810da63f74bc0c.png

Analysts project a three-year to five-year earnings growth rate of 10.20%. The return on assets of 15% is outperforming 96% of companies in the restaurants industry.

With 0.87% of outstanding shares, Bill Ackman (Trades, Portfolio)’s Pershing Square is the company's largest guru shareholder, followed by Fisher with 0.28%, Pioneer Investments (Trades, Portfolio) with 0.25% and Jeremy Grantham (Trades, Portfolio) with 0.11%.

Disclosure: I do not own any stocks mentioned.

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