GuruFocus publishes a monthly Buffett-Munger Bargain Newsletter in which we analyze and recommend the stocks that the younger Buffett and Munger would like. These are high-quality companies and traded at bargain prices.
This month's pick is owned by over 30 gurus tracked by GuruFocus, including Seth Klarman who recently devoted over 12% of his portfolio to this company. This company generates tremendous amounts of cash, pays an above-average dividend, and has shown strong growth throughout the decade. Considering such heavy guru ownership we believe this stock represents the best buy in the current Buffett-Munger screener. Despite the business' stellar operating results, it remains one of the most hated stocks in the market.
Download September Buffett-Munger Best Bargains Newsletter: the 12-Page Report
GuruFocus also hosts a Buffett-Munger screener that can be used to find companies with high quality business at undervalued or fair-valued prices:
If you are not aware, we also publish a monthly Ben Graham Net Current Asset Bargains Newsletter on the first of each month. (Download), and Micro-Cap Magic Formula Newsletter (Download). All three monthly newsletters are included in the subscription of Premium Membership.
These features are for Premium Members only. If you are not a premium member, we invite you for a 7-day Free Trial.
This month's pick is owned by over 30 gurus tracked by GuruFocus, including Seth Klarman who recently devoted over 12% of his portfolio to this company. This company generates tremendous amounts of cash, pays an above-average dividend, and has shown strong growth throughout the decade. Considering such heavy guru ownership we believe this stock represents the best buy in the current Buffett-Munger screener. Despite the business' stellar operating results, it remains one of the most hated stocks in the market.
Download September Buffett-Munger Best Bargains Newsletter: the 12-Page Report
GuruFocus also hosts a Buffett-Munger screener that can be used to find companies with high quality business at undervalued or fair-valued prices:
- Companies that have High Predictability Rank, that is, companies that can consistently grow revenue and earnings.
- Companies that have competitive advantages. They can maintain or even expand their profit margina while growing business.
- Companies that incur little debt while growing business.
- Companies that are fair valued or under-valued. We use PEPG as indicator. PEPG is the P/E ratio divided by the average growth rate of EBITDA over the past five years.
If you are not aware, we also publish a monthly Ben Graham Net Current Asset Bargains Newsletter on the first of each month. (Download), and Micro-Cap Magic Formula Newsletter (Download). All three monthly newsletters are included in the subscription of Premium Membership.
These features are for Premium Members only. If you are not a premium member, we invite you for a 7-day Free Trial.
