5 High-Performing Stocks in Historical Low PS Model Portfolio

GuruFocus' Historical Low PS Model Portfolio has performed well relative to other model portfolios

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James Li
Jul 06, 2022
Summary
  • Dow rebounds as Fed remains committed to bring down inflation.
  • Historical Low PS Model Portfolio tumbled less than 2% in the year to date.
  • Several stocks in the model portfolio gained more than 6% since January.
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According to model portfolio statistics, five stocks in the Historical Low Price-Sales Model Portfolio that have gained more than 6% in the year to date are Banco de Chile (

BCH, Financial), LTC Properties Inc. (LTC, Financial), Amdocs Ltd. (DOX, Financial), New Oriental Education & Technology Group Inc. (EDU, Financial) and Grifols SA (GRFS, Financial).

Markets rebound as Federal Reserve reassures stance to bring down inflation

On Wednesday, the Dow Jones Industrial Average closed at 31,037.68, up 69.86 points from Tuesday’s close of 30,967.82.

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Stocks rebounded on the back of the Federal Reserve announcing in a meeting that bringing down inflation remains a key objective for the committee even though interest rate hikes may slow down the economy. According to the Aggregated Statistics Chart, a Premium feature of GuruFocus, the mean day’s change for the Standard & Poor’s 500 index stocks is 0.22% with a median of 0.35%.

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GuruFocus’ model portfolios lose sparkle but historical low PS portfolio dips just slightly

Table 1 lists the year-to-date performances of GuruFocus’ model portfolios year to date. The model portfolios are rebalanced each year in January. Investors should be aware that the stocks included in the model portfolios are based on screening criteria applied in January and thus, may or may not meet the screening criteria today or even when this article is published.

Portfolio Strategy

YTD Return

Premium Screener Link

Most Broadly Held Portfolio

-22.80%

Aggregated Portfolio

Most Weighted Portfolio

-25.09%

Aggregated Portfolio

Consensus Picks Portfolio

-22.42%

Consensus Picks Screen

Undervalued-Predictable Portfolio

-11.59%

Undervalued-Predictable Screener

Buffett-Munger Portfolio

-20.01%

Buffett-Munger Screener

Historical Low PS Portfolio

-1.77%

Historical Low PS Screener

Historical Low PB Portfolio

-7.60%

Historical Low PB Screener

High Quality Low CapEx Portfolio

-29.31%

High Quality Low CapEx Screener

Table 1

As Table 1 illustrates, the Historical Low Price-Sales model portfolio returned -1.77% year to date, compared to the Standard & Poor’s decline of -19.74% during the same period. Several of the stocks in the model portfolio have gained at least 6% since January.

Banco de Chile

Shares of Banco de Chile (

BCH, Financial) traded around $17.07, showing the stock is undervalued based on Wednesday’s price-to-GF Value ratio of 0.71. The stock has gained 19.79% year to date while its price-sales ratio of 3.42 is approximately 27% above its 10-year minimum price-sales ratio of 2.68.

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The Santiago, Chile-based bank has a GF Score of 77 out of 100 based on a growth rank of 8 out of 10, a rank of 7 out of 10 for profitability and GF Value and a rank of 3 out of 10 for financial strength and momentum.

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LTC Properties

Shares of LTC Properties (

LTC, Financial) traded around $38.30, showing the stock is slightly overvalued based on Wednesday’s price-to-GF Value ratio of 1.1. The stock has gained 16.05% year to date.

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The Westlake Village, California-based health care facility REIT has a GF Score of 72 out of 100, driven by a momentum rank of 9 out of 10 and a profitability rank of 8 out of 10 despite financial strength ranking just 4 out of 10 and growth and GF Value ranking just 3 out of 10.

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Amdocs

Shares of Amdocs (

DOX, Financial) traded around $83.41, showing the stock is fairly valued based on Wednesday’s price-to-GF-Value ratio of 1.01. The stock has gained 12.01% year to date.

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The Chesterfield, Missouri-based communication software company has a GF Score of 93 out of 100 based on a growth rank of 10 out of 10, a profitability rank of 9 out of 10, a financial strength rank of 8 out of 10, a momentum rank of 6 out of 10 and a GF Value rank of 5 out of 10.

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New Oriental Education

Shares of New Oriental Education (

EDU, Financial) traded around $22.44, up 7.10% year to date. Although the company’s price-sales ratio of 2.09 is below the 10-year median of 4.38, GuruFocus’ GF Value line labels the stock as a possible value trap due to its low price-to-GF Value ratio of 0.36 and low momentum rank of 1.

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The Beijing-based education company has a GF Score of 77 out of 100: Even though the stock’s momentum and GF Value rank below 2 out of 10, New Oriental Education has a financial strength rank of 6 out of 10, a profitability rank of 9 out of 10 and a growth rank of 10 out of 10.

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Grifols

Shares of Grifols (

GRFS, Financial) traded around $11.20, up 6.59% year to date. Although the company’s price-sales ratio of 2.18 is just approximately 13% above its 10-year low of 1.93, the GF Value line labels the stock a possible value trap due to its low price-to-GF Value ratio of 0.58 and poor financial strength rank of 4 out of 10.

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The Spanish health care company has a GF Score of 85 out of 100, driven by a profitability rank of 9 out of 10 and a rank of 8 out of 10 for growth and GF Value despite financial strength and momentum ranking just 4 out of 10.

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Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure
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