According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating, and at least five gurus are shareholders in the companies.
Walt Disney Co.Ă‚ (DIS)
GuruFocus gives the company a business predictability of 4 out of 5 stars. The company is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive Media.
The stock is trading with a P/E ratio of 17.80, and the price has been as high as $122.08 and as low as $86.25 in the last 52 weeks. It is currently 21.76% below its 52-week high and 10.75% above its 52-week low.
Ken Fisher (Trades, Portfolio) is the largest shareholder among the gurus with 0.53% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.41%, Pioneer Investments (Trades, Portfolio) with 0.22%, Diamond Hill Capital (Trades, Portfolio) with 0.12%, Tom Gayner (Trades, Portfolio) with 0.1% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.08%.
Express Scripts Holding Co. (ESRX)
GuruFocus gives the company a business predictability of 4 out of 5 stars. It operates as a pharmacy benefit management in North America. It includes HMOs, health insurers, third-party administrators, employers, union-sponsored benefit plans, workers' compensation plans and government health programs.
The stock is trading with a P/E ratio of 21.70, and the price has been as high as $94.61 and as low as $65.55 in the last 52 weeks. It is currently 25.61% below its 52-week high and 7.37% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 7%.
The company’s largest shareholder among the gurus is Dodge & Cox with 3.82% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 0.82%, David Rolfe (Trades, Portfolio) with 0.77%, Manning & Napier Advisors with 0.68%, Steve Mandel (Trades, Portfolio) with 0.48%, Jeremy Grantham (Trades, Portfolio) with 0.48% and Charles Brandes (Trades, Portfolio) with 0.31%.
Cognizant Technology Solutions Corp. (CTSH)
GuruFocus gives the company a business predictability of 4 out of 5 stars. The company began its IT development and maintenance services business in early 1994, as an in-house technology development center for The Dun & Bradstreet Corporation and its operating units.
The stock is trading with a P/E ratio of 21.60, and the price has been as high as $69.80 and as low as $51.22 in the last 52 weeks. It is currently 18.37% below its 52-week high and 11.25% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 24%.
David Rolfe (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.99% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.41%, Jeremy Grantham (Trades, Portfolio) with 0.32%, Matthews Pacific Tiger Fund (Trades, Portfolio) with 0.23%, Jim Simons (Trades, Portfolio) with 0.16% and Richard Pzena (Trades, Portfolio) with 0.06%.
Triumph Group Inc. (TGI)
GuruFocus gives the company a business predictability of 4 out of 5 stars. The company designs, engineers, manufactures, repairs, overhauls and distributes a portfolio of aerostructures, aircraft components, accessories, subassemblies and systems.
The stock is trading with a P/E ratio of 9, and the price has been as high as $70.68 and as low as $22.94 in the last 52 weeks. It is currently 56.90% below its 52-week high and 32.78% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 55%.
The company’s largest shareholder among the gurus is Richard Snow (Trades, Portfolio) with 3.96% of outstanding shares, followed by David Tepper (Trades, Portfolio) with 1.82%, Jim Simons (Trades, Portfolio) with 0.59%, Private Capital (Trades, Portfolio) with 0.24%, Steven Cohen (Trades, Portfolio) with 0.17% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.
Keurig Green Mountain Inc. (GMCT)
GuruFocus gives the company a business predictability of 4 out of 5 stars. The company is engaged in the coffee and coffeemaker businesses in the U.S. and Canada. It sells Keurig Single Cup brewers and roast high-quality Arabica bean coffees including single-origin, Fair Trade Certified, certified organic, flavored, limited edition and proprietary blends offered in K-Cup and Vue packs for use with its Keurig Single Cup brewers.
The stock is trading with a P/E ratio of 30.70, and the price has been as high as $131.09 and as low as $39.80 in the last 52 weeks. It is currently 29.86% below its 52-week high and 131.01% above its 52-week low. According to the DCF calculator, the company looks overpriced by 8%.
Eric Mindich (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.73% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.63%, Manning & Napier Advisors with 0.3%, Mario Gabelli (Trades, Portfolio) with 0.18%, Pioneer Investments (Trades, Portfolio) with 0.16% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.
EMC Corp. (EMC)
GuruFocus gives the company a business predictability of 4.5 out of 5 stars. The company together with its subsidiaries supports the businesses and service providers to transform information technology operations to an as a service model (ITaaS).
The stock is trading with a P/E ratio of 25.50, and the price has been as high as $28.97 and as low as $22.66 in the last 52 weeks. It is currently 9.80% below its 52-week high and 15.31% above its 52-week low. According to the DCF calculator, the company looks over priced by 65%.
The company’s largest shareholder among the gurus is Dodge & Cox with 4.92% of outstanding shares, followed by Paul Singer (Trades, Portfolio) with 2.17%, PRIMECAP Management (Trades, Portfolio) with 1.72%, Seth Klarman (Trades, Portfolio) with 1.5%, Jeremy Grantham (Trades, Portfolio) with 0.76% and Eric Mindich (Trades, Portfolio) with 0.71%.
Union Pacific Corp.Ă‚ (UNP)
GuruFocus gives the company a business predictability of 4.5 out of 5 stars. Its operating company is Union Pacific Railroad Company, which links 23 states in the western two-thirds of the country by rail, providing a critical link in the global supply chain.
The stock is trading with a P/E ratio of 13.60, and the price has been as high as $121.00 and as low as $67.06 in the last 52 weeks. It is currently 34.83% below its 52-week high and 17.60% above its 52-week low. According to the DCF calculator, the company looks undervalued with a margin of safety of 50%.
First Eagle Investment (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.6% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.56%, Bill Nygren (Trades, Portfolio) with 0.35%, Pioneer Investments (Trades, Portfolio) with 0.18%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.17%, Manning & Napier Advisors with 0.15% and John Burbank (Trades, Portfolio) with 0.1%.
Advance Auto Parts Inc. (AAP)
GuruFocus gives the company a business predictability of 4.5 out of 5 stars. The company is a specialty retailer of automotive aftermarket parts, accessories, batteries and maintenance items operating within the U.S. Its stores carry a product line for cars, vans, sport utility vehicles and light trucks.
The stock is trading with a P/E ratio of 21.80, and the price has been as high as $201.24 and as low as $12.80 in the last 52 weeks. It is currently 26.24% below its 52-week high and 12.80% above its 52-week low. According to the DCF calculator, the company looks overpriced by 13%.
The company’s largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 1.99% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 1.03%, Jana Partners (Trades, Portfolio) with 0.77%, John Burbank (Trades, Portfolio) with 0.72%, Sarah Ketterer (Trades, Portfolio) with 0.71%, Manning & Napier Advisors with 0.41% and Private Capital (Trades, Portfolio) with 0.19%.
