The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter.
Cablevision Systems Corp. (CVC) has a market cap of $9.1 billion, and during the last 12 months has outperformed the S&P 500 Index by 88.3%. Currently six gurus are holding the company that has returned 4% year-to-date and 35% during the last five years. It is now trading with a P/E ratio of 52.21 and according to the DCF calculator, it looks overpriced by 359%.
Cablevision Systems has a profitability and growth rating of 6 out of 10 with easy returns ROA 2.60% that is over performing 51% of other companies in the Global Pay TV industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 0.15 that is below the industry median of 0.54.
It operates through its subsidiary, CSC Holdings. CSC Holdings is a cable operators in the United States. It also provides high-speed data and Voice over Internet Protocol services.
The company’s largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 3.3% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 1.68%, John Paulson (Trades, Portfolio) with 1.12%, Jeremy Grantham (Trades, Portfolio) with 0.34% and Steven Cohen (Trades, Portfolio) with 0.18%.
Ctrip.com International Ltd. (CTRP) has a market cap of $12.66 billion, and during the last 12 months has outperformed the S&P 500 Index by 78.2%. Currently five gurus are holding the company that has returned a loss of 11% year-to-date but a gain 111% during the last five years. It is now trading with a P/E ratio of 44.45 and according to the DCF calculator, it looks overpriced by 107%.
Ctrip.com International has a profitability and growth rating of 6 out of 10 with strong returns (ROE of 21.55% and ROA of 5.79%) that are over performing 71% of other companies in the Global Lodging industry. Financial strength has a rating of 4 out of 10 with a cash to debt of 0.71 that is below the industry median of 0.81.
The company provides travel-related services including hotel reservation, air-ticketing, packaged-tour services, corporate travel management services as well as, to a much lesser extent, Internet-related advertising and other related services.
The company’s largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 2.82% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 1.2%, Louis Moore Bacon (Trades, Portfolio) with 0.61%, Ron Baron (Trades, Portfolio) with 0.25% and Stanley Druckenmiller (Trades, Portfolio) with 0.25%.
Parsley Energy Inc. (PE) has a market cap of $3.46 billion, and during the last 12 months has outperformed the S&P 500 Index by 43.1%. Currently five gurus are holding the company that has returned 11% year-to-date but had a loss of 8% during the last five years. It is now trading with a forward P/E ratio of 303.03.
Parsley Energy has a profitability and growth rating of 5 out of 10 with negative returns ROE of -5.26% and ROA of -2.29% but they are over performing 68% of other companies in the Global Oil & Gas E&P industry. Financial strength has a rating of 5 out of 10 with a cash to debt of 0.62 that is below the industry median of 0.41.
The company is engaged in acquisition, development and exploitation of unconventional oil and natural gas reserves in the Permian Basin.
John Keeley (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.8% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.5%, Louis Moore Bacon (Trades, Portfolio) with 0.24%, Jim Simons (Trades, Portfolio) with 0.17% and Ron Baron (Trades, Portfolio) with 0.14%.
NVIDIA Corp. (NVDA) has a market cap of $17.33 billion, and during the last 12 months has outperformed the S&P 500 Index by 42.8%. Currently five gurus are holding the company that is flat year-to-date but returned 82% during the last five years. It is now trading with a P/E ratio of 29.83 and according to the DCF calculator it looks overpriced by 179%.
The company is a visual computing company, connecting people through the powerful medium of computer graphics.Â
NVIDIA Corp. has a profitability and growth rating of 7 out of 10 with easy returns (ROE of 13.87% and ROA of 8.51%) that are over performing 78% of other companies in the Global Semiconductors industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 3.54 that is few above the industry median of 1.66.
PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 5.4% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.41%, Pioneer Investments (Trades, Portfolio) with 0.35%, Steven Cohen (Trades, Portfolio) with 0.31% and Martin Whitman (Trades, Portfolio) with 0.19%.
Avery Dennison Corp. (AVY) has a market cap of $6.25 billion, and during the last 12 months has outperformed the S&P 500 Index by 38.1%. Currently five gurus are holding the company that has returned 14% year-to-date and 70% during the last five years. It is now trading with a P/E ratio of 23.68 and according to the DCF calculator, it looks overpriced by 122%.
Avery Dennison has a profitability and growth rating of 7 out of 10 with strong returns (ROE 26.26%, ROA 6.39) that are over performing 72% of other companies in the Global Business Equipment industry. . Financial strength has a rating of 6 out of 10 with a cash to debt 0f 0.15 that is below the industry median of 1.05.
The company’s businesses include the production of pressure-sensitive materials, office products and a variety of tickets, tags, labels and other converted products.
The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.63% of outstanding shares, followed by RS Investment Management (Trades, Portfolio) with 0.56%, NWQ Managers (Trades, Portfolio) with 0.28%, Jeremy Grantham (Trades, Portfolio) with 0.18% and Mariko Gordon (Trades, Portfolio) with 0.07%.
Time Warner Cable Inc. (TWC) has a market cap of $55.5 billion, and during the last 12 months has outperformed the S&P 500 Index by 30.4%. Currently, 12 gurus are holding the company that has returned 4% year-to-date and 72% during the last five years. It is now trading with a P/E ratio of 30.42 and according to the DCF calculator, at current price of $570.65 it looks overpriced by 29%.
Time Warner Cable has a profitability and growth rating of 8 out of 10 with easy returns (ROE of 21.66% and ROA of 3.79%) that are over performing 56% of other companies in the Global Pay TV industry. Financial strength has a rating of 6 out of 10 with cash to debt of 0.05 that is far below industry median of 0.56.
The company provides video, high-speed data and voice services in five geographic areas: New York State, the Carolinas, the Midwest, Southern California and Texas.
Dodge & Cox is the largest shareholder of the company among the gurus with 6.86% of outstanding shares, followed by John Paulson (Trades, Portfolio) with 2.07%, Jana Partners (Trades, Portfolio) with 0.83%, Eric Mindich (Trades, Portfolio) with 0.54%, Daniel Loeb (Trades, Portfolio) with 0.49% and Chase Coleman (Trades, Portfolio) with 0.32%.
Masco Corp. (MAS) has a market cap of $9.85 billion, and during the last 12 months has outperformed the S&P 500 Index by 29.8%. Currently, eight gurus are holding the company that has returned 6% year-to-date and 145% during the last five years. It is now trading with a P/E ratio of 28.91 and according to the DCF calculator, it looks over priced by 168%.
Masco has a profitability and growth rating of 5 out of 10 with strong returns (ROE of 130.55% and ROA of 5.56%) that are over performing 63% of other companies in the Global Building Materials industry. Financial strength has a rating of 7 out of 10 with a cash to debt of 0.50 that is below the industry median of 0.61.
The company manufactures, distributes and installs home improvement and building products, with emphasis on brand name consumer products and services holding positions in their markets.
Richard Pzena (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.79% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.76%, Manning & Napier Advisors with 0.57%, Jim Simons (Trades, Portfolio) with 0.48%, Martin Whitman (Trades, Portfolio) with 0.47%, with 0.46% and Joel Greenblatt (Trades, Portfolio) with 0.43%.
