Predictable Companies Gurus Are Buying

At least 5 gurus hold shares in these companies

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Oct 31, 2016
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GuruFocus’ All-in-One Screener confirms the high business predictability ratings for the following stocks, and at least five gurus are shareholders in those companies.

Apple

GuruFocus gives Apple Inc. (AAPL) a business predictability of 4.5 out of 5 stars, and the stock has risen by 9% year to date. It designs, manufactures and markets mobile communication and media devices, personal computers and portable digital music players and sells a variety of related software, services, accessories, networking solutions and third-party digital content.

The stock is trading with a price-earnings (P/E) ratio of 13.84, and the price has been as high as $123.82 and as low as $89.47 the last 52 weeks. It is 7.54% below its 52-week high and 27.95% above its 52-week low. According to the DCF calculator, the stock is undervalued with a margin of safety of 51%.

Warren Buffett (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.28% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.21%, Pioneer Investments (Trades, Portfolio) with 0.16%, Spiros Segalas (Trades, Portfolio) with 0.16%, Jeremy Grantham (Trades, Portfolio) with 0.13%, David Einhorn (Trades, Portfolio) with 0.13% and David Rolfe (Trades, Portfolio) with 0.09%.

Accenture PLC

Accenture PLC Class AÂ (ACN) has a business predictability of 5 out of 5 stars, and the stock has risen by 12.9%Â year to date. It is a professional service company and is engaged in providing management consulting, technology and outsourcing services to clients.

The stock is trading with a P/E ratio of 17.91, and the price has been as high as $124.96 and as low as $91.40 the last 52 weeks. It is 7.60% below its 52-week high and 26.32% above its 52-week low. According to the DCF calculator, the stock is fairly valued at the current price.

The largest shareholder among the gurus is Grantham with 0.49% of outstanding shares followed by MS Global Franchise Fund (Trades, Portfolio) with 0.05%, Joel Greenblatt (Trades, Portfolio) with 0.04%, Pioneer Investments (Trades, Portfolio) with 0.03%, Wallace Weitz (Trades, Portfolio) with 0.03% and Tom Gayner (Trades, Portfolio) with 0.02%.

AGCO

GuruFocus gives AGCO Corp. (AGCO) a business predictability of 4 out of 5 stars, and the stock has risen by 11.7% year to date. It manufactures and distributes agricultural equipment and related replacement parts in various parts of the country. It sells a full range of agricultural equipment including tractors, combines and self-propelled sprayers among others.

The stock is trading with a P/E ratio of 25.92, and the price has been as high as $56 and as low as $42.40 the last 52 weeks. It is 10.68% below its 52-week high and 17.97% above its 52-week low. According to the DCF calculator, the stock is overpriced by 142%.

Tweedy Browne (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.96% of outstanding shares followed by First Pacific Advisors (Trades, Portfolio) with 0.91%, Third Avenue Management (Trades, Portfolio) with 0.85%, Grantham with 0.84%, Tweedy Browne (Trades, Portfolio) Global Value with 0.73%, Martin Whitman (Trades, Portfolio) with 0.69% and FPA Capital Fund (Trades, Portfolio) with 0.45%.

Amazon.com

Amazon.com Inc. (AMZN) has a business predictability of 5 out of 5 stars, and the stock has risen by 14.9% year to date. It is an online retailer; the company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offers electronic devices like Kindle e-readers and Fire tablets.

The stock is trading with a P/E ratio of 203.07, and the price has been as high as $847.21 and as low as $474 the last 52 weeks. It is 3.41% below its 52-week high and 72.65% above its 52-week low. According to the DCF calculator, the stock is overpriced by 1,797%.

The largest shareholder among the gurus is Andreas Halvorsen (Trades, Portfolio) with 0.69% of outstanding shares followed by Frank Sands (Trades, Portfolio) with 0.5%, Chris Davis (Trades, Portfolio) with 0.47%, Spiros Segalas (Trades, Portfolio) with 0.44%, Fisher with 0.42, Steve Mandel (Trades, Portfolio) with 0.35% and Chase Coleman (Trades, Portfolio) with 0.31%.

Aon PLC

GuruFocus gives Aon PLCÂ (AON) a business predictability of 4 out of 5 stars, and the stock has risen by 22.1%Â year to date. It provides risk management services, insurance and reinsurance brokerage and human resource consulting and outsourcing, delivering distinctive client value via effective risk management and workforce productivity solutions.

The stock is trading with a P/E ratio of 20.58, and the price has been as high as $113.78 and as low as $83.83 the last 52 weeks. It is 4.71% below its 52-week high and 29.33% above its 52-week low. According to the DCF calculator, the stock is overpriced by 4%.

First Pacific Advisors (Trades, Portfolio) is the company's largest shareholder among the gurus with 2.26% of outstanding shares followed by Steven Romick (Trades, Portfolio) with 1.57%, Bill Nygren (Trades, Portfolio) with 1.13%, NWQ Managers (Trades, Portfolio) with 0.43%, Halvorsen with 0.27%, Weitz with 0.21% and Jim Simons (Trades, Portfolio) with 0.16%.

Amphenol

Amphenol Corp. Class AÂ (APH) has a business predictability of 5 out of 5 stars, and the stock has risen by 26.2%Â year to date. It designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and flat-ribbon cable.

The stock is trading with a P/E ratio of 26.25, and the price has been as high as $66.78 and as low as $44.50 in the last 52 weeks. It is 2.11% below its 52-week high and 46.90% above its 52-week low. According to the DCF calculator, the stock is overpriced by 18%.

The largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 1.24% of outstanding shares followed by Grantham with 0.23%, Simons with 0.14%, Westport Asset Management (Trades, Portfolio) with 0.12% and Chuck Royce (Trades, Portfolio) with 0.02%.

Brookfield Asset Management

GuruFocus gives Brookfield Asset Management Inc. Class AÂ (BAM) a business predictability of 4 out of 5 stars, and the stock has risen by 14%Â year to date. It is an alternative asset management company focused on property, renewable energy, infrastructure and private equity.

The stock is trading with a P/E ratio of 26.73, and the price has been as high as $36.25 and as low as $26.13 the last 52 weeks. It is 3.59% below its 52-week high and 33.75% above its 52-week low. According to the DCF calculator, the stock is overpriced by 80%.

Lou Simpson is the company's largest shareholder among the gurus with 1.25% of outstanding shares followed by Glenn Greenberg (Trades, Portfolio) with 0.74%, Gayner with 0.53%, Third Avenue Management (Trades, Portfolio) with 0.48%, Murray Stahl (Trades, Portfolio) with 0.32%, Ron Baron (Trades, Portfolio) with 0.13% and Davis with 0.07%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

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