According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months.
Selective Insurance Group Inc. (SIGI) is trading around $49.5 per share. The Peter Lynch value gives the stock a fair price of $73 so the stock is undervalued with a margin of safety of 32%. The stock started its positive upward trend three months ago; it now registers a positive performance of 6.1%.
Selective Insurance Group is a holding company that offers property and casualty insurance products and services in the U.S. It offers standard commercial, standard personal and excess and surplus lines of property and casualty insurance products.
The stock is trading with a price-earnings (P/E) ratio of 16.95, which is lower than 56% of companies in the Global Insurance - Property and Casualty industry. The price is 7.91% below its 52-week high and 41.63% above its 52-week low. The price-book (P/B) ratio is 1.80.
Chuck Royce (Trades, Portfolio) with 0.05% of outstanding shares is the largest investor among the gurus followed by David Dreman (Trades, Portfolio) with 0.02% and Jeremy Grantham (Trades, Portfolio) with 0.01%.
Lennar Corp. Class BĂ‚ (LEN.B) is trading around $44.51 per share. The Peter Lynch value gives the stock a fair price of $73.39 so the stock is undervalued with a margin of safety of 39%. The stock started its positive upward trend three months ago; it now registers a positive performance of 10.3%.
Lennar is a homebuilding service provider. Its operations include the construction and sale of single-family attached and detached homes and to a lesser extent multilevel residential buildings.
The stock is trading with a P/E ratio of 15.34 which is higher than 54% of companies in the Global Residential Construction industry. The price is 6.20% below its 52-week high and 38.70% above its 52-week low. The P/B ratio is 1.73.
The largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 0.83% followed by Jim Simons (Trades, Portfolio) with 0.03% and Third Avenue Management (Trades, Portfolio) with 0.02%.
Cirrus Logic Inc. (CRUS) is trading around $65.05 per share. The Peter Lynch value gives the stock a fair price of $76.19 so the stock is undervalued with a margin of safety of 15%. The stock started its positive upward trend three months ago; it now registers a positive performance of 8.3%.
Cirrus Logic develops high-precision, analog and mixed-signal integrated circuits (ICs) for a range of audio and energy markets. Its main product line includes audio products and energy products.
The stock is trading with a P/E ratio of 17.25, which is higher than 73% of companies in the Global Semiconductors industry. The price is 9.62% below its 52-week high and 86.82% above its 52-week low. The P/B ratio is 3.64.
The largest shareholder among the gurus is Joel Greenblatt (Trades, Portfolio) with 0.59% followed by Royce with 0.31%, John Hussman (Trades, Portfolio) with 0.08%, Paul Tudor Jones (Trades, Portfolio) with 0.03%, Caxton Associates (Trades, Portfolio) with 0.01% and Grantham with 0.01%.
Industrias Bachoco SAB de CV ADRĂ‚ (IBA) is trading around $57.1 per share. The Peter Lynch value gives the stock a fair price of $80.75 so the stock is undervalued with a margin of safety of 29%. The stock started its positive upward trend three months ago; it now registers a positive performance of 5.4%.
Industrias Bachoco SAB de CV operates as a poultry producer in Mexico. It is engaged in breeding, processing and marketing of chicken, eggs, swine and other products.
The stock is trading with a P/E ratio of 12.79, which is lower than 73% of companies in the Global Farm Products industry. The price is 1.45% below its 52-week high and 25.99% above its 52-week low. The P/B ratio is 1.61.
Simons with 1.06% of outstanding shares is the largest investor among the gurus followed by Royce with 0.74%.
Citigroup Inc. (C) is trading around $63.78 per share. The Peter Lynch value gives the stock a fair price of $85.45 so the stock is undervalued with a margin of safety of 25%. The stock started its positive upward trend three months ago; it now registers a positive performance of 10.1%.
Citigroup is a financial services holding company. It provides financial products and services including consumer banking, credit cards, corporate and investment banking, securities brokerage and wealth management.
The stock is trading with a P/E ratio of 12.83 that is lower than 59% of companies in the Global Banks - Global industry. The price is 2.48% below its 52-week high and 66.48% above its 52-week low. The P/B ratio is 0.84.
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.68% followed by HOTCHKIS & WILEY with 0.62%, First Pacific Advisors (Trades, Portfolio) with 0.4%, Diamond Hill Capital (Trades, Portfolio) with 0.35%, Bill Nygren (Trades, Portfolio) with 0.35%, Ken Fisher (Trades, Portfolio) with 0.3%, Richard Pzena (Trades, Portfolio) with 0.3%, Steven Romick (Trades, Portfolio) with 0.3% and Sarah Ketterer (Trades, Portfolio) with 0.24%.
Meritage Homes Corp. (MTH) is trading around $40.9 per share. The Peter Lynch value gives the stock a fair price of $90.25 so the stock is undervalued with a margin of safety of 55%. The stock started its positive upward trend three months ago; it now registers a positive performance of 12.5%.
Meritage Homes is a designer and builder of single-family attached and detached homes in the historically growth regions of the U.S. The company's segments are homebuilding and financial services.
The stock is trading with a P/E ratio of 11.32 which is higher than 69% of companies in the Global Residential Construction industry. The price is 2.04% below its 52-week high and 37.71% above its 52-week low. The P/B ratio is 1.13.
Fisher with 4.24% of outstanding shares is the largest investor among the gurus followed by Ruane Cunniff (Trades, Portfolio) with 0.78% and Dreman with 0.03%.
Patrick Industries Inc.Ă‚ (PATK) is trading around $77.6 per share. The Peter Lynch value gives the stock a fair price of $99.25 so the stock is undervalued with a margin of safety of 22%. The stock started its positive upward trend three months ago; it now registers a positive performance of 11.6%.
Patrick Industries is a manufacturer of component products and distributor of building products and materials to the recreational vehicle and manufactured housing industries.
The stock is trading with a P/E ratio of 19.57 that is higher than 51% of companies in the Global Home Furnishings & Fixtures industry. The price is 9.87% below its 52-week high and 52.76% above its 52-week low. The P/B ratio is 4.07.
The largest shareholder among the gurus is Simons with 0.4% followed by Greenblatt with 0.13%, Royce with 0.13% and Caxton Associates with 0.03%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
