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.
AU Optronics Corp. ADRĂ‚ (AUO) is trading around $4.31 per share. The Peter Lynch value gives the stock a fair price of $10.09 so the stock is undervalued with a margin of safety of 56%. The stock started its positive upward trend three months ago; it now registers a positive performance of 14%.
AU Optronics is engaged in research, development, production and sale of thin film transistor liquid crystal displays (TFT-LCDs) and other flat panel displays used in a wide variety of applications.
The stock is trading with a price-earnings (P/E) ratio of 5.32, which is lower than 97% of companies in the Global Electronic Components industry. The price is 9.29% below its 52-week high and 35.24% above its 52-week low. The price-book (P/B) ratio is 0.71.
Jim Simons (Trades, Portfolio) with 0.96% of outstanding shares is the largest investor among the gurus followed by Jeremy Grantham (Trades, Portfolio) with 0.03% and Sarah Ketterer (Trades, Portfolio) with 0.02%.
Manulife Financial Corp. (MFC) is trading around $18.92 per share. The Peter Lynch value gives the stock a fair price of $29.88 so the stock is undervalued with a margin of safety of 37%. The stock started its positive upward trend three months ago; it now registers a positive performance of 9.9%.
Manulife Financial, together with its subsidiaries, provides individual life insurance and individual and group long-term care insurance services. Its business segments are Asia Division, Canadian Division, U.S. Division and Corporate and Other.
The stock is trading with a P/E ratio of 15.79 which is lower than 57% of companies in the Global Insurance - Life industry. The price is 3.38% below its 52-week high and 48.62% above its 52-week low. The P/B ratio is 1.22.
The largest shareholder among the gurus is Ketterer with 0.8% followed by Simons with 0.05%.
Morgan Stanley (APF) is trading around $16.52 per share. The Peter Lynch value gives the stock a fair price of $31.44 so the stock is undervalued with a margin of safety of 47%. The stock started its positive upward trend three months ago; it now registers a positive performance of 6.8%.
Morgan Stanley is a financial services firm that, through its subsidiaries and affiliates, advises and originates trades, manages and distributes capital for governments, institutions and individuals.
The stock is trading with a P/E ratio of 13.17, which is higher than 86% of companies in the Global Asset Management industry. The price is 1.02% below its 52-week high and 29.37% above its 52-week low. The P/B ratio is 1.19.
Ally Financial Inc. (ALLY) is trading around $21.31 per share. The Peter Lynch value gives the stock a fair price of $32.9 so the stock is undervalued with a margin of safety of 35%. The stock started its positive upward trend three months ago; it now registers a positive performance of 12.1%.
Ally Financial is a digital financial services company. It offers diversified financial products for consumers, businesses, automotive dealers and corporate clients.
The stock is trading with a P/E ratio of 10.07, which is higher than 74% of companies in the Global Specialty Finance industry. The price is 9.70% below its 52-week high and 38.78% above its 52-week low. The P/B ratio is 0.74.
Bill Nygren (Trades, Portfolio) with 3.8% of outstanding shares is the largest investor among the gurus followed by First Pacific Advisors (Trades, Portfolio) with 2.36%, Howard Marks (Trades, Portfolio) with 2.26%, Steven Romick (Trades, Portfolio) with 2.17%, Richard Perry (Trades, Portfolio) with 0.9%, Simons with 0.67%, Richard Snow (Trades, Portfolio) with 0.6%, Grantham with 0.57%, First Eagle Investment (Trades, Portfolio) with 0.34% and HOTCHKIS & WILEY with 0.32%.
Wabash National Corp. (WNC) is trading around $22.09 per share. The Peter Lynch value gives the stock a fair price of $43.25 so the stock is undervalued with a margin of safety of 49%. The stock started its positive upward trend three months ago; it now registers a positive performance of 10.4%.
Wabash National is a diversified industrial manufacturer and producer of semitrailers and liquid transportation systems. It designs, manufactures and markets various types of trailers and dry and refrigerated truck bodies among others.
The stock is trading with a P/E ratio of 12.82, which is higher than 81% of companies in the Global Truck Manufacturing industry. The price is 8.20% below its 52-week high and 106.52% above its 52-week low. The P/B ratio is 2.80.
The largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 5.23% followed by Joel Greenblatt (Trades, Portfolio) with 0.73%, Simons with 0.4%, Grantham with 0.27%, Robert Olstein (Trades, Portfolio) with 0.09% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.
Winnebago Industries Inc. (WGO) is trading around $35.05 per share. The Peter Lynch value gives the stock a fair price of $49.75 so the stock is undervalued with a margin of safety of 27%. The stock started its positive upward trend three months ago; it now registers a positive performance of 28.5%.
Winnebago Industries manufactures recreational vehicles. Its products include OEM parts and extruded aluminum and component products for manufacturers and commercial vehicles.
The stock is trading with a P/E ratio of 18.30 which is lower than 51% of companies in the Global Recreational Vehicles industry. The price is 7.38% below its 52-week high and 64.63% above its 52-week low. The P/B ratio is 2.78.
Royce with 7.33% of outstanding shares is the largest investor among the gurus followed by Simons with 0.66%, Keeley Asset Management Corp (Trades, Portfolio) with 0.33%, Mario Gabelli (Trades, Portfolio) with 0.33%, Greenblatt with 0.17%, Jones with 0.03% and John Hussman (Trades, Portfolio) with 0.01%.
Toll Brothers Inc. (TOL) is trading around $39.61 per share. The Peter Lynch value gives the stock a fair price of $60.5 so the stock is undervalued with a margin of safety of 35%. The stock started its positive upward trend three months ago; it now registers a positive performance of 12.7%.
Toll Brothers designs, builds, markets and arranges financing for detached and attached homes in luxury residential communities.
The stock is trading with a P/E ratio of 16.25, which is lower than 51% of companies in the Global Residential Construction industry. The price is 1.23% below its 52-week high and 50.17% above its 52-week low. The P/B ratio is 1.44.
The largest shareholder among the gurus is Ken Heebner (Trades, Portfolio) with 1.8% followed by Donald Smith (Trades, Portfolio) with 1.39%, Ken Fisher (Trades, Portfolio) with 0.32%, Ron Baron with 0.2%, Ruane Cunniff (Trades, Portfolio) with 0.17% and David Dreman (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
