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7 Quality Stocks in Gurus' Portfolios

High GuruFocus business predictability

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Oct 03, 2017
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According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings and total returns since the beginning of the year. At least five gurus are shareholders in the companies.

American Tower Corp. (AMT)

The real estate investment trust (REIT) has a market cap of $58.66 billion and operates in the telecom services industry.

GuruFocus gives the company a business predictability rating of 5 out of 5 stars.

The stock has risen 31.1% since the beginning of the year and is trading with a price-earnings (P/E) ratio of 54.89. The price has been as high as $148.71 and as low as $99.72 in the last 52 weeks. It is 8.09% below its 52-week high and 37.06% above its 52-week low. According to the discounted cash flow (DCF) calculator, the stock is overpriced by 93% at $136.68.

Among the four gurus invested in American Tower,

Chuck Akre (Trades, Portfolio) is the largest shareholder with 1.59% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.36%, David Carlson (Trades, Portfolio) with 0.16% and Chase Coleman (Trades, Portfolio) with 0.14%.

Aon PLC (AON)

The insurance and reinsurance broker has a market cap of $37.16 billion. GuruFocus gives the company a business predictability rating of 4 out of 5 stars.

The stock has risen 31.9% since the beginning of the year and is trading with a P/E ratio of 20.81. The price has been as high as $147.66 and as low as $107.19 in the last 52 weeks. It is 1.06% below its 52-week high and 36.30% above its 52-week low. According to the DCF calculator, the stock is overpriced by 112% at $146.1.

Among the three gurus invested in Aon, the largest shareholder is

First Pacific Advisors (Trades, Portfolio) with 1.92% of outstanding shares followed by Steven Romick (Trades, Portfolio) with 1.47% and Bill Nygren (Trades, Portfolio) with 1.06%.

Amphenol Corp. (APH)

The electronic components manufacturer has a market cap of $25.85 billion.

GuruFocus gives the company a business predictability rating of 5 out of 5 stars. The stock has risen 26.7% since the beginning of the year and is trading with a P/E ratio of 28.50. The price has been as high as $84.87 and as low as $62.63 in the last 52 weeks. It is 0.27% below its 52-week high and 35.14% above its 52-week low. According to the DCF calculator, the stock is overpriced by 55% at $84.64.

Among the three gurus invested in the company, Pioneer Investments (Trades, Portfolio) is the largest shareholder with 0.77% of outstanding shares followed by

First Eagle Investment (Trades, Portfolio) with 0.53%, Jeremy Grantham (Trades, Portfolio) with 0.26% and Joel Greenblatt (Trades, Portfolio) with 0.01%.

American Express Co. (AXP)

The credit services provider has a market cap of $79.96 billion.

GuruFocus gives the company a business predictability rating of 3.5 out of 5 stars. The stock has risen 23.4% since the beginning of the year and is trading with a P/E ratio of 18.46. The price has been as high as $90.77 and as low as $59.50 in the last 52 weeks. It is 0.34% below its 52-week high and 52.03% above its 52-week low. According to the DCF calculator, the stock is overpriced by 32% at $90.46.

Of 17 gurus with positions in American Express,

Warren Buffett (Trades, Portfolio) has the largest holding with 17.15% of outstanding shares followed by Dodge & Cox with 3.14%, Barrow, Hanley, Mewhinney & Strauss with 1.88% and First Eagle Investment with 1.85%.

Boeing Co. (BA)

The commercial airplanes manufacturer has a market cap of $150.26 billion.

GuruFocus gives the company a business predictability rating of 3.5 out of 5 stars. The stock has risen 66% since the beginning of the year and is trading with a P/E ratio of 22.30. The price has been as high as $259.30 and as low as $130.74 in the last 52 weeks. It is 1.96% below its 52-week high and 94.44% above its 52-week low. According to the DCF calculator, the stock is undervalued with a margin of safety of 47% at $254.21.

A total of nine gurus are Boeing shareholders. With 0.4% of outstanding shares

Spiros Segalas (Trades, Portfolio) is the company's largest shareholder followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.37% and HOTCHKIS & WILEY with 0.19%.

Alibaba Group Holding Ltd. ADR (BABA)

The company has a market cap of $436.85 billion and operates in the specialty retail industry.

GuruFocus gives the company a business predictability rating of 4 out of 5 stars. The stock has risen 96.7% since the beginning of the year and is trading with a P/E ratio of 59.97. The price has been as high as $180.87 and as low as $86.01 in the last 52 weeks. It is 4.51% below its 52-week high and 100.80% above its 52-week low. According to the DCF calculator, the stock is undervalued with a margin of safety of 461% at $172.71.

Among eight gurus invested in the company,

Frank Sands (Trades, Portfolio) has the largest position with 0.65% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.62%, Steve Mandel (Trades, Portfolio) with 0.46% and Ken Fisher (Trades, Portfolio) with 0.41%.

Brookfield Asset Management Inc. Class A (BAM)

The alternative asset management company has a market cap of $39.71 billion and operates in the real estate industry.

GuruFocus gives the company a business predictability rating of 5 out of 5 stars. The stock has risen 26.4% since the beginning of the year and is trading with a P/E ratio of 30.14. The price has been as high as $41.56 and as low as $32.04 in the last 52 weeks. It is 0.64% below its 52-week high and 28.90% above its 52-week low. According to the DCF calculator, the stock is undervalued with a margin of safety of 72% at $41.3.

Of the five gurus invested in the company,

Lou Simpson (Trades, Portfolio) is the largest shareholder with 0.81% of outstanding shares followed by Tom Gayner (Trades, Portfolio) with 0.56%, Glenn Greenberg (Trades, Portfolio) with 0.49% and Third Avenue Management (Trades, Portfolio) with 0.45%.

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

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