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7 Underperforming Stocks Held by Gurus

DaVita, Snap-on among companies with falling stock prices and returns

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Tiziano Frateschi
Oct 05, 2017
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While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the past three months with a long-term presence in more than four gurus’ portfolios.

Carrizo Oil & Gas Inc. (

CRZO, Financial) had a negative performance of 40% over the past six months.

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The oil and gas producer has a market cap of $1.4 billion. The stock is trading with price-sales (P/S) ratio of 1.94. The price of $17.24 is 60.78% below its 52-week high and 55.32% above its 52-week low. Over the past 10 years, it has returned a loss of 63%.

Over the past five years, Carrizo reported a gain of 5.20% for revenue.

The return on assets (ROA) of -0.34% and return on capital (ROC) of 2.93% are outperforming 63% of other companies in the Global Oil and Gas Exploration and Production industry.

With 4.01% of outstanding shares,

NWQ Managers (Trades, Portfolio) is the company's largest guru shareholder, followed by Steven Cohen (Trades, Portfolio) with 2.1%, Columbia Wanger (Trades, Portfolio) with 1.33% and Jim Simons (Trades, Portfolio) with 0.28%.

Brinker International Inc. (

EAT, Financial) had a negative performance of 27.5% over the past six months.

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The restaurant operator has a market cap of $1.5 billion. The stock is trading with P/S ratio of 0.50. The price of $31.04 is 44.41% below its 52-week high and 5.22% above its 52-week low. Over the past decade, it has returned a gain of 10%.

Over the past five years, Brinker International reported 5.90% revenue growth and 16.10% earnings per share (EPS) growth.

The ROA of 10.43% and the ROC of 25.36% are outperforming 62% of other companies in the Global Restaurants industry.

The company's largest guru shareholder is

Joel Greenblatt (Trades, Portfolio) with 0.87% of outstanding shares, followed by Lee Ainslie (Trades, Portfolio) with 0.17% and Chuck Royce (Trades, Portfolio) with 0.08%.

DaVita Inc. (

DVA, Financial) had a negative performance of 9.9% over the past six months. 

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The health care provider has a market cap of $11.65 billion. The stock is trading with P/S ratio of 0.80. The price of $60.91 is 13.18% below its 52-week high and 11.76% above its 52-week low. Over the past 10 years, it has returned a gain of 90%.

Over the past five years, DaVita reported a gain of 13% for revenue and 6.80% for EPS.

The return on equity (ROE) of 26.57% and ROA of 6.86% are outperforming 70% of other companies in the Global Medical Care industry.

With 20.17% of outstanding shares, 

Warren Buffett (Trades, Portfolio) is the company's largest guru shareholder, followed by Manning & Napier Advisors Inc. with 0.9%, Simons with 0.28% and Ray Dalio (Trades, Portfolio) with 0.03%.

Snap-on Inc. (

SNA, Financial) had a negative performance of 9.1% over the past six months. 

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The company has a market cap of $8.68 billion. The stock is trading with P/S ratio of 2.53. The price of $150.65 is 17.10% below its 52-week high and 6.97% above its 52-week low. Over the past decade, it has returned a gain of 202%.

Over the past five years, Snap-on reported 3% revenue growth and 16% EPS growth.

The ROE of 21.26% and ROA of 12.05% are outperforming 88% of other companies in the Global Tools & Accessories industry.

The company's largest shareholder among the gurus is

John Rogers (Trades, Portfolio) with 1.11% of outstanding shares, followed by Simons with 0.76% and Columbia Wanger with 0.67%.

Universal Corp. (

UVV, Financial) had a negative performance of 16.7% over the past six months.

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The tobacco company has a market cap of $1.45 billion. The stock is trading with P/S ratio of 0.75. The price of $57.45 is 31.07% below its 52-week high and 9.64% above its 52-week low. Over the past 10 years, it has returned a gain of 9%.

Over the past five years, Universal reported a loss of 1.30% for revenue and 18.80% for EPS.

The ROE of 2.47% and ROA of 5.30% are underperforming 65% of other companies in the Global Tobacco industry.

Richard Pzena (Trades, Portfolio) is company's largest shareholder among the gurus with 1.45% of outstanding shares, followed by Simons with 0.75%, Barrow, Hanley, Mewhinney & Strauss with 0.33% and Greenblatt with 0.29%.

Masimo Corp. (

MASI, Financial) had a negative performance of 8.3% over the past six months. 

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The medical devices manufacturer has a market cap of $4.44 billion. The stock is trading with P/S ratio of 6.42. The price of $85.45 is 18.39% below its 52-week high and 58.89% above its 52-week low. Over the past decade, it has returned a gain of 195%.

Over the past five years, Masimo reported an increase of 12.30% in revenue and a 32.20% increase in EPS.

The ROE of 66.17% and ROA of 43.68% are outperforming 98% of other companies in the Global Medical Devices industry.

The company's largest shareholder among the gurus is Columbia Wanger with 1.39% of outstanding shares, followed by Simons with 1.19%,

Mario Gabelli (Trades, Portfolio) with 0.25% and Royce with 0.23%.

InterDigital Inc. (

IDCC, Financial) had a negative performance of 11.9% over the past three months.

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The communication services company has a market cap of $2.61 billion. The stock is trading with P/S ratio of 3.28. The price of $75.15 is 26.54% below its 52-week high and 11.25% above its 52-week low. Over the past 10 years, it has returned a gain of 236%.

Over the past five years, InterDigital reported a 154.40% increase in revenue and a 20.90% increase in EPS.

The ROE of 48.12% and ROA of 19.60% are outperforming 96% of other companies in the Global Telecom Services industry.

With 1.66% of outstanding shares, Simons is the company's largest guru shareholder, followed by

First Pacific Advisors (Trades, Portfolio) with 1.1%, FPA Capital Fund (Trades, Portfolio) with 0.5% and Greenblatt with 0.27%.

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

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