5 Health Care Stocks in Gurus' Portfolios

Amgen, DexCom among those companies

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Apr 23, 2018
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According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Seven gurus are invested in Amgen Inc. (AMGN).

The company discovers, develops and commercializes therapies to treat cancer. It has a market cap of $117.02 billion. Its revenue has grown 10.40% annually over the past 10 years.

The stock is trading with a price-earnings (P/E) ratio of 66.08. The current price of $172.93 is 12.98% below its 52-week high and 15.08% above its 52-week low. Over the past 10 years, it has returned a gain of 311%.

The company’s largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 3.3% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.69%, Pioneer Investments (Trades, Portfolio) with 0.21% and David Carlson (Trades, Portfolio) with 0.07%.

Three gurus have positions in DexCom Inc. (DXCM).

The company designs, develops and commercializes continuous glucose monitoring systems. It has a market cap of $6.39 billion and its revenue has grown 45.50% annually over the past 10 years.

The stock is trading with a price-book (P/B) ratio of 15.25. The current price of $72.74 is 10.27% below its 52-week high and 72.45% above its 52-week low. Over the past 10 years, it has returned a gain of 904%.

Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder of the company among the gurus with 3% of outstanding shares followed by Ron Baron (Trades, Portfolio) with 0.35%, Steven Cohen (Trades, Portfolio) with 0.11% and Mario Gabelli (Trades, Portfolio) with 0.04%.

Three gurus are invested in PRA Health Sciences Inc. (PRAH).

The full-service global contract research organization has a market cap of $5.64 billion.

The stock is trading with a P/E ratio of 68.06. The current price of $88.16 is 7.78% below its 52-week high and 42.81% above its 52-week low. Over the past decade, it has returned a gain of 351%.

The company’s largest shareholder among the gurus is Baron with 1.5% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 1.33% and Vanguard Health Care Fund (Trades, Portfolio) with 0.94%.

Seven gurus have positions in Danaher Corp. (DHR).

The company designs, manufactures and markets professional, medical, industrial and commercial products and services. It has a market cap of $71.53 million and its revenue has grown 3.60% over the past 10 years.

The stock is trading with a P/B ratio of 2.71. The current price of $101.50 is 2.31% below its 52-week high and 29.67% above its 52-week low. Over the past 10 years, it has returned a gain of 258%.

Dodge & Cox is the largest shareholder of the company among the gurus with 0.74% of outstanding shares followed by Vanguard Health Care Fund (Trades, Portfolio) with 0.54%, Daniel Loeb (Trades, Portfolio) with 0.47% and Chuck Akre (Trades, Portfolio) with 0.24%.

Four gurus are invested in Icon Plc ADR (ICLR).

The company provides outsourced development services to the pharmaceutical, biotechnology and medical device industries. It has a market cap of $6.56 billion and its revenue has increased 7.50% over a 10-year period.

The stock is trading with a P/E ratio of 23.67. The current price of $119.08 is 2.75% below its 52-week high and 57.82% above its 52-week low. Over the past 10 years, it has returned a gain of 290%.

The company’s largest shareholder among the gurus is Simons with 3.36% of outstanding shares followed by Baron with 1.49% and Chuck Royce (Trades, Portfolio) with 0.23%.

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