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Tiziano Frateschi
Tiziano Frateschi
Articles (1593)  | Author's Website |

6 Quality Stocks in Guru Portfolios

Gartner and Lifepoint are among best companies

According to the GuruFocus All-in-One Screener, the following stocks have reported high business predictability ratings and positive total returns over the past six months. At least five gurus are shareholders of these companies.

Gartner Inc. 

Gartner Inc. Class A (NYSE:IT), which provides independent research and analysis, has a market cap of $12.57 billion. GuruFocus gave the company a business predictability rating of five out of five stars.

The stock has risen 11.8% since the beginning of the year and is trading with a forward price-earnings ratio of 36.50. The price has been as high as $142.16 and as low as $111.57 in the past 52 weeks. It is currently 3.12% below its 52-week high and 23.45% above its 52-week low.

Among the gurus invested in Gartner, Ron Baron (Trades, Portfolio) has the largest position with 7.6% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.22% and Columbia Wanger (Trades, Portfolio) with 0.21%.

j2 Global Inc. 

The company, j2 Global Inc. (NASDAQ:JCOM) provides cloud services to businesses of all sizes and licenses its intellectual property to third parties. It has a market cap of $4.26 billion. The company has a 4.5 business predictability rating.

The stock has risen 16.6% since the beginning of the year and is trading with a price-earnings ratio of 32.23. The price has been as high as $90.90 and as low as $70.27 in the past 52 weeks. It is currently 4.62% below its 52-week high and 23.38% above its 52-week low. According to the discounted cash flow (DCF) calculator, the stock is overpriced by 142% at $86.70.

With 0.63% of outstanding shares, Royce is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 0.23% and Joel Greenblatt (Trades, Portfolio) with 0.21%.

Littelfuse Inc. 

Littelfuse Inc. (NASDAQ:LFUS) offers electromechanical and electronic switch and control devices for commercial vehicles. It has a market cap of $5.65 billion. GuruFocus gave the company a business predictability rating of 3.5 out of 5 stars.

The stock has risen 14.78% since the beginning of the year and is trading with a price-earnings ratio of 45.71. The price has been as high as $227.35 and as low as $157.91 in the past 52 weeks. It is currently 0.49% below its 52-week high and 43.27% above its 52-week low. According to the DCF calculator, the stock is overpriced by 61% at $226.24.

Among the gurus invested in Littlefuse, the largest shareholder is Fisher with 2.15% of outstanding shares, followed by Baron with 1.42%, John Rogers (Trades, Portfolio) with 0.88% and Mairs and Power (Trades, Portfolio) with 0.3%.

LifePoint Health Inc. 

LifePoint Health Inc. (NASDAQ:LPNT) owns and operates community hospitals and post-acute facilities. It has a market cap of $2.13 billion. The company has a business predictability rating of five out of five stars.

The stock has risen 10.4% since the beginning of the year and is trading with a price-earnings ratio of 67.90. The price has been as high as $67.95 and as low as $41.45 in the past 52 weeks. It is currently 19.06% below its 52-week high and 32.69% above its 52-week low. According to the DCF calculator, the stock is overpriced by 534% at $55.

With 4.16% of outstanding shares, Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder, followed by Steven Cohen (Trades, Portfolio) with 1.18%, Hotchkis & Wiley with 1.08% and Vanguard Health Care Fund (Trades, Portfolio) with 0.88%.

Matthews International Corp. 

Mathews International Corp. Class A (NASDAQ:MATW) is a designer, manufacturer and marketer of memorialization products and brand solutions. It has a market cap of $1.79 billion. GuruFocus gave the company a business predictability rating of 3.5 out of 5 stars.

The stock has risen 5.9% since the beginning of the year and is trading with a price-earnings ratio of 17.25. The price has been as high as $66.65 and as low as $47.70 the past 52 weeks. It is currently 16.65% below its 52-week high and 16.46% above its 52-week low. According to the DCF calculator, the stock is overpriced by 61% at $55.55.

Among the gurus invested in the company, Jim Simons (Trades, Portfolio) has the largest position with 0.55% of outstanding shares, followed by Rogers with 0.48%, Mario Gabelli (Trades, Portfolio) with 0.19% and David Dreman (Trades, Portfolio) with 0.02%.

Microchip Technology Inc.

Microchip Technology Inc. (NASDAQ:MCHP) develops, manufactures and sells semiconductor products used for a range of embedded control applications. It has a market cap of $24.01 billion. GuruFocus gave the company a business predictability rating of 4 out of 5 stars.

The stock has risen 17.1% since the beginning of the year and is trading with a price-earnings ratio of 103.18. The price has been as high as $104.20 and as low as $75.80 the past 52 weeks. It is currently 1.98% below its 52-week high and 34.76% above its 52-week low. According to the DCF calculator, the stock is overpriced by 865% at $102.15.

With 1.63% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.44% and Louis Moore Bacon (Trades, Portfolio) with 0.11%.

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

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

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