Several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices, according to the GuruFocus All-in-One Screener. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months.
Celestica Inc. (CLS, Financial) is trading around $12.32 per share. The Peter Lynch value gives the stock a fair price of $13.63, which suggests it is undervalued with a 10% margin of safety. The stock started its positive upward trend three months ago; it now registers a positive performance of 18.2%.
The company, which provides electronic manufacturing services, has a market cap of $1.7 billion and an enterprise value of $1.46 billion.
The stock is trading with a price-earnings ratio of 18.84, which is higher than 67% of companies in the Global Contract Manufacturers industry. The stock price is currently 11.49% below its 52-week high and 25.84% above its 52-week low. The price-book ratio is 1.31.
With 3.06% of outstanding shares, Charles Brandes (Trades, Portfolio)' Brandes Investment Partners is the company's largest shareholder among the gurus, followed by Donald Smith (Trades, Portfolio) with 2.44% and Chuck Royce (Trades, Portfolio) with 2.44%.
BMC Stock Holdings Inc. (BMCH, Financial) is trading around $21.65 per share. The Peter Lynch value gives the stock a fair price of $25.5, suggesting it is undervalued with a 15% margin of safety. The stock started its positive upward trend three months ago; it currently registers a positive performance of 14.8%.
The provider of lumber and lumber sheet goods, doors, windows and other structural components has a market cap of $1.46 billion and an enterprise value of $1.82 billion.
The stock is trading with a price-earnings ratio of 21.23, which is lower than 65% of companies in the Global Building Materials industry. The stock price is currently 15.76% below its 52-week high and 26.61% above its 52-week low. The price-book ratio is 1.92.
The company's largest guru shareholder is Ruane Cunniff (Trades, Portfolio) with 5.95% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 2.7% and Michael Price (Trades, Portfolio) with 2.68%.
TTM Technologies Inc. (TTMI, Financial) is trading around $18.35 per share. The Peter Lynch value gives the stock a fair price of $26.26, suggesting it is undervalued with a 30% margin of safety. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 17.7%.
The company manufacturers printed circuit board. It has a market cap of $18.35 billion and an enterprise value of $2.53 billion.
The stock is trading with a price-earnings ratio of 21.56, which is higher than 63% of companies in the Global Contract Manufacturers industry. The stock price is currently 6.47% below its 52-week high and 43.87% above its 52-week low. The price-book ratio is 1.81.
Royce is the company's largest guru shareholder with 1.66% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.22%, Pioneer Investments (Trades, Portfolio) with 0.11% and Hotchkis & Wiley with 0.02%.
Carrizo Oil & Gas Inc. (CRZO, Financial) is trading around $28.31 per share. The Peter Lynch value gives the stock a fair price of $32.71, suggesting it is undervalued with a 13% margin of safety. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 65.3%.
The company is a producer of oil and gas. It has a market cap of $2.32 billion and an enterprise value of $3.93 billion.
The stock is trading with a price-earnings ratio of 38.78, which is lower than 52% of companies in the Global Oil and Gas E&P industry. The stock price is currently 10.33% below its 52-week high and 155.05% above its 52-week low. The price-book ratio is 5.95.
The company's largest guru shareholder is NWQ Managers with 4.94% of outstanding shares, followed by Louis Moore Bacon (Trades, Portfolio) with 0.33% and Diamond Hill Capital (Trades, Portfolio) with 0.18%.
NuStar Energy LP (NS, Financial) is trading around $24.45 per share. The Peter Lynch value gives the stock a fair price of $33.5, suggesting it is undervalued with a 27% margin of safety. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 14.6%.
The company, which operates petroleum product terminals and petroleum liquids pipelines, has a market cap of $2.28 billion and an enterprise value of $5.99 billion.
The stock is trading with a price-earnings ratio of 18.24, which is lower than 72% of companies in the Global Oil and Gas Midstream industry. The stock price is currently 48.55% below its 52-week high and 27.24% above its 52-week low. The price-book ratio is 0.94.
First Eagle Investment (Trades, Portfolio) is the company's largest guru shareholder with 0.24% of outstanding shares.
M.D.C. Holdings Inc. (MDC, Financial) is trading around $32.56 per share. The Peter Lynch value gives the stock a fair price of $42.07, suggesting it is undervalued with a 23% margin of safety. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 11.5%.
The homebuilder has a market cap of $1.83 billion and an enterprise value of $2.52 billion.
The stock is trading with a price-earnings ratio of 11.78, which is higher than 70% of companies in the Global Residential Construction industry. The stock price is currently 13.06% below its 52-week high and 23.10% above its 52-week low. The price-book ratio is 1.30.
The company's largest guru shareholder is Brandes Investment Partners with 4.94% of outstanding shares, followed by Royce with 0.87% and John Buckingham (Trades, Portfolio) with 0.48%.
Disclosure: I do not own any stocks mentioned in this article.
