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Tiziano Frateschi
Tiziano Frateschi
Articles (1766)  | Author's Website |

5 Health Care Stocks Gurus Are Buying

Cigna, Allergan on the list

October 30, 2018 | About:

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among guru investors.

Twenty six gurus are invested in Aetna Inc. (NYSE:AET). The company, which provides diversified health care benefits, has a market cap of $64 billion. Its revenue of $60.74 billion has increased 14.10% over a 10-year period.

The stock is trading with a price-earnings ratio of 18.39. As of Tuesday, the share price of $197 is 5.50% below its 52-week high and 18.70% above its 52-week low. Over the last 10 years, it has returned a gain of 653%.

The company’s largest shareholder among the gurus is Chris Davis (Trades, Portfolio) with 1.4% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 1.24%, Larry Robbins (Trades, Portfolio) with 0.95% and Daniel Loeb (Trades, Portfolio) with 0.57%.

Thirteen gurus have positions in Allergan PLC (NYSE:AGN). The company, which develops brand name pharmaceutical products, has a market cap of $52.81 billion. Its revenue of $16.15 billion has grown 5.70% over the past decade.

The stock is trading with a price-book ratio of 0.75. The current price of about $55 is 20% below its 52-week high and 14.08% above its 52-week low. Over the past decade, it has returned a gain of 586%.

The Vanguard Health Care Fund is the largest guru shareholder of the company with 4.09% of outstanding shares, followed by Seth Klarman (Trades, Portfolio) with 1.46%, David Tepper (Trades, Portfolio) with 1% and Mason Hawkins (Trades, Portfolio)' Southeastern Asset Managemen with 0.88%.

Twenty gurus are invested in Boston Scientific Corp. (NYSE:BSX). The company, which develops medical devices, has a $49.55 billion market cap. Its revenue of $9.67 billion has grown 1.40% over the last 10 years.

The stock is trading with a price-book ratio of 6.39. The current price of $35.83 is 9.15% below its 52-week high and 46.01% above its 52-week low. Over the past decade, it has returned a gain of 311%.

The company’s largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 3.24% of outstanding shares, followed by Vanguard with 2.53%, Jana Partners (Trades, Portfolio) with 0.23% and Diamond Hill Capital (Trades, Portfolio) with 0.21%.

Cardinal Health Inc. (NYSE:CAHis held by 16 gurus. The company, which provides products for hospital systems, pharmacies and ambulatory surgery centers, has a market cap of $15.34 billion. Its revenue of $136.80 billion has grown 5.10% per annum over the last 10 years.

The stock is trading with a price-book ratio of 2.55. The current price of $51 is 34.10% below its 52-week high and 3.70% above its 52-week low. Over the last 10 years, it has returned a 90% gain.

With 5.94% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Klarman with 2.27% and Robbins with 1.01%.

Cigna Corp. (NYSE:CIis held by 20 gurus. The provider of medical, dental and related insurance products has a market cap of $50.3 billion. Its revenue of $43.77 billion has grown 11.30% per annum over the last 10 years.

The stock is trading with a price-earnings ratio of 20.03. The current price of $209 is 9% below its 52-week high and 26.79% above its 52-week low. Over the last 10 years, it has returned a gain of 1,227%.

The company’s largest guru shareholder is Dodge & Cox with 4.28% of outstanding shares, followed by Vanguard with 1.57%, Robbins with 0.69%, Simons with 0.32% and Carl Icahn (Trades, Portfolio) with 0.21%.

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

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About the author:

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

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Comments

102software
102software - 1 month ago    Report SPAM

AGN price is misquoted. This article is dated October 30, 2018 and says Allergan PLC (NYSE:AGN).current price is about $55. Closing price on OCtober 30 2018 was $160.67.It hasn't traded for $55 since early 2011. This article would be helpful if a plausible reason was offered as to why "guru's" are buying. A guess is better than rattling off stats we can find easily with basic research.

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