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Tiziano Frateschi
Tiziano Frateschi
Articles (1936)  | Author's Website |

5 Health Care Stocks in Gurus' Portfolios

Cardinal Health tops the list

December 21, 2018 | About:

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

Cardinal Health Inc. (NYSE:CAH) is held by 12 gurus. The company, which provides services and products for hospital systems and physicians' offices, has a market cap of $13.5 billion. Its revenue of $139.381 billion has grown 5.10% over a 10-year period.

The stock is trading with a price-earnings ratio of 19.01. As of Friday, the share price of $44.7 is 40.20% below its 52-week high and 1.57% above its 52-week low. Over the last 10 years, it has returned a 90% gain.

The company’s largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 5.97% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 2.29%, Seth Klarman (Trades, Portfolio) with 1.59% and Richard Pzena (Trades, Portfolio) with 0.87%.

Fourteen gurus have positions in Cigna Corp. (CI). The provider of medical, life and accident insurance products has a market cap of $43.79 billion. Its revenue of $44.54 billion has grown 11.30% over a 10-year period.

The stock is trading with a price-book ratio of 2.81. The current price of $180 is 20.84% below its 52-week high and 10.29% above its 52-week low. Over the past decade, it has returned a gain of 1,058%.

Dodge & Cox is the largest guru shareholder of the company with 3.65% of outstanding shares, followed by Vanguard with 1.81%, Barrow, Hanley, Mewhinney & Strauss with 0.66%, Larry Robbins (Trades, Portfolio) with 0.4% and Steven Cohen (Trades, Portfolio) with 0.38%.

Charles River Laboratories International Inc. (NYSE:CRL) is held by 10 gurus. The pharmaceutical company, has a $5.48 billion market cap. Its revenue of $2.14 billion has grown 7.90% over the last 10 years.

The stock is trading with a price-book ratio of 4.40. The current price of $111 is 18.42% below its 52-week high and 17.88% above its 52-week low. Over the past decade, it has returned a gain of 364%.

The company’s largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 3.59% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 2.61%, PRIMECAP Management (Trades, Portfolio) with 0.88%, Ken Fisher (Trades, Portfolio) with 0.79% and Pioneer Investments (Trades, Portfolio) with 0.05%.

CVS Health Corp. (NYSE:CVS) is held by 26 gurus. The company, which operates retail pharmacies, has a market cap of $85.97 billion. Its revenue of $188.05 billion has grown 12.90% over the last 10 years.

The stock is trading with a price-book ratio of 1.85. The current price of $64 is 20.74% below its 52-week high and 10.54% above its 52-week low. Over the last 10 years, it has returned a 147% gain.

With 1.53% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Dodge & Cox with 1.17% and Bill Nygren (Trades, Portfolio) with 0.56%.

Danaher Corp. (NYSE:DHR) is held by 21 gurus. The manufacturer of medical, industrial and commercial products and services has a $69 billion market cap. Its revenue of $19.61 billion has grown 3.60% per annum over the last 10 years.

The stock is trading with a price-book ratio of 2.48. The current price of $98.36 is 11.28% below its 52-week high and 7.10% above its 52-week low. Over the last 10 years, it has returned a gain of 377%.

The company’s largest guru shareholder is Dodge & Cox with 0.69% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 0.46%, Simons’ firm with 0.46% and Pioneer Investments with 0.32%.

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 www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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