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Tiziano Frateschi
Tiziano Frateschi
Articles (1890)  | Author's Website |

6 Stocks With Positive Earnings Growth Estimates and Margin of Safety

Comcast makes the list

January 06, 2019 | About:

According to the GuruFocus All-in-One Screener, the following stocks are trading at a discount and have positive three- to five-year future earnings estimates.

Comcast Corp. Class A (CMCSA) is trading around $36 per share. The discounted cash flow calculator gives the stock a fair value of $145.47 per share, suggesting it has a 174% margin of safety.

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The media and technology company, has a GuruFocus profitability and growth rating of 8 out of 10. Its earnings per share have grown 23.30% over the past decade. Analysts project a three-year to five-year earnings growth rate of 14.88%. Its return on equity of 36.05% and return on assets of 12.67% are outperforming 91% of companies in the Global Pay TV industry.

With 2.91% of outstanding shares, Dodge & Cox is the is the company's largest guru shareholder followed by arrow, Hanley, Mewhinney & Strauss with 0.84% and First Eagle Investment (Trades, Portfolio) with 0.74%.

MasTec Inc. (MTZ) is trading around $42 per share. The DCF calculator gives the stock a fair value of $51.37 per share, suggesting it has a 22% margin of safety.

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The infrastructure construction company, has a GuruFocus profitability and growth rating of 7 out of 10. Its earnings per share have not changed over the past five years. Analysts project a three-year to five-year earnings growth rate of 8.0%. Its return on equity of 27.70% and return on assets of 8.94% are outperforming 83% of companies in the Global Engineering and Construction industry.

Steven Cohen (Trades, Portfolio) is the largest guru shareholder of the company with 3.02% of outstanding shares, followed by Caxton Associates (Trades, Portfolio) with 0.11%, Mariko Gordon (Trades, Portfolio) with 0.11% and Barrow, Hanley, Mewhinney & Strauss with 0.07%.

KapStone Paper And Packaging Corp. (KS) is trading around $35 per share. The DCF calculator gives the stock a fair value of $76.06 per share, suggesting it has a 54% margin of safety.

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The producer of container board, corrugated products, and specialty paper, has a GuruFocus profitability and growth rating of 9 out of 10. Its earnings per share have grown 15.30% over the last five years. Analysts project a three-year to five-year earnings growth rate of 5.0%. The return on equity of 30.11% and the return on assets of 10.31% are outperforming 77% of companies in the Global Paper and Paper Products industry.

With 0.33% of outstanding shares, Jim Simons (Trades, Portfolio)’ firm is the is the company's largest guru shareholder followed by Mario Gabelli (Trades, Portfolio) with 0.17% and Leucadia National (Trades, Portfolio) with 0.1%.

Taiwan Semiconductor Manufacturing Co. (TSM) is trading around $35 per share. The DCF calculator gives the stock a fair value of $47.31 per share, suggesting it has a 23% margin of safety.

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The world's largest dedicated chip foundry, has a profitability and growth rating of 9 out of 10. Its earnings per share have grown 18.0% over the last five years. Analysts project a three-year to five-year earnings growth rate of 2.54%. The return on equity of 23.19% and the return on assets of 17.78% are outperforming 88% of companies in the Global Semiconductors industry.

Ken Fisher (Trades, Portfolio) is the largest guru shareholder of the company with 0.68% of outstanding shares followed by Sarah Ketterer (Trades, Portfolio) with 0.13%, First Eagle Investment (Trades, Portfolio) with 0.09% and Howard Marks (Trades, Portfolio) with 0.07%.

Hub Group Inc. Class A (HUBG) is trading around $37 per share. The discounted cash flow calculator gives the stock a fair value of $70.73 per share, suggesting it has a 47% margin of safety.

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The asset-light freight transportation management company, has a GuruFocus profitability and growth rating of 7 out of 10. Its earnings per share have grown 1.0% over the last five years. Analysts project a three-year to five-year earnings growth rate of 14.84%. The return on equity of 31.90% and the return on assets of 14.92% are outperforming 87% of companies in the Global Integrated Shipping and Logistics industry.

With 8.63% of outstanding shares, Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder, followed by Fisher with 4.15% and Mairs and Power (Trades, Portfolio) with 0.6%.

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

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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