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Tiziano Frateschi
Tiziano Frateschi
Articles (2116)  | Author's Website |

6 Stocks Beating the Market

Cable One tops the list

According to the GuruFocus All-in-One Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus during the fourth quarter.

Cable One Inc. (NYSE:CABO) has a market cap of $5.36 billion. It has outperformed the S&P 500 by 33.20% over the past 12 months.

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Shares are trading with a price-book ratio of 6.91. According to the discounted cash flow calculator, the stock is overpriced by 206% at $940 per share. The price is currently 57.77% above its 52-week low and 2.8% below its 52-week high.

The broadband and video services provider has a profitability and growth rating of 8 out of 10. The return on equity of 22.80% and return on assets of 7.34% are outperforming 89% of companies in the Global Telecom Services industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.23 is below the industry median of 0.30.

Lou Simpson (Trades, Portfolio) is the company's largest guru shareholder with 6.03% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 3.99%, Tom Gayner (Trades, Portfolio) with 0.09% and Mario Gabelli (Trades, Portfolio) with 0.08%.

With a market cap of $2.92 billion, White Mountains Insurance Group Ltd. (NYSE:WTM) has outperformed the S&P 500 by 10.43% over the past year.

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Shares are trading with a price-book ratio of 1.02. The stock is currently 15.58% above its 52-week low and 5.71% below its 52-week high.

The company, which provides specialty property and casualty insurance, has a profitability and growth rating of 2 out of 10. The return on equity of -4.52% and return on assets of -4.06% are outperforming 89% of companies in the Global Insurance - Property and Casualty industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.57 is below the industry median of 2.82.

The company’s largest guru shareholder is the Third Avenue Value Fund (Trades, Portfolio) with 0.84% of outstanding shares, followed by Simons’ firm with 0.48% and Hotchkis & Wiley with 0.07%.

Atrion Corp. (NASDAQ:ATRI) has a market cap of $1.51 billion. It has outperformed the S&P 500 by 32.27% over the past 12 months.

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Shares are trading with a price-earnings ratio of 44.19. According to the DCF calculator, the stock is overpriced by 22% at $815 per share. The price is currently 45.37% above its 52-week low.

The manufacturer of medical applications products has a profitability and growth rating of 7 out of 10. The return on equity of 17.31% and return on assets of 15.66% are outperforming 86% of companies in the Global Medical Instruments and Supplies industry. Its financial strength is rated 10 out of 10 with no debt.

The company’s largest guru shareholder is Simons’ firm with 3.34% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 2.04% and Pioneer Investments (Trades, Portfolio) with 0.01%.

With a market cap of $6.01 billion, Texas Pacific Land Trust (NYSE:TPL) has outperformed the S&P 500 by 37.27% over the past year.

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Shares are trading with a price-book ratio of 23.57. According to the DCF calculator, the stock is undervalued with a 3% margin of safety at $750 per share. The price is currently 81.67% above its 52-week low and 15.37% below its 52-week high.

The company has a profitability and growth rating of 9 out of 10. The return on equity of 129.77% and return of assets of 111.77% are outperforming 100% of companies in the Global Real Estate – General industry. Its financial strength is rated 10 out of 10 with no debt.

The company’s largest guru shareholder is Murray Stahl (Trades, Portfolio) with 23.30% of outstanding shares, followed by Simons’ firm with 0.09% and Steven Cohen (Trades, Portfolio) with 0.08%.

Mettler-Toledo International Inc. (NYSE:MTD) has outperformed the S&P 500 by 12.74% over the past 12 months. The company has a market cap of $17.42 billion.

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Shares are trading with a price-earnings ratio of 35.32. According to the DCF calculator, the stock is overpriced by 94% at $705 per share. As of Wednesday, the price was 42% above its 52-week low and 1.00% below its 52-week high.

The company, which makes weighing and precision instruments, has a profitability and growth rating of 9 out of 10. The return on equity of 92.79% and return on assets of 20.03% are outperforming 93% of companies in the Global Diagnostics and Research industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.17 is below the industry median of 3.52.

With 2.22% of outstanding shares, Ron Baron (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments with 0.29%.

Graham Holdings Co. (NYSE:GHC) has a market cap of $3.57 billion. It has outperformed the S&P 500 by 12.65% over the past year.

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Shares are trading with a price-book ratio of 1.22. According to the DCF calculator, the stock is overpriced by 25% at $670 per share. The price is currently 25.36% above its 52-week low and 3.78% below its 52-week high.

The education and media company has a profitability and growth rating of 6 out of 10. The return on equity of 9.26% and return on assets of 5.63% are outperforming 63% of companies in the Global Education and Training Services industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.61 is below the industry median of 2.93.

The company’s largest guru shareholder is Mason Hawkins (Trades, Portfolio) with 1.22% of outstanding shares, followed by Simons’ firm with 0.69%, Gabelli with 0.16% and Joel Greenblatt (Trades, Portfolio) with 0.12%.

Disclosure: I do not own any stocks mentioned.

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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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