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Tiziano Frateschi
Tiziano Frateschi
Articles (1971)  | Author's Website |

6 Guru Stocks With Predictable Business

Ebix tops the list

According to the GuruFocus All-in-One Screener, the following companies have high business predictability ratings and a wide margin of safety.

Ebix Inc. (EBIX)

The company has a five-star business predictability rank and, according to the discounted cash flow calculator, a 5% margin of safety at $50 share.

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The software and e-commerce solutions provider has a market cap of $1.54 billion and an enterprise value of $2.17 billion. Over the last five years, its revenue has grown 24.9%, and its earnings per share have increased 16.80%.

Shares have fallen 35% over the last 12 months and are currently trading with a price-earnings ratio of 17.18. The price has been as high as $89.10 and as low as $39.27 in the last 52 weeks. As of Tuesday, the stock was trading 43.32% below its 52-week high and 28.60% above its 52-week low.

With 0.15% of outstanding shares, Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder followed by Paul Tudor Jones (Trades, Portfolio) with 0.12% and Pioneer Investments (Trades, Portfolio) with 0.04%.

Alliance Data Systems Corp. (ADS)

The company has a five-star business predictability rank and, according to the DCF calculator, a 55% margin of safety at $164 per share.

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The marketing, loyalty and credit solutions provider has a market cap of $8.7 billion. Over the last five years, its revenue has increased 17.1% and its earnings per share have grown 18.20%.

Shares have fallen 14% over the last 12 months and are currently trading with a price-earnings ratio of 9.41 and a price-book ratio of 4.23 The price has been as high as $250.77 and as low as $142.58 in the last 52 weeks. As of Tuesday, the stock was trading 27.71% below its 52-week high and 26.90% above its 52-week low.

With 9.83% of outstanding shares, Jeff Ubben (Trades, Portfolio) is the company's largest guru shareholder, followed by the Glenn Greenberg (Trades, Portfolio)’s Brave Warrior Advisors LLC with 3.29% and Ray Dalio (Trades, Portfolio)’s Bridgewater Associates with 0.94%.

Service Corp. International (SCI)

The company has a five-star business predictability rank and, according to the DCF calculator, a 36% margin of safety at $41.86 per share.

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The funeral and cemetery services provider has a $7.63 billion market cap. Over the last five years, its revenue has grown 6.90% and its earnings per share have increased 32.60%.

Shares have grown 8% over the last 12 months; they are currently trading with a price-earnings ratio of 17.51 and a price-book ratio of 4.73. The price has been as high as $47.09 and as low as $35.19 in the last 52 weeks. The stock is currently trading 11.11% below its 52-week high and 18.95% above its 52-week low.

With 0.33% of outstanding Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder followed by Pioneer Investments (Trades, Portfolio) with 0.11%, Jeremy Grantham (Trades, Portfolio)’s GMO LLC with 0.04% and Dalio’s Bridgewater Associates with 0.01%.

Amerco Inc. (UHAL)

The company has a five-star business predictability rank and, according to the DCF calculator, a 32% margin of safety at $377.32 per share.

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The rental trucks provider has a $7.4 billion market cap. Over the last five years, its revenue has grown 6.80% and its earnings per share have risen 19.40%.

Shares have grown 7% over the last 12 months; they are currently trading with a price-earnings ratio of 19.41 and a price-book ratio of 2. The price has been as high as $387.95 and as low as $316 in the last 52 weeks. The stock is currently trading 2.74% below its 52-week high and 19.41% above its 52-week low.

The company's largest guru shareholder is David Abrams (Trades, Portfolio) with 2.94% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 2.26% and Hotchkis & Wiley with 1.15%.

Old Dominion Freight Lines Inc. (ODFL)

The company has a 5-star business predictability rank and, according to the DCF calculator, a 27% margin of safety at $153.74 per share.

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The company, which provides value-added logistics services, has a market cap of $12.48 billion. Over the last five years, its revenue has grown 11.20% and its earnings per share have increased 23.60%.

Shares have risen 4% over the last 12 months; they are currently trading with a price-earnings ratio of 20.80 and a price-book ratio of 4.69. The price has been as high as $170.22 and as low as $115 in the last 52 weeks. The stock is currently trading 9.68% below its 52-week high and 33.69% above its 52-week low.

With 0.50% of outstanding shares, David Rolfe (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons’ Renaissance Technologies with 0.47% and PRIMECAP Management (Trades, Portfolio) with 0.20%.

The Middleby Corp. (MIDD)

The company has a five-star business predictability rank and, according to the DCF calculator, a 9% margin of safety at $134.86 per share.

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The company, which provides a wide range of foodservice equipment, has a $7.51 billion market cap. Over the last five years, its revenue has increased 9.20% and its earnings per share have grown 13.9% and 16.6%.

Shares have risen 9% over the last 12 months; they are currently trading with a price-earnings ratio of 24.93 and a price-book ratio of 4.51. The price has been as high as $138.62 and as low as $96.65 in the last 52 weeks. The stock is currently trading 2.71% below its 52-week high and 39.53% above its 52-week low.

The company's largest guru shareholder is Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors with 1.11% of outstanding shares, followed by Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.60% and Pioneer Investments (Trades, Portfolio) with 0.09%.

Disclosure: I do not own any stocks mentioned.

Read more here: 

6 Stocks With Low Price-Earnings Ratios 

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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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