5 Health Care Stocks in Gurus' Portfolios

Celgene tops the list

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Jun 26, 2019
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According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Celgene Corp. (CELG, Financial) is held by 20 gurus

The company, which develops therapeutics for the treatment of immunological diseases, has a market cap of $69.76 billion. Its revenue of $15.76 billion has grown 23.40% over a 10-year period.

The stock is trading with a price-earnings ratio of 14.16. The share price of $93 is 1% below the 52-week high and 66.82% above the 52-week low. Over the last 10 years, it has returned 283%.

The company’s largest shareholder among the gurus is David Abrams (Trades, Portfolio) with 0.96% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.68% and Seth Klarman (Trades, Portfolio) with 0.57%.

CVS Health Corp. (CVS, Financial) is held by 28 gurus

The retail pharmacy chain has a market cap of $69.70 billion. Its revenue of $210.53 billion has grown 13.10% over the past decade.

The stock is trading with a forward price-earnings ratio of 7.97. The current share price of $53.7 is 34.69% below the 52-week high and 3.73% above the 52-week low. Over the past decade, it has returned 71%.

Dodge & Cox is the company's largest guru shareholder with 1.53% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 1.32%, the Vanguard Health Care Fund (Trades, Portfolio) with 0.97% and Bill Nygren (Trades, Portfolio)’s Oakmark Fund with 0.47%.

Becton, Dickinson and Co. (BDX, Financial) is held by 14 gurus

The surgical products manufacturer has a $66.40 billion market cap. Its revenue of $17.03 billion has grown 8.90% over the last 10 years.

The stock is trading with a price-earnings ratio of 73.06. The current price of $246 is 7% below the 52-week high and 18.50% above the 52-week low. Over the past decade, it has returned 243%.

The company’s largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.34% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.15% and Al Gore (Trades, Portfolio) with 0.14%.

Cigna Corp. (CI, Financial) is held by 15 gurus

The health insurance company has a market cap of $59.85 billion. Its revenue of $75.14 billion has grown 11.90% over a 10-year period.

The stock is trading with a price-earnings ratio of 15.19. The current share price of $157 is 30% below the 52-week high and 12.40% above the 52-week low. Over the last 10 years, it has returned 547%.

With 3.49% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Larry Robbins (Trades, Portfolio) with 1.15%, Barrow, Hanley, Mewhinney & Strauss with 0.72% and Simons’ firm with 0.22%.

Intuitive Surgical Inc. (ISRG, Financial) is held by nine gurus.

The company develops robotic system for assisting minimally invasive surgery. It has a $60.87 billion market cap. Its revenue of $30.72 billion has decreased 2.40% over the last 10 years.

The stock is trading with a price-earnings ratio of 53.54. The current share price of $511 is 1.61% below the 52-week high and 31.60% above the 52-week low. Over the past decade, it has returned a gain of 840%.

The company’s largest guru shareholder is Spiros Segalas (Trades, Portfolio) with 0.57% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.14%, Stanley Druckenmiller (Trades, Portfolio) with 0.11% and Steven Cohen (Trades, Portfolio) with 0.06%.

Disclosure: I do not own any stocks mentioned.

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