5 Health Care Stocks Held By Gurus

Bausch Health Companies tops the list

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Oct 01, 2019
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According to the GuruFocus All-In-One Screener as of Tuesday, the following health care stocks are popular among gurus.

Masimo Corp. (MASI, Financial) is held by six gurus

The Irvine, California-based medical device company has a market cap of $7.63 billion. Its revenue of $895 million has risen 11.90% over a 10-year period.

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The stock is trading with a price-book ratio of 7.50. The share price of $149 is 8.51% below the 52-week high and 49.25% above the 52-week low. Over the last 10 years, it has returned 461.29%.

The company’s largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.52% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 0.20% and Chuck Royce (Trades, Portfolio) with 0.09%.

Bausch Health Companies Inc. (BHC, Financial) is held by 12 gurus

The pharmaceutical company has a market cap of $7.63 billion. Its revenue of $8.42 million has grown 25.80% over the last 10 years.

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The stock is trading with a price-book ratio of 2.93. The share price of $21.7 is 23.73% below the 52-week high and 26.16% above the 52-week low. Over the past decade, it has returned 45%.

John Paulson (Trades, Portfolio) is the company's largest guru shareholder with 13.23% of outstanding shares, followed by Jeff Ubben (Trades, Portfolio)’s ValueAct with 11.39% and Larry Robbins (Trades, Portfolio) with 6.17%.

Teva Pharmaceutical Industries Ltd. (TEVA, Financial) is held by nine gurus

The generic pharmaceutical manufacturer has a $7.56 billion market cap. Its revenue of $17.7 billion has grown 3.70% over the past decade.

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The stock is trading with a price-book ratio of 0.53. The price of $6.91 is 71.13% below the 52-week high and 14% above the 52-week low. Over the last 10 years, it has gained 85.93%.

The company’s largest guru shareholder is the Vanguard Health Care Fund (Trades, Portfolio) with 4.08% of outstanding shares, followed by Warren Buffett (Trades, Portfolio) with 3.96% and David Abrams (Trades, Portfolio) with 1.65%.

Perrigo Co. PLC (PRGO, Financial) is held by 10 gurus

The company, which operates in consumer health care, prescription pharmaceuticals and active pharmaceutical ingredients, has a market cap of $7.49 billion. Its revenue of $4.65 billion has grown 6% over the past decade.

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The stock is trading with a price-book ratio of 1.31. The share price of $55 is 27.10% below the 52-week high and 51.54% above the 52-week low. Over the past 10 years, it has returned 62%.

With 2.72% of outstanding shares, the Parnassus Endeavor Fund (Trades, Portfolio) is the company's largest guru shareholder, followed by First Eagle Investment (Trades, Portfolio) with 0.52% and Diamond Hill Capital (Trades, Portfolio) with 0.50%.

Bio-Techne Corp. (TECH, Financial) is held by nine gurus

The company, which provides biotechnology products for research and clinical diagnostic markets, has a $7.48 billion market cap. Its revenue of $714 million has grown 11% over the last 10 years.

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The share price of $194 is 9.13% below the 52-week high and 48.65% above the 52-week low. Over the past decade, it has returned 215%.

The company’s largest guru shareholder is Ron Baron (Trades, Portfolio) with 4.14% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 2.82% and the Simons’ firm with 1.25%.

Disclosure: I do not own any stocks mentioned.

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