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Tiziano Frateschi
Tiziano Frateschi
Articles (2304)  | Author's Website |

6 Underperforming Stocks in Gurus' Portfolios

Tesla makes the list

October 23, 2019 | About:

Although gurus hold positions in the following companies, their share prices and returns have suffered declines recently. These are the worst-performing stocks over the past six months that have a long-term presence in more than five gurus' portfolios as of Oct. 23.

Norfolk Southern Corp.

Shares of Norfolk Southern Corp. (NYSE:NSC) have declined 5.33% over the past six months. The stock is held by 12 gurus.

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The company's largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.19% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.12% and Tom Gayner (Trades, Portfolio) with 0.09%.

The American railroad operator has a $49.04 billion market cap and was trading with a price-earnings ratio of 18.08. As of Wednesday, the share price of $185 was 11.71% below the 52-week high and 34.66% above the 52-week low.

Over the past 10 years, the stock has climbed 299%. The return on equity of 17.91% and return on assets of 7.68% are outperforming 82% of companies in the Transportation and Logistics industry.

Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group Inc. (NYSE:SMFG) is held by three gurus. The stock tumbled 5.06% over the past six months.

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With 0.88% of outstanding shares, Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons’ firm with 0.06% and Sarah Ketterer (Trades, Portfolio) with 0.03%.

The Japanese financial services and banking company has a market cap of $47.52 billion. The stock was trading with a price-earnings ratio of 9.56. As of Wednesday, the share price of $6.94 was 11.71% below the 52-week high and 34.66% above the 52-week low.

Over the past decade, the stock has risen 2.96%. The return on equity of 4.93% and return on assets of 0.27% are underperforming 84% of companies in the Banks industry.

Suncor Energy

Shares of Suncor Energy Inc. (NYSE:SU) declined 5.80% over the past six months. The stock is held by 12 gurus.

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The company's largest guru shareholder is Dodge & Cox with 2.31% of outstanding shares, followed by Warren Buffett (Trades, Portfolio)with 0.69% and Steven Cohen (Trades, Portfolio) with 0.17%.

The Canadian company, which produces bitumen and other oil products, has a market cap of $47.03 billion. The stock was trading with a price-earnings ratio of 11.12. As of Wednesday, the share price of $30.66 was 11.35% below the 52-week high and 16.73% above the 52-week low. Over the past decade, it has lost 12.30%.

The return on equity of 12.73% and return on assets of 6.23% are outperforming 73% of companies in the Oil & Gas – Integrated industry.

Simon Property Group

Shares of Simon Property Group Inc. (NYSE:SPG) declined 11.65% over the past six months. Eight gurus hold the stock.

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With 0.53% of outstanding shares, Pioneer Investments is the largest guru shareholder of the company, followed by Simons’ firm with 0.22%, Chris Davis (Trades, Portfolio) with 0.06% and Ray Dalio (Trades, Portfolio) with 0.03%.

The American real estate investment trust has a market cap of $47.20 billion. The stock was trading with a price-earnings ratio of 20.49. As of Wednesday, the share price of $152.89 was 20.04% below the 52-week high and 5.39% above the 52-week low.

The return on equity of 71.46% and return on assets of 7.51% are outperforming 80% of companies in the REITs industry. Over the past decade, it has gained 137%.

Schlumberger

Schlumberger Ltd. (NYSE:SLB) declined 24.08% over the past six months. The stock is held by 20 gurus.

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The company's largest guru shareholder is Dodge & Cox with 3.95% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 2.25% and Barrow, Hanley, Mewhinney & Strauss with 1.37%.

The company, which provides products and services to the oil and gas industry, has a $46.49 billion market cap. The stock was trading with a forward price-earnings ratio of 19.01. As of Wednesday, the share price of $33.59 was 39.39% below the 52-week high and 10.24% above the 52-week low. Over the past decade, it has lost 48%.

The return on equity of -29.39% and return on assets of -14.63% are outperforming 68% of companies in the Oil and Gas – Services industry.

Tesla

Shares of Tesla Inc. (NASDAQ:TSLA) declined 7.23% over the past six months. Seven gurus hold the stock.

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With 0.91% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the largest guru shareholder of the company, followed by Spiros Segalas (Trades, Portfolio) with 0.82%.

The company, which is a pioneer in building purely electric vehicles, has a market cap of $45.41 billion. The stock was trading with a forward price-earnings ratio of 45.87. As of Wednesday, the share price of $254.42 was 33.07% below the 52-week high and 43.50% above the 52-week low.

The return on equity of -13.94% and return on assets of -2.23% are underperforming 90% of companies in the Autos industry. Over the past decade, it has gained 960%.

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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