Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in Central American countries were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of Central America and are held by the largest number of gurus.
Grupo Televisa (TV)
Over the past quarter the most gurus held on to Grupo Televisa S.A.B. There were twelve guru owners with seven gurus making buys last quarter and eight making sells. These gurus hold a combined weighting of 7.07%.
The top guru shareholders of Grupo Televisa:
1. Jean-Marie Eveillard with 32,829,088 shares or 5.72% of the company's shares outstanding.
2. Dodge & Cox: 21,303,692 shares or 3.71% of the company's shares outstanding.
3. Bill Gates: 16,879,103 shares or 2.94% of the company's shares outstanding.
Grupo Televisa is a media company in the Spanish-speaking world. It operates four broadcast channels in Mexico and has network coverage through affiliated stations throughout the country.
Grupo Televisa's historical revenue and earnings growth:
[ Enlarge Image ]
The analysis on Grupo Televisa reports that the company's dividend yield is near a 10-year low, its price is near a 10-year high and the company has shown predictable revenue and earnings growth. The analysis also reports that Grupo Televisa has issued MXN329.65 million of debt over the past three years.
Grupo Televisa has a market cap of $16.66 billion. Its shares are currently trading at around $29.04 with a P/S ratio of 3.00 and a P/B ratio of 3.50. The company had an annual average earnings growth of 46.40% over the past ten years.
GuruFocus rated Grupo Televisa the business predictability rank of 2-star.
Herbalife (HLF)
As of the close of! the third quarter there were eleven guru owners of Herbalife Ltd. These gurus held a combined weighting of 24.60%. During the third quarter, there were four gurus making buys and four making sells of their stake in HLF.
The top guru shareholders of Herbalife:
1. Carl Icahn: 16,966,485 shares, representing 16.46% of the company's shares outstanding.
2. George Soros: 5,039,175 shares, representing 4.89% of the company's shares outstanding.
3. Richard Perry: 2,632,138 shares or 2.55% of the company's shares outstanding.
Herbalife is a global nutrition company that sells weight management, healthy meals and snacks, sports and fitness, energy and targeted nutritional products as well as personal care products.
Herbalife's historical revenue and net income:
[ Enlarge Image ]
The analysis on Herbalife reports that the company's operating margin is expanding, its price is near a 10-year high, its dividend yield is near a 1-year low and the company has issued $740.828 million of debt over the past three years.
The Peter Lynch Chart suggests that Herbalife is currently overvalued:
[ Enlarge Image ]
Herbalife has a market cap of $7.62 billion. Its shares are currently trading at around $75.35 with a P/E ratio of 15.80, a P/S ratio of 1.80 and a P/B ratio of 16.70. The dividend yield of Herbalife stocks is currently at 1.60%. Herbalife had an annual average earnings growth of 13.00% over the past ten years.
America Movil SAB de CV (AMX)
As of the close of the third quarter there were 11 guru owners of America Movil. These gurus held a combined weighting of 7.74%. During the third quarter, there were seven gurus making buys and four making sells of their stake in AMX.
The top guru shareholders of America Movil SAB de CV:
1. Charles Brandes: 16,709,714 shares representing 0.44% of t! he compan! y's shares outstanding.
2. Manning & Napier: 8,389,590 shares representing 0.22% of the company's shares outstanding.
3. Jeremy Grantham: 7,781,940 shares, representing 0.21% of the company's shares outstanding.
America Movil provides telecommunications services in 18 countries. The company provides wireless communications services in Latin America. It also has fixed-line operations in Mexico, Brazil, Colombia and eleven other countries.
America Movil's historical revenue and net income:
[ Enlarge Image ]
The analysis on America Movil reports that the company has issued MXN12.5 billion of debt over the past three years, its revenue and earnings growth have shown consistent signs of growth and its dividend yield is nearing a 10-year high.
The Peter Lynch Chart suggests that the company is currently slightly overvalued:
[ Enlarge Image ]
America Movil has a market cap of $80.95 billion. Its shares are currently trading at around $22.42 with a P/E ratio of 15.00, a P/S ratio of 1.40 and a P/B ratio of 4.80. The company had an annual average earnings growth of 24.4% over the past ten years.
GuruFocus rated America Movil the business predictability rank of 3-star.
Fomento Economico Mexicano SAB de CV (FMX)
As of the close of the third quarter there were ten guru owners of Fomento Economico Mexicano. These gurus held a combined weighting of 1.99%. During the third quarter, there were four gurus making buys and seven making sells of their stake in FMX.
The top guru shareholders of Fomento Economico:
1. Lee Ainslie: 1,065,502 shares, representing 0.3% of the company's shares outstanding.
2. Jim Simons: 258,400 shares, representing 0.07% of the company's shares outstanding.
3. Mario Gabelli: 192,745 shares, representing 0.05% of the company's shares outstanding.
Fomen! to Econom! ico Mexicano is a beverage company. It conducts its operations through principal holding companies such as Coca-Cola FEMSA, which engages in the production, distribution and marketing of soft drinks.
Fomento's historical revenue and net income:
[ Enlarge Image ]
The analysis on Fomento Economico reports that the company's revenue has slowed down over the past year, its dividend yield is near a 10-year high and its gross and operating margins have been in a 5-year decline.
The Peter Lynch Chart suggests that the company is currently overvalued:
[ Enlarge Image ]
Fomento Economico Mexicano has a market cap of $33.28 billion. Its shares are currently trading at around $93.00 with a P/E ratio of 21.70 and a P/S ratio of 2.00. The dividend yield of Fomento stocks is currently at 1.70%. The company had an annual average earnings growth of 8.60% over the past ten years.
GuruFocus rated Fomento the business predictability rank of 4-star.
Cemex SAB de CV (CX)
As of the close of the third quarter there were nine guru owners of Cemex. These gurus held a combined weighting of 5.30%. During the third quarter, there were three gurus making buys and nine making sells of their stake in CX.
The top guru shareholders of Cemex:
1. Mason Hawkins: 35,375,663 shares, representing 3.23% of the company's shares outstanding.
2. Charles Brandes: 15,686,334 shares, representing 1.43% of the company's shares outstanding.
3. George Soros: 6,500,000 shares, representing 0.59% of the company's shares outstanding.
Cemex is a cement manufacturer. It is a holding company of entities which main activities are oriented to the construction industry, through the production, marketing, distribution and sale of cement, ready-mix concrete, aggregates and other construction materials.
Cemex's historical re! venue and! net income:
[ Enlarge Image ]
The analysis on Cemex reports that the company's revenue has been in decline over the past five years, its operating and gross margins have been in a 5-year decline and its P/S ratio is trading at a 1-year low.
Cemex has a market cap of $12.08 billion. Its shares are currently trading at around $11.05 with a P/S ratio of 0.90. The company had an annual average earnings growth of 8.60% over the past five years.
You can check out other top held sectors of the market by using the Aggregated Screener here.
Try a free 7-day premium membership.
Also check out: Charles Brandes Undervalued Stocks Charles Brandes Top Growth Companies Charles Brandes High Yield stocks, and Stocks that Charles Brandes keeps buying George Soros Undervalued Stocks George Soros Top Growth Companies George Soros High Yield stocks, and Stocks that George Soros keeps buying
Currently 0.00/512345 Rating: 0.0/5 (0 votes) |
More GuruFocus Links
Latest Guru Picks | Value Strategies |
Warren Buffett Portfolio | Ben Graham Net-Net |
Real Time Picks | Buffett-Munger Screener |
Aggregated Portfolio | Undervalued Predictable |
ETFs, Options | Low P/S Companies |
Insider Trends | 10-Year Financials |
52-Week Lows | Interactive Charts |
Model Portfolios | DCF Calculator |
RSS Feed | Monthly Newsletters |
The All-In-One Screener | Portfolio Tracking Tool |
Have Received Their FREE 12-Page Warren Buffett Portfolio Report Get Yours FREE Here MORE GURUFOCUS LINKS
Latest Guru Picks | Value Strategies |
Warren Buffett Portfolio | Ben Graham Net-Net |
Real Time Picks | Buffett-Munger Screener |
Aggregated Portfolio | Undervalued Predictable |
ETFs, Options | Low P/S Companies |
Insider Trends | 10-Year Financials |
52-Week Lows | Interactive Charts |
Model Portfolios | DCF Calculator |
RSS Feed | Monthly Newsletters |
The All-In-One Screener | Portfolio Tracking Tool |
No comments:
Post a Comment