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5 Health Care Stocks in Gurus' Portfolios

- By Tiziano Frateschi

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among guru investors.


Cardinal Health Inc. (CAH) is held by 12 gurus. The company, which provides services and products for hospital systems and physicians' offices, has a market cap of $13.5 billion. Its revenue of $139.381 billion has grown 5.10% over a 10-year period.

The stock is trading with a price-earnings ratio of 19.01. As of Friday, the share price of $44.7 is 40.20% below its 52-week high and 1.57% above its 52-week low. Over the last 10 years, it has returned a 90% gain.

The company's largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 5.97% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 2.29%, Seth Klarman (Trades, Portfolio) with 1.59% and Richard Pzena (Trades, Portfolio) with 0.87%.

Fourteen gurus have positions in Cigna Corp. (CI). The provider of medical, life and accident insurance products has a market cap of $43.79 billion. Its revenue of $44.54 billion has grown 11.30% over a 10-year period.

The stock is trading with a price-book ratio of 2.81. The current price of $180 is 20.84% below its 52-week high and 10.29% above its 52-week low. Over the past decade, it has returned a gain of 1,058%.

Dodge & Cox is the largest guru shareholder of the company with 3.65% of outstanding shares, followed by Vanguard with 1.81%, Barrow, Hanley, Mewhinney & Strauss with 0.66%, Larry Robbins (Trades, Portfolio) with 0.4% and Steven Cohen (Trades, Portfolio) with 0.38%.

Charles River Laboratories International Inc. (CRL) is held by 10 gurus. The pharmaceutical company, has a $5.48 billion market cap. Its revenue of $2.14 billion has grown 7.90% over the last 10 years.

The stock is trading with a price-book ratio of 4.40. The current price of $111 is 18.42% below its 52-week high and 17.88% above its 52-week low. Over the past decade, it has returned a gain of 364%.

The company's largest guru shareholder is Jim Simons (Trades, Portfolio)' Renaissance Technologies with 3.59% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 2.61%, PRIMECAP Management (Trades, Portfolio) with 0.88%, Ken Fisher (Trades, Portfolio) with 0.79% and Pioneer Investments (Trades, Portfolio) with 0.05%.

CVS Health Corp. (CVS) is held by 26 gurus. The company, which operates retail pharmacies, has a market cap of $85.97 billion. Its revenue of $188.05 billion has grown 12.90% over the last 10 years.

The stock is trading with a price-book ratio of 1.85. The current price of $64 is 20.74% below its 52-week high and 10.54% above its 52-week low. Over the last 10 years, it has returned a 147% gain.

With 1.53% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Dodge & Cox with 1.17% and Bill Nygren (Trades, Portfolio) with 0.56%.

Danaher Corp. (DHR) is held by 21 gurus. The manufacturer of medical, industrial and commercial products and services has a $69 billion market cap. Its revenue of $19.61 billion has grown 3.60% per annum over the last 10 years.

The stock is trading with a price-book ratio of 2.48. The current price of $98.36 is 11.28% below its 52-week high and 7.10% above its 52-week low. Over the last 10 years, it has returned a gain of 377%.

The company's largest guru shareholder is Dodge & Cox with 0.69% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 0.46%, Simons' firm with 0.46% and Pioneer Investments with 0.32%.

Disclosure: I do not own any stocks mentioned in this article.

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This article first appeared on GuruFocus.