5 Tech Companies Gurus Are Buying
- By Tiziano Frateschi
According to the GuruFocus All-In-One Screener, the following companies in the technology sector have positions in gurus" portfolios.
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Three gurus own shares of Viavi Solutions Inc. (VIAV).
The provider of network testing, monitoring and assurance products and has a market cap of $2.02 billion. The stock is trading with a price-earnings (P/E) ratio of 24.62. The stock price of $8.87 is 25.40% below its 52-week high and 9.10% above its 52-week low. Over the last decade, it has returned 13%.
Viavi Solutions"s revenue of $795.80 million has fallen by 6.90% over the last 10 years. Its earnings per share (EPS) of $0.36 has not changed.
Among the gurus invested in Viavi Solutions, Jim Simons (Trades, Portfolio) is the largest shareholder with 2.26% of outstanding shares, followed by George Soros (Trades, Portfolio) with 2.2%, Ken Fisher (Trades, Portfolio) with 0.33% and Joel Greenblatt (Trades, Portfolio) with 0.19%.
A total of six gurus have positions in Juniper Networks Inc. (JNPR).
The company, which operates in the communication equipment industry, has a market cap of $10.75 billion. The stock is trading with a P/E ratio of 17.17. The stock price of $28.68 is 7.36% below its 52-week high and 20.15% above its 52-week low.
Juniper Networks" revenue of $5.1 billion grew 11.10% over the last decade; its EPS of 1.67 has not changed.
Among the gurus invested in Juniper, the largest shareholder is Dodge & Cox with 5.32% of outstanding shares, followed by Diamond Hill Capital (Trades, Portfolio) with 3.4%, Simons with 1.59% and Greenblatt with 0.37%.
Four gurus hold shares of Mitel Networks Corp. (MITL).
The company, which has a business in communications and collaboration software and services, has a market cap of $962.57 million. The stock price of $8.02 is 12.16% below its 52-week high and 29.15% above its 52-week low. Over the last 10 years, it has returned a loss of 35%.
Mitel Networks Corp."s revenue of $963 million and its EPS of $-2.12 has not changed over that last 10 years.
Among the gurus invested in Mitel, NWQ Managers (Trades, Portfolio) is the largest shareholder with 10.97% of outstanding shares, followed by Paul Singer (Trades, Portfolio) with 9.32%.
A total of seven gurus have positions in Motorola Solutions Inc. (MSI).
The company, which manufacturers communications equipment has a market cap of $14.84 billion. The stock is trading with a P/E ratio of 23.49. The stock price of $91.62 is 3.86% below its 52-week high and 19.11% above its 52-week low. Over the last decade, it has returned 37%.
Motorola Solutions" revenue of $6.30 billion has fallen by 14.17% over the last 10 years. Its EPS of $3.90 has not changed.
Among the gurus invested in Motorola, the largest shareholder is Jerome Dodson (Trades, Portfolio) with 0.2% of outstanding shares, followed by Simons with 0.19%, Greenblatt with 0.04% and Ray Dalio (Trades, Portfolio) with 0.04%.
Three gurus have positions in Hewlett Packard Enterprise Co. (HPE).
The company has a market cap of $23.48 billion. The stock is trading with a P/E ratio of 70.10. The stock price of $14.72 is 40.84% below its 52-week high and 14.87% above its 52-week low. Over the last 10 years, it has returned 54%.
Hewlett Packard Enterprise"s revenue of $32.7 billion and its EPS of $0.21 $3.90 has not changed over the last decade.
Dodge & Cox is the largest shareholder with 14.92% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 5.67%, Hotchkis & Wiley with 5.05% and Richard Pzena (Trades, Portfolio) with 2.36%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
This article first appeared on GuruFocus.
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The intrinsic value of HPE
