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6 Stocks Expected to Boost Earnings

According to the GuruFocus All-in-One Screener as of Dec. 26, while most of the following Guru-held companies are trading at a discount, all have positive three- to five-year future earnings estimates.


Autoliv

Shares of Autoliv Inc. (ALV) were trading around $85.30 per share on Dec. 26.

The company, which provides safety components and systems for the autos industry, has a GuruFocus profitability and growth rating of 7 out of 10. Its earnings per share have risen 0.6% over the last five years.

Analysts project a three-year to five-year earnings growth rate of 8.72%. The return on equity of 20.97% and return on assets of 6.17% are outperforming 74% of companies in the vehicles and parts industry.

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With 0.04% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by Steven Cohen (Trades, Portfolio)'s Point72 Asset Management with 0.02%.

Cabot Oil & Gas

On Dec. 26, Cabot Oil & Gas Corp. (COG) was trading around $17.44 per share.

With a market cap of $7.1 billion, the independent oil and gas exploration and production company has a GuruFocus profitability and growth rating of 6 out of 10.

Analysts project a three-year to five-year earnings growth rate of 13.99%. The return on equity of 36.58% and return on assets of 18.5% are outperforming 94% of companies in the oil and gas industry.

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PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 1.07% of outstanding shares, followed by Cohen with 0.66%, George Soros (Trades, Portfolio) with 0.25% and Ray Dalio (Trades, Portfolio)'s Bridgewater Associates with 0.18%.

Synnex

Synnex Corp. (SNX) was trading around $129.39 per share as of Dec. 26.

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With a market cap of $6.61 billion, the wholesale IT integration, distribution and outsourcing services provider has a GuruFocus profitability and growth rating of 8 out of 10. Its earnings per share have climbed 18.50% over the last five years.

Analysts project a three-year to five-year earnings growth rate of 12%. As of Dec. 26, the return on equity of 4.22% and return on assets of 24.07% are outperforming 59% of companies in the software industry.

With 4.5% of outstanding shares, Sarah Ketterer (Trades, Portfolio)'s Causeway Capital Management is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.61%, Pioneer Investments (Trades, Portfolio) with 0.12%, Paul Tudor Jones (Trades, Portfolio) with 0.08% and Scott Black (Trades, Portfolio) with 0.03%.

The Middleby

The Middleby Corp. (MIDD) was trading around $111 per share as of Dec. 26.

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The manufacturer of foodservice equipment, food preparation and packaging has a market cap of $6.24 billion and a GuruFocus profitability and growth rating of 9 out of 10. Its earnings per share have risen 16.60% over the last five years.

Analysts project a three-year to five-year earnings growth rate of 10%. The return on equity of 19.61% and return on assets of 7.15% are outperforming 75% of companies in the industrial products industry.

With 1.99% of outstanding shares, Andreas Halvorsen (Trades, Portfolio)'s Viking Global Investors is the company's largest guru shareholder, followed by Simons with 0.1% and Robert Olstein (Trades, Portfolio) with 0.06%.

Ingredion

Ingredion Inc. (INGR) was trading around $91.48 per share as of Dec. 26.

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With a market cap of $6.11 billion, the company provides ingredients for the food, beverage and personal-care industries. It has a GuruFocus profitability and growth rating of 7 out of 10. Its earnings per share have risen 7% over the last five years.

Analysts project a three-year to five-year earnings growth rate of 6.28%. The return on equity of 15.39% and return on assets of 6.74% are outperforming 60% of companies in the consumer packaged goods industry.

With 0.74% of outstanding shares, Cohen's firm is the company's largest guru shareholder, followed by Simons' firm with 0.25%, Pioneer Investments (Trades, Portfolio) with 0.16% and Mario Gabelli (Trades, Portfolio)'s GAMCO Investors with 0.08%.

Grupo Aeroportuario del Sureste SAB de CV

Grupo Aeroportuario del Sureste SAB de CV (ASR) was trading around $186 per share as of Dec. 26.

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The Mexican airport operator has a GuruFocus profitability and growth rating of 10 out of 10. Its earnings per share have increased 21.8% over the last five years.

Analysts project a three-year to five-year earnings growth rate of 4.99%. The return on equity of 19.41% and return on assets of 10.08% are outperforming 85% of companies in the transportation industry.

With 1.68% of outstanding shares, the Sands Capital Management's Frank Sands (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons' firm with 0.57% and Jeremy Grantham (Trades, Portfolio)'s GMO LLC with 0.05%.

Disclosure: I do not own any stocks mentioned.

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This article first appeared on GuruFocus.