Gurus' Holdings With Negative Performances

GuruFocus.com
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- By Tiziano Frateschi

While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than three gurus' portfolios.


Discover Financial Services (DFS) had a negative performance of 15.3% over the last six months. Three mutual funds hold the stock with a total weight of 0.07% on their portfolios.

The company has a market cap of $23.22 billion, and the stock is trading with a price-sales (P/S) ratio of 2.64. The price of $61.07 is 17.84% below its 52-week high and 20.86% above its 52-week low. Over the last years, it returned a gain of 114%.

Over the last five years, Discover Financial reported growth of 11.20% for its revenue and 6.40% for its earnings per share (EPS).

The return on equity (ROE) of 20.55% and return on assets (ROA) of 2.63% are outperforming 51% of other companies in the Global Credit Services industry.

PRIMECAP Management (Trades, Portfolio) with 1.76% of outstanding shares is the largest investor among the gurus, followed by Barrow, Hanley, Mewhinney & Strauss with 1.17%, NWQ Managers (Trades, Portfolio) with 0.48%, Pioneer Investments (Trades, Portfolio) with 0.33%, Jim Simons (Trades, Portfolio) with 0.15%, Jeremy Grantham (Trades, Portfolio) with 0.07% and Diamond Hill Capital (Trades, Portfolio) with 0.06%.

Popular Inc. (BPOP) had a negative performance of 10.9% over the last six months. Three mutual funds hold the stock with a total weight of 1.59% on their portfolios.

The company has a market cap of $4.01 billion, and the stock is trading with a P/S ratio of 2.34. The price of $39.33 is 14.43% below its 52-week high and 44.22% above its 52-week low. Over the last 10 years, it returned a loss of 76%.

Over the last five years, Popular reported a loss of 3.40% for its revenue. The ROE of 4.19% and ROA of 0.59% are underperforming 80% of other companies in the Global Banks - Regional - U.S. industry.

The largest shareholder among the gurus is Hotchkis & Wiley with 5.8% of outstanding shares, followed by Diamond Hill Capital with 3.94%, Steven Cohen (Trades, Portfolio) with 0.33%, Michael Price (Trades, Portfolio) with 0.3%, Simons with 0.19% and Chuck Royce (Trades, Portfolio) with 0.16%.

Ross Stores Inc. (ROST) had a negative performance of 15.3% over the last six months. Three mutual funds hold the stock with a total weight of 0.24% on their portfolios.

The company has a market cap of $22 billion, and the stock is trading with a P/S ratio of 1.70. The price of $56.53 is 19.02% below its 52-week high and 3.71% above its 52-week low. Over the last 10 years, it returned a gain of 634%.

Over the last five years, Ross Stores reported an increase of 11.40% for revenue and 14% for EPS.

The ROE of 43.07% and ROA of 21.64% are outperforming 97% of other companies in the Global Apparel Stores industry.

With 3.77% of outstanding shares, PRIMECAP Management is the largest investor among the gurus, followed by Pioneer Investments with 0.72%, David Rolfe (Trades, Portfolio) with 0.44%, Cohen with 0.11%, Westport Asset Management (Trades, Portfolio) with 0.1% and Simons with 0.08%.

Columbus McKinnon Corp. (CMCO) had a negative performance of 7.8% over the last six months. Four mutual funds hold the stock with a total weight of 0.54% on their portfolios.

The company has a market cap of $24.96 billion, and the stock is trading with a P/S ratio of 0.84. The price of $24.96 is 15.82% below its 52-week high and 80.87% above its 52-week low. Over the last 10 years, it returned a loss of 22%.

Over the last five years, Columbus McKinnon reported a loss of 0.30% for revenue and 24.90% for EPS.

The ROE of 2.98% and ROA of 1.10% are underperforming 61% of other companies in the Global Farm and Construction Equipment industry.

The largest shareholder among the gurus is Richard Pzena (Trades, Portfolio) with 1.79% of outstanding shares, followed by Price with 0.69%, Barrow, Hanley, Mewhinney & Strauss with 0.47%, Simons with 0.25%, Joel Greenblatt (Trades, Portfolio) with 0.06% and Royce with 0.01%.

Overseas Shipholding Group Inc. (OSG) had a negative performance of 34.8% over the last six months. Three mutual funds hold the stock with a total weight of 0.01% on their portfolios.

The company has a market cap of $189.47 billion, and the stock is trading with a P/S ratio of 0.73. The price of $2.55 is 80.61% below its 52-week high and 10.87% above its 52-week low. Over the last 10 years, the price declined 59% and revenue fell 60.6%.

The ROE of -33.81% and ROA of -15.50% are underperforming 52% of other companies in the Global Shipping and Ports industry.

Caxton Associates (Trades, Portfolio) with 0.78% of outstanding shares is the largest investor among the gurus, followed by John Paulson (Trades, Portfolio) with 0.06% and Simons with 0.04%.

Bank of the Ozarks Inc. (OZRK) had a negative performance of 15.6% over the last six months. Three mutual funds hold the stock with a total weight of 2.02% on their portfolios.

The company has a market cap of $45.57 billion, and the stock is trading with a P/S ratio of 6.54. The price of $45.47 is 19.86% below its 52-week high and 35.99% above its 52-week low. Over the last 10 years, it returned a gain of 544%.

Over the last five years, the bank grew revenue by 12.40% and EPS by 15.10%.

The ROE of 13.38% and ROA of 1.92% are outperforming 77% of other companies in the Global Banks - Regional - U.S. industry.

The largest shareholder among the gurus is Simons with 0.33% of outstanding shares, followed by Julian Robertson (Trades, Portfolio) with 0.16%, Royce with 0.08%, Lee Ainslie (Trades, Portfolio) with 0.04% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.

Fresh Del Monte Produce Inc. (EDP) had a negative performance of 17.7% over the last three months. Three mutual funds hold the stock with a total weight of 0.08% on their portfolios.

The company has a market cap of $2.55 million, and the stock is trading with a P/S ratio of 0.65. The price of $49.98 is 25.25% below its 52-week high and 2.27% above its 52-week low. Over the last 10 years, it returned a gain of 100%.

The ROE of 10.61% and ROA of 7.20% are outperforming 58% of other companies in the Global Farm Products industry.

With 1.23% of outstanding shares, Simons is the largest investor among the gurus, followed by Royce with 0.44%, Greenblatt with 0.08%, Jones with 0.02% and Caxton Associates with 0.01%.

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

This article first appeared on GuruFocus.


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