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High Predictability Guru Stocks

- By Tiziano Frateschi

According to GuruFocus' All-in-One Screener, the following stocks have high business predictability ratings, and total return since the beginning of the year is positive. At least five gurus are shareholders in the companies.


American Tower Corp. (AMT)

GuruFocus gives the company a business predictability rating of 5 out of 5 stars. The stock has risen by 15.4% during the last 12 months. It is an owner, operator and developer of wireless and broadcast communications real estate. The company's main business is leasing antenna space on multitenant communications sites to different providers.

The stock is trading with a price-earnings (P/E) ratio of 61.90. The price has been as high as $122.08 and as low as $99.72 over the last 52 weeks. It is 0.11% below its 52-week high and 22.29% above its 52-week low. According to the DCF calculator, the stock is overpriced by 117% at $121.95.

Five hedge funds hold the company for a total of 7 million shares. Chuck Akre (Trades, Portfolio) is the company's largest shareholder among the gurus with 1.57% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.2%, David Carlson (Trades, Portfolio) with 0.16%, Ron Baron (Trades, Portfolio) with 0.1% and Manning & Napier Advisors Inc. with 0.06%.

Amazon.com Inc. (AMZN)

GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars. The stock has risen by 19.8% during the last 12 months. It is an online retailer. The company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offers electronic devices like Kindle e-readers and Fire tablets.

The stock is trading with a P/E ratio of 182.95. The price has been as high as $923.72 and as low as $589 the last 52 weeks. It is 2.75% below its 52-week high and 52.51% above its 52-week low. According to the DCF calculator, the stock is overpriced by 1,609% at $898.28.

Fifteen gurus are holding a total of 6.7 million shares of the company. The company's largest shareholder among the gurus is Frank Sands (Trades, Portfolio) with 0.48% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.42%, Chris Davis (Trades, Portfolio) with 0.4%, Spiros Segalas (Trades, Portfolio) with 0.36%, Andreas Halvorsen (Trades, Portfolio) with 0.34%, and Chase Coleman (Trades, Portfolio) with 0.29%.

Anthem Inc. (ANTM)

GuruFocus gives the company a business predictability rating of 5 out of 5 stars. The stock has risen by 15.9% during the last 12 months. It is a health benefits company that offers a spectrum of network-based managed care plans to the large and small employer, individual, Medicaid and Medicare markets.

The stock is trading with a P/E ratio of 18.02. The price has been as high as $170.79 and as low as $114.85 the last 52 weeks. It is 2.85% below its 52-week high and 44.47% above its 52-week low. According to the DCF calculator, the stock is overpriced by 51% at $165.92.

Ten gurus are holding a total of 22 million shares of the company. Barrow, Hanley, Mewhinney & Strauss is the company's largest shareholder among the gurus with 3.04% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 2.22%, HOTCHKIS & WILEY with 1.37%, Dodge & Cox with 1.13%, First Eagle Investment (Trades, Portfolio) with 1.07%, Vanguard Health Care Fund (Trades, Portfolio) with 1.01% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.81%.

Baidu Inc. ADR (BIDU)

GuruFocus gives the company a business predictability rating of 4 out of 5 stars. The stock has risen by 5.5% during the last 12 months. It is a Chinese language Internet search provider. The company offers a Chinese-language search platform on its website Baidu.com.

The stock is trading with a P/E ratio of 37.76. The price has been as high as $201 and as low as $155.28 the last 52 weeks. It is 13.74% below its 52-week high and 11.66% above its 52-week low. According to the DCF calculator, the stock is overpriced by 28% at $173.38.

The company's largest shareholder among the gurus is Sands with 1.89% of outstanding shares followed by Dodge & Cox with 1.63%, David Herro (Trades, Portfolio) with 0.88%, Sarah Ketterer (Trades, Portfolio) with 0.86%, Ruane Cunniff (Trades, Portfolio) with 0.76% and First Pacific Advisors (Trades, Portfolio) with 0.5%.

Cheesecake Factory Inc. (CAKE)

GuruFocus gives the company a business predictability rating of 5 out of 5 stars. The stock has risen by 7.2% during the last 12 months. It operates casual dining restaurants. It also operates bakery production facilities that produce desserts for its restaurants, international licenses and third-party bakery customers.

The stock is trading with a P/E ratio of 22.62. The price has been as high as $65.09 and as low as $46.93 the last 52 weeks. It is 1.77% below its 52-week high and 36.25% above its 52-week low. According to the DCF calculator, the stock is overpriced by 26% at $63.94.

Five gurus are holding a total of 1,3 million shares of the company. Mario Gabelli (Trades, Portfolio) is the company's largest shareholder among the gurus with 1.47% of outstanding shares followed by Baron with 1.15%, John Rogers (Trades, Portfolio) with 0.09%, Joel Greenblatt (Trades, Portfolio) with 0.09% and Chuck Royce (Trades, Portfolio) with 0.07%.

Cerner Corp. (CERN)

GuruFocus gives the company a business predictability rating of 4.5 out of 5 stars. The stock has risen by 25.6% during the last 12 months. It is a supplier of health care information technology and offers software, professional services, medical device integration, remote hosting and employer health and wellness services.

The stock is trading with a P/E ratio of 32.33. The price has been as high as $67.50 and as low as $47.01 the last 52 weeks. It is 11.87% below its 52-week high and 26.55% above its 52-week low. According to the DCF calculator, the stock is overpriced by 24% at $59.49.

Seven gurus are holding a total of 22 million shares of the company. The largest shareholder among the gurus is Vanguard Health Care Fund with 5.13% of outstanding shares followed by Sands with 0.95%, Manning & Napier Advisors with 0.54%, Jeremy Grantham (Trades, Portfolio) with 0.39%, Simons with 0.38%, Third Avenue Management (Trades, Portfolio) with 0.12% and Martin Whitman (Trades, Portfolio) with 0.11%.

Church & Dwight Co. Inc. (CHD)

GuruFocus gives the company a business predictability rating of 5 out of 5 stars. The stock has risen by 13% during the last 12 months. It develops, manufactures and markets household, personal care and specialty products.

The stock is trading with a P/E ratio of 28.43. The price has been as high as $53.68 and as low as $45.56 the last 52 weeks. It is 7.30% below its 52-week high and 16.92% above its 52-week low. According to the DCF calculator, the stock is overpriced by 60% at $49.76.

Five gurus are holding a total of 3,3 million shares of the company. Baron is the largest shareholder among the gurus with 1.13% of outstanding shares followed by Gabelli with 0.16%, Greenblatt with 0.12%, Simons with 0.03% and Rogers with 0.01%.

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

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This article first appeared on GuruFocus.