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Richard Snow's Best Investments of 2016

- By Tiziano Frateschi

Richard Snow (Trades, Portfolio) is the founder, president and chief investment officer of Snow Capital Management. The following are the best performers of his investments.


NCR Corp. (NCR) with a market cap of $5.29 billion gained 84.9% in 2016. The guru's holding represents 0.35% of his total assets.

NCR is a technology company providing products and services that enable businesses to connect, interact and transact with customers. Its products include ATM and financial services software, point of sale devices, self-service kiosks and software applications.

The stock is trading 1.32% below its 52-week high and 136.63% above its 52-week low. The DCF calculator gives the stock a fair value of $17.02. The Peter Lynch earnings line gives it a fair value of $23.9.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The company has a positive five-year track record of profitability with an average return on equity (ROE) of 10.49% and return on assets (ROA) of 2.29%. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.10 is below the industry median of 6.37.

Mario Gabelli (Trades, Portfolio) is the largest shareholder among the gurus with 0.71% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.14% and Steven Cohen (Trades, Portfolio) with 0.1%.

The Mosaic Co. (MOS) with a market cap of $10.79 billion gained 20.6% in 2016. The guru's holding represents 1.75% of his total assets.

The company produces and markets concentrated phosphate and potash crop nutrients. It is organized into the two business segments: Phosphates and Potash.

The stock is trading 2.35% below its 52-week high and 39.87% above its 52-week low. The DCF calculator gives the stock a fair value of $13.38, making it overpriced by 130%.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The company has a positive five-year track record of profitability with an average ROE of 14.87% and ROA of 10.86%. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.17 is below the industry median of 0.39.

Other shareholders among the gurus are John Rogers (Trades, Portfolio) with 0.06% of outstanding shares and John Buckingham (Trades, Portfolio) with 0.03%.

Symantec Corp. (SYMC) with a market cap of $11.24 billion gained 16.9% in 2016. The investor's holding represents 2.57% of his total assets.

Symantec provides security, backup and availability solutions. Its products and services protect people and information in any environment, from the smallest mobile device to enterprise data centers and cloud-based systems.

The stock is trading 2.76% below its 52-week high and 54.96% above its 52-week low.

Symantec's profitability and growth rating is 5 out of 10. The company has a positive five-year track record of profitability with an average ROE of 5.56% and ROA of 15.93%. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.78 is below the industry median of 6.37.

Dodge & Cox is the largest shareholder among the gurus with 6.24% of outstanding shares, followed by Paul Singer (Trades, Portfolio) with 1.92%, Jim Simons (Trades, Portfolio) with 0.5% and John Burbank (Trades, Portfolio) with 0.45%.

CSX Corp. (CSX) with a market cap of $35.14 billion gained 56.9% in 2016. Snow's holding represents 0.01% of his total assets.

The company operates as a transportation supplier. It provides rail-based transportation services including traditional rail service and the transport of intermodal containers and trailers.

The stock is trading 0.53% below its 52-week high and 75.90% above its 52-week low. The DCF calculator gives the stock a fair value of $31.25, indicating the stock is overpriced by 20%.

CSX's profitability and growth rating is 8 out of 10. The company has a positive five-year track record of profitability with an average ROE of 19.02% and ROA of 5.96%. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.31.

The largest shareholder among the gurus is Pioneer Investments with 0.66% of outstanding shares, followed by Sarah Ketterer (Trades, Portfolio) with 0.54% and PRIMECAP Management (Trades, Portfolio) with 0.53%.

Dick's Sporting Goods Inc. (DKS) with a market cap of $5.98 billion gained 61.6% in 2016. The guru's stake represents 0.39% of his total assets.

Dick's is an authentic full-line sporting goods retailer offering an assortment of brand name sporting goods equipment, apparel and footwear in a specialty store environment.

The stock is trading 12.01% below its 52-week high and 65.46% above its 52-week low. The DCF calculator gives the stock a fair value of $30.82, suggesting it is overpriced by 80%.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The company has a positive five-year track record of profitability with an average ROE of 18.25% and ROA of 9.88%. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 0.32 is below the industry median of 0.70.

Ron Baron (Trades, Portfolio) is the largest shareholder among the gurus with 2.34% of outstanding sharess followed by Simons with 0.79%, Louis Moore Bacon (Trades, Portfolio) with 0.18% and Cohen with 0.15%.

Highwoods Properties Inc. (HIW) with a market cap of $5.11 billion gained 26.9% in 2016. Snow's holding represents 0.19% of his total assets.

The company is a real estate investment trust (REIT). The company's business is the operation, acquisition and development of rental real estate properties.

The stock is trading 6.10% below its 52-week high and 38.66% above its 52-week low. The DCF calculator gives the stock a fair value of $11.66, indicating it is overpriced by 353%.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The company has a positive five-year track record of profitability with an average ROE of 7.20% and ROA of 2.44%. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.48 is below the industry median of 0.51.

The largest shareholder among the gurus is Chris Davis (Trades, Portfolio) with 0.31% of outstanding shares.

General Motors Co. (GM) with a market cap of $53.11 billion gained 20% in 2016. The investor's holding represents 0.07% of his total assets.

The company designs, builds and sells cars, trucks and automobile parts. It also provides automotive financing services through General Motors Financial Company Inc.

The stock is trading 4.64% below its 52-week high and 34.84% above its 52-week low. The DCF calculator gives the stock a fair value of $92.57, indicating the stock is undervalued with a 61% margin of safety.

GM's profitability and growth rating is 6 out of 10. The company has a positive five-year track record of profitability with an average ROE of 13.07% and ROA of 4.21%. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.31 is below the industry median of 0.49.

Warren Buffett (Trades, Portfolio) is the largest shareholder among the gurus with 3.28% of outstanding shares, followed by David Einhorn (Trades, Portfolio) with 1.12%, Hotchkis & Wiley with 0.75% and Bill Nygren (Trades, Portfolio) with 0.5%.

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

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This article first appeared on GuruFocus.