Worst-Performing Gurus' Stocks

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 four gurus' portfolios.


Simpson Manufacturing Co. Inc. (SSD) had a negative performance of 14.4% over the last six months. Three mutual funds hold the stock with a total weight of 0.02% on their portfolios.

The company has a market cap of $1.93 billion, and the stock is trading with a price-sales (P/S) ratio of 2.24. The price of $40.56 is 16.22% below its 52-week high and 9.44% above its 52-week low. Over the last 10 years, it returned a gain of 24%.

The return on equity (ROE) of 11.07% and return on assets (ROA) of 9.75% are outperforming 65% of the companies in the Global Tools and Accessories industry.

During the first quarter, Barrow, Hanley, Mewhinney & Strauss, John Rogers (Trades, Portfolio), Chuck Royce (Trades, Portfolio), Jim Simons (Trades, Portfolio), Paul Tudor Jones (Trades, Portfolio) and Joel Greenblatt (Trades, Portfolio) reduced their stakes while Caxton Associates (Trades, Portfolio) established a new position.

MicroStrategy Inc. (MSTR) had a negative performance of 6.7% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.16% on their portfolios.

The company has a market cap of $2.12 billion, and the stock is trading with a P/S ratio of 4.18. The price of $185.22 is 10.64% below its 52-week high and 14.40% above its 52-week low. Over the last 10 years, it returned a gain of 84%.

The ROE of 17.59% and ROA of 12.39% are outperforming 75% of the companies in the Global Software - Application industry.

During the first quarter, Lee Ainslie (Trades, Portfolio) reduced his position while Greenblatt and Simons raised their stakes. Jones exited his holding.

Signet Jewelers Ltd. (SIG) had a negative performance of 33.5% over the last six months. Despite this, four mutual funds hold the stock with a total weight of 0.10% on their portfolios.

The company has a market cap of $4.09 billion, and the stock is trading with a P/S ratio of 2.17. The price of $59.77 is 45.38% below its 52-week high and 3.28% above its 52-week low. Over the last 10 years, it returned a gain of 25%.

The ROE of 19.31% and ROA of 8.41% are outperforming 86% of the companies in the Global Luxury Goods industry.

During the first quarter First Pacific Advisors (Trades, Portfolio) and Louis Moore Bacon (Trades, Portfolio) reduced their shares while Tweedy Browne (Trades, Portfolio), Simons, Greenblatt, Richard Snow (Trades, Portfolio) and George Soros (Trades, Portfolio) purchased new positions. Royce, Sarah Ketterer (Trades, Portfolio) and Ruane Cunniff (Trades, Portfolio) raised their stakes.

Edgewell Personal Care Co. (EPC) had a negative performance of 10.5% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.53% on their portfolios.

The company has a market cap of $4.17 million, and the stock is trading with a P/S ratio of 1.82. The price of $72.61 is 17.49% below its 52-week high and 4.28% above its 52-week low. Over the last 10 years, it returned a loss of 2%.

The ROE of 10.22% and ROA of 3.99% are outperforming 50% of the companies in the Global Household and Personal Products industry.

During the first quarter Ken Fisher (Trades, Portfolio), Simons and Greenblatt reduced their stakes while Mario Gabelli (Trades, Portfolio), Diamond Hill Capital (Trades, Portfolio), Soros and Jones raised their positions.

DineEquity Inc. (DIN) had a negative performance of 41.5% over the last six months. Despite this, four mutual funds hold the stock with a total weight of 1.27% on their portfolios.

The company has a market cap of $882.11 million, and the stock is trading with a P/S ratio of 1.39. The price of $49.06 is 44.25% below its 52-week high and 0.68% above its 52-week low. Over the last 10 years, it returned a loss of 15%.

The ROE of 33.65% and ROA of 3.88% are outperforming 55% of the companies in the Global Restaurants industry.

During the first quarter Steven Cohen (Trades, Portfolio) exited his shares while Julian Robertson (Trades, Portfolio), Robert Olstein (Trades, Portfolio), Caxton Associates, Jones and Simons acquired new positions.

Harley-Davidson Inc. (HOG) had a negative performance of 10.2% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.20% on their portfolios.

The company has a market cap of $9.27 billion, and the stock is trading with a P/S ratio of 1.67. The price of $52.95 is 16.48% below its 52-week high and 27.19% above its 52-week low. Over the last 10 years, it returned a loss of 15%.

The ROE of 31.98% and ROA of 6.13% are outperforming 69% of the companies in the Global Recreational Vehicles industry.

During the first quarter Dodge & Cox, Greenblatt, NWQ Managers (Trades, Portfolio), Simons, Fisher and Caxton Associates reduced their shares while Manning & Napier Advisors Inc. and HOTCHKIS & WILEY raised their positions.

Xencor Inc. (XNCR) had a negative performance of 15.5% over the last six months. Despite this, three mutual funds hold the stock with a total weight of 0.11% on their portfolios.

The company has a market cap of $1.04 billion, and the stock is trading with a P/S ratio of 11.04. The price of $22.2 is 24.44% below its 52-week high and 77.46% above its 52-week low. Over the last 10 years, it returned a gain of 166%.

The ROE of 6.48% and ROA of 4.53% are outperforming 88% of the companies in the Global Biotechnology industry.

During the first quarter Ainslie and Jones reduced their shares. Greenblatt and PRIMECAP Management (Trades, Portfolio) raised their hodings, and Simons bought a new position.

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

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