According to the GuruFocus All-In-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months.
Winnebago Industries Inc. (WGO) is trading around $34.80 per share. The Peter Lynch value gives the stock a fair price of $49.75 so the stock is undervalued with a margin of safety of 30%. The stock started its positive upward trend three months ago; it now registers a positive performance of 33.0%.
Winnebago Industries is a Class A, B and C motor homes or recreational vehicles manufacturer. The company also engages in building customized specialty vehicles, and parts and services are per the customer requirements.
The stock is trading with a price-earnings (P/E) ratio of 17.49, which is lower than 51% of companies in the Global Recreational Vehicles industry. The price is 11.45% below its 52-week high and 57.39% above its 52-week low. The price-book (P/B) ratio is 2.64.
Chuck Royce (Trades, Portfolio) with 7.33% of outstanding shares is the largest investor among the gurus followed by Jim Simons (Trades, Portfolio) with 0.66%, Keeley Asset Management Corp (Trades, Portfolio) with 0.33%, Mario Gabelli (Trades, Portfolio) with 0.33%, Joel Greenblatt (Trades, Portfolio) with 0.17%, Paul Tudor Jones (Trades, Portfolio) with 0.03% and John Hussman (Trades, Portfolio) with 0.01%.
Toll Brothers Inc. (TOL) is trading around $39.3 per share. The Peter Lynch value gives the stock a fair price of $60.5 so it is undervalued with a margin of safety of 35%. The stock started its positive upward trend three months ago; it now registers a positive performance of 8.8%.
The luxury homebuilder operates in the U.S. across 19 states and caters to move-up, active-adult and second-home buyers. It also builds luxury for-sale and for-rent properties in urban centers, primarily on the East Coast.
The stock is trading with a P/E ratio of 16.24 which is lower than 51% of companies in the Global Residential Construction industry. The price is 4.31% below its 52-week high and 47.47% above its 52-week low. The P/B ratio is 1.44.
The largest shareholder among the gurus is Ken Heebner (Trades, Portfolio) with 1.8% followed by Donald Smith (Trades, Portfolio) with 1.39%, Ken Fisher (Trades, Portfolio) with 0.32%, Ron Baron (Trades, Portfolio) with 0.2%, Ruane Cunniff (Trades, Portfolio) with 0.17% and David Dreman (Trades, Portfolio) with 0.01%.
Viad Corp. (VVI) is trading around $49.3 per share. The Peter Lynch value gives the stock a fair price of $63.11 so the stock is undervalued with a margin of safety of 22%. The stock started its positive upward trend three months ago; it now registers a positive performance of 10.9%.
Viad together with its subsidiaries provides experiential services within the exhibition and events industry and the travel and recreation industry. It serves clients in the U.S., Canada, the U.K., Germany and the United Arab Emirates.
The stock is trading with a P/E ratio of 17.86, which is higher than 65% of companies in the Global Business Services industry. The price is 1.00% below its 52-week high and 56.21% above its 52-week low. The P/B ratio is 2.75.
Simons with 0.71% of outstanding shares is the largest investor among the gurus followed by Third Avenue Management (Trades, Portfolio) with 0.54%, Royce with 0.3% and Jones with 0.05%.
Sun Life Financial Inc. (SLF) is trading around $37.6 per share. The Peter Lynch value gives the stock a fair price of $80.15 so the stock is undervalued with a margin of safety of 53%. The stock started its positive upward trend three months ago; it now registers a positive performance of 7.0%.
Sun Life Financial provides diversified financial services. It provides insurance, retirement and wealth management products and services to individual and corporate customers in Canada, the U.S. and Asia.
The stock is trading with a P/E ratio of 11.73, which is higher than 58% of companies in the Global Insurance - Diversified industry. The price is 7.32% below its 52-week high and 23.77% above its 52-week low. The P/B ratio is 1.42.
Jeremy Grantham (Trades, Portfolio) with 0.14% of outstanding shares is the largest investor among the gurus followed by Pioneer Investments (Trades, Portfolio) with 0.12% and Simons with 0.08%.
Air Lease Corp. Class AĂ‚ (AL) is trading around $40 per share. The Peter Lynch value gives the stock a fair price of $84.25 so the stock is undervalued with a margin of safety of 53%. The stock started its positive upward trend three months ago; it now registers a positive performance of 8.9%.
Air Lease is an aircraft leasing company. It is engaged in purchasing commercial aircraft and leasing to airlines. It sells aircrafts to third parties and provides fleet management services to investors and owners of aircraft portfolios.
The stock is trading with a P/E ratio of 11.87, which is higher than 77% of companies in the Global Rental & Leasing Services industry. The price is 3.47% below its 52-week high and 47.87% above its 52-week low. The P/B ratio is 1.19.
The largest shareholder among the gurus is Baron with 2.39% followed by Keeley Asset Management with 1.72%, Royce with 1.36%, Jerome Dodson (Trades, Portfolio) with 0.45%, Dreman with 0.01% and Murray Stahl (Trades, Portfolio) with 0.01%.
Unum Group (UNM) is trading around $47.8 per share. The Peter Lynch value gives the stock a fair price of $85.48 so the stock is undervalued with a margin of safety of 44%. The stock started its positive upward trend three months ago; it now registers a positive performance of 5.5%.
Unum Group is a financial services provider. Its services include insurance and noninsurance products and services.
The stock is trading with a P/E ratio of 11.72 which is higher than 70% of companies in the Global Insurance - Life industry. The price is 4.91% below its 52-week high and 49.14% above its 52-week low. The P/B ratio is 1.20.
Smith with 1.56% of outstanding shares is the largest investor among the gurus followed by NWQ Managers (Trades, Portfolio) with 1.39%, Pioneer Investments with 0.32%, Fisher with 0.07%, Jeff Auxier (Trades, Portfolio) with 0.03%, First Eagle Investment (Trades, Portfolio) with 0.03% and Grantham with 0.03%.
Centene Corp.Ă‚ (CNC) is trading around $84.73 per share. The Peter Lynch value gives the stock a fair price of $103.25 so the stock is undervalued with a margin of safety of 18%. The stock started its positive upward trend three months ago; it now registers a positive performance of 19.9%.
Centene offers health care plans to U.S. government-sponsored health care programs. The company primarily focuses on uninsured individuals and helps them access care facilities and social services through government-subsidized programs.
The stock is trading with a P/E ratio of 20.42, which is higher than 59% of companies in the Global Health Care Plans industry. The price is 1.50% below its 52-week high and 69.46% above its 52-week low. The P/B ratio is 2.40.
The largest shareholder among the gurus is Andreas Halvorsen (Trades, Portfolio) with 1.32% followed by Pioneer Investments with 0.8%, David Tepper (Trades, Portfolio) with 0.68%, Richard Snow (Trades, Portfolio) with 0.49%, Simons with 0.47%, Vanguard Health Care Fund (Trades, Portfolio) with 0.39%, Columbia Wanger (Trades, Portfolio) with 0.32%, Steven Cohen (Trades, Portfolio) with 0.06% and Greenblatt with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
