Groups of Gurus Hold 10-Year Low P/B Stocks - ATVI, CHL, MD

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Dec 20, 2013
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According to the GuruFocus Value Screen that shows value strategies of stocks traded at historical low P/B ratios, Activision Blizzard Inc. (ATVI, Financial), Mednax Inc. (MD, Financial) and China Mobile Ltd. (CHL, Financial) are held by fairly large groups of gurus and are traded at or near their 10-year historical low P/B ratios. Here are the company updates and a few trade highlights as of the third quarter of 2013.

Activision Blizzard Inc. (ATVI, Financial)

Up 66% over 12 months, Activision Blizzard Inc. (ATVI, Financial) is traded at P/B ratio of 1.00, close to 10-year low of 0.96.First incorporated in 1979, Activision Blizzard Inc. has a market cap of $12.28 billion; its shares were traded at around $17.75 with a P/E ratio of 16.80 and P/S ratio of 4.11. The dividend yield of ATVI stocks is 1.08%. Activision Blizzard Inc. had an annual average earnings growth of 13.00% over the past 10 years.

GuruFocus rated Activision Blizzard Inc. the business predictability rank of 2.5-star.

The GuruFocus analysis of the company shows four good signs and three warnings.

Check out ATVI’s 10-Year Valuations.

Track historical share price, revenue and net income:

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Guru Action: As of the third quarter of 2013, ATVI is owned by numerous gurus and there is insider selling.

As of Sept. 30, 2013, the top guru stakeholder Chris Davis holds 21,312,361 shares or 1.9% of shares outstanding. He increased his position by 12.17% in the third quarter of 2013, buying 2,312,489 shares at an average price of $16.54 per share, for a gain of 6.8%.Over a remarkable five-year history, Davis averaged a gain of 72% buying 30,633,469 shares at an average price of $10.29 per share. He averaged a gain of 45% on 9,321,108 shares sold at an average price of $12.14 per share.

Mednax Inc. (MD, Financial) Down 35% over 12 months, Mednax Inc. (MD) is traded at P/B ratio of 1.20, close to 10-year low of 1.12.Mednax Inc. has a market cap of $2.64 billion; its shares were traded at around $52.59 with a P/E ratio of 9.90 and P/S ratio of 1.30. Mednax Inc. had an annual average earnings growth of 13.60% over the past 10 years.GuruFocus rated Mednax Inc. the business predictability rank of 5-star.

Mednax Inc. was incorporated in 2007 and is the successor to Pediatrix, which was incorporated in 1979. The company is a provider of physician services including Neonatal Care, Maternal-fetal Care, Pediatric Cardiology Care, Other Pediatric Subspecialty Care and Anesthesia Care.

The GuruFocus analysis of the company shows one good signs and six warnings.

Check out the Mednax 10-Year Valuations.

Track historical share price, revenue and net income:

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Guru Action: As of the third quarter of 2013, MD is owned by seven gurus and there is insider selling.

As of Sept. 30, 2013, the top guru stakeholder Chuck Royce holds 757,007 shares or 1.5% of shares outstanding. He reduced his position by 27.67% in the third quarter, selling 289,569 shares at an average price of $97.60 per share, taking a loss of 46.3%.Royce averaged a loss of 11% buying 2,096,071 shares at an average price of $59.03 per share. Selling, he lost 34% on 1,339,064 shares at an average price of $78.91 per share.

China Mobile Ltd. (CHL, Financial)

Down 10% over 12 months, China Mobile Ltd. is traded at a P/B ratio of 1.70, close to a 10-year low of 1.68.

China Mobile Ltd. has a market cap of $208.45 billion; its shares were traded at around $51.48 with a P/E ratio of 9.90 and P/S ratio of 2.20. The dividend yield of CHL stocks is 3.90%. China Mobile Ltd. had an annual average earnings growth of 12.50% over the past 10 years.GuruFocus rated China Mobile Ltd. the business predictability rank of 3.5-star.

China Mobile Ltd. was incorporated under the laws of Hong Kong in 1997 as a limited liability company under the name, China Telecom (Hong Kong) Limited.The GuruFocus analysis of the company shows five good signs and three warnings.

Check out CHL’s 10-Year Valuations.

Track historical share price, revenue and net income:

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Guru Action: As of the third quarter of 2013, CHL is owned by 10 gurus.

There was no insider activity found.As of Sept. 30, 2013, Charles Brandes, one of two top guru stakeholders, holds 1,158,607 shares or 0.03% of shares outstanding. He increased his position by 175.71% in the third quarter, buying 318,163 shares at an average price of $54.11 per share, for a loss of 4.2%.Overall, Brandes averaged a loss of 2% buying 1,201,907 shares at an average price of $53.00 per share. Selling, he averaged a gain of 6% on 43,300 shares at an average price of $48.92 per share.

In the third quarter of 2013, Jim Simons and John Hussman sold out their CHL, both taking a loss of 4.2%.

Use the GuruFocus Value Screen to find 52-Week Lows and discover potentially deep value stocks held by billionaire Guru investors.

GuruFocus Real Time Picks reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature is for Premium Members only.

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