According to the GuruFocus Value Screen that shows value strategies of stocks traded at historical low P/B ratios, Randgold Resources Ltd (GOLD, Financial), Altera Corp. (ALTR, Financial) and SSE PLC (LSE:SSE, Financial), are held by gurus and are traded at or near their 10-year historical low P/B ratios. Here are the company updates and trading highlights as of the third quarter of 2013.
Randgold Resources Ltd. (GOLD, Financial)
Down 35% over 12 months, Randgold Resources Ltd. (GOLD, Financial) is traded at a P/B ratio of 1.30, close to a 10-year low of 1.29.
Incorporated in 1995, Randgold Resources Ltd. has a market cap of $5.79 billion; its shares were traded at around $62.86 with a P/E ratio of 11.50 and P/S ratio of 4.30. The dividend yield of GOLD stocks is 0.80%. The company had an annual average earnings growth of 26.90% over the past 10 years.
GuruFocus rated Randgold Resources Ltd. the business predictability rank of 5-star.
Check out the 10-Year Valuations.
The GuruFocus analysis of the company shows four warnings and six good signs.
Tracking historical share price, revenue and net income:
Guru Action: As of the third quarter of 2013, GOLD is owned by seven gurus.
No insider trades were found.
As of Sept. 30, 2013, Chuck Royce increased his position by 6.20%, buying 11,800 shares at an average price of $72.64 per share, for a 13.5% loss.
His current shares are 199,500 or 0.22% of shares outstanding.
Over a five-year history, Royce averaged a gain of 9% buying 1,015,450 shares at an average price of $57.42 per share. He averaged a loss of 23% on 1,147,350 shares sold at an average price of $81.82 per share.
Altera Corp. (ALTR, Financial)
Down 5% over 12 months, Altera Corp. (ALTR, Financial) is traded at a P/B ratio of 2.80, close to a 10-year low of 2.76.
Altera Corp. has a market cap of $10.39 billion; its shares were traded at around $32.39 with a P/E ratio of 22.70 and P/S ratio of 6.10. The dividend yield of Altera Corp. stocks is 1.60%. Altera Corp. had an annual average earnings growth of 13.50% over the past 10 years.
Founded in 1983, Altera is a global semiconductor company. The company designs, manufactures, and markets high-performance, high-density programmable logic devices, or PLDs, HardCopy ASIC devices, pre-defined design building blocks known as intellectual property or IP cores, and associated development tools.
Check out the 10-Year Valuations.
GuruFocus rated Altera Corp. with 4.5 out of 5 stars for business predictability.
The GuruFocus analysis of the company shows five good signs and two warnings.
Tracking historical share price, revenue and net income:
Guru Action: As of the third quarter of 2013, ALTR is owned by four gurus and there is insider selling.
As of Sept. 30, 2013, the top guru stakeholder PRIMECAP Management holds 9,641,100 shares or 3.02% of shares outstanding. The firm reduced its position by 1.08% in the third quarter of 2013, selling 105,400 shares at an average price of $35.86 per share, for a loss of 9.8%.
Over a five-year history, the firm averaged a gain of 39% buying 11,841,500 shares at an average price of $23.20 per share. PRIMECAP lost 7% on 10,473,000 shares sold at an average price of $34.96 per share.
Down 5% over 12 months, SSE PLC (LSE:SSE, Financial) is traded at a P/B ratio of 2.34, close to a 10-year low of 2.30.
SSE PLC has a market cap of £13.22 billion (GPB); its shares were traded at around £13.68 with a P/E ratio of 30.20 and P/S ratio of 0.43. The dividend yield of SSE PLC stocks is 6.15%.
SSE PLC is involved in the generation, transmission, distribution and supply of electricity, and in the production, storage, distribution and supply of gas and other energy services. Its three operating segments are the Networks, Retail, and Wholesale. The company has operations in the United Kingdom, Ireland and mainland Europe.
Check out the 10-Year Valuations.
GuruFocus rated SSE PLC with two out of five stars for business predictability.
The GuruFocus analysis of the company shows one good sign and four warnings.
Tracking historical share price, revenue and net income:
Guru Action: As of the third quarter of 2013, LSE:SSE is owned by one guru.
As of Sept. 30, 2013, the sole guru stakeholder is Signature Select Canadian Fund. The firm made a new buy of 34,500 shares in the third quarter of 2013, buying at an average price of £15.70 per share. Since then the share price of £13.68 shows a change from average down 13%.
Current shares of 34,500 represent 0.06% of the firm’s total assets managed.
No insider trading was found.
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