Groups of Gurus Trade Ten-Year Low P/B Stocks - CLH, IMO and TEVA

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Dec 30, 2013

According to the GuruFocus Value Screen that shows value strategies of stocks traded at historical low P/B ratios, Teva Pharmaceutical Industries Ltd. (TEVA, Financial), Imperial Oil Ltd (IMO, Financial) and Clean Harbors Inc. (CLH, Financial) are held by numerous gurus and trading near their 10-year low. Here are the company updates and trading highlights as of the third quarter of 2013.

Teva Pharmaceutical Industries Ltd. (TEVA, Financial)

Up 7% over 12 months, Teva Pharmaceutical Industries Ltd (TEVA, Financial) is traded at a P/B ratio of 1.51, close to a 10-year low of 1.37.

Teva Pharmaceutical Industries Ltd. has a market cap of $33.71 billion; its shares were traded at around $40.05 with a P/E ratio of 28.10 and P/S ratio of 1.69. The dividend yield of TEVA stocks is 2.73%. The company had an annual average earnings growth of 15.80% over the past 10 years.

GuruFocus rated Teva Pharmaceutical Industries Ltd. the business predictability rank of 4-star.

Teva Pharmaceutical Industries Ltd. develops, produces and markets generic, branded and over the counter medicines including Copaxone, Azilect and Provigil.

Check out the 10-Year Valuations.

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

Tracking historical share price, revenue and net income:

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Guru Action: As of the third quarter of 2013, TEVA is owned by numerous gurus.

No insider trades were found.

As of Sept. 30, 2013, Vanguard Health Care Fund, the largest guru stakeholder, increased its position by 15.71%, buying 1,784,300 shares at an average price of $39.01 per share, for a gain of 2.3%.

Over eight quarters of mixed results, the firm lost 3% on buying 13,145,600 shares at an average price of $41.05 per share.

Vanguard’s current shares are 13,145,600 or 1.56% of shares outstanding, and 1.7% of its total assets managed.

Imperial Oil Ltd. (IMO, Financial)

Up 2% over 12 months, Imperial Oil Ltd. (IMO, Financial) is traded at a P/B ratio of 2.20, close to a 10-year low of 2.00.

Imperial Oil Ltd. has a market cap of $37.35 billion; its shares were traded at around $44.07 with a P/E ratio of 14.00 and P/S ratio of 1.20. The dividend yield of IMO stocks is 1.10%. The company had an annual average earnings growth of 6.10% over the past 10 years.

GuruFocus rated Imperial Oil Ltd. the business predictability rank of 2-star.

Incorporated under the laws of Canada in 1880, Imperial Oil Ltd. is an integrated oil company. It is active in all phases of the petroleum industry in Canada, including crude oil and natural gas exploration, production and sale.

Check out the 10-Year Valuations.

The GuruFocus analysis of the company shows five warnings and two good signs.

Tracking historical share price, revenue and net income:

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Guru Action: As of the third quarter of 2013, IMO is owned by five gurus and there is recent insider trading.

As of Sept. 30, 2013, the top guru stakeholder Ray Dalio reduced his position by 15.47%, selling 52,400 shares at an average price of $41.94 per share, for a 5.1% gain.

His current shares are 286,400 or 0.03% of shares outstanding.

Over a five-year history, Dalio averaged a gain of 4% buying 494,200 shares at an average price of $42.21 per share. Selling, he gained 4% on 207,800 shares at an average price of $42.57 per share.

Clean Harbors Inc. (CLH, Financial)

Up 8% over 12 months, Clean Harbors Inc. (CLH, Financial) is traded at a P/B ratio of 2.40, close to a 10-year low of 2.14.

Clean Harbors Inc. has a market cap of $3.6 billion; its shares were traded at around $59.34 with a P/E ratio of 26.60 and P/S ratio of 1.10. Clean Harbors Inc. had an annual average earnings growth of 17% over the past 10 years. The company does not pay a dividend.

GuruFocus rated Clean Harbors Inc. with 3.5 out of five stars for business predictability.

Incorporated in 1980, Clean Harbors Inc. is a provider of environmental, energy and industrial services and hazardous waste management services throughout Canada. With an infrastructure of more than 3,000 employees, over 80 service locations, and 16 waste management facilities in seven Canadian Provinces, the company serves thousands of customers, including Fortune 500 companies, smaller private entities and numerous government agencies.

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:

03May20171509051493842145.png

Guru Action: As of the third quarter of 2013, CLH is owned by three gurus and there is recent insider selling.

As of Sept. 30, 2013, RS Investment Management made a new buy of 1,586,466 shares at an average price of $55.80 per share, for a gain of 6.3%.

The firm’s current shares are 1,586,466 or 2.62% of shares outstanding and 0.61% of its total assets managed.

RS Investment Management has traded CLH over six quarters, and last sold out 213,988 shares at an average price of $55.57 per share, making a gain of 6.8% in the third quarter of 2012.

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