5 Guru Stocks Predicted to Boost Earnings

Acuity Brands makes the list

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Oct 09, 2020
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According to the GuruFocus All-in-One Screener, a Premium feature, as of Oct. 9 the following guru-held companies have positive future earnings estimates from Morningstar analysts.

Grupo Televisa

Shares of Grupo Televisa SAB (TV) were trading around $7.15 on Friday.

The media company has a GuruFocus profitability rating of 8 out of 10.

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Analysts project a three-year to five-year earnings growth rate of 22.70%. The return on equity of -5.93% and return on assets of -1.55% are underperforming 61% of companies in the media, diversified industry.

With 12.04% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by David Herro (Trades, Portfolio) with 4.80% and Bill Gates (Trades, Portfolio)' Foundation with 2.99%.

Acuity Brands

On Friday, Acuity Brands Inc. (AYI) was trading around $101.54 per share.

With a market cap of $4.02 billion, the company, which provides lighting products for commercial, institutional, industrial and residential applications, has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 7.70% over the past three years.

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Analysts project a three-year to five-year earnings growth rate of 10%. The return on equity of 13.63% and return on assets of 8.23% are outperforming 83% of companies in the industrial products industry.

Al Gore (Trades, Portfolio) is the company's largest guru shareholder with 6.73% of outstanding shares, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 2.33% Paul Tudor Jones (Trades, Portfolio) with 0.07%.

Grand Canyon

Shares of Grand Canyon Education Inc. (LOPE) were trading around $82.51 per share on Friday.

With a market cap of $3.90 billion, the educational company has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 19.50% over the past three years.

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Analysts project a three-year to five-year earnings growth rate of 15%. The return on equity of 17.86% and return on assets of 14.64% are outperforming 82% of companies in the education industry.

With 0.46% of outstanding shares, Simons' Renaissance Technologies is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.11%, Jones with 0.04% and Joel Greenblatt (Trades, Portfolio)'s Gotham Asset Management with 0.02%.

Grupo Aeroportuario

Grupo Aeroportuario del Sureste SAB de CV (ASR) was trading around $115.71 per share on Friday.

The company has a market cap of $3.47 billion and a GuruFocus profitability rating of 9 out of 10. Its earnings per share have risen 14.60% over the past three years.

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Analysts project a three-year to five-year earnings growth rate of 1.27%. The return on equity of 18.46% and return on assets of 9.86% are outperforming 90% of companies in the transportation industry.

With 0.88% of outstanding shares, Simons' firm is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio) with 0.11%.

Insperity

On Friday, Insperity Inc. (NSP) was trading around $72.80 per share.

With a market cap of $2.82 billion, the company, which provides a wide range of human resources and business solutions, has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have climbed 4.40% over the last three years.

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Analysts project a three-year to five-year earnings growth rate of 15%. The return on equity of 359.19% and return on assets of 11.37% are outperforming 90% of companies in the business services industry.

With 0.68% of outstanding shares, Simons' firm the company's largest guru shareholder, followed by Lee Ainslie (Trades, Portfolio)'s Maverick Capital with 0.10%.

Disclosure: I do not own any stocks mentioned.

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