Tag: ALLY

10 Low PE Stocks with the Biggest Estimated Earnings Growth Over the Next 5 Years

by Fred Fuld III

Many investors, along with money managers, and hedge funds, take into consideration many factors when looking for stocks to invest in over the long term.

These can include such things as the trailing and future price to earnings ratio, the price to earnings brother ratio, and even if the stock pays a dividend.

One feature that some investors like to see is a strong estimated earnings per share growth rate over the next five years.

The following is a list of stocks that have all of those characteristics and even more.Here is what the stocks have in common:

  • Market cap of over $10 billion
  • Trailing P/E ratio less than 15
  •  Forward P/E ratio less than 15
  • PEG ratio less than 1
  • Earnings per share growth over the next 5 years over 25%
  • Pay a dividend
  • US based companies

Here is the list of all the companies that meet the above requirements:

Company Symbol Market Cap P/E
Ally Financial Inc. ALLY 10.81B 4.16
Ameriprise Financial, Inc. AMP 25.64B 8.97
APA Corporation APA 10.69B 4.56
Discover Financial Svcs DFS 26.57B 5.76
Ford Motor Company F 43.71B 3.89
LKQ Corporation LKQ 14.02B 13.44
Nucor Corporation NUE 27.85B 3.78
Ovintiv Inc. OVV 10.19B 12.22
Steel Dynamics, Inc. STLD 12.14B 3.32
Synchrony Financial SYF 13.84B 3.87
Westlake Corporation WLK 12.11B 4.87

Ten stocks were promised, but an additional one is included.

Disclosure: Author owns Ford (F).

Warren Buffett’s Portfolio Changes in Berkshire Hathaway

by Fred Fuld III

Warren Buffett has had a very long and successful career as a portfolio manager for Berkshire Hathaway. Many investors like to follow in his footsteps, at least in terms of buying the game long term investments that he is buying.

His Berkshire Hathaway stock has had an average annual return of around 20% since 1965. Not too shabby since the S&P 500 has only had a little over 10% average annual return over the same time frame.

So what has Warren Buffett been doing lately?

Warren Buffett Purchases

First, his buys. Buffett has purchased over 136 million shares of Occidental Petroleum (OXY) since the beginning of the year.

He also bought 104 million shares of HP Inc. (HPQ), and 55 million shares of Citigroup (C).

In addition, Buffett has added the following stocks to the Berkshire portfolio:

  • Celanese (CE)
  • Paramount Global (PARA)
  • McKesson (MCK)
  • Markel (MKL)
  • Ally Financial (ALLY)

Warren Buffett Sales

Buffett has also been liquidating some stocks in the Berkshire portfolio. These include:

  • Wells Fargo (WFC)
  • Abbvie (ABBV)
  • Bristol-Myers Squibb (BMY)

To see the full portfolio of Warren Buffett’s Berkshire Hathaway, click HERE.

Of course, if you really want to match the return of Berkshire Hathaway, you might as well buy the A shares (BRK-A) or the B shares (BRK-B) of the company.

Remember what Warren Buffett said:

“Don’t buy a stock unless you think it’s undervalued.”

 

Disclosure: Author didn’t own any of the above at the time the article was written.