Some of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
The top investor data is provided from the latest 13F’s (dated 2018-6-30). This week we’ll take a look at one of the picks from our Large Cap 1000 Stock Screener:
Magna International Inc. (USA) (NYSE: MGA)
Magna International Inc designs, develops, and manufactures automotive systems, assemblies, modules, and components in North America, Europe, Asia, and South America. Product groups include exteriors, interiors, seating, roof systems, body and chassis, powertrain, vision and electronic systems, closure systems, electric vehicle systems, tooling and engineering, and contracted vehicle assembly. Roughly half of Magna’s revenue comes from North America while approximately 40% is derived from Europe.
A quick look at the price chart below for Magna International Inc shows us that the stock is up 15% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.93 which means that it remains undervalued.
(SOURCE: GOOGLE FINANCE)
Superinvestors who currently hold positions in Magna International Inc include:
T Rowe Price – 27,027,182 total shares
Cliff Asness – 3,963,211 total shares
Jeremy Gratham – 504,400 total shares
Joel Greenblatt – 389,592 total shares
Jim O’Shaughnessy – 289,168 total shares
Steven Cohen – 205,700 total shares
Ray Dalio – 168,012 total shares
Ken Griffin – 66,959 total shares
Jim Simons – 15,512 total shares
The Large Cap 1000 Stock Screener (19.3%)
From January 2, 1999 to November 29, 2017, the Large Cap Stock Screener generated a total return of 2,797 percent, or a compound growth rate (CAGR) of 19.3 percent per year. This compared favorably with the Russell 1000 Total Return, which returned a cumulative total of 320 percent, or 6.3 percent compound.
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