Part 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 their latest 13F’s (dated 2018-6-30). This week we’ll take a look at:
Chemours Co (NYSE: CC)
The Chemours Co is a global provider of chemicals. It delivers customized solutions with a wide range of industrial and specialty chemicals products for various markets. The activities of the group are operated through three segments namely Titanium Technologies segment, a producer of TiO2 pigment, a premium white pigment used to deliver whiteness, brightness, opacity, and protection in a variety of applications; Fluoroproducts segment is provider of fluoroproducts, including refrigerants and industrial fluoropolymer resins; and Chemical Solutions segment provides industrial chemicals which are used in gold production, industrials, and consumer applications. Geographically, the business presence of the firm is seen in North America, Europe, Middle East, Africa and Latin America.
A quick look at the price chart below for Chemours Co shows us that the stock is down 21% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.05 which means that it remains undervalued.
(SOURCE: GOOGLE FINANCE)
Superinvestors who currently hold positions in Chemours Co include:
Cliff Asness – 1,891,251 total shares
Jean-Marie Eveillard – 1,562,505 total shares
Jim Simons – 335,400 total shares
Ken Griffin – 146,926 total shares
Joel Greenblatt – 76,900 total shares
Steve Cohen – 59,500 total shares
Tom Russo – 6,429 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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