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:
Electro Scientific Industries, Inc. (NASDAQ: ESIO)
Electro Scientific Industries Inc is a manufacturer of electronic components. The company operates through two segments: Component Processing and Micromachining. The Component Processing segment includes interconnect products, semiconductor products, and component products. The interconnect, semiconductor and component products are sold to manufacturers of electronic components and are used to drill, cut, trim, ablate and test and mark features for the functionality of the component. The Micromachining segment includes products that are sold to manufacturers of end devices across various industries and are used to drill, cut or mark features on a range of materials, generally on the casing or external surface of the end device.
A quick look at the price chart below for Electro Scientific Industries shows us that the stock is up 29% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.49 which means that it remains undervalued.
(SOURCE: GOOGLE FINANCE)
Superinvestors who currently hold positions in Electro Scientific Industries include:
Jim Simons – 1,808,720 total shares
Chuck Royce – 1,734,985 total shares
Cliff Asness – 642,718 total shares
Joel Greenblatt – 393,466 total shares
Ken Griffin – 211,119 total shares
Paul Tudor Jones – 51,515 total shares
Steve Cohen – 9,361 total shares
More About The All Investable Stock Screener (CAGR 25%)
From January 2, 1999 to November 29, 2017, the All Investable Stock Screener generated a total return of 6,765 percent, or a compound growth rate (CAGR) of 25.0 percent per year. This compared favorably with the Russell 3000 TR, which returned a cumulative total of 321 percent, or 6.4 percent compound.
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