Top Value Stocks of Buffett, Soros, Icahn, Pickens
Stock investments ideas can turn up in many places. One technique involves analyzing the portfolios of successful traders and extracting the ones that you think have the best financials.
Stockpickr has gone through the investment portfolios of the "Investor Dream Team" --
,
,
,
-- and sorted the stocks by price/earnings-to-growth ratios to come up with these investors'
.
At the top of the list is an Icahn pick,
Pride International
( PDE), which sports a P/E ratio of 15 and a PEG ratio of 0.37. Pride is the Houston-based contract driller of offshore and onshore oil and natural gas wells. Last month, the company announced that it completed the sale of its Latin America land-based drilling rig business.
Pride is one of the stocks in the portfolio of the
(SSGRX), which has generated an average annual return of 39% over the last three years. BlackRock also owns
Consol Energy
(CNX) - Get Report
, which has a PEG of 1.9, and
Arch Coal
(ACI) - Get Report
, which has a PEG of 2.2.
The best Pickens choice, based on PEG, is
Valero Energy
(VLO) - Get Report
, which has a P/E of 7.1 and a PEG of 0.44. Valero is a crude-oil refiner that operates in the Gulf Coast, Midwest, West Coast and Northeast. The company had to shut down its refinery in Port Arthur, Texas, due to Hurricane Humberto, but was recently able to start up limited operations there. The stock even pays a small yield of 0.7%.
Valero appears on the
, a portfolio that lists the stocks on the
Fortune
List of 100 Best Companies to work for. Other companies on this list include
TheStreet Recommends
(GOOG) - Get Report
and
Genentech
, both of which have PEG ratios of 1.1.
Bon-Ton Stores
(BONT)
, a holding of George Soros, is another stock that shows up on the PEG Dream Team list. The stock carries a P/E of 12 and a PEG of 0.7. Bon-Ton is a York, Pa.-based operator of departmental stores, primarily in the Northeast and the Midwest. On Sept. 6, the company reported a 1.3% increase in same-store sales in August. The stock offers a yield of 0.8%.
The best Buffett pick on the PEG list is
Tyco International
(TYC)
, which offers a forward P/E of 17 and a PEG of 0.9. Tyco makes everything from wireless devices to electronic security systems to laparoscopic instruments. The stock pays a yield of 1.3%.
For more Dream Team traders' stocks, check out their portfolios at Stocpickr:
,
,
and
. And for their stocks, sorted by PEG values, check out the
Top PEG Stocks of the Dream Team
.
At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.
James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He is also a weekly columnist for
The Financial Times
and the author of
Trade Like a Hedge Fund
,
Trade Like Warren Buffett
and
SuperCa$h
. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;
to send him an email.
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