GuruFocus Aggregated Portfolio Screener
you can filter results to see what companies maintain the highest
amount of guru ownership. By using this screener, we filtered down
to see which African-based companies are held by the most gurus. By
doing this we found out that the top three companies held by gurus
during the fourth quarter are headquartered in Africa are based in
the gold and natural minerals industries.
AngloGold Ashanti Limited (
AngloGold Ashanti is the most widely held guru stock, maintaining
twelve guru owners over the duration of the fourth quarter. During
the past quarter there were eight gurus buying shares of AU and
there were five gurus making sells of their stake in the company.
These gurus maintain a combined weighting of 5.23%.
The top three shareholders of AngloGold Ashanti:
: 32,782,600 shares, representing 8.51% of the company's shares
outstanding and 1% of his total portfolio
: 31,413,135 shares, representing 2.34% of the company's shares
outstanding and 1.8% of his total assets managed.
3. NWQ Managers: 9,030,385 shares, representing 2.78% of the
company's shares outstanding and 0.93% of their total portfolio.
AngloGold Ashanti is a gold exploration, mining and marketing
company that holds a portfolio of operations and projects on four
continents and has a worldwide exploration program. The company is
headquartered in Johannesburg, South Africa.
AngloGold Ashanti's historical revenue and net income:
AngloGold announced earlier this week that its Tropicana Gold Mine
began producing its first gold ahead of schedule and within budget.
This means that the company has added new ounces at below the
company's current average cost structure and so improving the
overall quality of its portfolio.
The analysis reports that the company's revenue has been in decline
over the past year, it has issued $2.3 billion of debt over the
past three years and its price is nearing a 10-year low.
AngloGold Ashanti has a market cap of $6.96 billion. Its shares are
currently trading at around $17.28 with a P/S ratio of 1.30 and a
P/B ratio of 1.40.
Gold Fields (
As of the close of the fourth quarter there were 10 guru owners of
Gold Fields. During the past quarter there were six gurus buying
shares of GFI and there were two gurus making sells of their stake
in the company. These gurus maintain a combined weighting of 0.75%.
Top three guru shareholders of Gold Fields:
1. Jean-Marie Eveillard: 55,595,028 shares, representing 0.52% of
his total portfolio.
2. John Paulson: 6,529,748 shares, representing 0.1% of his total
3. Jim Simons: 3,088,000 shares, representing 0.02% of his total
Gold Fields is a South African gold mining company. The company
works in exploration, extraction, processing and smelting. Their
main product is gold bullion which is currently produced in South
Africa, Ghana and Australia.
Gold Fields' historical revenue and net income:
he analysis on Gold Fields reports that the company's operating
margin is expanding, its price is at a 10-year low, its P/B ratio
is at a 3-year low and its P/S ratio is at a10-year low.
The Peter Lynch Chart suggests that the company is currently
Gold Fields has a market cap of $2.93billion. Its shares are
currently trading at around $3.81 with a P/E ratio of 4.50 and a
P/S ratio of 0.60. The dividend yield of Gold Fields' stock is
2.20%. The company had an annual average earnings growth of 17.50%
over the past ten years.
Harmony Gold Mining (
As of the close of the fourth quarter there were six guru owners of
Harmony Gold Mining. During the past quarter there were three gurus
buying shares of HMY and there were three gurus making sells of
their stake in the company. These gurus maintain a combined
weighting of 0.25%.
Top three guru shareholders of Harmony Gold Mining:
1. Jean-Marie Eveillard: 15,784,210 shares, representing 3.63% of
the company's shares outstanding and 0.11% of his total portfolio.
2. Jim Simons: 5,908,100 shares, representing 1.36% of the
company's shares outstanding and 0.04% of his total portfolio.
3. John Hussman: 500,000 shares, representing 0.11% of the
company's shares outstanding and 0.09% of his total portfolio.
Harmony Gold Mining and its subsidiaries are engaged in underground
and surface gold mining and related activities, including
exploration, extraction and processing. Gold bullion, the company's
main product, is currently produced at its operations in South
Harmony Gold's historical revenue and net income:
The analysis on Harmony reports that the revenue has been in
decline over the past year, the dividend yield is nearing a 5-year
high, the price is at a 2-year low and its P/B and P/S ratios are
also trading at 10-year lows.
Harmony Gold Mining has a market cap of $1.35 billion. Its shares
are currently trading at around $3.10 with a P/S ratio of 0.80 and
a P/B ratio of 0.40. The company has a dividend yield of 1.50%.
You can check out other top held sectors of the market by
using the Aggregated Screener here.
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