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Guru Stocks Trading Below Peter Lynch Value

According to GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with a wide margin of safety, and at least five gurus are shareholders.

AerCap Holdings NV ( AER ) is trading at about $28 per share, and the Peter Lynch value gives the stock a fair price of $135.01, giving the stock a margin of safety of 79%.

The stock is trading with a PE ratio of 4.96, higher than 90% of companies in in the Global Airports & Air Services industry and is currently 44.39% below its 52-week high and 0.42% above its 52-week low.

It is an integrated aviation company, conducting aircraft leasing and trading aircraft. It also provides aircraft management services to other owners of aircraft. It provides aircraft, engines and parts to customers in every major geographical region.

The stock is part of nine guru portfolios: Donald Smith ( Trades , Portfolio ) is the main shareholder among the gurus with a stake of 4.85% of outstanding shares, followed by David Einhorn ( Trades , Portfolio ) with 3.72%, Leon Cooperman ( Trades , Portfolio ) with 2.85%, Lee Ainslie ( Trades , Portfolio ) with 2.47 %, Eric Mindich ( Trades , Portfolio ) with 1.71% and Seth Klarman ( Trades , Portfolio ) with 1.24%.

YPF Sociedad Anonima ( YPF ) is trading at about $15 per share, and the Peter Lynch value gives the stock a fair price of $60.06, giving the stock a margin of safety of 74%.

The stock is trading with a PE ratio of 11.28, higher than 66% of companies in the Global Oil & Gas Integrated industry and is currently 50.53% below its 52-week high and 24.94% above its 52-week low.

It is an integrated oil and gas company incorporated in Spain. Its upstream operations consist of the exploration, development and production of crude oil, natural gas and LPG.

The company is held by five gurus. George Soros ( Trades , Portfolio ) is the largest shareholder among the gurus with a stake of 2.58% of outstanding shares, followed by Kyle Bass ( Trades , Portfolio ) with 0.57%, Jim Simons ( Trades , Portfolio ) with 0.25%, Howard Marks ( Trades , Portfolio ) with 0.22% and Jeremy Grantham ( Trades , Portfolio ) with 0.01%.

Valero Energy Corp. ( VLO ) is trading at about $65 per share, and the Peter Lynch value gives the stock a fair price of $223.69, giving the stock a margin of safety of 71%.

The stock is trading with a PE ratio of 6.45, higher than 89% of companies in the Global Oil & Gas Refining & Marketing industry, and is currently 11.64% below its 52-week high and 26.32% above its 52-week low.

Its refineries produce conventional gasolines, distillates, jet fuel, asphalt, petrochemicals, lubricants, and other refined products.

The stock is part of nine guru portfolios: Jeremy Grantham ( Trades , Portfolio ) is

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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