Top 10 Medical Stocks To Own Right Now
The last six months have been an exciting time for the highest-gaining Gurus Jean-Marie Eveillard, Michael Price, Robert Karr and David Nierenberg. According to the GuruFocus Score Board of Gurus, their performance is as follows:Jean-Marie Eveillard, First Eagle Investment Management LLC
In a portfolio weighted with basic materials at 18.3%, technology at 15.7% and financial services at 14.2%, First Eagle bought 92 stocks and made the highest average gain of 178.62% over the last six months. Eveillard is also top gainer over 12 months, averaging 86.7% on 215 stocks. Eveillard's mutual fund had a peak-to-peak annual return from 1999 to 2012 of 12.73%.
Averaging 125% on shares bought, a high gaining stock in this portfolio is Comcast Corp. (CMCSK), up 32% over 12 months.
His holding history:
Averaging 47% on shares bought, another consistent gainer in this portfolio is Cisco Systems Inc. (CSCO), up 61% over 12 months:
Michael Price, MFP Investors LLC
In a portfolio weighted with financial services at 34%, health care at 15.4% and consumer cyclical at 10.1%, Michael Price bought 18 stocks and made the second highest average gain of 95.5% over the last six months. He is also second top gainer over 12 months, averaging 83.95% on 55 stocks.
Averaging 228% on shares bought, a high gainer in this portfolio is Ruth's Hospitality Group Inc. (RUTH), up 81% over 12 months:
Robert Karr, Joho Capital
In a portfolio weighted with technology at 64.3% and consumer defensive at 28.6%, Robert Karr bought six stocks and made an average gain of 54.5% over the last six months. He is also the top third gainer over 12 months, averaging 42.27% on 22 stocks.
Averaging 94% on shares bought, Karr's Estee Lauder Cos. Inc. (EL) is a high gainer, up 26% over 12 months:
Averaging 80% on share! s bought, another high gaining stock in this portfolio is Google Inc. (GOOG), up 40% over 12 months:
David Nierenberg, D3 Family of Funds
In a portfolio weighted with technology at 54.2%, financial services at 19% and consumer defensive at 15.3%, David Nierenberg comes in at fourth position. He bought one stock and made an average gain of 42% over the last six months. He is also a top gainer over 12 months, averaging 19.83% on six stocks.
Averaging 50% on shares bought, a high gain stock in this portfolio is Rosetta Stone Inc. (RST):
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