Top 10 High-Conviction Purchases made by Morningstar's Ultimate Stock-Pickers
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Top 10 High-Conviction Purchases Ultimate Stock-Pickers
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Ondernemingen waarvan de Ultimate Stock-Pickers (een selectie van 25 topbeheerders van aandelenfondsen) hun bestaande posities behoorlijk hebben uitgebreid of een aanzienlijke nieuwe positie hebben ingenomen.
Transcript of Top 10 High-Conviction Purchases made by Morningstar's Ultimate Stock-Pickers
Top 10 High-Conviction Purchases Ultimate Stock-Pickers
10. Xylem – XYL
Morningstar Rating
QQ Fair Value USD 26.00
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 1
9. American Homes 4 Rent – AMH
Morningstar Rating
Fair Value
Moat Moat Trend
Bron: Morningstar 25/11/2013
# Funds Buying 1
8. UnitedHealth Group – UNH
Morningstar Rating
QQQ Fair Value USD 76.00
Moat Narrow Moat Trend Negative Bron: Morningstar 25/11/2013
# Funds Buying 2
7. Apache – APA
Morningstar Rating
QQQQ Fair Value USD 110.00
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 2
6. Qualcomm – QCOM
Morningstar Rating
QQQ Fair Value USD 75.00
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 2
5. PepsiCo – PEP
Morningstar Rating
QQQ Fair Value USD 88.00
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 2
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 2
Morningstar Rating
QQQQ Fair Value USD 45.00
4. Coca-Cola – KO
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 2
Morningstar Rating
QQQ Fair Value USD 95.00
3. Philip Morris International – PM
Moat Wide Moat Trend Negative Bron: Morningstar 25/11/2013
# Funds Buying 2
Morningstar Rating
QQQ Fair Value USD 97.00
2. ExxonMobil – XOM
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
# Funds Buying 4
Morningstar Rating
QQQ Fair Value USD 38.00
1. Oracle – ORCL
Overzicht
Bron: Morningstar 25/11/2013
Top 10 High-Conviction Purchases made by the Ultimate Stock-Pickers
Morningstar Size of Fair Koers/ Fair Value # Funds Ticker
Onderneming Rating Moat Value fair value Uncertainty Buying
1 Oracle QQQ wide USD 38.00 0.92 medium 4 ORCL
2 ExxonMobil QQQ wide USD 97.00 0.98 low 2 XOM
3 Philip Morris Intl QQQ wide USD 95.00 0.92 medium 2 PM
4 Coca-Cola QQQQ wide USD 45.00 0.9 low 2 KO
5 PepsiCo QQQ wide USD 88.00 0.97 low 2 PEP
6 Qualcomm QQQ wide USD 75.00 0.97 medium 2 QCOM
7 Apache QQQQ narrow USD 110.00 0.86 medium 2 APA
8 UnitedHealth Group QQQ narrow USD 76.00 0.97 medium 2 UNH
9 American Homes 4 Rent (niet in universum aandelenanalisten Morningstar) 1 AMH
10 Xylem QQ narrow USD 26.00 1.33 medium 1 XYL(Bron: Morningstar 25/11/2013)
