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11/03/2012

The 100 Most Attractive Stocks, Bought By Famous Investment Gurus Between May And October 2012

Stocks With Recent Engagements By Investment Professionals Researched By Dividend Yield – Stock, Capital, Investment. Investment gurus are asset or fund managers with big amounts of cash under management. They became popular by big returns and spectacular investment strategies. I talk about investors like George Soros and Warren Buffett. They all have one thing in common: The average return beats the market and if they invest, the market follows.

I made a screen of the biggest stock buys from 49 super investors over the recent six month and ranked them in my 100 best guru buy list. They all bought 502 stocks within the past half year. The top stocks are Oracle (ORCL) and Google (GOOG). Google was bought by fourteen investment professionals and Oracle by eleven. ORCL stocks are one of the hot plays for investors because they are in average long in the stock with 0.52 percent of their full portfolio.

The most wanted sector was the technology and financial sector. Sixty percent of the ten biggest buys were made within the technology sector and twenty within the financial sector. Below is a detailed overview of the best yielding dividend stocks that were bought by at least two stock market gurus.

Here are my favorites:
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Dell (NASDAQ:DELL) has a market capitalization of $15.87 billion. The company employs 106,700 people, generates revenue of $62.07 billion and has a net income of $3.49 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $5.37 billion. The EBITDA margin is 8.65 percent (the operating margin is 7.14 percent and the net profit margin 5.63 percent).

Financial Analysis: The total debt represents 20.78 percent of the company’s assets and the total debt in relation to the equity amounts to 103.78 percent. Due to the financial situation, a return on equity of 41.86 percent was realized. Twelve trailing months earnings per share reached a value of $1.69. Last fiscal year, the company paid no dividends to shareholders. Dell was bought by 10 market professionals.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 5.42, the P/S ratio is 0.26 and the P/B ratio is finally 1.81. The dividend yield amounts to 3.50 percent and the beta ratio has a value of 1.36.


Long-Term Stock History Chart Of Dell (Click to enlarge)

Cisco Systems (NASDAQ:CSCO) has a market capitalization of $92.00 billion. The company employs 66,639 people, generates revenue of $46.06 billion and has a net income of $8.04 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12.67 billion. The EBITDA margin is 27.50 percent (the operating margin is 21.85 percent and the net profit margin 17.46 percent).

Financial Analysis: The total debt represents 17.79 percent of the company’s assets and the total debt in relation to the equity amounts to 31.84 percent. Due to the financial situation, a return on equity of 16.32 percent was realized. Twelve trailing months earnings per share reached a value of $1.49. Last fiscal year, the company paid $0.28 in the form of dividends to shareholders. CSCO was bought by 9 market professionals.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 11.66, the P/S ratio is 2.00 and the P/B ratio is finally 1.79. The dividend yield amounts to 3.23 percent and the beta ratio has a value of 1.24.


Long-Term Stock History Chart Of Cisco Systems (Click to enlarge)
Long-Term Dividends History of Cisco Systems (CSCO) (Click to enlarge)
Long-Term Dividend Yield History of Cisco Systems (NASDAQ: CSCO) (Click to enlarge)

Oracle (NASDAQ:ORCL) has a market capitalization of $150.40 billion. The company employs 115,899 people, generates revenue of $37.12 billion and has a net income of $9.98 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $16.62 billion. The EBITDA margin is 44.78 percent (the operating margin is 36.92 percent and the net profit margin 26.89 percent).

Financial Analysis: The total debt represents 21.03 percent of the company’s assets and the total debt in relation to the equity amounts to 37.71 percent. Due to the financial situation, a return on equity of 23.92 percent was realized. Twelve trailing months earnings per share reached a value of $2.02. Last fiscal year, the company paid $0.24 in the form of dividends to shareholders. ORCL was bought by 11 market professionals.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 15.47, the P/S ratio is 4.05 and the P/B ratio is finally 3.50. The dividend yield amounts to 0.77 percent and the beta ratio has a value of 1.09.


Long-Term Stock History Chart Of Oracle (Click to enlarge)
Long-Term Dividends History of Oracle (ORCL) (Click to enlarge)
Long-Term Dividend Yield History of Oracle (NASDAQ: ORCL) (Click to enlarge)

Google (NASDAQ:GOOG) has a market capitalization of $226.05 billion. The company employs 53,546 people, generates revenue of $37.91 billion and has a net income of $9.74 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $13.47 billion. The EBITDA margin is 35.53 percent (the operating margin is 30.69 percent and the net profit margin 25.69 percent).

Financial Analysis: The total debt represents 5.79 percent of the company’s assets and the total debt in relation to the equity amounts to 7.23 percent. Due to the financial situation, a return on equity of 18.66 percent was realized. Twelve trailing months earnings per share reached a value of $31.92. Last fiscal year, the company paid no dividends to shareholders. GOOG was bouhgt by 14 market professionals and is the best company with the most guru buys.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 21.55, the P/S ratio is 5.96 and the P/B ratio is finally 3.84. The beta ratio has a value of 1.08.


Long-Term Stock History Chart Of Google (Click to enlarge)

Berkshire Hathaway (NYSE:BRK.A) has a market capitalization of $216.21 billion. The company employs 271,000 people, generates revenue of $143.69 billion and has a net income of $10.75 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $23.47 billion. The EBITDA margin is 16.33 percent (the operating margin is 10.66 percent and the net profit margin 7.48 percent).

Financial Analysis: The total debt represents 15.38 percent of the company’s assets and the total debt in relation to the equity amounts to 36.63 percent. Due to the financial situation, a return on equity of 6.37 percent was realized. Twelve trailing months earnings per share reached a value of $8,066.44. Last fiscal year, the company paid no dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 16.18, the P/S ratio is 1.50 and the P/B ratio is finally 1.31. The beta ratio has a value of 0.51.


Long-Term Stock History Chart Of Berkshire Hathaway (Click to enlarge)


Take a closer look at the full table of stocks with biggest guru buys over the past six months. The average P/E ratio amounts to 20.64. Exactly 73 companies pay dividends of which two have a high yield. The average dividend yield amounts to 2.32 percent. P/S ratio is 1.88 and P/B ratio 2.73.

Here is the full list of guru buys over the past six months:

Symbol
Stock
%
Buys
Hold Price*
GOOG
Google Inc.
0.333
14
$647.35
ORCL
Oracle Corp.
0.525
11
$30.55
DELL
Dell Inc.
0.069
10
$11.71
CSCO
Cisco Systems
0.125
9
$18.23
BRK.B
Berkshire Hathaway CL B
0.122
9
$83.70
MSFT
Microsoft Corp.
0.033
8
$29.99
HPQ
Hewlett-Packard
0.173
7
$18.60
PSX
Phillips 66
0.08
7
$40.24
JPM
JPMorgan Chase & Co.
0.08
7
$38.73
SLB
Schlumberger Ltd.
0.077
7
$68.96
PG
Procter & Gamble
0.454
6
$65.26
TMO
Thermo Fisher Scientific
0.144
6
$56.36
WU
Western Union Co.
0.136
6
$18.10
BK
Bank of New York
0.1
6
$22.20
JNJ
Johnson & Johnson
0.073
6
$68.30
QCOM
QUALCOMM Inc.
0.106
5
$58.12
APOL
Apollo Group
0.091
5
$29.05
C
Citigroup Inc.
0.089
5
$28.07
CHRW
C.H. Robinson Worldwide
0.047
5
$58.55
STJ
St Jude Medical
0.032
5
$41.90
SCHW
Charles Schwab
0.02
5
$12.91
LOW
Lowe's Cos.
0.017
5
$28.95
DTV
DIRECTV Group Inc.
0.156
4
$49.12
NOV
National Oilwell Varco Inc.
0.12
4
$72.41
WAG
Walgreen Co.
0.087
4
$35.68
CTSH
Cognizant Technology Solutions
0.085
4
$64.26
WLP
WellPoint Inc.
0.083
4
$58.32
DV
DeVRY Inc.
0.077
4
$22.76
AAPL
Apple Inc.
0.076
4
$603.65
EMR
Emerson Electric
0.073
4
$48.04
XRX
Xerox Corp.
0.067
4
$7.74
GE
General Electric
0.064
4
$22.04
INTC
Intel Corp.
0.061
4
$25.81
BX
The Blackstone Group
0.057
4
$14.28
APA
Apache Corp.
0.056
4
$87.00
UPS
United Parcel Service
0.048
4
$73.48
BDX
Becton Dickinson
0.045
4
$77.35
WMT
Wal-Mart Stores
0.023
4
$70.61
AXP
American Express
0.012
4
$57.83
MCD
McDonald's Corp.
0.011
4
$88.67
GM
General Motors
0.422
3
$19.72
CHK
Chesapeake Energy
0.204
3
$18.68
BAM
Brookfield Asset Management Inc.
0.184
3
$33.10
EBAY
eBay Inc.
0.132
3
$44.15
BP
BP plc
0.105
3
$40.91
ACN
Accenture
0.1
3
$67.16
VIA.B
Viacom Inc.
0.09
3
$53.27
DIS
Walt Disney Co.
0.084
3
$49.29
DVN
Devon Energy Corp.
0.083
3
$60.03
VRX
Valeant Pharmaceuticals Int'l
0.071
3
$46.55
ADI
Analog Devices
0.061
3
$38.97
TOT
Total SA
0.061
3
$48.15
HES
Hess Corp.
0.061
3
$48.55
MA
Mastercard Inc.
0.058
3
$432.58
BHI
Baker Hughes
0.053
3
$45.23
GNW
Genworth Financial Inc.
0.051
3
$5.64
EMC
EMC Corp.
0.051
3
$26.22
NTAP
NetApp Inc.
0.048
3
$32.16
SYK
Stryker Corp.
0.047
3
$55.55
COP
ConocoPhillips
0.045
3
$56.25
LUK
Leucadia National Corp.
0.043
3
$21.19
ADBE
Adobe Systems
0.038
3
$32.41
WAT
Waters Corp.
0.035
3
$83.33
JCP
Penney (J.C.)
0.031
3
$23.35
PEP
PepsiCo Inc.
0.029
3
$70.76
ADM
Archer-Daniels-Midland
0.028
3
$27.65
WFC
Wells Fargo
0.026
3
$33.75
JNS
Janus Capital Group
0.025
3
$8.80
IPG
Interpublic Group
0.024
3
$11.12
BRK.A
Berkshire Hathaway CL A
0.019
3
$126190.12
GS
Goldman Sachs Group
0.018
3
$102.03
OI
Owens-Illinois Inc.
0.016
3
$18.99
AFL
AFLAC Inc.
0.012
3
$47.10
MAN
ManpowerGroup
0.012
3
$36.80
CE
Celanese Corp.
0.011
3
$37.28
TEL
TE Connectivity
0.009
3
$32.75
MMM
3M Co.
0.008
3
$91.34
MDT
Medtronic Inc.
0.006
3
$41.03
PNR
Pentair Inc.
0.003
3
$42.90
RDS.A
Royal Dutch Shell PLC
0.002
3
$55.49
KMX
CarMax Inc.
0.002
3
$26.05
RFP
Resolute Forest Products
0.25
2
$11.58
AET
Aetna Inc.
0.111
2
$39.28
BEN
Franklin Resources
0.098
2
$114.54
ECL
Ecolab Inc.
0.096
2
$65.31
K
Kellogg Co.
0.083
2
$51.66
BBY
Best Buy Co. Inc.
0.082
2
$18.70
SNA
Snap-On Inc.
0.076
2
$70.23
HAL
Halliburton Co.
0.075
2
$29.64
LIFE
Life Technologies Corp.
0.072
2
$46.66
NFX
Newfield Exploration
0.07
2
$30.18
NWSA
News Corp.
0.068
2
$23.51
DLPH
Delphi Automotive plc
0.064
2
$27.40
UNH
United Health Group Inc.
0.057
2
$57.10
GSK
GlaxoSmithKline PLC
0.052
2
$46.23
AIG
American Int'l. Group
0.049
2
$29.61
DVA
DaVita Inc.
0.047
2
$98.21
EXPD
Expeditors Int'l
0.046
2
$38.75
LUV
Southwest Airlines
0.046
2
$8.88
ADSK
Autodesk Inc.
0.044
2
$34.01

Here are the market ratios:

Ticker
Company
P/E
P/S
P/B
Dividend Yield
TOT
Total SA
8.12
0.52
1.22
9.12%
GSK
GlaxoSmithKline plc
13.08
2.46
9.5
5.23%
BBY
Best Buy Co. Inc.
N/A
0.1
1.41
4.63%
COP
ConocoPhillips
10.37
1.11
1.52
4.58%
BP
BP plc
7.91
0.35
1.2
4.51%
INTC
Intel Corporation
9.63
2.05
2.24
4.08%
HPQ
Hewlett-Packard Company
N/A
0.22
0.86
3.84%
MCD
McDonald's Corp.
16.36
3.19
6.24
3.55%
DELL
Dell Inc.
5.41
0.26
1.63
3.50%
JNJ
Johnson & Johnson
23.32
2.97
3.23
3.44%
WU
Western Union Co.
6.13
1.27
6.87
3.35%
K
Kellogg Company
16.37
1.45
8.95
3.28%
PG
Procter & Gamble Co.
22.61
2.28
2.94
3.25%
CSCO
Cisco Systems, Inc.
11.64
2
1.79
3.23%
EMR
Emerson Electric Co.
15.19
1.49
3.5
3.21%
GE
General Electric Company
15.79
1.54
1.84
3.19%
WAG
Walgreen Co.
14.42
0.46
1.81
3.15%
MSFT
Microsoft Corporation
15.95
3.43
3.61
3.12%
PEP
Pepsico, Inc.
18.41
1.63
5
3.11%
UPS
United Parcel Service, Inc.
21.24
1.31
10.08
3.10%
ADI
Analog Devices Inc.
18.61
4.37
2.95
3.01%
JPM
JPMorgan Chase & Co.
9.01
2.8
0.81
2.83%
JNS
Janus Capital Group, Inc.
14.64
1.87
1.13
2.83%
AFL
AFLAC Inc.
8.38
0.95
1.48
2.77%
MMM
3M Co.
14.24
2.11
3.39
2.65%
XRX
Xerox Corp.
7.27
0.37
0.65
2.63%
WFC
Wells Fargo & Company
10.58
3.65
1.15
2.61%
BX
The Blackstone Group
95.88
4.66
1.48
2.61%
ADM
Archer Daniels Midland Company
14.67
0.2
0.98
2.61%
TEL
TE Connectivity Ltd.
12.79
1
1.79
2.59%
MDT
Medtronic, Inc.
12.77
2.64
2.48
2.48%
IPG
The Interpublic Group of Companies, Inc.
13.97
0.62
2.04
2.42%
STJ
St. Jude Medical Inc.
16.11
2.2
2.55
2.39%
ACN
Accenture plc
18.01
1.58
10.42
2.39%
BDX
Becton, Dickinson and Company
14.39
1.95
3.57
2.38%
MAN
ManpowerGroup
14.93
0.15
1.19
2.23%
WMT
Wal-Mart Stores Inc.
15.32
0.53
3.49
2.18%
PSX
Phillips 66
6.02
0.15
1.53
2.16%
CHRW
CH Robinson Worldwide Inc.
22.36
0.91
7.69
2.15%
BK
The Bank of New York Mellon Corporation
12.78
7.99
0.79
2.12%
LOW
Lowe's Companies Inc.
21.95
0.74
2.58
1.93%
PNR
Pentair, Inc.
99.46
1.27
2.27
1.92%
CHK
Chesapeake Energy Corporation
6.08
0.98
0.7
1.89%
WLP
WellPoint Inc.
8.35
0.32
0.84
1.88%
SCHW
The Charles Schwab Corporation
20.51
3.66
2.12
1.75%
SNA
Snap-on Inc.
15.66
1.57
2.64
1.73%
QCOM
QUALCOMM Incorporated
19.97
5.5
3.12
1.69%
GS
The Goldman Sachs Group, Inc.
11.86
1.53
0.9
1.62%
SYK
Stryker Corp.
14.11
2.35
2.39
1.61%
SLB
Schlumberger Limited
16.81
2.17
2.67
1.60%
BAM
Brookfield Asset Management Inc.
17.72
1.22
1.12
1.60%
AET
Aetna Inc.
8.38
0.42
1.43
1.59%
EXPD
Expeditors International of Washington Inc.
21.97
1.29
3.81
1.52%
UNH
Unitedhealth Group, Inc.
10.68
0.54
1.92
1.52%
BHI
Baker Hughes Incorporated
13.25
0.87
1.08
1.44%
AXP
American Express Company
13.13
1.9
3.35
1.41%
DVN
Devon Energy Corporation
9.7
2.1
1.05
1.38%
DIS
Walt Disney Co.
16.51
2.13
2.26
1.20%
ECL
Ecolab Inc.
39.67
2.21
3.68
1.13%
DV
DeVry, Inc.
15.43
0.83
1.24
1.12%
HAL
Halliburton Company
10.26
1.05
1.97
1.12%
LUK
Leucadia National Corp.
52.58
1.08
0.91
1.11%
TMO
Thermo Fisher Scientific, Inc.
19.65
1.82
1.47
0.85%
APA
Apache Corp.
9.73
1.85
1.04
0.84%
BEN
Franklin Resources Inc.
14.73
3.95
3.21
0.82%
ORCL
Oracle Corporation
15.45
4.07
3.48
0.77%
CE
Celanese Corporation
10.28
0.96
3.26
0.77%
HES
Hess Corporation
14.43
0.5
0.92
0.75%
NWSA
News Corp.
54.3
1.68
2.31
0.71%
NOV
National Oilwell Varco, Inc.
12.75
1.64
1.56
0.67%
LUV
Southwest Airlines Co.
14.11
0.39
0.96
0.44%
MA
Mastercard Incorporated
28.06
8.22
9.36
0.26%
C
Citigroup, Inc.
15.8
1.59
0.59
0.11%
DLPH
Delphi Automotive PLC
8.76
0.67
4.86
N/A
DTV
DIRECTV, Inc.
13.01
1.11
N/A
N/A
DVA
DaVita, Inc.
20.35
1.41
4.43
N/A
CTSH
Cognizant Technology Solutions Corporation
21.20
2.92
4.84
N/A
EMC
EMC Corporation
20.48
2.48
2.43
N/A
EBAY
eBay Inc.
16.62
4.68
3.17
N/A
APOL
Apollo Group Inc.
6.55
0.52
2.39
N/A
AAPL
Apple Inc.
13.06
3.45
4.84
N/A
AIG
American International Group, Inc.
2.89
0.73
0.54
N/A
ADBE
Adobe Systems Inc.
21.9
3.87
2.64
N/A
ADSK
Autodesk, Inc.
25.92
3.17
3.56
N/A
KMX
CarMax Inc.
19.59
0.77
2.69
N/A
LIFE
Life Technologies Corporation
20.1
2.23
1.82
N/A
NTAP
NetApp, Inc.
19.67
1.62
2.3
N/A
OI
Owens-Illinois, Inc.
N/A
0.46
2.52
N/A
NFX
Newfield Exploration Co.
12.42
1.37
0.85
N/A
JCP
J. C. Penney Company, Inc.
N/A
0.33
1.41
N/A
GM
General Motors Company
9.21
0.27
0.99
N/A
GNW
Genworth Financial Inc.
12.12
0.3
0.19
N/A
GOOG
Google Inc.
21.55
4.73
3.31
N/A
RFP
Resolute Forest Products Inc.
N/A
0.41
0.34
N/A
VRX
Valeant Pharmaceuticals International, Inc.
296.68
5.67
4.61
N/A
WAT
Waters Corp.
17.73
3.97
5.51
N/A






Average
20.64
1.88
2.73
2.32%

Related stock ticker symbols sales:
GOOG,ORCL,DELL,CSCO,BRK.B,MSFT,HPQ,PSX,JPM,SLB,PG,TMO,WU,BK,JNJ,QCOM,APOL,C,CHRW,STJ,SCHW,LOW,DTV,NOV,WAG,CTSH,WLP,DV,AAPL,EMR,XRX,GE,INTC,BX,APA,UPS,BDX,WMT,AXP,MCD,GM,CHK,BAM,EBAY,BP,ACN,VIA.B,DIS,DVN,VRX,ADI,TOT,HES,MA,BHI,GNW,EMC,NTAP,SYK,COP,LUK,ADBE,WAT,JCP,PEP,ADM,WFC,JNS,IPG,BRK.A,GS,OI,AFL,MAN,CE,TEL,MMM,MDT,PNR,RDS.A,KMX,RFP,AET,BEN,ECL,K,BBY,SNA,HAL,LIFE,NFX,NWSA,DLPH,UNH,GSK,AIG,DVA,EXPD,LUV,ADSK

1 comment:

  1. Anonymous11/11/2012

    What about Peter Lynch. Peter Lynch is a successful Wall Street investor, and arguably one of the best stock-pickers in the world. He was president of the international investment management firm Fidelity.

    ReplyDelete

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