2/11/2013

100 Top Stocks Bought By Major Investment Gurus

100 most bought stocks by investment professionals originally published on Dividend Yield – Stock, Capital, Investment. I often take a look at the activities of well-known investment guru’s. Sure, hedge fund managers and activists are active investors who want to change something on the business model in order to push the current stock price. Ackman or Einhorn are such persons. I don’t follow them in detail but they are part of the screening results and due to their big influence, it makes sense to look at what they do. 

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 always screen picks from Warren Buffett. He has a solid investment decision process and selects stocks I also like. Sometimes he gives me new ideas about long-term investments or about growth opportunities which I haven’t considered for the time being.  


In order to find the hottest stocks at the investment premier league, 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 combined bought 449 stocks within the past half year.


The top stocks are now Microsoft and AIG International. Microsoft was purchased by 9 stock market professionals and AIG by 8. Exactly 60 percent of the top ten buys have a relationship to the technology sector. Investors still love this field because of the high growth potential and strong cash flows. But technology stocks are no big dividend payer.

Here are the 3 most bought dividend stocks:
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Microsoft (NASDAQ:MSFT) has a market capitalization of $230.77 billion. The company employs 94,000 people, generates revenue of $73.723 billion and has a net income of $16.978 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $24.819 billion. The EBITDA margin is 33.67 percent (the operating margin is 29.92 percent and the net profit margin 23.03 percent).

Financial Analysis: The total debt represents 9.85 percent of the company’s assets and the total debt in relation to the equity amounts to 18.00 percent. Due to the financial situation, a return on equity of 27.51 percent was realized. Twelve trailing months earnings per share reached a value of $1.82. Last fiscal year, the company paid $0.80 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 15.11, the P/S ratio is 3.13 and the P/B ratio is finally 3.48. The dividend yield amounts to 3.34 percent and the beta ratio has a value of 0.94.


”Long-Term
Long-Term Stock History Chart Of Microsoft (MSFT)
”Long-Term
Long-Term Dividends History of Microsoft (MSFT)
”Long-Term
Long-Term Dividend Yield History of Microsoft (MSFT)

Schlumberger (NYSE:SLB) has a market capitalization of $105.03 billion. The company employs 118,000 people, generates revenue of $42.321 billion and has a net income of $5.468 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $10.762 billion. The EBITDA margin is 25.43 percent (the operating margin is 16.99 percent and the net profit margin 12.92 percent).

Financial Analysis: The total debt represents 18.90 percent of the company’s assets and the total debt in relation to the equity amounts to 33.47 percent. Due to the financial situation, a return on equity of 16.48 percent was realized. Twelve trailing months earnings per share reached a value of $4.06. Last fiscal year, the company paid $1.10 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 19.49, the P/S ratio is 2.48 and the P/B ratio is finally 3.02. The dividend yield amounts to 1.58 percent and the beta ratio has a value of 1.42.


”Long-Term
Long-Term Stock History Chart Of Schlumberger (SLB)
”Long-Term
Long-Term Dividends History of Schlumberger (SLB)
”Long-Term
Long-Term Dividend Yield History of Schlumberger (SLB)

Intel Corporation (NASDAQ:INTC) has a market capitalization of $104.50 billion. The company employs 104,700 people, generates revenue of $53.341 billion and has a net income of $11.005 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $22.160 billion. The EBITDA margin is 41.54 percent (the operating margin is 27.44 percent and the net profit margin 20.63 percent).

Financial Analysis: The total debt represents 15.94 percent of the company’s assets and the total debt in relation to the equity amounts to 26.26 percent. Due to the financial situation, a return on equity of 22.66 percent was realized. Twelve trailing months earnings per share reached a value of $2.13. Last fiscal year, the company paid $0.87 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 9.85, the P/S ratio is 1.96 and the P/B ratio is finally 2.04. The dividend yield amounts to 4.29 percent and the beta ratio has a value of 1.01.


”Long-Term
Long-Term Stock History Chart Of Intel Corporation (INTC)
”Long-Term
Long-Term Dividends History of Intel Corporation (INTC)
”Long-Term
Long-Term Dividend Yield History of Intel Corporation (INTC)


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 18.56. Exactly 70 companies pay dividends of which three have a high yield. The average dividend yield amounts to 1.60 percent. P/S ratio is 2.81 and P/B ratio 6.68.

Here is the full list:

Symbol
Stock
%
Buys
Hold Price*
MSFT
Microsoft Corp.
0.074
9
$27.89
AIG
American Int'l. Group
0.452
8
$33.36
BRK.B
Berkshire Hathaway CL B
0.311
8
$88.34
SLB
Schlumberger Ltd.
0.094
8
$70.95
INTC
Intel Corp.
0.089
8
$21.86
SCHW
Charles Schwab
0.124
7
$13.09
GOOG
Google Inc.
0.078
7
$736.87
DELL
Dell Inc.
0.058
7
$10.00
HPQ
Hewlett-Packard
0.093
6
$15.51
ORCL
Oracle Corp.
0.034
6
$32.23
C
Citigroup Inc.
0.124
5
$33.62
HAL
Halliburton Co.
0.115
5
$33.89
JPM
JPMorgan Chase & Co.
0.078
5
$42.93
GM
General Motors
0.068
5
$22.75
UPS
United Parcel Service
0.061
5
$73.26
GLW
Corning Inc.
0.056
5
$12.63
CSCO
Cisco Systems
0.026
5
$19.17
PG
Procter & Gamble
0.149
4
$68.77
WU
Western Union Co.
0.134
4
$15.18
AAPL
Apple Inc.
0.119
4
$640.88
BAC
Bank of America Corp.
0.108
4
$9.86
DTV
DIRECTV Group Inc.
0.099
4
$51.82
K
Kellogg Co.
0.085
4
$55.86
APOL
Apollo Group
0.047
4
$20.91
WFC
Wells Fargo
0.044
4
$34.32
BIG
Big Lots Inc.
0.033
4
$29.59
KO
Coca Cola Co.
0.032
4
$37.37
IPG
Interpublic Group
0.029
4
$11.02
V
Visa Inc.
0.009
4
$134.82
BBRY
BlackBerry
0.217
3
$7.69
VRX
Valeant Pharmaceuticals Int'l
0.104
3
$55.77
EBAY
eBay Inc.
0.085
3
$49.80
FB
Facebook Inc.
0.081
3
$25.77
HIG
Hartford Financial Svc.Gp.
0.067
3
$20.04
ADI
Analog Devices
0.066
3
$41.50
DLPH
Delphi Automotive plc
0.058
3
$33.55
GSK
GlaxoSmithKline PLC
0.056
3
$43.52
SPLS
Staples Inc.
0.05
3
$11.43
NOV
National Oilwell Varco Inc.
0.05
3
$73.55
DVN
Devon Energy Corp.
0.045
3
$55.91
MRVL
Marvell Technology Group Ltd.
0.038
3
$8.70
TMO
Thermo Fisher Scientific
0.034
3
$61.69
DLB
Dolby Laboratories Inc.
0.033
3
$32.75
OXY
Occidental Petroleum
0.032
3
$76.60
DV
DeVRY Inc.
0.028
3
$23.73
STJ
St Jude Medical
0.028
3
$38.37
TXN
Texas Instruments
0.028
3
$29.95
TEL
TE Connectivity
0.027
3
$35.74
WSH
Willis Group Holdings Plc
0.026
3
$36.59
IGT
International Game Technology
0.024
3
$13.70
BF.A
BROWN FORMAN Inc. A
0.024
3
$61.83
ADBE
Adobe Systems
0.023
3
$33.38
DE
Deere & Co.
0.02
3
$82.53
CHRW
C.H. Robinson Worldwide
0.02
3
$63.22
ADM
Archer-Daniels-Midland
0.017
3
$27.27
JNJ
Johnson & Johnson
0.013
3
$69.47
MA
Mastercard Inc.
0.012
3
$466.26
EMR
Emerson Electric
0.012
3
$52.42
CE
Celanese Corp.
0.011
3
$42.23
BRK.A
Berkshire Hathaway CL A
0.01
3
$132995.79
MS
Morgan Stanley
0.009
3
$19.07
LOW
Lowe's Cos.
0.006
3
$31.65
MCO
Moody's Corp.
0.006
3
$44.17
RDS.A
Royal Dutch Shell PLC
0.002
3
$54.69
BK
Bank of New York
0.002
3
$24.06
ACN
Accenture
0.122
2
$67.98
BIDU
Baidu Inc.
0.115
2
N/A
COH
Coach Inc.
0.107
2
$56.02
MDLZ
Mondelez International
0.1
2
$28.48
AET
Aetna Inc.
0.085
2
$42.97
LIFE
Life Technologies Corp.
0.083
2
$48.93
BBY
Best Buy Co. Inc.
0.08
2
 N/A
WAG
Walgreen Co.
0.079
2
$36.72
VRSK
Verisk Analytics Inc.
0.076
2
$48.43
ESRX
Express Scripts
0.076
2
$60.23
GS
Goldman Sachs Group
0.073
2
$120.21
NFLX
Netflix Inc.
0.071
2
$54.44
CLX
Clorox Co.
0.067
2
$73.22
PANL
Universal Display Corp.
0.067
2
$26.28
MCD
McDonald's Corp.
0.061
2
$90.81
AMZN
Amazon Corp.
0.055
2
$251.53
ADSK
Autodesk Inc.
0.052
2
$34.38
YHOO
Yahoo Inc.
0.049
2
$15.98
ADT
ADT Corp.
0.049
2
$37.26
PCLN
Priceline.com Inc.
0.048
2
$620.19
MMM
3M Co.
0.048
2
$92.06
ISCA
International Speedway
0.048
2
$27.64
MATX
Matson Inc.
0.047
2
$20.91
SYK
Stryker Corp.
0.046
2
$55.04
UNT
Unit Corp.
0.045
2
 N/A
VIA.B
Viacom Inc.
0.044
2
$52.79
TOT
Total SA
0.041
2
$50.64
APA
Apache Corp.
0.04
2
$82.25
TW
Towers Watson & Co.
0.04
2
 N/A
WAT
Waters Corp.
0.038
2
$86.44
AON
Aon Corp.
0.037
2
$54.21
DD
Du Pont (E.I.)
0.033
2
$48.92
BX
The Blackstone Group
0.032
2
$15.59
LAYN
Layne Christensen Co.
0.031
2
 N/A
CMI
Cummins Inc.
0.031
2
$92.21

Here are the market ratios:

Ticker
Company
P/E
P/S
P/B
Dividend Yield
BX
The Blackstone Group
45.05
5.11
1.76
9.32%
GSK
GlaxoSmithKline plc
15.90
2.67
12.16
5.10%
TOT
Total SA
8.23
0.51
1.19
5.04%
BBY
Best Buy Co. Inc.
N/A
0.10
1.47
4.45%
INTC
Intel Corporation
9.86
1.96
2.04
4.29%
DD
E. I. du Pont de Nemours and Company
18.27
1.26
4.39
3.62%
WU
Western Union Co.
7.29
1.54
7.68
3.41%
SPLS
Staples, Inc.
N/A
0.36
1.42
3.39%
MSFT
Microsoft Corporation
15.14
3.16
3.18
3.34%
MCD
McDonald's Corp.
17.70
3.46
6.86
3.25%
JNJ
Johnson & Johnson
19.55
3.11
N/A
3.23%
CLX
The Clorox Company
18.86
1.89
192.21
3.17%
HPQ
Hewlett-Packard Company
N/A
0.27
1.48
3.14%
K
Kellogg Company
22.92
1.49
8.79
2.99%
PG
Procter & Gamble Co.
19.42
2.48
3.10
2.97%
WSH
Willis Group Holdings Public Limited Company
16.77
1.84
2.35
2.97%
GLW
Corning Inc.
10.68
2.27
0.84
2.93%
WFC
Wells Fargo & Company
10.38
3.80
1.17
2.87%
EMR
Emerson Electric Co.
20.54
1.68
3.97
2.85%
UPS
United Parcel Service, Inc.
N/A
1.45
10.44
2.77%
WAG
Walgreen Co.
18.57
0.55
2.13
2.66%
CSCO
Cisco Systems, Inc.
13.65
2.41
2.13
2.65%
KO
The Coca-Cola Company
20.19
3.65
5.24
2.63%
ADI
Analog Devices Inc.
21.46
5.16
3.31
2.63%
MRVL
Marvell Technology Group Ltd.
16.31
1.61
1.08
2.54%
MMM
3M Co.
16.24
2.41
3.91
2.47%
JPM
JPMorgan Chase & Co.
9.35
3.30
0.91
2.47%
COH
Coach, Inc.
13.48
2.79
6.59
2.45%
TXN
Texas Instruments Inc.
22.70
3.00
3.47
2.45%
OXY
Occidental Petroleum Corporation
12.14
2.97
1.77
2.44%
DELL
Dell Inc.
9.27
0.40
2.33
2.35%
CHRW
CH Robinson Worldwide Inc.
16.27
0.85
6.40
2.34%
ADM
Archer Daniels Midland Company
14.53
0.22
1.04
2.32%
MATX
Matson, Inc.
28.11
0.69
4.13
2.27%
AAPL
Apple Inc.
10.77
2.71
3.50
2.23%
ACN
Accenture plc
18.65
1.71
11.09
2.21%
STJ
St. Jude Medical Inc.
17.90
2.39
3.21
2.16%
TEL
TE Connectivity Ltd.
14.42
1.29
2.09
2.07%
DE
Deere & Company
12.16
1.00
5.26
1.98%
IPG
The Interpublic Group of Companies, Inc.
17.13
0.75
2.50
1.97%
MDLZ
Mondelez International, Inc.
14.92
0.91
1.34
1.87%
BK
The Bank of New York Mellon Corporation
13.68
9.26
0.89
1.86%
MCO
Moody's Corp.
14.27
3.54
30.98
1.84%
CMI
Cummins Inc.
13.68
1.31
3.43
1.67%
IGT
International Game Technology
17.67
1.99
3.56
1.67%
SYK
Stryker Corp.
18.81
2.80
2.82
1.66%
HIG
Hartford Financial Services Group Inc.
36.62
0.40
0.47
1.65%
LOW
Lowe's Companies Inc.
23.23
0.86
3.08
1.64%
AET
Aetna Inc.
10.56
0.46
1.55
1.58%
SLB
Schlumberger Limited
19.48
2.48
3.02
1.58%
SCHW
The Charles Schwab Corporation
24.48
4.41
2.50
1.42%
DVN
Devon Energy Corporation
34.92
2.57
1.12
1.32%
GS
The Goldman Sachs Group, Inc.
10.71
1.71
1.08
1.32%
DV
DeVry, Inc.
17.20
0.92
1.36
1.14%
AON
Aon Corporation
18.91
1.56
2.32
1.11%
ADT
The ADT Corporation
27.88
3.41
2.11
1.05%
HAL
Halliburton Company
14.84
1.34
2.43
0.87%
MS
Morgan Stanley
N/A
1.43
0.76
0.86%
V
Visa, Inc.
72.05
11.83
3.79
0.84%
TMO
Thermo Fisher Scientific, Inc.
21.68
2.15
1.74
0.80%
APA
Apache Corp.
13.54
1.95
1.08
0.80%
NOV
National Oilwell Varco, Inc.
11.85
1.47
1.46
0.75%
TW
Towers Watson & Co.
5.46
1.38
1.83
0.70%
ORCL
Oracle Corporation
16.46
4.44
3.86
0.69%
ISCA
International Speedway Corp.
24.86
2.22
1.08
0.68%
CE
Celanese Corporation
12.99
1.23
4.57
0.61%
MA
Mastercard Incorporated
23.90
8.82
9.35
0.46%
BAC
Bank of America Corporation
47.04
2.21
0.54
0.34%
C
Citigroup, Inc.
17.14
1.90
0.68
0.09%
BRK-A
Berkshire Hathaway Inc.
18.15
1.55
1.31
0.00%
BRK-B
Berkshire Hathaway Inc.
0.01
0.00
0.00
0.00%
BBRY
Research In Motion Limited
N/A
0.69
0.91
0.00%
BIDU
Baidu, Inc.
20.18
9.46
8.11
0.00%
BIG
Big Lots Inc.
12.44
0.36
2.97
0.00%
APOL
Apollo Group Inc.
6.59
0.55
2.24
0.00%
AIG
American International Group, Inc.
2.69
0.81
0.56
0.00%
AMZN
Amazon.com Inc.
N/A
1.95
44.70
0.00%
ADBE
Adobe Systems Inc.
23.57
4.43
2.90
0.00%
ADSK
Autodesk, Inc.
37.04
3.80
4.33
0.00%
EBAY
eBay Inc.
28.45
5.22
3.51
0.00%
DLB
Dolby Laboratories, Inc.
13.98
3.46
2.43
0.00%
DLPH
Delphi Automotive PLC
11.60
0.79
5.22
0.00%
DTV
DIRECTV, Inc.
13.04
1.10
N/A
0.00%
PANL
Universal Display Corp.
N/A
20.86
4.42
0.00%
PCLN
priceline.com Incorporated
26.46
6.91
9.77
0.00%
NFLX
Netflix, Inc.
N/A
2.81
13.52
0.00%
LAYN
Layne Christensen Co.
N/A
0.39
1.01
0.00%
LIFE
Life Technologies Corporation
26.20
2.85
2.33
0.00%
ESRX
Express Scripts Inc.
31.85
0.58
1.98
0.00%
FB
Facebook, Inc.
N/A
13.36
5.77
0.00%
GM
General Motors Company
10.74
0.30
1.07
0.00%
GOOG
Google Inc.
24.19
5.16
3.61
0.00%
UNT
Unit Corp.
17.80
1.78
1.16
0.00%
VRSK
Verisk Analytics, Inc.
30.16
6.23
64.59
0.00%
VRX
Valeant Pharmaceuticals International, Inc.
N/A
6.82
5.54
0.00%
WAT
Waters Corp.
17.79
4.36
5.61
0.00%
YHOO
Yahoo! Inc.
6.23
4.86
1.67
0.00%






Average
18.56
2.81
6.68
1.60%

Related stock ticker symbols sales:
MSFT, AIG, BRK.B, SLB, INTC, SCHW, GOOG, DELL, HPQ, ORCL, C, HAL, JPM, GM, UPS, GLW, CSCO, PG, WU, AAPL, BAC, DTV, K, APOL, WFC, BIG, KO, IPG, V, BBRY, VRX, EBAY, FB, HIG, ADI, DLPH, GSK, SPLS, NOV, DVN, MRVL, TMO, DLB, OXY, DV, STJ, TXN, TEL, WSH, IGT, BF.A, ADBE, DE, CHRW, ADM, JNJ, MA, EMR, CE, BRK.A, MS, LOW, MCO, RDS.A, BK, ACN, BIDU, COH, MDLZ, AET, LIFE, BBY, WAG, VRSK, ESRX, GS, NFLX, CLX, PANL, MCD, AMZN, ADSK, YHOO, ADT, PCLN, MMM, ISCA, MATX, SYK, UNT, VIA.B, TOT, APA, TW, WAT, AON, DD, BX, LAYN, CMI



1 comment:

  1. Pretty good post. I just stumbled upon your blog and wanted to say that I have really enjoyed reading your blog posts. Any way I'll be subscribing to your feed and I hope you post again soon.
    Stocks and investments

    ReplyDelete

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