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These Stocks Are The Favorite Picks From The Best Asset Managers

Below is a list of stock picks from the best equity managers of the recent quarter. The list summarizes a few dividend growers like Oracle, Walgreen or Johnson & Johnson.

I hope you can find some values in the list and fresh ideas from the professional money management industry.

I bought recently PG, QCOM. Both pay solid dividends and become a little under pressure in the recent market correction.

Here are the top picks from the industries top managers....


Stock Favorites From The Best Equity Managers (click to enlarge)


Here are the top yielding stocks in detail...


QUALCOMM -- Yield: 3.87%

QUALCOMM (NASDAQ:QCOM) employs 33,000 people, generates revenue of $25,281.00 million and has a net income of $5,268.00 million. The current market capitalization stands at $74.58 billion.

QUALCOMM’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $7,350.00 million. The EBITDA margin is 29.07% (the operating margin is 22.12% and the net profit margin 20.84%).


Financials: The total debt represents 21.59% of QUALCOMM assets and the total debt in relation to the equity amounts to 34.91%. Due to the financial situation, a return on equity of 14.93% was realized by QUALCOMM.


Twelve trailing months earnings per share reached a value of $3.20. Last fiscal year, QUALCOMM paid $1.80 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 15.49, the P/S ratio is 2.95 and the P/B ratio is finally 2.41. The dividend yield amounts to 3.87%.


Stock Charts:



Long-Term Stock Price Chart of QUALCOMM (QCOM)
Long-Term Stock Price Chart of QUALCOMM (QCOM)
Long-Term Dividend Payment History of QUALCOMM (QCOM)
Long-Term Dividend Payment History of QUALCOMM (QCOM)
Long-Term Dividend Yield History of QUALCOMM (QCOM)
Long-Term Dividend Yield History of QUALCOMM (QCOM)



Procter & Gamble -- Yield: 3.50%

Procter & Gamble (NYSE:PG) employs 110,000 people, generates revenue of $76,279.00 million and has a net income of $8,930.00 million. The current market capitalization stands at $206.27 billion.

Procter & Gamble’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $15,979.00 million. The EBITDA margin is 20.95% (the operating margin is 15.46% and the net profit margin 11.71%).


Financials: The total debt represents 23.43% of Procter & Gamble assets and the total debt in relation to the equity amounts to 48.62%. Due to the financial situation, a return on equity of 13.23% was realized by Procter & Gamble.


Twelve trailing months earnings per share reached a value of $3.04. Last fiscal year, Procter & Gamble paid $2.59 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 24.93, the P/S ratio is 2.70 and the P/B ratio is finally 3.36. The dividend yield amounts to 3.50%.


Stock Charts:



Long-Term Stock Price Chart of Procter & Gamble (PG)
Long-Term Stock Price Chart of Procter & Gamble (PG)
Long-Term Dividend Payment History of Procter & Gamble (PG)
Long-Term Dividend Payment History of Procter & Gamble (PG)
Long-Term Dividend Yield History of Procter & Gamble (PG)
Long-Term Dividend Yield History of Procter & Gamble (PG)



General Electric -- Yield: 3.00%

General Electric (NYSE:GE) employs 305,000 people, generates revenue of $148,589.00 million and has a net income of $15,457.00 million. The current market capitalization stands at $309.95 billion.

General Electric’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $29,386.00 million. The EBITDA margin is 19.78% (the operating margin is 12.33% and the net profit margin 10.40%).


Financials: The total debt represents 50.97% of General Electric assets and the total debt in relation to the equity amounts to 259.92%. Due to the financial situation, a return on equity of 11.85% was realized by General Electric.


Twelve trailing months earnings per share reached a value of $0.31. Last fiscal year, General Electric paid $0.89 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 99.58, the P/S ratio is 2.09 and the P/B ratio is finally 2.41. The dividend yield amounts to 3.00%.


Stock Charts:



Long-Term Stock Price Chart of General Electric (GE)
Long-Term Stock Price Chart of General Electric (GE)
Long-Term Dividend Payment History of General Electric (GE)
Long-Term Dividend Payment History of General Electric (GE)
Long-Term Dividend Yield History of General Electric (GE)
Long-Term Dividend Yield History of General Electric (GE)



Johnson & Johnson -- Yield: 2.93%

Johnson & Johnson (NYSE:JNJ) employs 126,500 people, generates revenue of $74,331.00 million and has a net income of $16,323.00 million. The current market capitalization stands at $283.56 billion.

Johnson & Johnson’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $26,305.00 million. The EBITDA margin is 35.39% (the operating margin is 27.66% and the net profit margin 21.96%).


Financials: The total debt represents 14.31% of Johnson & Johnson assets and the total debt in relation to the equity amounts to 26.90%. Due to the financial situation, a return on equity of 22.70% was realized by Johnson & Johnson.


Twelve trailing months earnings per share reached a value of $5.22. Last fiscal year, Johnson & Johnson paid $2.76 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 19.63, the P/S ratio is 3.81 and the P/B ratio is finally 4.09. The dividend yield amounts to 2.93%.


Stock Charts:



Long-Term Stock Price Chart of Johnson & Johnson (JNJ)
Long-Term Stock Price Chart of Johnson & Johnson (JNJ)
Long-Term Dividend Payment History of Johnson & Johnson (JNJ)
Long-Term Dividend Payment History of Johnson & Johnson (JNJ)
Long-Term Dividend Yield History of Johnson & Johnson (JNJ)
Long-Term Dividend Yield History of Johnson & Johnson (JNJ)



Intel Corporation -- Yield: 2.77%

Intel Corporation (NASDAQ:INTC) employs 106,700 people, generates revenue of $55,870.00 million and has a net income of $11,704.00 million. The current market capitalization stands at $163.56 billion.

Intel Corporation’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $24,191.00 million. The EBITDA margin is 43.30% (the operating margin is 27.21% and the net profit margin 20.95%).


Financials: The total debt represents 14.86% of Intel Corporation assets and the total debt in relation to the equity amounts to 24.44%. Due to the financial situation, a return on equity of 20.51% was realized by Intel Corporation.


Twelve trailing months earnings per share reached a value of $2.34. Last fiscal year, Intel Corporation paid $0.90 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 14.81, the P/S ratio is 2.93 and the P/B ratio is finally 2.95. The dividend yield amounts to 2.77%.


Stock Charts:



Long-Term Stock Price Chart of Intel Corporation (INTC)
Long-Term Stock Price Chart of Intel Corporation (INTC)
Long-Term Dividend Payment History of Intel Corporation (INTC)
Long-Term Dividend Payment History of Intel Corporation (INTC)
Long-Term Dividend Yield History of Intel Corporation (INTC)
Long-Term Dividend Yield History of Intel Corporation (INTC)



The folks at FactSet analyzed data from the top 50 hedge funds’ 13F filings with the Securities and Exchange Commission, while S&P Capital IQ analysts looked at the top ten funds for their analysis earlier this week. 


According to FactSet Research Analyst Andrew Birstingl, the top 50 hedge funds upped their exposure to stocks by 7.6% during the third quarter. 

He reports that stocks in the Health Care and Consumer Staples stocks were the most popular according to total value of the purchases made and that four of the top ten favorite stocks were in these two sectors.