These companies all have track records of consistent earnings growth, and I think operate in sectors that can resist takeover by Amazon. Here are the selections:
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label ORLY. Show all posts
Showing posts with label ORLY. Show all posts
10 Bargain Picks For The Retail Sector
I've identified ten companies that sold off in the last year and are trading at least 20% below 52-week highs.
These companies all have track records of consistent earnings growth, and I think operate in sectors that can resist takeover by Amazon. Here are the selections:
These companies all have track records of consistent earnings growth, and I think operate in sectors that can resist takeover by Amazon. Here are the selections:
Richard T. Cunniff – Sequoia Q4/2011 Fund Portfolio
Richard T. Cunniff – Sequoia Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 37 stocks with a total portfolio worth of USD 3,651,210,000.
Chuck Akre - Akre Capital Management Q4/2011 Fund Portfolio
Chuck Akre - Akre Capital Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Chuck Akre’s - Akre Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he manages 31 stocks with a total portfolio worth of USD 628,555,000.
Richard T. Cunniff – Sequoia Q3-2011 Fund Portfolio
Richard T. Cunniff – Sequoia Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 35 stocks with a total portfolio worth of USD 3,000,849,000.
Richard T. Cunniff’s fund positions as of Q3/2011 with actual share movements:
| Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
| VRX - Valeant Pharmaceuticals Int'l | 14 | 0 | $37.12 |
| BRK.A - Berkshire Hathaway CL A | 11.69 | Add 0.34% | $106799.94 |
| TJX - TJX Companies Inc. | 9.49 | Add 4.05% | $55.47 |
| FAST - Fastenal | 7.71 | 0 | $33.28 |
| IDXX - IDEXX Laboratories | 5.06 | Reduce 12.86% | $68.97 |
| PCP - Precision Castparts | 4.91 | 0 | $155.46 |
| AAP - Advance Auto Parts | 4.84 | Add 2.07% | $58.10 |
| RYCEF - Rolls-Royce GP Plc | 3.83 | 0 | $9.28 |
| MHK - Mohawk Industries | 3.8 | 0 | $42.91 |
| ORLY - O'Reilly Automotive | 3.68 | 0 | $66.63 |
| MA - Mastercard Inc. | 3.15 | 0 | $317.16 |
| GOOG - Google Inc. | 2.78 | 0 | $514.38 |
| IBM - International Bus. Machines | 2.78 | 0 | $175.03 |
| BRK.B - Berkshire Hathaway CL B | 2.77 | Add 66.86% | $71.04 |
| TGT - Target Corp. | 2.4 | 0 | $49.04 |
| PRGO - Perrigo Co. | 1.71 | 0 | $97.11 |
| WMT - Wal-Mart Stores | 1.64 | 0 | $51.90 |
| PX - Praxair Inc. | 1.42 | Add 27.21% | $93.48 |
| QNTQF - Qinetiq Group Plc. | 1.4 | 0 | $1.82 |
| GS - Goldman Sachs Group | 1.37 | 0 | $94.55 |
| GLW - Corning Inc. | 1.24 | Buy | $12.36 |
| HCXLF - Hiscox Ltd. | 1.2 | 0 | $5.75 |
| OMC - Omnicom Group | 1.15 | 0 | $36.84 |
| DHR - Danaher Corp. | 1.07 | 0 | $41.94 |
| BDX - Becton Dickinson | 1.02 | 0 | $73.32 |
| RBA - Ritchie Bros. Auctioneers Inc. | 1.02 | 0 | $20.19 |
| FSLR - First Solar Inc. | 0.72 | 0 | $63.21 |
| BRO - Brown & Brown Inc. | 0.67 | 0 | $17.80 |
| TRMB - Trimble Navigation Ltd. | 0.53 | Add 510.74% | $33.55 |
| EXPD - Expeditors Int'l | 0.35 | 0 | $40.55 |
| SMTGF - SMA Solar Technology AG | 0.19 | Reduce 75.35% | $52.75 |
| CNQ - Canadian Natural Resources | 0.18 | 0 | $29.27 |
| COST - Costco Co. | 0.11 | 0 | $82.11 |
| MTD - Mettler-Toledo International Inc. | 0.09 | 0 | $139.97 |
| VRSK - Verisk Analytics Inc. | 0.02 | 0 | $34.76 |
Related Stock Ticker:
VRX, BRK.A, TJX, FAST, IDXX, PCP, AAP, RYCEF, MHK, ORLY, MA, GOOG, IBM, BRK.B, THT, PRGO, WMT, PX, QNTQF, GS, GLW, HCXLF, OMC, DHR, BDX, RBA, FSLR, BRO, TRMB, EXPD, SMTGF, CNQ, COST, MTD, VRSK
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