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De groep topfondsbeheerders blijft voorzichtig en steekt meer geld in aandelen uit traditionele defensieve sectoren. Tegelijkertijd benutten zij een stijgende (en mogelijk overgewaardeerde) aandelenmarkt om wat winst te nemen. Microsoft, Wells Fargo en Google zijn de grootste posities.
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Morningstars Ultimate Stock-Pickers
Top 10 aankopen (naar overtuiging)
Bron: Morningstar 12/6/2014
1. Procter&Gamble – PG
Fair Value
USD 89,00
Fair value uncertainty
Low
Moat
Wide
Moat Trend
Negative Bron: Morningstar 30/5/2014
Morningstar Rating
QQQQ
# of Funds Buying
7
2. Chevron – CVX
Fair Value
USD 132,00
Fair value uncertainty
Low
Moat
Narrow
Moat Trend
Negative Bron: Morningstar 30/5/2014
Morningstar Rating
QQQQ
# of Funds Buying
2
3. Unilever – UNA
Fair Value
EUR 33,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
QQQ
# of Funds Buying
6
4. Citigroup – C
Fair Value
USD 48,00
Fair value uncertainty
high
Moat
Narrow
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
QQQ
# of Funds Buying
5
5. CSX – CSX
Fair Value
USD 31,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
QQQ
# of Funds Buying
2
6. Diageo – DGE
Fair Value
GBX 1.950,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
QQQ
# of Funds Buying
3
7. Zoetis – ZTS
Fair Value
USD 24,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
# of Funds Buying
2
8. Colgate-Palmolive – CL
Fair Value
USD 60,00
Fair value uncertainty
Low
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
# of Funds Buying
2
9. Sanofi – SAN
Fair Value
EUR 94,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Morningstar Rating
QQQQ
# of Funds Buying
3
10. National Oilwell Varco – NOV
Fair Value
USD 80,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Positive Bron: Morningstar 30/5/2014
Morningstar Rating
QQQ
# of Funds Buying
3
Overzicht
Ultimate Stock-Pickers' Top 10 Stock Purchases (by Investment Conviction)
Morningstar Size of Fair Koers/ Fair Value # of Funds Ticker
Onderneming Rating Moat Value fair value Uncertainty Buying
1 Procter & Gamble QQQQ wide USD 89,00 0.91 low 7 PG
2 Chevron QQQQ narrow USD 132,00 0.93 low 2 CVX
3 Unilever QQQ wide EUR 33,00 0.99 medium 6 UNA
4 Citigroup QQQ narrow USD 48,00 0.99 high 5 C
5 CSX QQQ wide USD 31,00 0.95 medium 2 CSX
6 Diageo QQQ wide GBX 1.950,00 1.01 medium 3 DGE
7 Zoetis QQ wide USD 24,00 1.28 medium 2 ZTS
8 Colgate-Palmolive QQ wide USD 60,00 1.14 low 2 CL
9 Sanofi QQQQ wide EUR 94,00 0.83 medium 3 SAN
10 National Oilwell Varco QQQ wide USD 80,00 1.02 medium 3 NOV
(Bron: Morningstar 30/5/2014)
