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Donald Yacktman's Top Second Quarter Increases
Posted by: Monica Wolfe (IP Logged)
Date: July 30, 2013 05:12PM

As of the second quarter Guru Donald Yacktman owns 51 stocks valued at $21.158 billion dollars. During the quarter Donald Yacktman increased his position in 24 companies and made the most noticeable increases in the following four companies.

Wells Fargo (
WFC)

During the second quarter Yacktman made his most noticeable increase in Wells Fargo; the guru went from holding about 20,000 shares to holding far more than 4 million. Yacktman increased his position 25,027.5% by adding a total of 4,805,287 shares. He purchased these shares at an average price of $38.97 per share. Since his buys, the price per share has increased approximately 11.2%.

Donald Yacktman now holds on to a total of 4,824,487 shares of Wells Fargo, representing 0.09% of the company’s shares outstanding. Yacktman has held a position in Wells Fargo since first quarter 2010.

Yacktman’s holding history of Wells Fargo:


[size=13px; ]Wells Fargo is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. The company provides banking, insurance, investments, mortgage and consumer and commercial finance throughout 35 countries.[/size]

Wells Fargo’s historical price, revenue and net income:



The company recently released their second quarter results which reported:

· Net income of $5.5 billion, up 19% from the previous year.
· Diluted EPS of $0.98, up 20%
· Revenue of $21.4 billion, up $89 billion.
· Non-performing assets of $21.1 billion, down $3.8 billion from second quarter 2012.

The Peter Lynch Chart shows that the company is currently undervalued:



The analysis on the company reports that the price is sitting near a 10-year high, that the operating margin is expanding and that the P/S ratio has hit a 3-year high.

Wells Fargo has a market cap of $229.81 billion. Its shares are currently being traded at $43.25 with a P/E ratio of 12.30, a P/S ratio of 2.70 and a P/B ratio of 1.60. The company has seen an annual average earnings growth of 1.6% over the past 10 years.

There are currently 44 gurus, including Warren Buffett, that hold a position in Wells Fargo. Click here to see their holding histories.

Exxon Mobil Corp. (XOM)

Yacktman increased his holdings in Exxon Mobil this quarter by 104.36%. The guru added 2,857,907 shares valued at $89.98 per share. Since his buy, the share price has increased approximately 4.2%. Yacktman now holds on to a total of 5,596,426 shares of Exxon, representing 0.12% of shares outstanding. Yacktman has held shares of Exxon since 2008Q4.

Yacktman’s holding history of Exxon:


[size=13px; ]Exxon Mobil is the world’s largest publicly traded international oil and gas company. The Company's main business is energy, involving the worldwide exploration, production, transportation and sale of crude oil and natural gas and the manufacture, transportation and sale of petroleum products.[/size]

Exxon Mobil’s historical price, revenue and net income:



The company is set to release their second quarter financial statement on Aug. 1.

The Peter Lynch Chart shows that Exxon Mobil currently appears to be undervalued:



The analysis on the company reports:

· The price is near a 10-year high.
· The revenue has slowed down over the past year.
· The P/E ratio is near a 1-year low of 8.78.
· The P/B ratio is near a 1- year low of 2.33.

Exxon Mobil has a market cap of $418.89 billion. Its shares are currently being traded at around $94.03 with a P/E ratio of 9.60, a P/S ratio of 0.90 and a P/B ratio of 2.50. The company has seen an annual average earnings growth of 4.8% over the past 10 years.

There are 43 gurus that hold a position in XOM. Click here to see their holding histories.

Sigma-Aldrich (SIAL)

Donald Yacktman upped his position in Sigma-Aldrich by 94.43% during the second quarter. The guru purchased 1,175,545 shares at an average price of $80.08 per share. Since his most recent buy, the price per share has increased approximately 3.8%.

Yacktman now owns approximately 2,420,445 shares of Sigma-Aldrich, representing 2.01% of the company’s shares outstanding. Yacktman has held a position in Sigma-Aldrich since first quarter 2013.

Yacktman’s holding history of Sigma-Aldrich:


[size=13px; ]Sigma-Aldrich is a life sciences company. It develops, manufactures, purchases and distributes a range of high quality chemicals, biochemicals and equipment that is available throughout the world. Some of these chemical products and kits are used for scientific research such as genomic and proteomic research, biotechnology and pharmaceutical development.[/size]

Sigma-Aldrich’s historical price, revenue and net income:



The company’s second quarter financial results highlighted:

· Record quarterly sales of $681 million.
· Diluted adjusted EPS of $1.05
· 31% year-over-year growth in free cash flow generated in the first six months of 2013.
· Best quarterly organic sales growth since 2011

The Peter Lynch Chart shows that Sigma-Aldrich is currently overvalued:



The analysis on the company reports that the company has shown predictable revenue and earnings growth. It also notes that the price is sitting near a 10-year high as is the company’s P/S ratio.

Sigma-Aldrich has a market cap of $10.07 billion. Its shares are currently being traded at around $83.13 with a P/E ratio of 21.50, a P/S ratio of 3.80 and a P/E ratio of 3.90. The company has seen an annual average earnings growth of 13.2% over the past 10 years.

GuruFocus rated Sigma-Aldrich the business predictability rank of 4-star.

There are 14 gurus that hold a position in SIAL. Click here to see their holding histories.

CH Robinson Worldwide (CHRW)

Yacktman increased his holdings in CH Robinson Worldwide 57.83% during the second quarter. The guru purchased a total of 2,264,006 shares at an average price of $57.65 per share. Since his most recent purchase the share price is up approximately 2.5%. Yacktman now holds a total of 6,178,781 shares of CH Robinson, representing 3.84% of the company’s shares outstanding. Yacktman has held a position in CH Robinson since 2012Q3.

Yacktman’s holding history of CH Robinson Worldwide:


[size=13px; ]CH Robinson is a third party logistics company. The company provides freight transportation services and logistics solutions to companies of all sizes and in a variety of industries.[/size]

CH Robinson’s historical price, revenue and net income:



The company is set to release their second quarter financial results on Aug. 6.

According to the Peter Lynch Chart CH Robinson appears to be overvalued:



The analysis on CH Robinson reports:

· The company has shown predictable revenue and earnings growth.
· The dividend yield is at a 10-year high.
· The P/E ratio is nearing a 10-year low.
· The P/B ratio is nearing a 3-year low.
· The P/S ratio is close to a 10-year low.

CH Robinson Worldwide has a market cap of $9.47 billion. Its shares are currently being traded at around $59.09 with a P/E ratio of 16.10, a P/S ratio of 0.80 and a P/B ratio of 6.60. The company had an annual average earnings growth of 16.5% over the past ten years.

GuruFocus rated CH Robinson Worldwide the [/url]business predictability rank of 3-star.

There are 14 gurus that hold positions in CH Robinson Worldwide. Click here to see their holding histories.

You can view Donald Yacktman’s current portfolio here. Also check out the Yacktman Focused Fund and the Yacktman Fund’s current portfolios.

Try a free 7-day Premium Membership Trial here.



Guru Discussed: Donald Yacktman: Current Portfolio, Stock Picks
Stocks Discussed: WFC, XOM, SIAL, CHRW,
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