David Winters, chief executive officer of Wintergreen Advisers LLC, talks with Bloomberg's Mark Crumpton and Julie Hyman about his investment strategy.
(Source: Bloomberg)
Last month, Divid Winters was interviewed by Barron's. He gave more details on where in the world he finds value these days. The transcript can be read here
At GuruFocus, we track the equity portfolios of guys like Warren Buffett and David Winters. Here you not only can see their trading activities and their holdings at quarter end, we also cross exam their portfolios based on these different categories: “undervalued”, “Low P/E”, “Top Yield”, “To Growth”, “Predictable Companies”’, “52-k Lows”, and “Top Insider Buys”. Click on their names and you get a taste of these convenient tools yourself.
These are the Top Yield companies that Winters own, freshly from the GuruFocus screener:
Reynolds American Inc. (RAI, Financial)
Reynolds American Inc. is the parent company of R.J. Reynolds American Inc. has a market cap of $16.23 billion; its shares were traded at around $55.68 with a P/E ratio of 11.8 and P/S ratio of 1.9. The dividend yield of Reynolds American Inc. stocks is 6.5%. Reynolds American Inc. had an annual average earning growth of 3.2% over the past 10 years.
Philip Morris International Inc(PM, Financial)
Philip Morris International is the international tobacco company, with products sold in over 160 countries. Philip Morris International Inc has a market cap of $91.71 billion; its shares were traded at around $49.52 with a P/E ratio of 14.3 and P/S ratio of 1.5. The dividend yield of Philip Morris International Inc stocks is 4.7%.
The CocaCola Company (KO, Financial)
The Coca-Cola Company is the world's largest beverage company and is the producer and marketer of soft drinks. The Cocacola Company has a market cap of $121.86 billion; its shares were traded at around $52.82 with a P/E ratio of 16.5 and P/S ratio of 3.9. The dividend yield of The Cocacola Company stocks is 3.4%. The Cocacola Company had an annual average earning growth of 8.9% over the past 10 years. GuruFocus rated The Cocacola Company the business predictability rank of 3.5-star.
McDonald's Corp. (MCD, Financial)
McDonald's Corporation develops, operates, franchises and services a worldwide system of restaurants that prepare, assemble, package and sell a limited menu of value-priced foods. Mcdonald's Corp. has a market cap of $76.27 billion; its shares were traded at around $70.9 with a P/E ratio of 16.9 and P/S ratio of 3.3. The dividend yield of Mcdonald's Corp. stocks is 3.1%. Mcdonald's Corp. had an annual average earning growth of 14.7% over the past 10 years. GuruFocus rated Mcdonald's Corp. the business predictability rank of 2.5-star.
General Dynamics Corp. (GD, Financial)
General Dynamics Corp.'s primary businesses focus is on shipbuilding and marine systems, business aviation, information systems, and land and amphibious combat systems. General Dynamics Corp. has a market cap of $23.76 billion; its shares were traded at around $61.61 with a P/E ratio of 9.9 and P/S ratio of 0.7. The dividend yield of General Dynamics Corp. stocks is 2.8%. General Dynamics Corp. had an annual average earning growth of 13.7% over the past 10 years. GuruFocus rated General Dynamics Corp. the business predictability rank of 4.5-star.
Conclusion
David Winters looks for value in the US as well as overseas, however, he only has to file with SEC on his domestic holdings and that is where we have information on. From tobacco company, to weapon makers, from fast food to soda giant, these are the high yield companies.
GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and David Winters for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.
(Source: Bloomberg)
Last month, Divid Winters was interviewed by Barron's. He gave more details on where in the world he finds value these days. The transcript can be read here
At GuruFocus, we track the equity portfolios of guys like Warren Buffett and David Winters. Here you not only can see their trading activities and their holdings at quarter end, we also cross exam their portfolios based on these different categories: “undervalued”, “Low P/E”, “Top Yield”, “To Growth”, “Predictable Companies”’, “52-k Lows”, and “Top Insider Buys”. Click on their names and you get a taste of these convenient tools yourself.
These are the Top Yield companies that Winters own, freshly from the GuruFocus screener:
Reynolds American Inc. (RAI, Financial)
Reynolds American Inc. is the parent company of R.J. Reynolds American Inc. has a market cap of $16.23 billion; its shares were traded at around $55.68 with a P/E ratio of 11.8 and P/S ratio of 1.9. The dividend yield of Reynolds American Inc. stocks is 6.5%. Reynolds American Inc. had an annual average earning growth of 3.2% over the past 10 years.
Philip Morris International Inc(PM, Financial)
Philip Morris International is the international tobacco company, with products sold in over 160 countries. Philip Morris International Inc has a market cap of $91.71 billion; its shares were traded at around $49.52 with a P/E ratio of 14.3 and P/S ratio of 1.5. The dividend yield of Philip Morris International Inc stocks is 4.7%.
The CocaCola Company (KO, Financial)
The Coca-Cola Company is the world's largest beverage company and is the producer and marketer of soft drinks. The Cocacola Company has a market cap of $121.86 billion; its shares were traded at around $52.82 with a P/E ratio of 16.5 and P/S ratio of 3.9. The dividend yield of The Cocacola Company stocks is 3.4%. The Cocacola Company had an annual average earning growth of 8.9% over the past 10 years. GuruFocus rated The Cocacola Company the business predictability rank of 3.5-star.
McDonald's Corp. (MCD, Financial)
McDonald's Corporation develops, operates, franchises and services a worldwide system of restaurants that prepare, assemble, package and sell a limited menu of value-priced foods. Mcdonald's Corp. has a market cap of $76.27 billion; its shares were traded at around $70.9 with a P/E ratio of 16.9 and P/S ratio of 3.3. The dividend yield of Mcdonald's Corp. stocks is 3.1%. Mcdonald's Corp. had an annual average earning growth of 14.7% over the past 10 years. GuruFocus rated Mcdonald's Corp. the business predictability rank of 2.5-star.
General Dynamics Corp. (GD, Financial)
General Dynamics Corp.'s primary businesses focus is on shipbuilding and marine systems, business aviation, information systems, and land and amphibious combat systems. General Dynamics Corp. has a market cap of $23.76 billion; its shares were traded at around $61.61 with a P/E ratio of 9.9 and P/S ratio of 0.7. The dividend yield of General Dynamics Corp. stocks is 2.8%. General Dynamics Corp. had an annual average earning growth of 13.7% over the past 10 years. GuruFocus rated General Dynamics Corp. the business predictability rank of 4.5-star.
Conclusion
David Winters looks for value in the US as well as overseas, however, he only has to file with SEC on his domestic holdings and that is where we have information on. From tobacco company, to weapon makers, from fast food to soda giant, these are the high yield companies.
GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and David Winters for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.
