In a recent TWST interview, Donald Yacktman volunteered to talk about a third sector – Medical Device Area -- that he has a good percentage of money in, besides drink companies and media companies:
GuruFocus tracks the stock portfolio of Yacktman. Here is the list of the Health Care related stock in his portfolio:
Here is an overview and holding history of the stocks:
Johnson & Johnson (JNJ)
Johnson & Johnson has a market cap of $172.43 billion; its shares were traded at around $62.6 with a P/E ratio of 13.1 and P/S ratio of 2.8. The dividend yield of Johnson & Johnson stocks is 3.5%. Johnson & Johnson had an annual average earning growth of 10.8% over the past 10 years. GuruFocus rated Johnson & Johnson the business predictability rank of 4.5-star.
C.R. Bard Inc. (BCR)
C.R. Bard Inc. has a market cap of $8.08 billion; its shares were traded at around $86.33 with a P/E ratio of 15.9 and P/S ratio of 3.1. The dividend yield of C.r. Bard Inc. stocks is 0.8%. C.r. Bard Inc. had an annual average earning growth of 15.7% over the past 10 years. GuruFocus rated C.r. Bard Inc. the business predictability rank of 5-star.
Becton Dickinson and Company (BDX)
Becton Dickinson And Company has a market cap of $18.75 billion; its shares were traded at around $80.76 with a P/E ratio of 16 and P/S ratio of 2.6. The dividend yield of Becton Dickinson And Company stocks is 1.9%. Becton Dickinson And Company had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Becton Dickinson And Company the business predictability rank of 4.5-star.
Medtronic Inc. (MDT)
Medtronic Inc. has a market cap of $36.56 billion; its shares were traded at around $33.86 with a P/E ratio of 10.3 and P/S ratio of 2.3. The dividend yield of Medtronic Inc. stocks is 2.7%. Medtronic Inc. had an annual average earning growth of 11.4% over the past 10 years. GuruFocus rated Medtronic Inc. the business predictability rank of 4.5-star.
Stryker Corp. (SYK)
Stryker Corp. has a market cap of $20.4 billion; its shares were traded at around $51.4 with a P/E ratio of 16 and P/S ratio of 3.1. The dividend yield of Stryker Corp. stocks is 1.2%. Stryker Corp. had an annual average earning growth of 15.9% over the past 10 years. GuruFocus rated Stryker Corp. the business predictability rank of 4-star.
Check out Yacktman’s complete stock portfolio by clicking on Donald Yacktman
Read the complete TWST interview here.
Mr. Donald Yacktman: A lot of the businesses we’ve talked about generate high returns on assets, and they have the ability to conÂtinue to have a high return on assets for a long period of time. A third group, which we haven’t spent much time on, is the medical device area, which we’ve put a fair bit of money into in the last year or two. The common theme there from Johnson & Johnson (JNJ, Financial) to CR Bard (BCR, Financial), to Becton, Dickinson (BDX, Financial) to Medtronic (MDT, Financial) to Stryker (SYK, Financial) is you have high-quality businesses that have suffered significant multiple compression and now sell at attractive prices.
GuruFocus tracks the stock portfolio of Yacktman. Here is the list of the Health Care related stock in his portfolio:
| Symbol | Number of Shares | Value ($1000) | Percentage (%) | Quarterly Change | % of Company |
| BCR | 1911668 | 155667 | 3.3 | 44.34 | 2.04 |
| SYK | 1856408 | 92913 | 1.97 | 1133.49 | 0.47 |
| BDX | 1047343 | 77608 | 1.65 | 7.93 | 0.45 |
| UNH | 2059652 | 72314 | 1.53 | 1.52 | 0.18 |
| COV | 1632375 | 65605 | 1.39 | 431.24 | 0.33 |
| PDCO | 500000 | 14325 | 0.3 | New | 0.4 |
| MDT | 400000 | 13432 | 0.29 | New | 0.04 |
| WLP | 150500 | 8524 | 0.18 | 0 | 0.04 |
| PFE | 16666397 | 286162 | 6.07 | 3.28 | 0.21 |
| JNJ | 3185014 | 197343 | 4.19 | 10.87 | 0.12 |
| PBH | 446600 | 4417 | 0.09 | 0 | 0.89 |
Here is an overview and holding history of the stocks:
Johnson & Johnson (JNJ)
Johnson & Johnson has a market cap of $172.43 billion; its shares were traded at around $62.6 with a P/E ratio of 13.1 and P/S ratio of 2.8. The dividend yield of Johnson & Johnson stocks is 3.5%. Johnson & Johnson had an annual average earning growth of 10.8% over the past 10 years. GuruFocus rated Johnson & Johnson the business predictability rank of 4.5-star.
C.R. Bard Inc. (BCR)
C.R. Bard Inc. has a market cap of $8.08 billion; its shares were traded at around $86.33 with a P/E ratio of 15.9 and P/S ratio of 3.1. The dividend yield of C.r. Bard Inc. stocks is 0.8%. C.r. Bard Inc. had an annual average earning growth of 15.7% over the past 10 years. GuruFocus rated C.r. Bard Inc. the business predictability rank of 5-star.
Becton Dickinson and Company (BDX)
Becton Dickinson And Company has a market cap of $18.75 billion; its shares were traded at around $80.76 with a P/E ratio of 16 and P/S ratio of 2.6. The dividend yield of Becton Dickinson And Company stocks is 1.9%. Becton Dickinson And Company had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Becton Dickinson And Company the business predictability rank of 4.5-star.
Medtronic Inc. (MDT)
Medtronic Inc. has a market cap of $36.56 billion; its shares were traded at around $33.86 with a P/E ratio of 10.3 and P/S ratio of 2.3. The dividend yield of Medtronic Inc. stocks is 2.7%. Medtronic Inc. had an annual average earning growth of 11.4% over the past 10 years. GuruFocus rated Medtronic Inc. the business predictability rank of 4.5-star.
Stryker Corp. (SYK)
Stryker Corp. has a market cap of $20.4 billion; its shares were traded at around $51.4 with a P/E ratio of 16 and P/S ratio of 3.1. The dividend yield of Stryker Corp. stocks is 1.2%. Stryker Corp. had an annual average earning growth of 15.9% over the past 10 years. GuruFocus rated Stryker Corp. the business predictability rank of 4-star.
Check out Yacktman’s complete stock portfolio by clicking on Donald Yacktman
Read the complete TWST interview here.
