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You can see that Cohen and McLennan have quite different readings on the economy and the markets.
GuruFocus tracks First Eagle Fund’s portfolio under Jean-Marie Eveillard, the predecessor and mentor of Mclennan. Eveillard stepped down from the day-to-day operation of the fund, and chose to serve as the advisor. As of September 30, the firm has the following stocks as top holdings:
No. 1: Gold Fields Ltd. (GFI), Weightings: 3.99% - 41,311,709 Shares
Gold Fields Limited is one of the world's largest unhedged gold producers with operating mines in South Africa, Ghana, and Australia. Gold Fields Ltd. has a market cap of $12.78 billion; its shares were traded at around $17.75 with a P/E ratio of 29.1 and P/S ratio of 3. The dividend yield of Gold Fields Ltd. stocks is 0.9%. Gold Fields Ltd. had an annual average earning growth of 5.6% over the past 10 years.
No. 2: Apache Corp. (APA), Weightings: 2.8% - 4,529,519 Shares
Apache Corporation is an independent energy company that explores for, develops and produces natural gas, crude oil and natural gas liquids. Apache Corp. has a market cap of $42.46 billion; its shares were traded at around $116.45 with a P/E ratio of 13.4 and P/S ratio of 4.9. The dividend yield of Apache Corp. stocks is 0.5%. Apache Corp. had an annual average earning growth of 16.6% over the past 10 years. GuruFocus rated Apache Corp. the business predictability rank of 3-star.
No. 3: Cintas Corp. (CTAS), Weightings: 2.67% - 15,354,863 Shares
Cintas Corp. provides a specialized service to businesses of all types - from small service and manufacturing companies to major corporations. Cintas Corp. has a market cap of $4.24 billion; its shares were traded at around $29.19 with a P/E ratio of 20 and P/S ratio of 1.1. The dividend yield of Cintas Corp. stocks is 1.7%. Cintas Corp. had an annual average earning growth of 3.7% over the past 10 years.
No. 4: Newmont Mining Corp. (NEM), Weightings: 2.49% - 6,273,650 Shares
Newmont Mining Corp. is engaged in the production of gold, the exploration for gold and the acquisition and development of gold properties worldwide. Newmont Mining Corp. has a market cap of $28.88 billion; its shares were traded at around $59.4 with a P/E ratio of 15.7 and P/S ratio of 3.8. The dividend yield of Newmont Mining Corp. stocks is 1%. Newmont Mining Corp. had an annual average earning growth of 10.3% over the past 10 years. GuruFocus rated Newmont Mining Corp. the business predictability rank of 2.5-star.
No. 5: American Express Company (AXP), Weightings: 2.47% - 9,307,604 Shares
American Express Company is primarily engaged in the business of providing travel related services, financial advisory services and international banking services throughout the world. American Express Company has a market cap of $52.98 billion; its shares were traded at around $44.01 with a P/E ratio of 14.4 and P/S ratio of 2.2. The dividend yield of American Express Company stocks is 1.7%.
No. 6: Berkshire Hathaway Inc. (BRK.A), Weightings: 2.38% - 3,027 Shares
Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in a number of diverse business activities. Berkshire Hathaway Inc. has a market cap of $196.3 billion; its shares were traded at around $119150 with a P/E ratio of 16.8 and P/S ratio of 1.8. Berkshire Hathaway Inc. had an annual average earning growth of 3.7% over the past 10 years.
Check out First Eagle’s complete stock portfolio by clicking on Jean-Marie Eveillard.
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