We just had a great piece from Arnold van den Berg, which presented his case for large cap stocks. In this article we would like to check the stocks in his portfolio and are traded at very low P/E ratio.
Read How do great companies get so cheap? The Valuations of Microsoft, ADP, and Wal-Mart.
The list here again is composed some large cap stocks that are traded at P/E of less than 13. The are Dell Inc (DELL, Financial), Exelon Corp (EXC, Financial), Intel Corp (INTC, Financial), Medtronic (MDT, Financial), Microsoft Corp (MSFT, Financial), and Kroger Co (KR, Financial).
To check the complete list of Low P/E stocks of Arnold Van Den Berg, please go to http://www.gurufocus.com/holdings.php?GuruName=Arnold+Van+Den+Berg&tab=lowpe
Dell Inc (DELL) -- P/E = 10.4
The p/e ratio of Dell Inc (DELL) stocks is 10.4. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc has a market cap of $27.16 billion; its shares were traded at around $14.17 with a P/E ratio of 10.4 and P/S ratio of 0.5. Dell Inc had an annual average earning growth of 4.1% over the past 10 years.
Dell Inc is owned by 19 Gurus. 2 Gurus Initiated Positions in DELL: Lee Ainslie bought 8,667,012 shares in the quarter that ended on 09/30/2010, which is 1.22% of the $9.2 billion portfolio of Maverick Capital. Richard Perry bought 1,680,000 shares in the quarter that ended on 09/30/2010, which is 0.34% of the $6.36 billion portfolio of Perry Capital.
6 Gurus Increased Positions in DELL, 12 Gurus Kept Positions in DELL Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in DELL: George Soros owns 14,100 shares as of 09/30/2010, a decrease of 73.4% of from the previous quarter. This position accounts for less than 0.01% of the $6.69 billion portfolio of Soros Fund Management LLC.
There have been strong insider buying activities from Dell insiders, including Michael Dell himself.
CEO Recent Trades:
Directors and Officers Recent Trades:
Exelon Corp (EXC) -- P/E = 10.9
Exelon Corporation is a utility holding company. Its subsidiaries are engaged principally in the production, purchase, transmission, distribution and sale of electricity to residential, commercial, industrial and wholesale customers and the distribution and sale of natural gas to residential, commercial and industrial customers. Exelon Corp has a market cap of $28.42 billion; its shares were traded at around $42.37 with a P/E ratio of 10.9 and P/S ratio of 1.7. The dividend yield of Exelon Corp stocks is 4.9%. Exelon Corp had an annual average earning growth of 12.5% over the past 10 years.
Exelon Corp is owned by 8 Gurus. 2 Gurus Increased Positions in EXC: George Soros owns 26,500 shares as of 09/30/2010, an increase of 356.9% from the previous quarter. This position accounts for 0.02% of the $6.69 billion portfolio of Soros Fund Management LLC. Mario Gabelli owns 440,000 shares as of 09/30/2010, an increase of 25.71% from the previous quarter. This position accounts for 0.08% of the $23.32 billion portfolio of GAMCO Investors.
5 Gurus Kept Positions in EXC Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in EXC.
Intel Corp is owned by 20 Gurus. 2 Gurus Initiated Positions in INTC. Over the past quarter, 1 Guru Increased Positions in INTC. 16 Gurus Kept Positions in INTC Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in INTC. 2 Gurus Sold Out INTC.
There are some insider buying on INTC, including Sr. VP, CFO Stacy J Smith and Director Frank D Yeary.
Medtronic (MDT) -- P/E = 11.4
Medtronic is the world's medical technology company, pioneeringdevice-based therapies that restore health, extend life and alleviate pain. Medtronic has a market cap of $39.89 billion; its shares were traded at around $37.27 with a P/E ratio of 11.4 and P/S ratio of 2.5. The dividend yield of Medtronic stocks is 2.5%. Medtronic had an annual average earning growth of 11.4% over the past 10 years. GuruFocus rated Medtronic the business predictability rank of 4.5-star.
Medtronic is owned by 14 Gurus. 4 Gurus Initiated Positions in MDT, 4 Gurus Increased Positions in MDT; 8 Gurus Kept Positions in MDT Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in MDT. 1 Guru Sold Out MDT.
Director Jack W Schuler bought 100,000 shares of MDT stock on 12/22/2010 at the average price of 37.06. Jack W Schuler owns at least 632,581 shares after this. The price of the stock has increased by 0.57% since.
Kroger Co (KR) -- P/E = 12.8
Kroger Company is one of the larger grocery retailers in the United States. Kroger Co has a market cap of $13.78 billion; its shares were traded at around $21.52 with a P/E ratio of 12.8 and P/S ratio of 0.2. The dividend yield of Kroger Co stocks is 1.9%. Kroger Co had an annual average earning growth of 3.8% over the past 10 years. GuruFocus rated Kroger Co the business predictability rank of 3-star.
Kroger Co is owned by 9 Gurus. 2 Gurus Increased Positions in KR; 7 Gurus Kept Positions in KR Unchanged or Slightly Adjusted.
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To check the complete list of Low P/E stocks of Arnold Van Den Berg, please go to http://www.gurufocus.com/holdings.php?GuruName=Arnold+Van+Den+Berg&tab=lowpe
Read How do great companies get so cheap? The Valuations of Microsoft, ADP, and Wal-Mart.
The list here again is composed some large cap stocks that are traded at P/E of less than 13. The are Dell Inc (DELL, Financial), Exelon Corp (EXC, Financial), Intel Corp (INTC, Financial), Medtronic (MDT, Financial), Microsoft Corp (MSFT, Financial), and Kroger Co (KR, Financial).
To check the complete list of Low P/E stocks of Arnold Van Den Berg, please go to http://www.gurufocus.com/holdings.php?GuruName=Arnold+Van+Den+Berg&tab=lowpe
Dell Inc (DELL) -- P/E = 10.4
The p/e ratio of Dell Inc (DELL) stocks is 10.4. Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc has a market cap of $27.16 billion; its shares were traded at around $14.17 with a P/E ratio of 10.4 and P/S ratio of 0.5. Dell Inc had an annual average earning growth of 4.1% over the past 10 years.
Dell Inc is owned by 19 Gurus. 2 Gurus Initiated Positions in DELL: Lee Ainslie bought 8,667,012 shares in the quarter that ended on 09/30/2010, which is 1.22% of the $9.2 billion portfolio of Maverick Capital. Richard Perry bought 1,680,000 shares in the quarter that ended on 09/30/2010, which is 0.34% of the $6.36 billion portfolio of Perry Capital.
6 Gurus Increased Positions in DELL, 12 Gurus Kept Positions in DELL Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in DELL: George Soros owns 14,100 shares as of 09/30/2010, a decrease of 73.4% of from the previous quarter. This position accounts for less than 0.01% of the $6.69 billion portfolio of Soros Fund Management LLC.
There have been strong insider buying activities from Dell insiders, including Michael Dell himself.
CEO Recent Trades:
- Buy: Chairman and CEO, 10% Owner Michael S Dell bought 7,370,000 shares of DELL stock on 12/17/2010 at the average price of 13.57. Michael S Dell owns at least 262,960,567 shares after this. The price of the stock has increased by 4.42% since.
Directors and Officers Recent Trades:
- Buy: Director James Breyer bought 20,000 shares of DELL stock on 11/10/2010 at the average price of 14.39. James Breyer owns at least 145,399 shares after this. The price of the stock has decreased by 1.53% since.
- Buy: Director Samuel A Nunn bought 16,090 shares of DELL stock on 09/17/2010 at the average price of 12.42. Samuel A Nunn owns at least 89,154 shares after this. The price of the stock has increased by 14.09% since.
- Buy: Director James Breyer bought 20,000 shares of DELL stock on 08/11/2010 at the average price of 12.35. James Breyer owns at least 101,252 shares after this. The price of the stock has increased by 14.74% since.
- Sell: Senior Vice President Brian T Gladden sold 40,537 shares of DELL stock on 12/01/2010 at the average price of 13.45. Brian T Gladden owns at least 269,455 shares after this. The price of the stock has increased by 5.35% since.
- Sell: Senior Vice President Lawrence Tu sold 30,000 shares of DELL stock on 11/22/2010 at the average price of 13.91. Lawrence Tu owns at least 253,918 shares after this. The price of the stock has increased by 1.87% since.
Exelon Corp (EXC) -- P/E = 10.9
Exelon Corporation is a utility holding company. Its subsidiaries are engaged principally in the production, purchase, transmission, distribution and sale of electricity to residential, commercial, industrial and wholesale customers and the distribution and sale of natural gas to residential, commercial and industrial customers. Exelon Corp has a market cap of $28.42 billion; its shares were traded at around $42.37 with a P/E ratio of 10.9 and P/S ratio of 1.7. The dividend yield of Exelon Corp stocks is 4.9%. Exelon Corp had an annual average earning growth of 12.5% over the past 10 years.
Exelon Corp is owned by 8 Gurus. 2 Gurus Increased Positions in EXC: George Soros owns 26,500 shares as of 09/30/2010, an increase of 356.9% from the previous quarter. This position accounts for 0.02% of the $6.69 billion portfolio of Soros Fund Management LLC. Mario Gabelli owns 440,000 shares as of 09/30/2010, an increase of 25.71% from the previous quarter. This position accounts for 0.08% of the $23.32 billion portfolio of GAMCO Investors.
5 Gurus Kept Positions in EXC Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in EXC.
Intel Corp (INTC) -- P/E = 11.2
Intel Corporation is one of the world's largest semiconductor chip maker. Intel Corp has a market cap of $116.56 billion; its shares were traded at around $21.29 with a P/E ratio of 11.2 and P/S ratio of 3.3. The dividend yield of Intel Corp stocks is 3%. Intel Corp had an annual average earning growth of 2.5% over the past 10 years.Intel Corp is owned by 20 Gurus. 2 Gurus Initiated Positions in INTC. Over the past quarter, 1 Guru Increased Positions in INTC. 16 Gurus Kept Positions in INTC Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in INTC. 2 Gurus Sold Out INTC.
There are some insider buying on INTC, including Sr. VP, CFO Stacy J Smith and Director Frank D Yeary.
Medtronic (MDT) -- P/E = 11.4
Medtronic is the world's medical technology company, pioneeringdevice-based therapies that restore health, extend life and alleviate pain. Medtronic has a market cap of $39.89 billion; its shares were traded at around $37.27 with a P/E ratio of 11.4 and P/S ratio of 2.5. The dividend yield of Medtronic stocks is 2.5%. Medtronic had an annual average earning growth of 11.4% over the past 10 years. GuruFocus rated Medtronic the business predictability rank of 4.5-star.
Medtronic is owned by 14 Gurus. 4 Gurus Initiated Positions in MDT, 4 Gurus Increased Positions in MDT; 8 Gurus Kept Positions in MDT Unchanged or Slightly Adjusted. 1 Guru Reduced Positions in MDT. 1 Guru Sold Out MDT.
Director Jack W Schuler bought 100,000 shares of MDT stock on 12/22/2010 at the average price of 37.06. Jack W Schuler owns at least 632,581 shares after this. The price of the stock has increased by 0.57% since.
Kroger Co (KR) -- P/E = 12.8
Kroger Company is one of the larger grocery retailers in the United States. Kroger Co has a market cap of $13.78 billion; its shares were traded at around $21.52 with a P/E ratio of 12.8 and P/S ratio of 0.2. The dividend yield of Kroger Co stocks is 1.9%. Kroger Co had an annual average earning growth of 3.8% over the past 10 years. GuruFocus rated Kroger Co the business predictability rank of 3-star.
Kroger Co is owned by 9 Gurus. 2 Gurus Increased Positions in KR; 7 Gurus Kept Positions in KR Unchanged or Slightly Adjusted.
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To check the complete list of Low P/E stocks of Arnold Van Den Berg, please go to http://www.gurufocus.com/holdings.php?GuruName=Arnold+Van+Den+Berg&tab=lowpe
