GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Vanguard Health Care Fund Edward Owens Buys HCA, AFL, CVS, HLS, MDT, TEVA

10qk

gurufocus

332 followers
If you have health care stocks in your portfolio, you should certainly look at Edward Owens is doing with health care stocks. Mr. Owens averaged 16.2% a year since the fund incepted in 1984. Over the past 10 years, the average health care funds returned 3.86% a year, while Mr. Owens’ fund gained 6.27% a year.

Edward Owens buys Medtronic Inc, Teva Pharmaceutical Industries Ltd., HCA Holdings Inc., Merck & Co. Inc., Bristol Myers Squibb Co, United Therapeutics Corp., Zimmer Holdings Inc, Tenet Healthcare Corp, Aflac Inc, Salix Pharmaceuticals Ltd., Cubist Pharmaceuticals Inc., Cvs Caremark Corp, Healthsouth Corp, Vanguard Health Systems Inc, sells Cephalon Inc during the 3-months ended 09/30/2011, according to the most recent filings of his investment company, Vanguard Health Care Fund. As of 09/30/2011, Vanguard Health Care Fund owns 79 stocks with a total value of $18.3 billion. These are the details of the buys and sells.

This is the portfolio chart of Edward Owens. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.



For the details of Edward Owens's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Edward+Owens

These are the top 5 holdings of Edward Owens

  1. MERCK & CO. INC. (MRK) - 35,390,648 shares, 6.3% of the total portfolio. Shares added by 4.61%
  2. UNITEDHEALTH GROUP INC (UNH) - 18,685,100 shares, 4.7% of the total portfolio.
  3. FOREST LABORATORIES INC (FRX) - 25,803,000 shares, 4.3% of the total portfolio. Shares added by 0.78%
  4. ABBOTT LABORATORIES (ABT) - 14,300,000 shares, 4% of the total portfolio.
  5. MCKESSON CORP (MCK) - 9,789,900 shares, 3.88% of the total portfolio. Shares reduced by 1.01%


Added: Medtronic Inc (MDT)

Edward Owens added to his holdings in Medtronic Inc by 52.77%. His purchase prices were between $30.41 and $38.2, with an estimated average price of $34.75. The impact to his portfolio due to this purchase was 0.69%. His holdings were 11,001,100 shares as of 09/30/2011.

Medtronic is the world's medical technology company, pioneeringdevice-based therapies that restore health, extend life and alleviate pain. Medtronic Inc has a market cap of $36.68 billion; its shares were traded at around $34.74 with a P/E ratio of 10.3 and P/S ratio of 2.3. The dividend yield of Medtronic Inc stocks is 2.8%. Medtronic Inc had an annual average earnings growth of 10.1% over the past 10 years. GuruFocus rated Medtronic Inc the business predictability rank of 4-star.

Added: Teva Pharmaceutical Industries Ltd. (TEVA)

Edward Owens added to his holdings in Teva Pharmaceutical Industries Ltd. by 231.25%. His purchase prices were between $35.26 and $49.47, with an estimated average price of $41.94. The impact to his portfolio due to this purchase was 0.38%. His holdings were 2,650,000 shares as of 09/30/2011.

TEVA Pharmaceuticals USA, the business is to develop, manufacture, and market generic pharmaceuticals. Teva Pharmaceutical Industries Ltd. has a market cap of $36.36 billion; its shares were traded at around $40.85 with a P/E ratio of 8.7 and P/S ratio of 2.3. The dividend yield of Teva Pharmaceutical Industries Ltd. stocks is 1.9%. Teva Pharmaceutical Industries Ltd. had an annual average earnings growth of 20.7% over the past 10 years. GuruFocus rated Teva Pharmaceutical Industries Ltd. the business predictability rank of 4-star.

Added: Merck & Co. Inc. (MRK)

Edward Owens added to his holdings in Merck & Co. Inc. by 4.61%. His purchase prices were between $29.81 and $36.31, with an estimated average price of $33.23. The impact to his portfolio due to this purchase was 0.28%. His holdings were 35,390,648 shares as of 09/30/2011.

Merck & Co., Inc. is a global research-driven pharmaceutical company dedicated to putting patients first. Merck & Co. Inc. has a market cap of $106.29 billion; its shares were traded at around $34.5 with a P/E ratio of 9.3 and P/S ratio of 2.3. The dividend yield of Merck & Co. Inc. stocks is 4.4%.

Added: Bristol Myers Squibb Co (BMY)

Edward Owens added to his holdings in Bristol Myers Squibb Co by 8.84%. His purchase prices were between $26.38 and $31.49, with an estimated average price of $29.18. The impact to his portfolio due to this purchase was 0.17%. His holdings were 12,003,061 shares as of 09/30/2011.

Bristol-Myers Squibb Company is a global leader in the research and development of innovative lifesaving and life-enhancing treatments for heart disease; high blood pressure; stroke; diabetes; cancer; HIV/AIDS and other infectious diseases; depression, schizophrenia and other mental disorders; pain; and other conditions. Bristol Myers Squibb Co has a market cap of $53.88 billion; its shares were traded at around $31.59 with a P/E ratio of 14.2 and P/S ratio of 2.8. The dividend yield of Bristol Myers Squibb Co stocks is 4.2%. Bristol Myers Squibb Co had an annual average earnings growth of 15% over the past 5 years.

Added: United Therapeutics Corp. (UTHR)

Edward Owens added to his holdings in United Therapeutics Corp. by 77.9%. His purchase prices were between $37.47 and $57.38, with an estimated average price of $48.47. The impact to his portfolio due to this purchase was 0.16%. His holdings were 1,787,000 shares as of 09/30/2011.

UTD THERAPEUTIC is a biotechnology company focused on combating cardiovascular, inflammatory, and infectious diseases with unique therapeutic products. United Therapeutics Corp. has a market cap of $2.55 billion; its shares were traded at around $43.73 with a P/E ratio of 14.5 and P/S ratio of 4.2.

Added: Zimmer Holdings Inc (ZMH)

Edward Owens added to his holdings in Zimmer Holdings Inc by 25%. His purchase prices were between $50.98 and $65.73, with an estimated average price of $57.69. The impact to his portfolio due to this purchase was 0.12%. His holdings were 2,000,000 shares as of 09/30/2011.

Zimmer is a global leader in the design, development, manufacturing and market of reconstructive orthopaedic implants and fracture management products. Zimmer Holdings Inc has a market cap of $10.02 billion; its shares were traded at around $52.63 with a P/E ratio of 11.2 and P/S ratio of 2.4. Zimmer Holdings Inc had an annual average earnings growth of 14.9% over the past 10 years.

Added: Tenet Healthcare Corp (THC)

Edward Owens added to his holdings in Tenet Healthcare Corp by 940%. His purchase prices were between $4.03 and $6.48, with an estimated average price of $5.24. The impact to his portfolio due to this purchase was 0.11%. His holdings were 5,200,000 shares as of 09/30/2011.

Tenet Healthcare Corp. is an investor-owned health care services company. Tenet Healthcare Corp has a market cap of $2.19 billion; its shares were traded at around $4.73 with a P/E ratio of 13.9 and P/S ratio of 0.2. Tenet Healthcare Corp had an annual average earnings growth of 10.9% over the past 5 years.

Added: Salix Pharmaceuticals Ltd. (SLXP)

Edward Owens added to his holdings in Salix Pharmaceuticals Ltd. by 55.43%. His purchase prices were between $26.18 and $40.9, with an estimated average price of $33.07. The impact to his portfolio due to this purchase was 0.09%. His holdings were 1,554,300 shares as of 09/30/2011.

Salix Pharmaceuticals, Ltd. objective is to be a market-driven specialtypharmaceutical company focussed on the needs of physicians specializing ingastroenterology. Salix Pharmaceuticals Ltd. has a market cap of $2.02 billion; its shares were traded at around $34.255 with a P/E ratio of 25.2 and P/S ratio of 6.

Added: Cubist Pharmaceuticals Inc. (CBST)

Edward Owens added to his holdings in Cubist Pharmaceuticals Inc. by 49.25%. His purchase prices were between $29.59 and $36.93, with an estimated average price of $34.13. The impact to his portfolio due to this purchase was 0.08%. His holdings were 1,323,142 shares as of 09/30/2011.

Cubist Pharmaceuticals, Inc. is a biopharmaceutical company focused on the research, development and commercialization of pharmaceutical products that address unmet medical needs in the acute care environment. Cubist Pharmaceuticals Inc. has a market cap of $2.31 billion; its shares were traded at around $37.81 with a P/E ratio of 23.5 and P/S ratio of 3.6.

Added: Vanguard Health Systems Inc (VHS)

Edward Owens added to his holdings in Vanguard Health Systems Inc by 31.47%. His purchase prices were between $10.39 and $18, with an estimated average price of $14.31. The impact to his portfolio due to this purchase was 0.03%. His holdings were 2,556,780 shares as of 09/30/2011.

Vanguard Health Systems Inc. is engaged in the ownership and operation of acute care hospitals, outpatient facilities, and related health plans. Vanguard Health Systems Inc has a market cap of $694.8 million; its shares were traded at around $9.72 with and P/S ratio of 0.1.

New Purchase: Hca Holdings Inc. (HCA)

Edward Owens initiated holdings in Hca Holdings Inc.. His purchase prices were between $17.66 and $34.61, with an estimated average price of $23.95. The impact to his portfolio due to this purchase was 0.32%. His holdings were 2,900,000 shares as of 09/30/2011.

HCA Inc. is a non-governmental hospital in the U.S. Hca Holdings Inc. has a market cap of $12.13 billion; its shares were traded at around $23.45 with a P/E ratio of 3.5 and P/S ratio of 0.4.

New Purchase: Aflac Inc (AFL)

Edward Owens initiated holdings in Aflac Inc. His purchase prices were between $31.46 and $47.4, with an estimated average price of $39.45. The impact to his portfolio due to this purchase was 0.1%. His holdings were 500,000 shares as of 09/30/2011.

AFLAC Inc. is a general business holding company and acts as a management company, overseeing the operations of its subsidiaries by providing management services and making capital available. Aflac Inc has a market cap of $21.06 billion; its shares were traded at around $45.09 with a P/E ratio of 7.3 and P/S ratio of 1. The dividend yield of Aflac Inc stocks is 2.7%. Aflac Inc had an annual average earnings growth of 10.9% over the past 10 years. GuruFocus rated Aflac Inc the business predictability rank of 3.5-star.

New Purchase: CVS Caremark Corp (CVS)

Edward Owens initiated holdings in CVS Caremark Corp. His purchase prices were between $32.06 and $38.54, with an estimated average price of $35.73. The impact to his portfolio due to this purchase was 0.04%. His holdings were 200,000 shares as of 09/30/2011.

CVS/Caremark is the nation's premier integrated pharmacy services provider, combining one of the nation's pharmaceutical services companies with the country's largest pharmacy chain. Cvs Caremark Corp has a market cap of $48.86 billion; its shares were traded at around $36.3325 with a P/E ratio of 13.6 and P/S ratio of 0.5. The dividend yield of Cvs Caremark Corp stocks is 1.4%. Cvs Caremark Corp had an annual average earnings growth of 13.4% over the past 10 years. GuruFocus rated Cvs Caremark Corp the business predictability rank of 4.5-star.

New Purchase: Healthsouth Corp (HLS)

Edward Owens initiated holdings in Healthsouth Corp. His purchase prices were between $14.81 and $26.88, with an estimated average price of $21.06. The impact to his portfolio due to this purchase was 0.03%. His holdings were 386,000 shares as of 09/30/2011.

HEALTHSOUTH Corp. is the one of the nation's largest providers of outpatient surgery and rehabilitative healthcare services. Healthsouth Corp has a market cap of $1.68 billion; its shares were traded at around $17.66 with a P/E ratio of 15.1 and P/S ratio of 0.8.

About the author:

gurufocus
GuruFocus - Stock Picks and Market Insight of Gurus

Rating: 2.8/5 (11 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide