1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
CanadianValue
Articles (4624) 

Donald Yacktman Has Some Stock Recommendations for Us

Yacktman has quite a track record, having beaten 95% of its peers over the past 5 and 10 years.

What does Yacktman think is currently attractive:

- If you look at high quality companies as bonds instead of stocks (I think he is simply referring to the size of the dividends) Yacktman thinks you will see a lot of value given the predictability of earnings.

- Pepsi (NYSE:PEP), Proctor and Gamble (NYSE:PG), Microsoft (NASDAQ:MSFT) and Newscorp (NASDAQ:NWS) make his attractive list.

- Microsoft (NASDAQ:MSFT) and Cisco (NASDAQ:CSCO) are cheap, which is why he now owns them and 30 years ago he wouldn’t have dreamed of it.

- Doesn’t own Apple (NASDAQ:AAPL) because he doesn’t think it is cheap. He thinks that because the sustainability of Apple’s profit margins are a given.

- Pepsi has a dividend yield above a 30 year Treasury that is growing. To him that looks like a Triple-A bond.

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 4.0/5 (6 votes)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


GaborWishlist_LowPE
GaborEV/EBIT_basic2
Jwalker89Tech
Jwalker89Industrials
Jwalker89Energy
Jwalker89TelCom
Jwalker89Healthcare
Jwalker89Consumer Staples
Jwalker89Consumer Cyclical
Jwalker89Basic Materials
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)
FEEDBACK