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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.

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