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 (4617) 

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


PAWJoel Greenblatt
dgruensteinroe with dividends
dlegovichbuyback
jb10ybookGrowth2
carlos.g.alvesGraham Number (Defensive)
rael2222solo l'inizio 1
rael2222solo l'inizio
carlos.g.alvesNet-Net (Enterprising)
rael2222A4
carlos.g.alvesLow TB Financials (Enterprisin

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
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