10-year

10-Year Anniversary Promotion (20% off)

Join GuruFocus Premium Membership Now for Only $279/Year

Once a decade discount

Save up to $500 on Global Membership.

Don't Miss It !

Free 7-day Trial
All Articles and Columns »

Donald Yacktman Has Some Stock Recommendations for Us

CanadianValue

CanadianValue

212 followers
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 (PEP), Proctor and Gamble (PG), Microsoft (MSFT) and Newscorp (NWS) make his attractive list.

- Microsoft (MSFT) and Cisco (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 (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:


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