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The Yacktman Fund's Top 5 Second Quarter Increases

July 16, 2013 | About:
Monica Wolfe

Monica Wolfe

122 followers
During the second quarter the Yacktman Fund added two new companies and made notable increases in five stocks. The following five companies represent the largest increases made by guru Donald Yacktman’s Yacktman Fund.

Exxon Mobil (XOM)


The Yacktman Fund upped their holdings in Exxon Mobil by 126.09% over the past quarter. The investment fund added a total of 1,450,000 shares to their position at an average price of $89.98 per share. Since their most recent addition, the price per share has increased 3.4% from the average purchase price. The Yacktman Fund now owns 2,600,000 shares of Exxon Mobil representing 0.06% of the company’s shares outstanding and 2.5% of the fund’s total port folio.

The Yacktman Fund’s holding history on Exxon Mobil:



Exxon Mobil’s primary business is energy, involving the worldwide exploration, production, transportation and sale of crude oil and natural gas and the manufacture, transportation and sale of petroleum products. Exxon is the world’s largest publicly owned integrated oil company.

Exxon Mobil’s historical price, revenue and net income:

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The company is set to release its second quarter results on Aug. 2, 2013.

Exxon’s revenue has slowed down over the past year. Despite the revenue lull, the company’s price is sitting near a 10-year high of $95.00. The company’s P/S ratio is near a two-year high of 0.97, but Exxon’s P/E and P/B ratios are close to one-year lows of 8.78 and 2.33, respectively.

The Peter Lynch Chart shows that Exxon Mobil appears to be undervalued:

1373993837702.png

Exxon Mobil has a market cap of $413.16 billion; its shares were traded at around $93.05 with a P/E ratio of 9.50 and a P/S ratio of 0.90. The dividend yield for Exxon stocks is 0.90. The company had an annual average earnings growth of 4.8% over the past 10 years.

There are currently 43 gurus that hold positions in Exxon Mobil. Click here to see their holding histories.

Sigma-Aldrich (SIAL)

The Yacktman Fund increased their position in Sigma-Aldrich by 94.29% during the second quarter. The fund added a total of 531,900 shares to its holdings. They purchased these shares at an average price of $80.08 per share. Since their most recent increase the price per share has increased approximately 4.8% from the average purchase price. The Yacktman fund now holds on to 1,096,000 shares of Sigma-Aldrich representing 0.91% of the company’s shares outstanding and 0.95% of their total portfolio.

Holding History of Sigma-Aldrich:



Sigma-Aldrich is a life science and high technology company. It develops, manufactures, purchases and distributes a range of high quality chemicals, biochemicals and equipment that is available throughout the world. Some of these chemical products and kits are used for scientific research such as genomic and proteomic research, biotechnology and pharmaceutical development.

Sigma-Aldrich’s historical price, revenue and net income:

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Sigma-Aldrich’s second quarter financials are set to be announced on July 23, 2013.

The company has shown predictable revenue and earnings growth as well as an expanding operating margin. The company’s P/B ratio is near a one-year low of 3.46, whereas its P/S ratio is nearing a 10-year high of 3.91. Sigma-Aldrich’s price is also nearing a 10-year high of $84.59.

The Peter Lynch Chart shows that Sigma-Aldrich appears to be overvalued:

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Sigma-Aldrich has a market cap of $10.05 billion; its shares were traded at around $83.81 with a P/E ratio of 21.90 and a P/S ratio of 3.90. The company had an annual average earnings growth of 13.2% over the past 10 years. GuruFocus rated Sigma-Aldrich the business predictability rank of 4-star.

There are currently 14 gurus that hold positions in Sigma-Aldrich. Click here to see their holding histories.

CH Robinson Worldwide (CHRW)

The Yacktman Fund increased their position in CH Robinson Worldwide by 56% during the second quarter. The fund purchased a total of 980,000 shares valued at $57.65 per share. Since their most recent increase, the price per share of CH Robinson has increased approximately 4.4% from the average purchasing price. The Yacktman Fund now holds on to a total of 2,730,000 shares of CH Robinson Worldwide, representing 1.70% of the company’s shares outstanding and a 1.70% of their total portfolio.

The Yacktman Fund’s Holding History of CH Robinson:



CH Robinson is a third party logistics company. The company provides freight transportation services and logistics solutions to companies of all sizes and in a variety of industries.

CH Robinson Worldwide’s historical price, revenue and net income:

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CH Robinson is set to announce their second quarter financials on Aug. 6, 2013.

CH Robinson has shown consistent revenue and earnings growth. The company is also trading close to several 10-year lows. CH Robinson’s P/E, P/B and P/S ratios are all sitting near their 10-year lows of 14.99, 5.89 and 0.75, respectively. The company’s dividend yield of 2.30% is at a 10-year high.

According to the Peter Lynch Chart, CH Robinson appears to be overvalued:

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CH Robinson Worldwide has a market cap of $9.84 billion; its shares were traded at around $60.18 with a P/E ratio of 16.40 and a P/S ratio of 0.80. The dividend yield of CH Robinson stocks is 2.30%. The company also had an annual average earnings growth of 16.56% over the past 10 years.

There are currently 14 gurus that hold positions in CH Robinson Worldwide. Click here to see their holding histories.

C.R. Bard (BCR)

The Yacktman Fund upped their holdings in C.R. Bard by 29.9% during the second quarter. The guru-ranked fund purchased 894,100 shares at an average price of $104.06 per share. Since their increase, the price per share has jumped approximately 8.2% from the average purchase price. The Yacktman Fund now holds on to 3,884,100 shares of C.R. Bard, representing 4.75% of the company’s shares outstanding and 4.6% of their total portfolio.

The Yacktman Fund’s holding history of C.R. Bard:



C.R. Bard is engaged in the design, manufacture, packaging, distribution and sale of medical, surgical, diagnostic and patient care products. The company reports its sales in four major group categories: vascular, urology, oncology and surgical specialties.

C.R. Bard’s historical price, revenue and net income:

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The company will release its second quarter operating results on July 23, 2013.

C.R. Bard’s revenue has slowed down over the past year. Despite this, the company’s price is sitting near a 10-year high of $112.82. Over the past three years, the company has issued $1.2 billion of debt, but overall its debt level is acceptable.

The Peter Lynch Chart shows that C.R. Bard appears to be overvalued:

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C.R. Bard has a market cap of $9.01 billion; its shares were traded at around $112.60 with a P/E ratio of 19.60 and a P/S ratio of 3.20. The company had an annual average earnings growth of 12.9% over the past 10 years. GuruFocus rated C.R. Bard the business predictability rank of 5-star.

There are 13 gurus that maintain a position in C.R. Bard. Click here to see their holding histories on the company.

Coca-Cola (KO)

The Yacktman Fund’s last significant increase came from Coca-Cola. The Fund increased their position 17.58% by adding a total of 1.6 million shares to their holdings. The fund purchased these shares at an average price of $41.40 per share. Since their increase, the price per share has dropped by approximately 2.8% from the average purchase price. The Yacktman Fund now holds on to a total of 10,700,000 shares of Coca-Cola, representing 0.24% of the company’s shares outstanding and 4.6% of their total portfolio.

The Yacktman Fund’s holding history of Coca-Cola:



Coca-Cola owns, licenses and markets more than 500 non-alcoholic beverage brands, primarily carbonated beverages such as Coca-Cola and Diet Coke but also other still beverages such as waters, juices and teas.

Coca-Cola’s historical price, revenue and net income:

1373996955091.png

The company released its second quarter results today which reported:

· Net revenues declined 3% as a reflection of a 1% increase in concentrate sales, offset by a 2% impact from structural changes and a 2% currency headwind.

· The reported and comparable cost of goods sold decreased 5% during the quarter.

· Operating income decreased 2%.

· Year-to-date share repurchases totaled $2.0 billion. The company is targeting net share repurchase of $3.0 billion to $3.5 billion for the full year.

· Second quarter EPS was $0.59 and comparable EPS was $0.63.

· Year-to-date cash from operations is at $3,956 million, down 5% from the prior year.

The Peter Lynch Chart shows that Coca-Cola appears to be overvalued:

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Coca-Cola has a market cap of $179.98 billion; its shares were traded at around $4.41 with a P/E ratio of 21.20 and a P/S ratio of 3.80. The dividend yield of Coke stocks is 2.70%. The company had an annual average earnings growth of 9.3% over the past 10 years. GuruFocus rated Coca-Cola the business predictability rank of 5-star.

There are 26 gurus that hold a stake in Coca-Cola, including Warren Buffett who is the majority share holder with 400 million shares of the company’s stock. Click here to see these gurus’ holding histories of KO.

You can view the second quarter updates to the Yacktman Fund’s portfolio here.

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Rating: 3.7/5 (7 votes)

Comments

Rafyhadary
Rafyhadary - 1 year ago


there is a mistake in the green charts, as all of the belong

to WFC....

Please leave your comment:


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