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Jeff Auxier’s Year-End Top-Five Stocks

February 12, 2014 | About:
Monica Wolfe

Monica Wolfe

133 followers

Jeff Auxier (Trades, Portfolio) is one of the favored gurus followed by GuruFocus. He is the president and chief executive officer at Auxier Asset Management and is in charge of the Auxier Focus Fund. Over the past quarter Auxier added seven new stocks to his portfolio, bringing his total holdings to 147 valued at $476 million.

The following five companies are Auxier’s top five stock holdings as of the close of the fourth quarter.

Molson Coors Brewing Company (TAP)

Auxier’s largest holding goes to Molson Coors Brewing Company where he maintains 296,339 shares of the company’s stock. This position makes up for 3.5% of his total portfolio as well as 0.16% of the company’s shares outstanding.

The guru did not alter his stake in the company over the past quarter. He last bought shares in the second quarter of 2013, and since then the price per share is up about 5.1%.

Jeff Auxier (Trades, Portfolio)’s historical holding history:

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is a holding company and its operating subsidiaries: Molson Canada, Coors Brewing Company, Coors Brewers Limited and the company's other corporate entities. The company's brands are designed to appeal to a range of consumer tastes, styles and price preferences when it comes to beer.

Coors’ historical revenue and net income:

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The analysis on Coors reports that the company’s revenue has been in decline over the past five years, its operating margin is expanding and its price is nearing a 5-year high. It also notes that the company’s dividend yield is sitting near its 3-year low.

The Peter Lynch Chart suggests that the company is currently overvalued:

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Molson Coors Brewing has a market cap of $9.62 billion. Its shares are currently trading at around $53.10 with a P/E ratio of 19.80, a P/S ratio of 2.30 and a P/B ratio of 1.20. The dividend yield of Coors is currently at 2.40%, and it has seen an annual average earnings growth of 4.80% over the past five years.

Philip Morris International (PM)

The guru’s second largest holding goes to Philip Morris where he maintains 177,459 shares of the company’s stock. His position makes up for 3.3% of his total portfolio and 0.01% of the company’s shares outstanding.

Over the past quarter Auxier upped his holdings 11.98% by purchasing a total of 18,985 shares. He bought these shares in the fourth quarter price range of $84.16 to $91.64, with an estimated average quarterly price of $87.33 per share. Since then the price per share has dropped approximately -9%.

Auxier’s historical holding history:

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Philip Morris’ subsidiaries and affiliates and their licensees are engaged in the manufacture and sale of cigarettes and other tobacco products in markets outside the U.S. Its portfolio comprises both international and local brands. Its portfolio of international and local brands is led by Marlboro.

Philip Morris’ historical revenue and net income:

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The analysis on Philip Morris reports that the company’s operating margin is expanding, over the past three years it has issued $9.2 billion of debt and its dividend yield is near a 3-year high.

The Peter Lynch Chart suggests that the company is currently overvalued:

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Philip Morris has a market cap of $125.67 billion. Its shares are currently trading at around $78.44 with a P/E ratio of 14.80 and P/S ratio of 1.60. The company had an annual average earnings growth of 14.50% over the past five years.

PepsiCo (PEP)

Auxier’s third largest holding is in Pepsi where he maintains 172,847 shares of the company’s stock. This position makes up for 3% of his holdings as well as 0.01% of the company’s shares outstanding.

Over the past quarter Auxier cut his holdings a slight -2.87% by selling 5,100 shares of the company’s stock. He sold these shares in the quarterly price range of $78.93 to $86.68, with an estimated average quarterly price of $83.04. The price per share has dropped -2.2% from this average price.

Auxier’s historical holding history:

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PepsiCo is an American multinational food and beverage corporation with interests in the manufacturing, marketing and distribution of grain-based snack foods, beverages and other products.

PepsiCo’s historical revenue and net income:

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The analysis on Pepsi reports that the company’s revenue has slowed over the past year, the dividend yield is nearing a five-year low, its P/E ratio is at a one-year low and the company has issued $5.2 billion of debt over the past three years.

The Peter Lynch Chart suggests that the company is currently overvalued:

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PepsiCo has a market cap of $124.97 billion. Its shares are currently trading at around $81.49 with a P/E ratio of 19.10, a P/S ratio of 1.90 and a P/B ratio of 5.50. The company had an annual average earnings growth of 8.6% over the past 10 years.

GuruFocus rated PepsiCo the business predictability rank of 5-star.

Bank of New York Mellon Corp (BK)

The guru’s fourth largest holding is in Bank of New York Mellon Corp where he owns 355,804 shares of the company’s stock. This holding takes up 2.6% of his total assets managed as well as 0.03% of the company’s shares outstanding.

Auxier did not alter his position in the company over the past quarter. Since his last move in the third quarter the price per share has increased approximately 4.2%.

Auxier’s historical holding history:

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The company is a global financial services company. Bank of New York Mellon provides a comprehensive array of services that enable institutions and individuals to manage and service their financial assets in more than 100 markets worldwide.

Bank of New York Mellon’s historical revenue and net income:

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The analysis on BK reports that the company’s dividend yield is at a two-year low, its price is nearing a three-year high, they have issued $3.2 billion of debt over the past three years and the company’s interest coverage is comfortable.

The Peter Lynch Chart suggests that the company is currently overvalued:

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Bank of New York Mellon Corp has a market cap of $36.73 billion. Its shares are currently trading at around $31.98 with a P/E ratio of 17.40, a P/S ratio of 2.50 and a P/B ratio of 1.00. The company had an annual average earnings growth of 6.40% over the past five years.

America Movil, S.A.B. de C.V. (AMX)

Jeff Auxier (Trades, Portfolio)’s fifth largest holding is in America Movil where he maintains 480,019 shares of the company’s stock. This holding makes up for 2.4% of Auxier’s total portfolio and 0.01% of the company’s shares outstanding.

Auxier upped his position 4.35% over the past quarter by purchasing a total of 20,000 shares of the company’s stock. He bought these shares in the fourth quarter price range of $19.56 to $23.51, with an estimated average quarterly price of $21.80 per share. Since his buy the price per share is down about -2.8%.

Auxier’s holding history as of the close of the fourth quarter:

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America Movil, based in Mexico, is the largest provider of wireless communications services in Latin America based on subscribers. The company offers services in 18 countries, maintains more than 263 million mobile customers and holds the capability of coverage for a combined population of 847 million.

America Movil’s historical revenue and net income:

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The analysis on America Movil reports that its revenue has been in decline over the past year, it has issued MXN12.3 billion of debt over the past three years and its dividend yield is at a 10-year high.

The Peter Lynch chart shows that America Movil appears to be undervalued:

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America Movil has a market cap of $76.51 billion. Its shares are currently trading at around $21.19 with a P/E ratio of 13.50, a P/S ratio of 1.30 and a P/B ratio of 4.50. The company had an annual average earnings growth of 21.90% over the past ten years.

GuruFocus rated America Movil the business predictability rank of 3-star.

Check out the rest of Jeff Auxier’s fourth quarter holdings here.

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Rating: 3.7/5 (3 votes)

Comments

SirDuke
SirDuke - 9 months ago

According to the statistics on GuruFocus, the Auxier Focus Fund has underperformed the S&P 500 in 8 of the last 11 calendar years.

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