Donald Yacktman Comments on Stryker and Anthem

Aug 06, 2015

During the second quarter, top contributors included Microsoft (NASDAQ:MSFT), Stryker (NYSE:SYK) and Anthem (NYSE:ANTM).

Two health care companies, Stryker (NYSE:SYK) and Anthem (NYSE:ANTM) (previously known as WellPoint), appreciated during the quarter. Both stocks were strong in large part because their sector has been in favor. Health care stocks, which were inexpensive in 2011 are now more fully priced and we are being more selective in our positions and weightings in the sector today.

From Yacktman Focused Fund (Trades, Portfolio)'s 2nd Quarter 2015 Commentary.

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