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Bill Nygren Top Stocks: Discovery Communications Inc., Liberty Media Corporation (Entertainment), H&R Block Inc. , Schering-Plough Corporation, Viacom Inc.

October 13, 2009 | About:
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guruek

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(GuruFocus, October 13, 2009) Investment Guru Bill Nygren is making a major comeback. In the past 6 months, the stocks which fell the most has come back the most; same thing is happening with the mutual funds and the fortune of their fund managers.

Bill Nygren oversees a number of funds in Oakmark Funds: The Oakmark Fund, The Oakmark Select Fund, and The Oakmark Global Select Fund. GuruFocus tracks the holding information of the Oakmark Fund.

The performances of the three funds are as follows:

Fund SYMBOL NAV CHANGE YTD
Oakmark FundOAKMX $35.32 0.08 37.17%
Oakmark Select FundOAKLX $23.49 0.06 47.00%
Oakmark Global Select FundOAKWX $9.71 0.06 48.70%
Recently, Bill Nygren was interviewed by Bloomberg. During the interview, he commented on his investment style, primarily on the Select Fund, which is up 47%.



He thinks currently the value is hidden in the Healthcare. He also commented on the media, and high-tech companies. Especially on high-tech companies, he thinks the prices have finally come down to be attractive for value investors.

As of Sepetember 30, the top 10 positions in the select fund are as follows:

Security Percent of Net Assets
Discovery Comm Cl C 10.32 %
Liberty Entertainment A 7.41 %
H&R Block 5.15 %
Schering-Plough 4.70 %
c 4.59 %
Intel 4.34 %
Liberty Interactive Cl A 4.15 %
Bristol-Myers Squibb 4.07 %
Time Warner 4.06 %
Medtronic 4.05 %


Here is a brief review of the top five:

Discovery Communications Inc. Class C (DISCK)

Discovery Communications is the world's number one nonfiction media company reaching more than 1.5 billion cumulative subscribers in 170 countries. Discovery Communications, Inc - Series C Common St has a market cap of $3.67 billion; its shares were traded at around $27.63 with a P/E ratio of 21.05 and P/S ratio of 1.07.

Liberty Media Corporation - SERIES A (LMDIA)

Liberty Media Corporation is a holding company which through its subsidiaries owns interests in a broad range of electronic retailing media communications and entertainment businesses. Liberty Media Corporation - Series A Liberty Enter has a market cap of $15.27 billion; its shares were traded at around $31.08 .

H&R Block Inc. (HRB)

H&R Block Inc. is a diversified company involved in tax return preparation lectronic filing of income tax returns and other tax-related services. rd-party lender and offer accounting tax and consulting services to business clients. H&r Block Inc. has a market cap of $6.06 billion; its shares were traded at around $19.45 with a P/E ratio of 12.05 and P/S ratio of 1.48. The dividend yield of H&r Block Inc. stocks is 3.32%. H&r Block Inc. had an annual average earning growth of 0.9% over the past 10 years.

Schering-Plough Corporation (SGP)

Schering-Plough Corporation and its subsidiaries are engaged in the discovery development manufacturing and marketing of pharmaceutical products worldwide. Scheringplough Corp. has a market cap of $46.04 billion; its shares were traded at around $28.77 with a P/E ratio of 15.66 and P/S ratio of 2.49. The dividend yield of Scheringplough Corp. stocks is 0.92%.

The company is in a processing of a porposed merger with Merck.

Viacom Inc. (VIA)

Viacom is a leading global entertainment content company whose family of prominent and respected brands includes the multiplatform properties of MTV Networks BET Networks Paramount Pictures Paramount Home Entertainment and DreamWorks. Viacom Inc. has a market cap of $1.67 billion; its shares were traded at around $30.4 with a P/E ratio of 13.92 and P/S ratio of 0.11.

Comments

Media companies and Healthcare companies take a lion share of Bill Nygren’s September 30, 2009 portfolio. He upheld his investment philosophy and came out of this end of the crisis with a strong performance.

GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and Bill Nygren for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.


Rating: 3.0/5 (4 votes)

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