With the health-care debate taking center stage, I started looking for health-care stocks. I found several small cap stocks but I was in the mood to look for Buffett type " great companies at average prices," So I started to look in the most logical places, Warren Buffett's portfolio. You might be interested in two stocks in particular Johnson & Johnson (JNJ, Financial) and Becton, Dickinson and Company (BDX, Financial).
Johnson & Johnson is engaged in the manufacture and sale of a broad range of products in the health care field in many countries of the world. The company's worldwide business is divided into three segments: Consumer; Pharmaceutical; and Professional. Johnson & Johnson has a market cap of $164.61 billion; its shares were traded at around $61.74 with a P/E ratio of 13.21 and P/S ratio of 2.58. The dividend yield of Johnson & Johnson stocks is 3.28%. Johnson & Johnson had an annual average earning growth of 12.5% over the past 10 years. GuruFocus rated Johnson & Johnson the business predictability rank of 4.5-star.
Warren Buffett owns 36,914,633 shares or 4.28% of the $48.95 billion portfolio of Berkshire Hathaway. Donald Yacktman - This position accounts for 1.78% of the $1.06 billion portfolio of Yacktman Asset Management Co..
Tweedy Browne -This position accounts for 2.98% of the $1.69 billion portfolio of Tweedy Browne CO LLC.
Mark Hillman -This position accounts for 0.34% of the $369 million portfolio of Hillman Capital Management.
Chris Davis -This position accounts for 1.76% of the $51.82 billion portfolio of Davis Selected Advisers.
Ruane Cunniff - This position accounts for 0.07% of the $6.9 billion portfolio of Ruane & Cunniff & Goldfarb Inc
Arnold Van Den Berg -This position accounts for 0.06% of the $1.43 billion portfolio of Century Management.
John Rogers - This position accounts for 0.43% of the $3.7 billion portfolio of ARIEL CAPITAL MANAGEMENT LLC.
Insiders' Positions with BDXBecton Dickinson and Co. is engaged principally in the manufacture and sale of a broad line of supplies devices and systems used by health care professionals medical research institutions and the general public. BD's operations consist of three worldwide business segments: Medical Systems Biosciences and Preanalytical Solutions. Becton Dickinson And Company has a market cap of $16.11 billion; its shares were traded at around $68.75 with a P/E ratio of 13.82 and P/S ratio of 2.25. The dividend yield of Becton Dickinson And Company stocks is 1.96%. Becton Dickinson And Company had an annual average earning growth of 10.8% over the past 10 years. GuruFocus rated Becton Dickinson And Company the business predictability rank of 4-star.
2 Gurus Kept Positions in BDX Unchanged or Slightly Adjusted: Edward Owens owns 3,402,500 shares as of 06/30/2009, which accounts for 1.45% of the $16.74 billion portfolio of Vanguard Health Care Fund. Dodge & Cox owns 69,852 shares as of 06/30/2009, which accounts for 0.01% of the $66.88 billion portfolio of Dodge & Cox.
1 Guru Sold Out BDX: Ken Heebner sold out his holdings in the quarter that ended on 06/30/2009.
Johnson & Johnson is engaged in the manufacture and sale of a broad range of products in the health care field in many countries of the world. The company's worldwide business is divided into three segments: Consumer; Pharmaceutical; and Professional. Johnson & Johnson has a market cap of $164.61 billion; its shares were traded at around $61.74 with a P/E ratio of 13.21 and P/S ratio of 2.58. The dividend yield of Johnson & Johnson stocks is 3.28%. Johnson & Johnson had an annual average earning growth of 12.5% over the past 10 years. GuruFocus rated Johnson & Johnson the business predictability rank of 4.5-star.
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Gurus' Positions with JNJ
Johnson & Johnson is owned by 23 Gurus. 8 Gurus Increased Positions in JNJ:Warren Buffett owns 36,914,633 shares or 4.28% of the $48.95 billion portfolio of Berkshire Hathaway. Donald Yacktman - This position accounts for 1.78% of the $1.06 billion portfolio of Yacktman Asset Management Co..
Tweedy Browne -This position accounts for 2.98% of the $1.69 billion portfolio of Tweedy Browne CO LLC.
Mark Hillman -This position accounts for 0.34% of the $369 million portfolio of Hillman Capital Management.
Chris Davis -This position accounts for 1.76% of the $51.82 billion portfolio of Davis Selected Advisers.
Ruane Cunniff - This position accounts for 0.07% of the $6.9 billion portfolio of Ruane & Cunniff & Goldfarb Inc
Arnold Van Den Berg -This position accounts for 0.06% of the $1.43 billion portfolio of Century Management.
John Rogers - This position accounts for 0.43% of the $3.7 billion portfolio of ARIEL CAPITAL MANAGEMENT LLC.
Insiders' Positions with JNJ
- Sell:: Chairman/CEO on 07/15/2009 William C Weldon sold 158,200 shares of JNJ stock at the average price of 58.74, the price of the stock has increased by 5.11% since
Insiders' Positions with JNJ
- Sell:: CFO on 05/06/2009 Dominic J Caruso sold 38,320 shares of JNJ stock at the average price of 54.97, the price of the stock has increased by 12.32% since
Insiders' Positions with JNJ
- Buy:: Director on 08/06/2009 William D Perez bought 1,000 shares of JNJ stock at the average price of 60, the price of the stock has increased by 2.9% since
- Sell:: Corporate Controller on 09/10/2009 Stephen J Cosgrove sold 12,700 shares of JNJ stock at the average price of 60.69, the price of the stock has increased by 1.73% since
- Sell:: Member, Executive Committee on 09/10/2009 Donald M Jr. Casey sold 13,800 shares of JNJ stock at the average price of 60.68, the price of the stock has increased by 1.75% since
- Sell:: VP, General Counsel on 09/03/2009 Russell C Deyo sold 180 shares of JNJ stock at the average price of 59.54, the price of the stock has increased by 3.69% since
- Sell:: Member, Executive Committee on 08/26/2009 Colleen A Goggins sold 22,200 shares of JNJ stock at the average price of 60.59, the price of the stock has increased by 1.9% since
Insiders' Positions with BDXBecton Dickinson and Co. is engaged principally in the manufacture and sale of a broad line of supplies devices and systems used by health care professionals medical research institutions and the general public. BD's operations consist of three worldwide business segments: Medical Systems Biosciences and Preanalytical Solutions. Becton Dickinson And Company has a market cap of $16.11 billion; its shares were traded at around $68.75 with a P/E ratio of 13.82 and P/S ratio of 2.25. The dividend yield of Becton Dickinson And Company stocks is 1.96%. Becton Dickinson And Company had an annual average earning growth of 10.8% over the past 10 years. GuruFocus rated Becton Dickinson And Company the business predictability rank of 4-star.
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- [url=http://www.gurufocus.com/forum/read.php?9,66938,66938#msg-66938]Mick note on BDX
Gurus' Positions with BDX
Becton Dickinson and Company is owned by 4 Gurus. 1 Guru Initiated Positions in BDX: Warren Buffett bought 1,200,000 shares in the quarter that ended on 06/30/2009, which is 0.17% of the $48.95 billion portfolio of Berkshire Hathaway. 1 Guru Increased Positions in BDX: Chris Davis owns 6,345,590 shares as of 06/30/2009, an increase of 282.31% from the previous quarter. This position accounts for 0.87% of the $51.82 billion portfolio of Davis Selected Advisers.2 Gurus Kept Positions in BDX Unchanged or Slightly Adjusted: Edward Owens owns 3,402,500 shares as of 06/30/2009, which accounts for 1.45% of the $16.74 billion portfolio of Vanguard Health Care Fund. Dodge & Cox owns 69,852 shares as of 06/30/2009, which accounts for 0.01% of the $66.88 billion portfolio of Dodge & Cox.
1 Guru Sold Out BDX: Ken Heebner sold out his holdings in the quarter that ended on 06/30/2009.
- Buy:: Director on 08/04/2009 Cathy E. Minehan bought 3,000 shares of BDX stock at the average price of 65.49, the price of the stock has increased by 4.98% since
- Sell:: Director on 09/11/2009 Henry P Jr Becton sold 1,000 shares of BDX stock at the average price of 71.45, the price of the stock has decreased by 3.78% since
- Sell:: Senior Vice President on 09/11/2009 David T Durack sold 250 shares of BDX stock at the average price of 71.51, the price of the stock has decreased by 3.86% since
- Sell:: Director on 08/26/2009 Henry P Jr Becton sold 2,000 shares of BDX stock at the average price of 70, the price of the stock has decreased by 1.79% since
- Sell:: Director on 08/21/2009 Henry P Jr Becton sold 200 shares of BDX stock at the average price of 67.65, the price of the stock has increased by 1.63% since
