David Winters’ Wintergreen Fund gained 32.78% in 2009. He likes to search overseas for opportunities, and his fund is heavily invested in internationals. This is the Q4 portfolio update of Wintergreen Advisors.
David Winters buys Philip Morris International Inc, Mead Johnson Nutriti, sells Chesapeake Energy Corp. during the 3-months ended 12/31/2009, according to the most recent filings of his investment company, Wintergreen Advisors. David Winters owns 16 stocks with a total value of $475 million. These are the details of the buys and sells.
For the details of David Winters's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=David+Winters
This is the sector weightings of his portfolio:
These are the top 5 holdings of David Winters
McDonald's Corporation develops, operates, franchises and services a worldwide system of restaurants that prepare, assemble, package and sell a limited menu of value-priced foods. Mcdonald's Corp. has a market cap of $68.63 billion; its shares were traded at around $63.59 with a P/E ratio of 15.9 and P/S ratio of 3. The dividend yield of Mcdonald's Corp. stocks is 3.5%. Mcdonald's Corp. had an annual average earning growth of 7.2% over the past 10 years.
Goldman Sachs is a global investment banking and securities firm, providing a full range of investing, advisory and financing services worldwide to a substantial and diversified client base, which includes corporations, financial institutions, governments, and high net worth individuals. Goldman Sachs Group Inc. The has a market cap of $79.13 billion; its shares were traded at around $153.93 with a P/E ratio of 7.1 and P/S ratio of 1.5. The dividend yield of Goldman Sachs Group Inc. The stocks is 0.9%. Goldman Sachs Group Inc. The had an annual average earning growth of 24.5% over the past 10 years.
Philip Morris International is the international tobacco company, with products sold in over 160 countries. Philip Morris International Inc has a market cap of $93.88 billion; its shares were traded at around $49.29 with a P/E ratio of 15.4 and P/S ratio of 1.5. The dividend yield of Philip Morris International Inc stocks is 4.7%.
Mead Johnson Nutrition Company is a pediatric nutrition company. Mead Johnson Nutriti has a market cap of $9.21 billion; its shares were traded at around $45.05 with a P/E ratio of 20.3 and P/S ratio of 3.2. The dividend yield of Mead Johnson Nutriti stocks is 1.7%.
Chesapeake Energy Corp. is an independent oil and gas company engaged in the development, exploration, acquisition and production of onshore natural gas and oil reserves. Chesapeake Energy Corp. has a market cap of $16.17 billion; its shares were traded at around $24.96 with a P/E ratio of 10 and P/S ratio of 1.4. The dividend yield of Chesapeake Energy Corp. stocks is 1.2%. Chesapeake Energy Corp. had an annual average earning growth of 19.6% over the past 5 years. GuruFocus rated Chesapeake Energy Corp. the business predictability rank of 5-star.
David Winters buys Philip Morris International Inc, Mead Johnson Nutriti, sells Chesapeake Energy Corp. during the 3-months ended 12/31/2009, according to the most recent filings of his investment company, Wintergreen Advisors. David Winters owns 16 stocks with a total value of $475 million. These are the details of the buys and sells.
For the details of David Winters's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=David+Winters
This is the sector weightings of his portfolio:
These are the top 5 holdings of David Winters
- Berkshire Hathaway Inc. (BRK-B) - 1,357,950 shares, 18.79% of the total portfolio
- Franklin Resources Inc. (BEN) - 501,044 shares, 11.11% of the total portfolio
- ConsolidatedTomoka Land Co (CTO) - 1,481,474 shares, 10.9% of the total portfolio
- Goldman Sachs Group Inc. The (GS) - 282,329 shares, 10.04% of the total portfolio
- Canadian Natural Resources Ltd. (CNQ) - 609,167 shares, 9.32% of the total portfolio
Added: Mcdonald's Corp. (MCD, Financial)
David Winters added to his holdings in Mcdonald's Corp. by 28.99%. His purchase prices were between $56.61 and $64.53, with an estimated average price of $61.31. The impact to his portfolio due to this purchase was 0.46%. His holdings were 155,750 shares as of 12/31/2009.McDonald's Corporation develops, operates, franchises and services a worldwide system of restaurants that prepare, assemble, package and sell a limited menu of value-priced foods. Mcdonald's Corp. has a market cap of $68.63 billion; its shares were traded at around $63.59 with a P/E ratio of 15.9 and P/S ratio of 3. The dividend yield of Mcdonald's Corp. stocks is 3.5%. Mcdonald's Corp. had an annual average earning growth of 7.2% over the past 10 years.
Added: Goldman Sachs Group Inc. The (GS, Financial)
David Winters added to his holdings in Goldman Sachs Group Inc. The by 1.26%. His purchase prices were between $160.93 and $190.48, with an estimated average price of $172.62. The impact to his portfolio due to this purchase was 0.12%. His holdings were 282,329 shares as of 12/31/2009.Goldman Sachs is a global investment banking and securities firm, providing a full range of investing, advisory and financing services worldwide to a substantial and diversified client base, which includes corporations, financial institutions, governments, and high net worth individuals. Goldman Sachs Group Inc. The has a market cap of $79.13 billion; its shares were traded at around $153.93 with a P/E ratio of 7.1 and P/S ratio of 1.5. The dividend yield of Goldman Sachs Group Inc. The stocks is 0.9%. Goldman Sachs Group Inc. The had an annual average earning growth of 24.5% over the past 10 years.
New Purchase: Philip Morris International Inc (PM, Financial)
David Winters initiated holdings in Philip Morris International Inc. His purchase prices were between $47.36 and $51.55, with an estimated average price of $49.44. The impact to his portfolio due to this purchase was 2.95%. His holdings were 291,200 shares as of 12/31/2009.Philip Morris International is the international tobacco company, with products sold in over 160 countries. Philip Morris International Inc has a market cap of $93.88 billion; its shares were traded at around $49.29 with a P/E ratio of 15.4 and P/S ratio of 1.5. The dividend yield of Philip Morris International Inc stocks is 4.7%.
New Purchase: Mead Johnson Nutriti (MJN, Financial)
David Winters initiated holdings in Mead Johnson Nutriti. His purchase prices were between $41.5 and $47.24, with an estimated average price of $43.51. The impact to his portfolio due to this purchase was 0.62%. His holdings were 67,447 shares as of 12/31/2009.Mead Johnson Nutrition Company is a pediatric nutrition company. Mead Johnson Nutriti has a market cap of $9.21 billion; its shares were traded at around $45.05 with a P/E ratio of 20.3 and P/S ratio of 3.2. The dividend yield of Mead Johnson Nutriti stocks is 1.7%.
Reduced: Chesapeake Energy Corp. (CHK, Financial)
David Winters reduced to his holdings in Chesapeake Energy Corp. by 43.24%. His sale prices were between $22.44 and $28.97, with an estimated average price of $25.32. The impact to his portfolio due to this sale was -2.26%. David Winters still held 957,114 shares as of 12/31/2009.Chesapeake Energy Corp. is an independent oil and gas company engaged in the development, exploration, acquisition and production of onshore natural gas and oil reserves. Chesapeake Energy Corp. has a market cap of $16.17 billion; its shares were traded at around $24.96 with a P/E ratio of 10 and P/S ratio of 1.4. The dividend yield of Chesapeake Energy Corp. stocks is 1.2%. Chesapeake Energy Corp. had an annual average earning growth of 19.6% over the past 5 years. GuruFocus rated Chesapeake Energy Corp. the business predictability rank of 5-star.
