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Edward Owens Buys Mead Johnson Nutriti, Boston Scientific Corp., Gilead Sciences Inc., Merck & Co. Inc., Pfizer Inc., Johnson & Johnson, Sells Bristol-Myers Squibb Company

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Edward Owens’ Vanguard Healthcare Fund gained about 21% in 2009, and in 2008, it lost only 18%, therefore the fund is about even for the past two years, that is great performance. For the past ten years, the fund averaged 9.24%. These are the details of the buys and sells of his fund in the fourth quarter of 2009.

Edward Owens buys Mead Johnson Nutriti, Boston Scientific Corp., Gilead Sciences Inc., Warner Chilcott Ltd., sells Sepracor Inc., Scheringplough Corp., Wyeth during the 3-months ended 12/31/2009, according to the most recent filings of his investment company, Vanguard Health Care Fund. Edward Owens owns 79 stocks with a total value of $18.3 billion.

For the details of Edward Owens's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Edward+Owens

This is the sector weightings of his portfolio:

Health Care 60%
Consumer Services 7.7%
Industrials 1.8%
Technology 1.4%
Financials 0.6%
Consumer Goods 0.1%


These are the top 5 holdings of Edward Owens

  1. Merck & Co. Inc. (MRK) - 33,930,248 shares, 6.77% of the total portfolio
  2. Forest Laboratories Inc. (FRX) - 30,133,000 shares, 5.28% of the total portfolio
  3. Pfizer Inc (PFE) - 43,259,788 shares, 4.3% of the total portfolio
  4. Abbott Laboratories (ABT) - 13,300,000 shares, 3.92% of the total portfolio
  5. Eli Lilly And Company (LLY) - 19,879,900 shares, 3.88% of the total portfolio


Added: Merck & Co. Inc. (MRK)

Edward Owens added to his holdings in Merck & Co. Inc. by 215.01%. His purchase prices were between $30.67 and $38, with an estimated average price of $34.76. The impact to his portfolio due to this purchase was 4.62%. His holdings were 33,930,248 shares as of 12/31/2009.

Merck & Co. Inc. has a market cap of $114.51 billion; its shares were traded at around $37.49 with a P/E ratio of 11.5 and P/S ratio of 4.17. The dividend yield of Merck & Co. Inc. stocks is 4.05%.

Added: Pfizer Inc (PFE)

Edward Owens added to his holdings in Pfizer Inc by 41.31%. His purchase prices were between $16.15 and $18.85, with an estimated average price of $17.82. The impact to his portfolio due to this purchase was 1.26%. His holdings were 43,259,788 shares as of 12/31/2009.

Pfizer Inc has a market cap of $145.17 billion; its shares were traded at around $17.99 with a P/E ratio of 8.91 and P/S ratio of 2.9. The dividend yield of Pfizer Inc stocks is 4%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years.

Added: Cephalon Inc. (CEPH)

Edward Owens added to his holdings in Cephalon Inc. by 98.56%. His purchase prices were between $53.26 and $62.95, with an estimated average price of $57.13. The impact to his portfolio due to this purchase was 0.92%. His holdings were 5,464,502 shares as of 12/31/2009.

Cephalon is an international biopharmaceutical company focused on thediscovery, development and marketing of products to treat sleep disorders, neurological disorders, cancer and pain. Cephalon Inc. has a market cap of $5.01 billion; its shares were traded at around $67.1 with a P/E ratio of 11.15 and P/S ratio of 2.29. Cephalon Inc. had an annual average earning growth of 10.1% over the past 5 years.

Added: Johnson & Johnson (JNJ)

Edward Owens added to his holdings in Johnson & Johnson by 142.86%. His purchase prices were between $58.93 and $64.96, with an estimated average price of $62.28. The impact to his portfolio due to this purchase was 0.71%. His holdings were 3,400,000 shares as of 12/31/2009.

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. Johnson & Johnson has a market cap of $176.06 billion; its shares were traded at around $63.81 with a P/E ratio of 13.78 and P/S ratio of 2.84. The dividend yield of Johnson & Johnson stocks is 3.07%. 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 5-star.

Added: Biogen Idec Inc (BIIB)

Edward Owens added to his holdings in Biogen Idec Inc by 30.22%. His purchase prices were between $42.13 and $53.7, with an estimated average price of $47.55. The impact to his portfolio due to this purchase was 0.16%. His holdings were 2,370,000 shares as of 12/31/2009.

IDEC Pharmaceuticals Corporation is a biopharmaceutical company engaged primarily in the research, development and commercialization of targeted therapies for the treatment of cancer and autoimmune and inflammatory diseases. Biogen Idec Inc has a market cap of $16.37 billion; its shares were traded at around $56.61 with a P/E ratio of 14.01 and P/S ratio of 3.74.

Added: Cubist Pharmaceuticals Inc. (CBST)

Edward Owens added to his holdings in Cubist Pharmaceuticals Inc. by 52.93%. His purchase prices were between $16.61 and $19.58, with an estimated average price of $17.98. The impact to his portfolio due to this purchase was 0.02%. His holdings were 586,542 shares as of 12/31/2009.

Cubist Pharmaceuticals, Inc. is a biopharmaceutical company focused on the research, development and commercialization of pharmaceutical products that address unmet medical needs in the acute care environment. Cubist Pharmaceuticals Inc. has a market cap of $1.21 billion; its shares were traded at around $20.88 with a P/E ratio of 14.91 and P/S ratio of 2.15.

New Purchase: Mead Johnson Nutriti (MJN)

Edward Owens 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 0.63%. His holdings were 2,621,937 shares as of 12/31/2009.

Mead Johnson Nutrition Company is a pediatric nutrition company. Mead Johnson Nutriti has a market cap of $9.57 billion; its shares were traded at around $46.78 with a P/E ratio of 21.17 and P/S ratio of 3.38. The dividend yield of Mead Johnson Nutriti stocks is 1.71%.

New Purchase: Boston Scientific Corp. (BSX)

Edward Owens initiated holdings in Boston Scientific Corp.. His purchase prices were between $7.99 and $10.29, with an estimated average price of $8.68. The impact to his portfolio due to this purchase was 0.45%. His holdings were 9,200,000 shares as of 12/31/2009.

Boston Scientific Corporation is a worldwide developer, manufacturer and marketer of minimally invasive medical devices. Boston Scientific Corp. has a market cap of $11.62 billion; its shares were traded at around $7.69 with a P/E ratio of 11.83 and P/S ratio of 1.42. Boston Scientific Corp. had an annual average earning growth of 11.6% over the past 10 years.

New Purchase: Gilead Sciences Inc. (GILD)

Edward Owens initiated holdings in Gilead Sciences Inc.. His purchase prices were between $42.55 and $47.49, with an estimated average price of $45.24. The impact to his portfolio due to this purchase was 0.17%. His holdings were 700,000 shares as of 12/31/2009.

Gilead Sciences, Inc. is an independent biopharmaceutical company that seeks to provide accelerated solutions for patients and the people who care for them. Gilead Sciences Inc. has a market cap of $43.95 billion; its shares were traded at around $48.84 with a P/E ratio of 16.73 and P/S ratio of 6.27. Gilead Sciences Inc. had an annual average earning growth of 53.9% over the past 5 years.

New Purchase: Warner Chilcott Ltd. (WCRX)

Edward Owens initiated holdings in Warner Chilcott Ltd.. His purchase prices were between $21.22 and $28.45, with an estimated average price of $24.51. The impact to his portfolio due to this purchase was 0.04%. His holdings were 232,200 shares as of 12/31/2009.

Warner Chilcott PLC, formerly Warner Chilcott Limited, is a specialty pharmaceutical company currently focused on the women's healthcare and dermatology segments of the U. Warner Chilcott Ltd. has a market cap of $6.66 billion; its shares were traded at around $26.5 with a P/E ratio of 16.26 and P/S ratio of 7.1.

Reduced: Bristolmyers Squibb Company (BMY)

Edward Owens reduced to his holdings in Bristolmyers Squibb Company by 44.95%. His sale prices were between $21.77 and $25.96, with an estimated average price of $24.01. The impact to his portfolio due to this sale was -0.56%. Edward Owens still held 9,078,361 shares as of 12/31/2009.

Bristol-Myers Squibb Company is a global leader in the research and development of innovative lifesaving and life-enhancing treatments for heart disease; high blood pressure; stroke; diabetes; cancer; HIV/AIDS and other infectious diseases; depression, schizophrenia and other mental disorders; pain; and other conditions. Bristolmyers Squibb Company has a market cap of $49.43 billion; its shares were traded at around $24.95 with a P/E ratio of 12.29 and P/S ratio of 2.63. The dividend yield of Bristolmyers Squibb Company stocks is 5.13%.


Rating: 1.8/5 (5 votes)

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