David Winters buys Philip Morris International Inc, Canadian Natural Resources Ltd., sells Chesapeake Energy Corp. during the 3-months ended 03/31/2010, according to the most recent filings of his investment company, Wintergreen Advisors. David Winters owns 16 stocks with a total value of $530 million. These are the details of the buys and sells.
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:
|Oil & Gas||11.6%|
These are the top 5 holdings of David Winters
- Berkshire Hathaway Inc. (BRK.B) - 1,322,950 shares, 20.3% of the total portfolio. Shares reduced by 2.58%
- Franklin Resources Inc. (BEN) - 501,044 shares, 10.49% of the total portfolio.
- PHILIP MORRIS INTERNATIONAL INC (PM) - 972,926 shares, 9.58% of the total portfolio. Shares added by 234.11%
- Canadian Natural Resources Ltd. (CNQ) - 678,167 shares, 9.48% of the total portfolio. Shares added by 11.33%
- Goldman Sachs Group Inc. The (GS) - 282,329 shares, 9.1% of the total portfolio.
Added: Philip Morris International Inc (PM)David Winters added to his holdings in Philip Morris International Inc by 234.11%. His purchase prices were between $45.51 and $52.89, with an estimated average price of $49.36. The impact to his portfolio due to this purchase was 6.71%. His holdings were 972,926 shares as of 03/31/2010.
Philip Morris International is the international tobacco company, with products sold in over 160 countries. Philip Morris International Inc has a market cap of $89.08 billion; its shares were traded at around $47.36 with a P/E ratio of 13.6 and P/S ratio of 1.5. The dividend yield of Philip Morris International Inc stocks is 4.9%.
Added: Canadian Natural Resources Ltd. (CNQ)David Winters added to his holdings in Canadian Natural Resources Ltd. by 11.33%. His purchase prices were between $63.81 and $73.95, with an estimated average price of $69.62. The impact to his portfolio due to this purchase was 0.96%. His holdings were 678,167 shares as of 03/31/2010.
Canadian Natural Resources Limited is a senior independent oil and natural gas exploration, development and production company based in Calgary, Alberta. Canadian Natural Resources Ltd. has a market cap of $38.58 billion; its shares were traded at around $71.1 with a P/E ratio of 14.7 and P/S ratio of 3.9. The dividend yield of Canadian Natural Resources Ltd. stocks is 0.8%. Canadian Natural Resources Ltd. had an annual average earning growth of 22.6% over the past 10 years.
Reduced: Chesapeake Energy Corp. (CHK)David Winters reduced to his holdings in Chesapeake Energy Corp. by 50.15%. His sale prices were between $22.37 and $28.97, with an estimated average price of $25.97. The impact to his portfolio due to this sale was -1.07%. David Winters still held 477,127 shares as of 03/31/2010.
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 $15.18 billion; its shares were traded at around $23.29 with a P/E ratio of 8 and P/S ratio of 2. The dividend yield of Chesapeake Energy Corp. stocks is 1.3%. Chesapeake Energy Corp. had an annual average earning growth of 14.9% over the past 10 years. GuruFocus rated Chesapeake Energy Corp. the business predictability rank of 2-star.