Ondernemingen waarvan de Ultimate Stock-Pickers (een selectie van 25 topbeheerders van aandelenfondsen) hun bestaande posities behoorlijk hebben uitgebreid of een aanzienlijke nieuwe positie hebben ingenomen.

1. Top 10 High-Conviction Purchases Ultimate Stock-Pickers

2. 10. Xylem – XYL
Morningstar Rating
QQ
Moat
Narrow
Fair Value
USD 26.00
# Funds Buying
1
Moat Trend
Stable
Bron: Morningstar 25/11/2013

3. 9. American Homes 4 Rent – AMH
Morningstar Rating
Moat
Fair Value
# Funds Buying
1
Moat Trend
Bron: Morningstar 25/11/2013

4. 8. UnitedHealth Group – UNH
Morningstar Rating
QQQ
Moat
Narrow
Fair Value
USD 76.00
# Funds Buying
2
Moat Trend
Negative
Bron: Morningstar 25/11/2013

5. 7. Apache – APA
Morningstar Rating
QQQQ
Moat
Narrow
Fair Value
USD 110.00
# Funds Buying
2
Moat Trend
Stable
Bron: Morningstar 25/11/2013

6. 6. Qualcomm – QCOM
Morningstar Rating
QQQ
Moat
Wide
Fair Value
USD 75.00
# Funds Buying
2
Moat Trend
Stable
Bron: Morningstar 25/11/2013

7. 5. PepsiCo – PEP
Morningstar Rating
QQQ
Moat
Wide
Fair Value
USD 88.00
# Funds Buying
2
Moat Trend
Stable
Bron: Morningstar 25/11/2013

8. 4. Coca-Cola – KO
Morningstar Rating
QQQQ
Moat
Wide
Fair Value
USD 45.00
# Funds Buying
2
Moat Trend
Stable
Bron: Morningstar 25/11/2013

9. 3. Philip Morris International – PM
Morningstar Rating
QQQ
Moat
Wide
Fair Value
USD 95.00
# Funds Buying
2
Moat Trend
Stable
Bron: Morningstar 25/11/2013

10. 2. ExxonMobil – XOM
Morningstar Rating
QQQ
Moat
Wide
Fair Value
USD 97.00
# Funds Buying
2
Moat Trend
Negative
Bron: Morningstar 25/11/2013

11. 1. Oracle – ORCL
Morningstar Rating
QQQ
Moat
Wide
Fair Value
USD 38.00
# Funds Buying
4
Moat Trend
Stable
Bron: Morningstar 25/11/2013

12. Overzicht
Top 10 High-Conviction Purchases made by the Ultimate Stock-Pickers
Morningstar Size of
Fair
Koers/
Fair Value # Funds
Onderneming
Rating
Moat
Value
fair value Uncertainty Buying
1 Oracle
QQQ
wide
USD 38.00
0.92
medium
4
2 ExxonMobil
QQQ
wide
USD 97.00
0.98
low
2
3 Philip Morris Intl
QQQ
wide
USD 95.00
0.92
medium
2
4 Coca-Cola
QQQQ
wide
USD 45.00
0.9
low
2
5 PepsiCo
QQQ
wide
USD 88.00
0.97
low
2
6 Qualcomm
QQQ
wide
USD 75.00
0.97
medium
2
7 Apache
QQQQ
narrow USD 110.00 0.86
medium
2
8 UnitedHealth Group
QQQ
narrow USD 76.00
0.97
medium
2
9 American Homes 4 Rent
(niet in universum aandelenanalisten Morningstar)
1
10 Xylem
QQ
narrow USD 26.00
1.33
medium
1
Ticker
ORCL
XOM
PM
KO
PEP
QCOM
APA
UNH
AMH
XYL
(Bron: Morningstar 25/11/2013)
Bron: Morningstar 25/11/2013