Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock-Pickers

Post on 06-May-2015

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Een overgewaarde aandelenmarkt maakt het voor de ultieme aandelenbeleggers lastig om aantrekkelijke aandelen te vinden. Hun aan- en verkoopactiviteit was in het eerste kwartaal dan ook erg laag. Toch kochten ze met overtuiging aandelen Unilever, Diageo, Zoetis en Citigroup bij.

Transcript of Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock-Pickers

Morningstars Ultimate Stock-Pickers

Top 10 New Money aankopen in eerste kwartaal

Bron: Morningstar 15/5/2014

10. Wells Fargo – WFC

Fair Value

USD 49,00

Fair value uncertainty

Medium

Moat

Narrow

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQQ

# Funds Buying

1

9. Citigroup – C

Fair Value

USD 48,00

Fair value uncertainty

Medium

Moat

Narrow

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQQ

# Funds Buying

1

8. Diageo – DGE

Fair Value

GBX 1.950,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQQ

# Funds Buying

1

7. Walgreen – WAG

Fair Value

USD 58,00

Fair value uncertainty

Medium

Moat

None

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQ

# Funds Buying

1

6. Cameron – CAM

Fair Value

USD 60,00

Fair value uncertainty

Medium

Moat

Narrow

Moat Trend

Positive Bron: Morningstar 15/5/2014

Morningstar Rating

QQQ

# Funds Buying

1

5. Colgate-Palmolive – CL

Fair Value

USD 60,00

Fair value uncertainty

Low

Moat

Wide

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQ

# Funds Buying

1

4. Zoetis – ZTS

Fair Value

USD 24,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQ

# Funds Buying

1

3. CSX – CSX

Fair Value

USD 31,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQQ

# Funds Buying

1

2. Chevron – CVX

Fair Value

USD 132,00

Fair value uncertainty

Low

Moat

Narrow

Moat Trend

Negative Bron: Morningstar 15/5/2014

Morningstar Rating

QQQQ

# Funds Buying

1

1. Verizon – VZ

Fair Value

USD 45,00

Fair value uncertainty

Medium

Moat

Narrow

Moat Trend

Stable Bron: Morningstar 15/5/2014

Morningstar Rating

QQQ

# Funds Buying

2

Overzicht

Top 10 New-Money Purchases made by the Ultimate Stock-Pickers

Morningstar Size of Fair Koers/ Fair Value # Funds Ticker

Onderneming Rating Moat Value fair value Uncertainty Buying

1 Verizon QQQ narrow USD 45,00 1.07 medium 2 VZ

2 Chevron QQQQ narrow USD 132,00 0.94 low 1 CVX

3 CSX QQQ wide USD 31,00 0.94 medium 1 CSX

4 Zoetis QQ wide USD 24.00 1.27 medium 1 ZTS

5 Colgate-Palmolive QQ wide USD 60.00 1.11 low 1 CL

6 Cameron QQQ narrow USD 60.00 1.08 medium 1 CAM

7 Walgreen QQ none USD 58.00 1.22 medium 1 WAG

8 Diageo QQQ wide GBX 1950,00 1.00 medium 1 DEO

9 Citigroup QQQ narrow USD 48,00 0.97 high 1 C

10 Wells Fargo QQQ narrow USD 49,00 1.00 medium 1 WFC

(Bron: Morningstar 15/15/2014)