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Morningstars Ultimate Stock-Pickers
Top 10 aankopen (naar overtuiging)
Bron: Morningstar 12/6/2014
1. Procter&Gamble – PG
Fair Value
USD 89,00
Fair value uncertainty
Low
Moat
Wide
Moat Trend
Negative Bron: Morningstar 30/...
2. Chevron – CVX
Fair Value
USD 132,00
Fair value uncertainty
Low
Moat
Narrow
Moat Trend
Negative Bron: Morningstar 30/5/2...
3. Unilever – UNA
Fair Value
EUR 33,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/20...
4. Citigroup – C
Fair Value
USD 48,00
Fair value uncertainty
high
Moat
Narrow
Moat Trend
Stable Bron: Morningstar 30/5/201...
5. CSX – CSX
Fair Value
USD 31,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014
Mo...
6. Diageo – DGE
Fair Value
GBX 1.950,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2...
7. Zoetis – ZTS
Fair Value
USD 24,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014...
8. Colgate-Palmolive – CL
Fair Value
USD 60,00
Fair value uncertainty
Low
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30...
9. Sanofi – SAN
Fair Value
EUR 94,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable Bron: Morningstar 30/5/2014...
10. National Oilwell Varco – NOV
Fair Value
USD 80,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Positive Bron: Mo...
Overzicht
Ultimate Stock-Pickers' Top 10 Stock Purchases (by Investment Conviction)
Morningstar Size of Fair Koers/ Fair V...
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Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)

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De groep topfondsbeheerders blijft voorzichtig en steekt meer geld in aandelen uit traditionele defensieve sectoren. Tegelijkertijd benutten zij een stijgende (en mogelijk overgewaardeerde) aandelenmarkt om wat winst te nemen. Microsoft, Wells Fargo en Google zijn de grootste posities.

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Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)

  1. 1. Morningstars Ultimate Stock-Pickers Top 10 aankopen (naar overtuiging) Bron: Morningstar 12/6/2014
  2. 2. 1. Procter&Gamble – PG Fair Value USD 89,00 Fair value uncertainty Low Moat Wide Moat Trend Negative Bron: Morningstar 30/5/2014 Morningstar Rating QQQQ # of Funds Buying 7
  3. 3. 2. Chevron – CVX Fair Value USD 132,00 Fair value uncertainty Low Moat Narrow Moat Trend Negative Bron: Morningstar 30/5/2014 Morningstar Rating QQQQ # of Funds Buying 2
  4. 4. 3. Unilever – UNA Fair Value EUR 33,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Buying 6
  5. 5. 4. Citigroup – C Fair Value USD 48,00 Fair value uncertainty high Moat Narrow Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Buying 5
  6. 6. 5. CSX – CSX Fair Value USD 31,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Buying 2
  7. 7. 6. Diageo – DGE Fair Value GBX 1.950,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Buying 3
  8. 8. 7. Zoetis – ZTS Fair Value USD 24,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQ # of Funds Buying 2
  9. 9. 8. Colgate-Palmolive – CL Fair Value USD 60,00 Fair value uncertainty Low Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQ # of Funds Buying 2
  10. 10. 9. Sanofi – SAN Fair Value EUR 94,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQQ # of Funds Buying 3
  11. 11. 10. National Oilwell Varco – NOV Fair Value USD 80,00 Fair value uncertainty Medium Moat Wide Moat Trend Positive Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Buying 3
  12. 12. Overzicht Ultimate Stock-Pickers' Top 10 Stock Purchases (by Investment Conviction) Morningstar Size of Fair Koers/ Fair Value # of Funds Ticker Onderneming Rating Moat Value fair value Uncertainty Buying 1 Procter & Gamble QQQQ wide USD 89,00 0.91 low 7 PG 2 Chevron QQQQ narrow USD 132,00 0.93 low 2 CVX 3 Unilever QQQ wide EUR 33,00 0.99 medium 6 UNA 4 Citigroup QQQ narrow USD 48,00 0.99 high 5 C 5 CSX QQQ wide USD 31,00 0.95 medium 2 CSX 6 Diageo QQQ wide GBX 1.950,00 1.01 medium 3 DGE 7 Zoetis QQ wide USD 24,00 1.28 medium 2 ZTS 8 Colgate-Palmolive QQ wide USD 60,00 1.14 low 2 CL 9 Sanofi QQQQ wide EUR 94,00 0.83 medium 3 SAN 10 National Oilwell Varco QQQ wide USD 80,00 1.02 medium 3 NOV (Bron: Morningstar 30/5/2014)

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