The document details Morningstar's top 10 new-money stock picks for the second quarter of 2014, along with fair values and ratings. Each stock is assessed for its fair value, uncertainty, moat, and trend, highlighting notable companies like AstraZeneca and Amazon.com. The summary also includes additional metrics such as the number of funds buying each stock.

1. Morningstars Ultimate Stock-Pickers
Top 10 New-Money aandelenbeleggingen in 2de kwartaal 2014
Bron: Morningstar 15/8/2014

2. 10. Monsanto – MON
Fair Value
USD 130,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

3. 9. Omnicom – OMC
Fair Value
USD 68,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

4. 8. Joy Global – JOY
Fair Value
USD 60,00
Fair value uncertainty
High
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

5. 7. Amazon.com – AMZN
Fair Value
USD 400,00
Fair value uncertainty
High
Moat
Wide
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

6. 6. Thermo Fisher Scientific – TMO
Fair Value
USD 107,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Positive
Bron: Morningstar 15/8/2014
Morningstar Rating
QQ
# Funds Buying
1

7. 5. Ross Stores – ROST
Fair Value
USD 80,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

8. 4. Schlumberger – SLB
Fair Value
USD 145,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

9. 3. eBay – EBAY
Fair Value
USD 63,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Positive
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

10. 2. Progressive – PGR
Fair Value
USD 24,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

11. 1. AstraZeneca – AZN
Fair Value
GBX 3.400,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Negative
Bron: Morningstar 15/8/2014
Morningstar Rating
QQ
# Funds Buying
1

12. 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 AstraZeneca QQ wide GBX 3.400,00 1.18 medium 1 AZN
2 Progressive QQQ narrow USD 24,00 1.02 medium 1 PGR
3 eBay QQQQ wide USD 63,00 0.84 medium 1 EBAY
4 Schlumberger QQQQ wide USD 145.00 0.73 medium 1 SLB
5 Ross Stores QQQQ narrow USD 80.00 0.82 medium 1 ROST
6 Thermo Fisher Scientific QQ narrow USD 107,00 1.14 medium 1 TMO
7 Amazon.com QQQQ wide USD 400,00 0.83 high 1 AMZN
8 Joy Global QQQ narrow USD 60,00 1.03 high 1 JOY
9 Omnicom QQQ narrow USD 68,00 1.05 medium 1 OMC
10 Monsanto QQQ wide USD 130,00 0.92 medium 1 MON
(Bron: Morningstar 15/8/2014)