This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Life Without Apple Is Still Peachy for Some Fund Managers

8. Discovery Communications (DISCK - Get Report)

Company profile: Discovery, with a market value of $13 billion, produces television content and its networks include TLC, Animal Planet, Investigation Discovery, and it has a 50% interest in OWN, Oprah Winfrey's new cable channel. It is Oakmark Select fund's largest holding at 8.4% of the portfolio, or about 3% more than the next largest holding.

Investor takeaway: Its shares are up 28% this year and have a three-year, average annual return of 42%. S&P does not rank the stock and it does not get much analyst coverage.

Morningstar analysts say the company "owns the rights to the 100,000 hours of programming and footage in its video library, so it can generate and repurpose new content at low incremental cost. (It) benefits from establishing its channels on international pay TV platforms over two decades ago."

7. Graco (GGG)

Company profile: Graco, with a market value of $3 billion, manufactures fluid-handling equipment used in manufacturing, processing, construction, and maintenance industries. The firm operates in three segments: industrial, contractor and lubrication. It is Mairs & Power Growth's fourth-largest stock at 4.4% of the fund and a holding since 1993.

Dividend Yield: 1.61%

Investor takeaway: Its shares are up 38% this year and have a three-year, average annual return of 37%. Analysts give its shares two "buy" ratings, two "buy/holds," and six "holds," according to a survey of analysts by S&P. S&P says its "buy" recommendation "is based on more favorable trends in emerging regions and new product launches, along with our valuation metrics."

6. H.B. Fuller (FUL - Get Report)

Company profile: H.B. Fuller, with a market value of $1.6 billion, is an international manufacturer of adhesives, sealants, paints, and specialty construction products. Mairs & Power Growth has owned its since 1997 and it's now 4% of the fund.

Dividend Yield: 1.04%

Investor takeaway: Its shares are up 43% this year and have a three-year, average annual return of 26%. Over 10 years, it has an annualized return of 8.7%. Analysts give its shares two "buy" ratings, two "buy/holds," and four "holds," according to a survey of analysts by S&P.

Analysts expect it will earn $2.18 per share this year. S&P has it rated "hold," on valuation concerns but says the company will be able to offset "higher raw material costs through price increases and the release of new and reformulated products."

5. Valspar (VAL - Get Report)

Company profile: Valspar, with a market value of $5 billion, is a large paint and coatings company. Its products are used in the architectural, industrial, packaging, and automotive-finishing industries. It's Mairs & Power Growth's largest holding at 4.85%.

Dividend Yield: 1.58%

Investor takeaway: Its shares are up 31% this year and have a three-year, average annual return of 31%. Over 15 years, it has an annualized return of 9.7%. Analysts give its shares three "buy" ratings, two "buy/holds," and 10 "holds," according to a survey of analysts by S&P. S&P has it rated "hold," on valuation concerns. Analysts expect it to earn $3.15 per share this year.

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG
CMCSA $55.94 0.00%
DISCK $29.77 0.00%
FUL $43.18 0.00%
TEL $70.54 0.00%
VAL $83.82 0.00%

Markets

DOW 17,712.66 +34.43 0.19%
S&P 500 2,061.02 +4.87 0.24%
NASDAQ 4,891.2190 +27.8570 0.57%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs