This Day On The Street
Continue to site
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

Life Without Apple Is Still Peachy for Some Fund Managers

4. Diageo (DEO)

Company profile: Diageo, with a market value of $70 billion, is the world's leading producer of branded premium spirits, including Johnnie Walker scotch, Crown Royal whisky, Smirnoff vodka, Captain Morgan rum, Bailey's Irish Cream, and Guinness stout. It also produces and markets beer and wine. It is 4.2% of BBH Select's portfolio and a holding since the third quarter of 2008.

Dividend Yield: 2.07%

Investor takeaway: Its shares are up 17% this year and have a three-year, average annual return of 33%. Analysts give its shares four "buy" ratings, two "buy/holds," one "hold," and one "weak hold," according to a survey of analysts by S&P. Analysts estimate that it will earn $4.07 per share this year and $4.40 in 2013, an 8% rise.

3. TRW Automotive Holdings (TRW)

Company profile: TRW, with a market value of $5.5 billion, is the world's largest developer and supplier of active and passive automotive safety systems, including braking, steering, and electronic components. It operates in 26 countries. It makes up 4.7% of Oakmark Select's portfolio, and is its eighth-largest holding.

Investor takeaway: Its shares are up 35% this year and have a three-year, average annual return of 79%. Analysts give its shares six "buy" ratings, four "buy/holds," and one "hold," according to a survey of analysts by S&P. S&P, which has it rated "strong buy" says "TRW should benefit from rising global automotive volume and higher demand for safety equipment in the U.S. and other markets, but weakness in the important European market should be a drag."

2. TE Connectivity (TEL - Get Report)

Company profile: TE, with a market value of $15 billion, is an international manufacturer of connectors and electrical components. It posted sales of $14 billion in 2011. It's Oakmark Select's second-biggest holding at 6% of the portfolio.

Dividend Yield: 2%

Investor takeaway: Its shares are up 17.4% this year and have a three-year, average annual return of 30%. Analysts give its shares seven "buy" ratings, four "buy/holds," and four "holds," according to a survey of analysts by S&P. Analysts estimate it will earn $3.01 per share this year. S&P has it rated "hold" on valuation concerns.

1. Comcast (CMCSA - Get Report)

Company profile: Comcast, with a market value of $81 billion, merged with NBC Universal last year, resulting in a media and entertainment conglomerate that has diversified interests in cable, broadcasting, film and theme parks. It's BBH Core Select's second-biggest holding at 4.9% of the fund. It makes up 5% of Oakmark Select fund.

Dividend Yield: 2.19%

Investor takeaway: Its shares are up 26% this year and have a three-year, average annual return of 30%. Analysts give its shares 16 "buy" ratings, eight "buy/holds," and seven "holds," according to a survey of analysts by S&P.

S&P has it rated "buy," and says "we see ample financial flexibility for continued strong return of capital to shareholders through share buybacks and dividends."

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.
3 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
Only $9.95
14-Days Free
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
SYM TRADE IT LAST %CHG
CMCSA $58.46 0.00%
DISCK $31.44 0.00%
FUL $42.11 0.00%
TEL $69.00 0.00%
VAL $83.46 0.00%

Markets

DOW 18,010.68 -115.44 -0.64%
S&P 500 2,107.39 -13.40 -0.63%
NASDAQ 5,070.0260 -27.95 -0.55%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs