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10 New Stocks on All-Star Fund Managers' List

10. Compass Minerals International (CMP)

Company profile: Compass, with a market value of $2.4 billion, produces salt in North America and the U.K. for highway de-icing as well as sulfate of potash and magnesium chloride used in fertilizer.

Investor takeaway: Its shares are up 6.5% this year and have a three-year, average annual return of 14%. Analysts give its shares two "buy/hold" ratings and four "holds," and two "weak holds," according to a survey of analysts by S&P.

9. Republic Services (RSG)

Company profile: Republic Services, with a market value of $10 billion, is the second-biggest provider of solid waste management services in the U.S., with operations in 39 states and Puerto Rico.

Dividend Yield: 3.28%

Investor takeaway: Its shares are down 2% this year but have a three-year, average annual return of 11%. Analysts give its shares four "buy" ratings, five "buy/holds," and five "holds," according to a survey of analysts by S&P.

The Oakmark Equity & Income Fund initiated a stake in the quarter. S&P has it rated "hold" on valuation concerns but says that "we still see fairly strong cash targeted mainly for share repurchases and dividends, and we expect the balance sheet to remain solid while the company maintains its above-peers return on invested capital."

8. Parker Hannifan (PH)

Company profile: Parker Hannifan, with a market value of $13 billion, is the world's leading producer of motion and control technologies used in machinery and vehicles.

Dividend Yield: 1.94%

Investor takeaway: Its shares are up 12% this year and have a three-year, average annual return of 28%. Analysts give its shares five "buy" ratings, four "buy/holds," and eight "holds," according to a survey of analysts by S&P.

Analysts expect it will earn $7.43 per share this year and that that will grow by 10% to $8.17 per share next year.

Two of the Ultimate Stock Picker funds initiated positions in this company in the first quarter. Oakmark fund manager Bill Nygren commented in a letter to his fund's shareholders that "we think it should be valued at a much higher multiple than more cyclical companies. We are impressed with management's track record as excellent operators, and we like the way the company spends shareholder capital."

7. Applied Materials (AMAT - Get Report)

Company profile: Applied Materials, with a market value of $14 billion, is the world's largest supplier of semiconductor manufacturing equipment.

Dividend Yield: 3.42%

Investor takeaway: Its shares are at break-even this year, but have a three-year, average annual return of 2.4%. Analysts give its shares six "buy" ratings, three "buy/holds," 14 "holds," and one "weak hold," according to a survey of analysts by S&P. S&P has it rated "strong buy" based on its relatively cheap valuation and a view toward improving industry fundamentals.

6. Royal Dutch Shell PLC

Company profile: Royal Dutch Shell, with a market value of $202 billion, is one of the biggest energy companies in the world, with exploration, production and refining operations worldwide.

Dividend Yield: 4.65%

Investor takeaway: Its shares are down 12% this year but have a three-year, average annual return of positive 12%. Analysts give its shares six "buy" ratings, two "buy/holds," and six "holds," according to a survey of analysts by S&P.

The Tweedy Browne Value Fund (TWEBX) initiated a big position in this stock.

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