top 10 high-conviction aandelenbeleggingen van de ultimate stock-pickers in het 3de kwartaal 2014

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Morningstars Ultimate Stock-Pickers Top 10 High-Conviction aandelenbeleggingen in 3de kwartaal 2014 Bron: Morningstar 18/11/2014

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Page 1: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

Morningstars Ultimate Stock-Pickers

Top 10 High-Conviction aandelenbeleggingen in 3de kwartaal 2014

Bron: Morningstar 18/11/2014

Page 2: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

10. Goldman Sachs – GS

Fair Value

USD 167,00

Fair value uncertainty

High

Moat

Narrow

Moat Trend

Stable

Bron: Morningstar 14/11/2014

Morningstar Rating

QQQ

# Funds Buying

1

Page 3: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

9. Michael Kors – KORS

Fair Value

-

Fair value uncertainty

-

Moat

-

Moat Trend

-

Bron: Morningstar 14/11/2014

Morningstar Rating

-

# Funds Buying

1

Page 4: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

8. Hershey – HSY

Fair Value

USD 88,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Negative

Bron: Morningstar 14/11/2014

Morningstar Rating

QQQ

# Funds Buying

1

Page 5: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

7. Perrigo – PRGO

Fair Value

USD 120,00

Fair value uncertainty

Medium

Moat

Narrow

Moat Trend

Stable

Bron: Morningstar 14/11/2014

Morningstar Rating

QQ

# Funds Buying

1

Page 6: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

6. Oracle – ORCL

Fair Value

USD 42,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Stable

Bron: Morningstar 14/11/2014

Morningstar Rating

QQQ

# Funds Buying

1

Page 7: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

5. Honeywell – HON

Fair Value

USD 105,00

Fair value uncertainty

Medium

Moat

Narrow

Moat Trend

Stable

Bron: Morningstar 14/11/2014

Morningstar Rating

QQQ

# Funds Buying

1

Page 8: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

4. Accenture – ACN

Fair Value

USD 81,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Stable

Bron: Morningstar 14/11/2014

Morningstar Rating

QQQ

# Funds Buying

2

Page 9: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

3. Glencore – GLEN

Fair Value

GBX 220,00

Fair value uncertainty

High

Moat

None

Moat Trend

Stable

Bron: Morningstar 14/11/2014

Morningstar Rating

QQ

# Funds Buying

2

Page 10: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

2. Comcast – CMCSA

Fair Value

USD 45,00

Fair value uncertainty

Medium

Moat

Wide

Moat Trend

Negative

Bron: Morningstar 14/11/2014

Morningstar Rating

QQ

# Funds Buying

2

Page 11: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

1. eBay – EBAY

Fair Value

USD 63,00

Fair value uncertainty

High

Moat

Wide

Moat Trend

Positive

Bron: Morningstar 14/11/2014

Morningstar Rating

QQQ

# Funds Buying

4

Page 12: Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de kwartaal 2014

12

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