top 10 high-conviction purchases ultimate stock-pickers
DESCRIPTION
De Ultimate Stock-Pickers moesten in het laatste kwartaal van 2013 het hoofd bieden aan een zwakkere koopomgeving. Ze bleven bij ondernemingen met een sterke concurrentiepositie zoals Union Pacific, Vodafone en Unilever.TRANSCRIPT
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Top 10 High-Conviction Purchases Ultimate Stock-Pickers
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10. AmerisourceBergen – ABC
Fair Value USD 75.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Stable Bron: Morningstar 14/2/2014
Morningstar Rating
QQQQ
# Funds Buying 1
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9. Allergan – AGN
Fair Value USD 115.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Negative Bron: Morningstar 14/2/2014
Morningstar Rating
QQQ
# Funds Buying 1
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8. Williams – WMB
Fair Value USD 38.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Positive Bron: Morningstar 19/2/2014
Morningstar Rating
QQQ
# Funds Buying 1
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7. Potash – POT
Fair Value USD 37.00
Fair value uncertainty High
Moat Wide
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating
QQQ
# Funds Buying 2
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6. Accenture – ACN
Fair Value USD 81.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating
QQQ
# Funds Buying 2
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5. PepsiCo – PEP
Fair Value USD 88.00
Fair value uncertainty Low
Moat Wide
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating
QQQQ
# Funds Buying 2
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4. Oracle – ORCL
Fair Value USD 40.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating
QQQ
# Funds Buying 2
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3. Unilever – UNA
Fair Value USD 34.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating
QQQQ
# Funds Buying 2
![Page 10: Top 10 High-Conviction Purchases Ultimate Stock-Pickers](https://reader033.vdocuments.mx/reader033/viewer/2022060117/5584aac2d8b42a0b5c8b4d3a/html5/thumbnails/10.jpg)
2. Vodafone – VOD
Fair Value (under review)
Fair value uncertainty Medium
Moat Narrow
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating (under review)
# Funds Buying 2
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1. Union Pacific – UP
Fair Value USD 181.00
Fair value uncertainty Medium
Moat Wide
Moat Trend Stable Bron: Morningstar 19/2/2014
Morningstar Rating
QQQ
# Funds Buying 2
![Page 12: Top 10 High-Conviction Purchases Ultimate Stock-Pickers](https://reader033.vdocuments.mx/reader033/viewer/2022060117/5584aac2d8b42a0b5c8b4d3a/html5/thumbnails/12.jpg)
Overzicht
Bron: Morningstar 19/2/2014
Top 10 High-Conviction Purchases Made by the Ultimate Stock-Pickers
Onderneming Morningstar Moat Fair Value Koers/ Fair Value # Funds Ticker
Rating Fair Value Uncertainty Buying
Union Pacific QQQ Wide USD 181.00 1.00 Medium 2 UNP
Vodafone QQQ Narrow (under review) 1.05 Medium 2 VOD
Unilever QQQQ Wide EUR 34.00 0.88 Medium 2 UNA
Oracle QQQ Wide USD 40.00 0.95 Medium 2 ORCL
PepsiCo QQQQ Wide USD 88.00 0.89 Low 2 PEP
Accenture QQQ Wide USD 81.00 1.01 Medium 2 ACN
Potash QQQ Wide CAD 41.00 0.91 High 2 POT
Williams QQQ Wide USD 38.00 1.07 Medium 1 WMB
Allergan QQQ Wide USD 115.00 1.08 Medium 1 AGN
AmerisourceBergen QQQQ Wide USD 75.00 0.91 Medium 1 ABC(Bron: Morningstar 14/2/2014)