Morningstar's ultieme aandelenbeleggers hebben de laatste kwartalen zowat de laagste aan- en verkoop van aandelen laten zien. Hun kaspositie groeit. Toch belegden ze met grote overtuiging in Amazon.com, Visa, Mastercard, Monsanto, PepsiCo en Wal-Mart. Lees ook het volledige artikel:

1. Morningstars Ultimate Stock-Pickers
Top 10 New-Money aandelenbeleggingen in 2de kwartaal 2014
Bron: Morningstar 15/8/2014

2. 10. Monsanto – MON
Fair Value
USD 130,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

3. 9. Omnicom – OMC
Fair Value
USD 68,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

4. 8. Joy Global – JOY
Fair Value
USD 60,00
Fair value uncertainty
High
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

5. 7. Amazon.com – AMZN
Fair Value
USD 400,00
Fair value uncertainty
High
Moat
Wide
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

6. 6. Thermo Fisher Scientific – TMO
Fair Value
USD 107,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Positive
Bron: Morningstar 15/8/2014
Morningstar Rating
QQ
# Funds Buying
1

7. 5. Ross Stores – ROST
Fair Value
USD 80,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

8. 4. Schlumberger – SLB
Fair Value
USD 145,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

9. 3. eBay – EBAY
Fair Value
USD 63,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Positive
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQQ
# Funds Buying
1

10. 2. Progressive – PGR
Fair Value
USD 24,00
Fair value uncertainty
Medium
Moat
Narrow
Moat Trend
Stable
Bron: Morningstar 15/8/2014
Morningstar Rating
QQQ
# Funds Buying
1

11. 1. AstraZeneca – AZN
Fair Value
GBX 3.400,00
Fair value uncertainty
Medium
Moat
Wide
Moat Trend
Negative
Bron: Morningstar 15/8/2014
Morningstar Rating
QQ
# Funds Buying
1

12. Overzicht
Top 10 New-Money Purchases made by the Ultimate Stock-Pickers
Morningstar Size of Fair Koers/ Fair Value # Funds Ticker
Onderneming Rating Moat Value fair value Uncertainty Buying
1 AstraZeneca QQ wide GBX 3.400,00 1.18 medium 1 AZN
2 Progressive QQQ narrow USD 24,00 1.02 medium 1 PGR
3 eBay QQQQ wide USD 63,00 0.84 medium 1 EBAY
4 Schlumberger QQQQ wide USD 145.00 0.73 medium 1 SLB
5 Ross Stores QQQQ narrow USD 80.00 0.82 medium 1 ROST
6 Thermo Fisher Scientific QQ narrow USD 107,00 1.14 medium 1 TMO
7 Amazon.com QQQQ wide USD 400,00 0.83 high 1 AMZN
8 Joy Global QQQ narrow USD 60,00 1.03 high 1 JOY
9 Omnicom QQQ narrow USD 68,00 1.05 medium 1 OMC
10 Monsanto QQQ wide USD 130,00 0.92 medium 1 MON
(Bron: Morningstar 15/8/2014)