Yacktman also bought a fractional amount of a recent Warren Buffett buy, IBM.
We also track Yacktman Fund and Yacktman Focused Fund, which are reported separately.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Over the fourth quarter Donald Yacktman initiated two new positions in the technology field.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Yacktman has also made a sizable return on his relatively minor position in American Express.
FORBES: The Top Stocks Warren Buffett and Donald Yacktman Both Own
Schloegal also likes Yacktman Fund (YACKX) with its low turnover and low expense ratio of 0.96%.
When others flee the market, you can probably find Don Yacktman going the other way.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
Yacktman put a mound of cash to work and bought names like News Corp.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
The Yacktman Fund this year is up only 9.3%, and Yacktman Focused has gained 8.6%.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
Don Yacktman, one of the best investors since 2008, who runs two eponymous funds, echoes this sentiment.
FORBES: Buffett's Latest Commandment: Higher Taxes Won't Stop Smart Investors
Going forward, investors should expect Yacktman to stick to his plan, as well as some mediocre years.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
So, Yacktman will opt for a more predictable business than a bright star that might fade soon.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
Yacktman owns 19.998 million Cisco Systems shares, equivalent to 6.1% of his portfolio.
FORBES: Donald Yacktman's Focused Fund -- Top Holdings Overview
Those who joined Yacktman surely hope for a mightier pop yet to come.
FORBES: An Improbable Thanksgiving Day Rally In RIM Stock: Should You Now Feast Too?
Donald Yacktman reduced to his holdings in Research in Motion Ltd by 48.65%.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
We expect to see Yacktman to add much more over the next quarter.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Meanwhile, the Yacktman Fund is a good example of an attractively priced mutual fund: stellar returns and only 0.8%.
FORBES: A Guide To Jumpstarting A Retirement Plan In Your 20s
Managers Don Yacktman and son Stephen are Buffett-like value hunters, picking companies with strong managers, generating lots of excess cash.
Besides Rogers, Gurus who hold the stock include Warren Buffett, Donald Yacktman, Mario Gabelli and Jean-Marie Eveillard.
FORBES: Biggest Buys for the T. Rowe Price Equity Income Fund
Yacktman badly underperformed the market in the years leading up the dot com bubble, then again prior to the financial crisis.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
Donald Yacktman added to his holdings in Avon Products Inc by 10.51%.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Yacktman Fund added to his holdings in Avon Products Inc by 10.53%.
Warren Buffett and Donald Yacktman are two well-known long-term value investors.
FORBES: The Top Stocks Warren Buffett and Donald Yacktman Both Own
Donald Yacktman added to his holdings in Coca-Cola Co by 23.09%.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Donald Yacktman added to his holdings in Stryker Corporation by 24.12%.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Donald Yacktman added to his holdings in PepsiCo Inc by 3.69%.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Yacktman Fund added to his holdings in Coca-Cola Co by 21.69%.
Yacktman Fund added to his holdings in Stryker Corporation by 25.64%.
For instance, Ross Wolfe, financial adviser with Altfest Personal Wealth Management in New York, says the performance of Yacktman Focused is why his clients like it.
Here is the complete portfolio of Yacktman Focused Fund.
FORBES: Donald Yacktman's Focused Fund -- Top Holdings Overview
This is the portfolio update of Yacktman Asset Management.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
应用推荐