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Investing Specialists

Ultimate Stock-Picker's Portfolio Eyeing Four Stocks

We update our watch list and discuss four stocks on our radar.

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As we discussed in a recent article, the Ultimate Stock-Picker's Portfolio has recently made some subtle changes, including new additions to our investment manager roster. We've also refined our stock selection criteria, factoring in not only the number of managers holding a stock, but also their recent trading patterns and the size of their positions. In other words, we favor those stocks in which our Ultimate Stock-Pickers demonstrate more conviction. We continue to consider for investment only stocks rated 5 stars by Morningstar analysts, and we use our estimates of three-year expected returns as another deciding factor.

After poring over the holdings of our Ultimate Stock-Pickers and comparing them to Morningstar's list of 5-star stocks, we've compiled an updated watch list of 15 stocks. This is the main list we use to source new ideas for the Ultimate Stock-Picker's Portfolio. While many of the names remain the same (such as  Microsoft (MSFT),  General Electric (GE),  eBay (EBAY),  Comcast (CMCSA),  Home Depot (HD),  Pfizer (PFE),  3M (MMM),  United Health (UNH), and  Lowe's (LOW)), our updated watch list also includes several new companies, including  Wells Fargo (WFC),  ConocoPhillips (COP),  WellPoint (WLP),  Walt Disney (DIS),  Sanofi-Aventis (SNY), and  Costco Wholesale (COST).

 Ultimate Stock-Picker's Watch List
 

Number of
Funds
Owning

Price/Fair
Value
Estimate*
Moat

Fair Value
Uncertainty

Star Rating
Microsoft (MSFT)110.56WideLow

Wells Fargo (WFC)100.59WideMedium
ConocoPhillips (COP)90.45NarrowMedium
General Electric (GE)90.37WideMedium
eBay (EBAY)80.30WideMedium
Comcast (CMCSK)70.53WideMedium
Home Depot (HD)70.46WideMedium
Pfizer (PFE)60.51WideMedium
Well Point (WLP)60.32NarrowMedium
3M Company (MMM)60.63WideLow
Walt Disney (DIS)60.62WideLow
United Health Group (UNH)60.32NarrowMedium
Sanofi-Aventis (SNY)60.55WideMedium
Costco Wholesale (COST)60.67NarrowMedium
Lowe's (LOW)60.44WideMedium
* As of 11-21-08.

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John Owens has a position in the following securities mentioned above: COV, COF, MSFT. Find out about Morningstar’s editorial policies.