Managers from Oakmark, Dodge & Cox, and BBH picked up healthcare names, telecoms, and a hotelier among others last quarter.
These funds are good choices for investors seeking high-quality stocks.
One stock joins the wide-moat club, another earns a moat upgrade to narrow, and several more enjoy fair value boosts of 10% or more.
These wide-moat stocks with stable moat trends and low uncertainty ratings keep surprises to a minimum.
These stocks have gained more than 20% this year yet are still trading well below our fair value estimates.
These narrow-moat stocks all have negative moat trends and are trading at 1- or 2-star levels.
These funds can generate income and provide ballast against stock market swings in retiree portfolios.
Our analysts increased their fair value estimates on these stocks by more than 10% in June.
These stocks achieved wide-moat status in June--and two others moved into narrow-moat territory.
These quality stocks are all trading in 4- and 5-star range.
These wide-moat companies have positive moat trends and exemplary stewardship ratings.
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Premium exclusive: These wide-moat stocks all earn exemplary stewardship ratings and are trading in 4- and 5-star range.
Premium exclusive: These undervalued wide- and narrow-moat stocks with stable and positive moat trends should be able to withstand the headwinds their industries face.
Premium Exclusive: These undervalued picks hail from industries associated with the "play" that comes with the season.
Managers from Dodge & Cox, Diamond Hill and Oakmark bought drug manufacturers, chipmakers, and Facebook, among others, last quarter.
Premium Exclusive: We recently boosted the economic moat rating for these two firms.
Brimming with large-cap dividend payers, these funds make fine core holdings.
Premium Exclusive: Our analysts have lowered their fair value estimates on these stocks by more than 10%.
Premium Exclusive: Our analysts have increased their fair value estimates on these stocks by more than 10%.
Premium Exclusive: The market was unimpressed with the results from these moaty companies this week, but we think their long-term stories remain intact.
Premium Exclusive: These stocks have momentum on their side yet still look undervalued by our metrics.
These no-moat, very high and extremely high uncertainty stocks are richly priced according to our price/fair value ratio.
These wide- and narrow-moat stocks shifted into 4-star territory this week.
Premium Exclusive: Several high-quality names are trading below our estimates of their fair values.
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Currently trading in 4- or 5-star range, these companies all carry positive moat trends.
Managers from Oakmark, American Century and Diamond Hill picked up airlines, health-care companies, and an industrial distributor in the fourth quarter.
These stocks are all in the red this year yet continue to trade above our estimates of their fair value.
These stocks have gained twice as much as the S&P 500 in 2017 yet remain undervalued according to our metrics.
Managers from Aberdeen, Matthews, and Oakmark have bought shares of Chinese Internet companies, a global ad agency, and a cable giant.
Managers from American Century, ClearBridge, and Blackrock have picked up energy stocks, IT plays, and an underappreciated retailer.
Managers from BBH, Dodge & Cox, and Oakmark picked up a grocer, healthcare companies, and--somewhat surprisingly--Netflix last quarter.
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Medalist managers from Blackrock, JPMorgan, and T. Rowe Price have scooped up shares of Mattel, General Electric, and UPS.
These names all gained more than 10% during the past three months yet remain undervalued by our metrics.
These medalist managers from Artisan, Dodge & Cox, and Vontobel picked up Internet giants, depressed energy stocks, and a European telecom last quarter.
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Diversifying beyond bonds and focusing on income-paying stocks with sustainable dividends remains the best recipe for today's retirees, say these managers.
It sure does--but don't disregard valuation.
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