GuruFocus is pleased to add to its list of premier portfolios
to track, Guru
Yacktman Focused Fund
. With its net assets valued at more than $7 billion, the fund
maintains 41 stocks, with a quarter-over-quarter turnover rate of
As one of the two top returning funds that the investor manages
(the other is the
Yacktman Focused Fund
is non-diversified, targeting U.S. companies of any size, where
some but not all, pay dividends. Simply, Yacktman's approach for
the Focused Fund is to buy growth companies at low prices, which
run good businesses.
From its list of top growth companies on GuruFocus, below are
several stocks in the fund that exhibit the highest 10-Year
EBITDA growth rate percentages.
Comcast Corp. (
With a 10-year EBITDA growth rate of 24.1 percent, Comcast
represents 1.3 percent of the Yacktman Focused Fund's portfolio.
The current holding consists of 2.3 million shares, worth almost
As a cable, internet and voice communications services provider,
Comcast's soaring price in the market has continued to entice
several Gurus besides Yacktman, including Jean-Marie Eveillard
and Tom Russo. In three years, the stock delivered a 90.26
percent gain. In the past year, it surged 51.23 percent.
With a dividend yield of 1.7 percent Comcast is priced at $38.29,
up 0.47 percent this afternoon. It has a current P/E ratio of
17.7, a P/B ratio of 2.1 and a P/S ratio of 2.1.
View Comcast's 10-Year Financials
CH Robinson Worldwide Inc. (
CH Robinson Worldwide offers international freight shipping
strategies and expertise. Its services touch various areas
including road, rail, ocean and air freight shipping. Its service
offerings include supply chain consulting, logistics management
solutions and integrated technology.
CH Robinson has a 10-Year EBITDA growth rate of 19 percent.
It represents 0.69 percent of the Yacktman Focused Fund, with a
holding of 700,000 shares valued at $44.2 million.
As an undervalued stock, CH Robinson's fair value sits at $75.51,
according to the GuruFocus DCF Calculator. In the next 10 years,
it is projected to grow 19.4 percent. Currently, its margin of
safety sits at a positive 11 percent.
Ranked 3.5 stars in Business Predictability, CH Robinson has a
P/E ratio of 24.3, a P/S ratio of 1 and a P/B ratio of 8.4. It is
currently priced at $67.11, down 0.16 percent per afternoon
View CH Robinson's 10-Year Financials.
Apollo Group Inc. (
The Apollo Group is a private education provider, offering online
and on-campus undergraduate, master and doctoral academic
offerings. Having been in business for more than 35 years,
Apollo's programs can physically be found in more than 30 states
as well as the District of Columbia, Puerto Rico, Latin America
and Europe; its online offerings are available throughout the
The company's 10-Year EBITDA growth rate is 14.5 percent.
Representing 0.88 percent of the Yacktman Focused Fund, the
holding consists of over 2.7 million shares, valued at almost $57
As an undervalued stock, Apollo is calculated to have a fair
value of $74.57, according to the GuruFocus DCF Calculator. In
the next 10 years, its growth rate will reach 15.7 percent.
Currently, its margin of safety sits at a positive 73 percent.
In a Fortune article by Scott Cendrowski, fund co-manager (and
also Don's son) Steve Yacktman referred to Apollo Group, as well
as the fund's stakes in Hewlett-Packard (
) and Research and Motion (
) to be "value bets, on the odds playing out in their favor."
"The [Yacktman] funds are bound to have losers each year, just
like the blackjack player who losers before he eventually wins,"
Steve said, commenting on the controversy in owning the stocks.
In three year,s Apollo has depreciated by almost 70 percent. In
the last year, it was down 63 percent. With a Business
Predictability of 4.5 stars, the stock trades at $20.61.
View Apollo Group's 10-Year Financials.
To read more about the portfolio, visit Yacktman Focused Fund.
Also view its undervalued stocks and its high-yield companies.
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