The Best Dividend Buys Of Bill Nygren And Henry Berghoef (Oakmark Select Fund)

Bill Nygren, Henry Berghoef - Oakmark Select Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current update of Bill Nygren and Henry Berghoef’s best yielding stock buys for their fund "Oakmark Select". Over the recent quarter, the fund managers bought five companies of which three pay dividends. The highest yielding stock was JPMorgan Chase (JPM). They increased the position by 10.02 percent. JPM has now a portfolio weighting of 0.42 percent.


Here is the full portfolio update of Oakmark Select Q4/2011. In total, they have 20 stocks with a total portfolio worth of USD 2,373,087,000.

Bill Nygren and Henry Berghoef’s fund positions as of Q4/2011 with actual share movements:

JPMorgan Chase & Co. (JPM) is acting within the “Money Center Banks” industry and has a market capitalization of $148.42 billion. The company has 3.80 billion shares outstanding of which 0.19% were owned by insiders and 73.40% by institutional financial institutions. Insiders changed their positions by 5.71% over the past 6 month while institutional investors modified their positions by -1.35%.


Here are the price ratios of the company:
- P/E ratio: 8.74
- Price/Sales: 2.42
- Price/Book: 0.80
- Dividend yield: 2.56%.

6-Month Chart of JPMorgan Chase & Co. (Click to enlarge)

Long-Term Dividends History of JPMorgan Chase & Co. (JPM) (Click to enlarge)

Long-Term Dividend Yield History of JPMorgan Chase & Co. (JPM) (Click to enlarge)

Medtronic (MDT) is acting within the “Medical Appliances & Equipment” industry and has a market capitalization of $40.47 billion. The company has 1.06 billion shares outstanding of which 0.11% were owned by insiders and 77.93% by institutional financial institutions. Insiders changed their positions by -0.85% over the past 6 month while institutional investors modified their positions by 0.98%.


Here are the price ratios of the company:
- P/E ratio: 12.33
- Price/Sales: 2.47
- Price/Book: 2.36
- Dividend yield: 2.53%.

6-Month Chart of Medtronic, Inc. (Click to enlarge)

Long-Term Dividends History of Medtronic, Inc. (MDT) (Click to enlarge)

Long-Term Dividend Yield History of Medtronic, Inc. (MDT) (Click to enlarge)

FedEx Corporation (FDX) is acting within the “Air Delivery & Freight Services” industry and has a market capitalization of $28.73 billion. The company has 314.48 million shares outstanding of which 0.19% were owned by insiders and 76.72% by institutional financial institutions. Insiders changed their positions by -3.24% over the past 6 month while institutional investors modified their positions by -1.10%.


Here are the price ratios of the company:
- P/E ratio: 16.61
- Price/Sales: 0.70
- Price/Book: 1.82
- Dividend yield: 0.57%.

6-Month Chart of FedEx Corporation (Click to enlarge)

Long-Term Dividends History of FedEx Corporation (FDX) (Click to enlarge)

Long-Term Dividend Yield History of FedEx Corporation (FDX) (Click to enlarge)

Related Stock Ticker:

JPM, MDT, FDX