Friday, January 25, 2013

Our yearly model share portfolio for 2013

It's time to reveal our 2013 model share portfolio. There are again 12 shares in the portfolio, 4 of which are JSE listed companies. The remaining 8 are foreign companies that we believe will contribute to an investor's portfolio.

The share price is in the local currency.

Name Weigting Share price
AIG 10% 35.3
Apple 6% 532.17
Barclays 8% 262.4
BHP Billiton 10% 292.89
Exxaro 8% 169
Google 8% 707.38
Nestle 6% 59.6 CHF
Pinnacle 8% 18.37
Samsung 10% 1522000
Sasol 8% 362.8
Toyota 10% 4005
Volkswagen 8% 162.75 EUR

AIG: After the 2008 financial crisis, AIG is making a come back, now focused and generates profits.

Apple: It is now facing stiff competition from Samsung and entry-level smartphone manufacturers from China. It will be tough for it to continue to grow at a pace like it has over the last few years.

Barclays: Like other international financial services groups, its share price has taken a smack in 2008. It is however recovering, but still offers value.

BHP Billiton: The largest resources company in the world, it will benefit from recovery of metals prices.

Exxaro: a coal miner, which will benefit from rand weakness

Google: Its dominance in search, smartphone operating system puts it in a strong position

Nestle: A global food and beverage group, it is a defensive stock offering stable growth

Pinnacle: Still defying gravity, growing at exponential rates

Samsung: It is winning in the smartphone war, and its home appliances division continues to grow in market share

Sasol: Will benefit from rand weakness

Toyota: The world's largest car maker, will benefit from yen depreciation

Volkwagen: Makers of VW, Audi, Seat and Skoda, as well as Lamborghini, will benefit from rising middle class in the emerging markets.

Thursday, January 3, 2013

Top 20 public companies headquartered in Illinois and north-west Indiana, US


Rank
Company
Market capitalisation
1
Abbott Labs
104,403
2
McDonald’s
90,539
3
Caterpillar
57,481
4
Boeing
57,438
5
Mondelez
45,778
6
Baxter Intl.
36,946
7
Walgreen
34,279
8
Deere
33,431
9
Illinois Tool Works
28,405
10
Kraft Food
26,978
11
Exelon
25,505
12
Discover Fin. Svcs.
19,434
13
Allstate
19,420
14
Ventas
18,918
15
General Growth
18,449
16
Arch. Dan. Mid.
18,295
17
Equity Residential
18,210
18
CME Group
16,916
19
Motorola Solutions
15,310
20
W.W. Grainger
13,899

Source: Chicago Tribune

The largest mutual fund managers in the US

PIMCO

Vanguard

American Funds

Fidelity

Dodge & Cox

Franklin

Templeton

T Rowe Price

Blackrock

Source: Thomson Reuters, LIPPER, Chicago Tribune