(GuruFocus, November 9, 2009) Following reviewing the top holdings of Tom Gayner as of September 30, 3009, here we present the top buys of the Investment Guru:
No. 1: ITC Holdings Corp. (ITC, Financial), Buy: 0.15% of the portfolio - Total: 43,000 Shares
ITC Holdings Corp. is in the business of electricity transmission infrastructure improvements as a means to improve electric reliability reduce congestion and lower the overall cost of delivered energy. Its business strategy is to operate maintain and invest in transmission infrastructure in order to enhance system integrity and reliability and to reduce transmission constraints. ITC Holdings Corp. has a market cap of $2.28 billion; its shares were traded at around $45.67 with a P/E ratio of 18.57 and P/S ratio of 3.69. The dividend yield of Itc Holdings Corp. stocks is 2.8%.
No. 2: Patterson Companies Inc. (PDCO, Financial), Buy: 0.1% of the portfolio - Total: 50,400 Shares
Patterson CompaniesInc. is a value-added distributor serving the dental companion-pet veterinarian and rehabilitation supply markets. Patterson Companies Inc. has a market cap of $3.16 billion; its shares were traded at around $25.87 with a P/E ratio of 15.31 and P/S ratio of 1.02. Patterson Companies Inc. had an annual average earning growth of 20.3% over the past 10 years. GuruFocus rated Patterson Companies Inc. the business predictability rank of 5-star.
No. 3: Schlumberger Ltd. (SLB, Financial), Add: 0.08% of the portfolio - Total: 57,000 Shares
Schlumberger Limited is a global technology services company consisting of two business segments Schlumberger Oilfield Services and SchlumbergerSema. Schlumberger Oilfield Services is the leading provider of exploration and production services solutions and technology to the international petroleum industry. SchlumbergerSema is a leading information technology services company providing a unique combination of domain expertise and global capabilities delivered on a local basis. Schlumberger Ltd. has a market cap of $77.14 billion; its shares were traded at around $64.4 with a P/E ratio of 20.51 and P/S ratio of 2.84. The dividend yield of Schlumberger Ltd. stocks is 1.3%. Schlumberger Ltd. had an annual average earning growth of 58.5% over the past 5 years.
No. 4: Walgreen Company (WAG, Financial), Add: 0.15% of the portfolio - Total: 127,260 Shares
Walgreen Co. is a national retail pharmacy chain and considered the leader in innovative drugstore retailing. Walgreens pioneered many store features that are becoming standards in the industry. Walgreen Company has a market cap of $39.13 billion; its shares were traded at around $39.57 with a P/E ratio of 19.49 and P/S ratio of 0.62. The dividend yield of Walgreen Company stocks is 1.39%. Walgreen Company had an annual average earning growth of 15.1% over the past 10 years. GuruFocus rated Walgreen Company the business predictability rank of 5-star.
No. 5: DENTSPLY International Inc. (XRAY, Financial), Buy: 0.08% of the portfolio - Total: 30,400 Shares
DENTSPLY International Inc. designs develops manufactures and markets products in two principal categories: dental consumable and laboratory products and dental equipment. Dentsply International Inc. has a market cap of $4.98 billion; its shares were traded at around $33.5 with a P/E ratio of 18.51 and P/S ratio of 2.27. The dividend yield of Dentsply International Inc. stocks is 0.6%. Dentsply International Inc. had an annual average earning growth of 12% over the past 10 years. GuruFocus rated Dentsply International Inc. the business predictability rank of 3.5-star.
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No. 1: ITC Holdings Corp. (ITC, Financial), Buy: 0.15% of the portfolio - Total: 43,000 Shares
ITC Holdings Corp. is in the business of electricity transmission infrastructure improvements as a means to improve electric reliability reduce congestion and lower the overall cost of delivered energy. Its business strategy is to operate maintain and invest in transmission infrastructure in order to enhance system integrity and reliability and to reduce transmission constraints. ITC Holdings Corp. has a market cap of $2.28 billion; its shares were traded at around $45.67 with a P/E ratio of 18.57 and P/S ratio of 3.69. The dividend yield of Itc Holdings Corp. stocks is 2.8%.
No. 2: Patterson Companies Inc. (PDCO, Financial), Buy: 0.1% of the portfolio - Total: 50,400 Shares
Patterson CompaniesInc. is a value-added distributor serving the dental companion-pet veterinarian and rehabilitation supply markets. Patterson Companies Inc. has a market cap of $3.16 billion; its shares were traded at around $25.87 with a P/E ratio of 15.31 and P/S ratio of 1.02. Patterson Companies Inc. had an annual average earning growth of 20.3% over the past 10 years. GuruFocus rated Patterson Companies Inc. the business predictability rank of 5-star.
No. 3: Schlumberger Ltd. (SLB, Financial), Add: 0.08% of the portfolio - Total: 57,000 Shares
Schlumberger Limited is a global technology services company consisting of two business segments Schlumberger Oilfield Services and SchlumbergerSema. Schlumberger Oilfield Services is the leading provider of exploration and production services solutions and technology to the international petroleum industry. SchlumbergerSema is a leading information technology services company providing a unique combination of domain expertise and global capabilities delivered on a local basis. Schlumberger Ltd. has a market cap of $77.14 billion; its shares were traded at around $64.4 with a P/E ratio of 20.51 and P/S ratio of 2.84. The dividend yield of Schlumberger Ltd. stocks is 1.3%. Schlumberger Ltd. had an annual average earning growth of 58.5% over the past 5 years.
No. 4: Walgreen Company (WAG, Financial), Add: 0.15% of the portfolio - Total: 127,260 Shares
Walgreen Co. is a national retail pharmacy chain and considered the leader in innovative drugstore retailing. Walgreens pioneered many store features that are becoming standards in the industry. Walgreen Company has a market cap of $39.13 billion; its shares were traded at around $39.57 with a P/E ratio of 19.49 and P/S ratio of 0.62. The dividend yield of Walgreen Company stocks is 1.39%. Walgreen Company had an annual average earning growth of 15.1% over the past 10 years. GuruFocus rated Walgreen Company the business predictability rank of 5-star.
No. 5: DENTSPLY International Inc. (XRAY, Financial), Buy: 0.08% of the portfolio - Total: 30,400 Shares
DENTSPLY International Inc. designs develops manufactures and markets products in two principal categories: dental consumable and laboratory products and dental equipment. Dentsply International Inc. has a market cap of $4.98 billion; its shares were traded at around $33.5 with a P/E ratio of 18.51 and P/S ratio of 2.27. The dividend yield of Dentsply International Inc. stocks is 0.6%. Dentsply International Inc. had an annual average earning growth of 12% over the past 10 years. GuruFocus rated Dentsply International Inc. the business predictability rank of 3.5-star.
GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and Tom Gayner for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.
