As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying’. This week we’ll take a look at:
Johnson & Johnson (NYSE: JNJ)
Johnson & Johnson is the world’s largest and most diverse healthcare firm. Three divisions make up the firm: pharmaceutical, medical devices and diagnostics, and consumer. The drug and device groups represent close to 80% of sales and drive the majority of cash flows for the firm. The drug division focuses on the following therapeutic areas: immunology, oncology, neurology, pulmonary, cardiology, and metabolic diseases. The device segment focuses on orthopedics, surgery tools, vision care, and a few smaller areas. The last segment of consumer focuses on baby care, beauty, oral care, over-the-counter drugs, and women’s health. Geographically, just over half of total sales are generated in the United States.
A quick look at the price chart below for the company shows us that the stock is up 7% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
Terry Smith – 7,203,569
Jim Simons – 3,044,500
Rich Pzena – 885,917
John Rogers – 820,852
Ken Fisher – 666,116
Ken Griffin – 614,470
Tom Gayner – 610,800
Warren Buffett – 327,100
Joel Greenblatt – 112,634
Steve Cohen – 111,500
Prem Watsa – 73,400
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