Equity Strategies for Investing in Quality Companies: a Wall Street Transcript Interview with Russell Sims, Portfolio Manager and Director of Research for Osborn Rohs Williams & Donohoe

Wall Street Transcript

67 WALL STREET, New York - May 15, 2013 - The Wall Street Transcript has just published its Investing Strategies Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Investing in Financial Services - Long-Term Investing - Large Cap Investing - Value Investing - High Quality Companies - Bottom-up Investing - All-Cap Growth Investing - Investing in Emerging Markets

Companies include: MEDNAX, Inc. (MD), Polo Ralph Lauren Corp. (RL), Oshkosh Corporation (OSK), Cognizant Technology Solutions (CTSH), Tetra Tech Inc. (TTEK), Target Corp. (TGT), Novartis AG (NVS), CSX Corp. (CSX), Accenture Ltd. (ACN), Emerson Electric Co. (EMR), Pfizer Inc. (PFE), Chevron Corp. (CVX), Hasbro Inc. (HAS)

In the following excerpt from the Investing Strategies Report, an experienced portfolio manager discusses his investment methodology and top picks for investors:

TWST: What are a few of the top holdings in the Dividend Growth Strategy?

Mr. Sims: In that strategy, I think the most attractive one right now is Target (TGT). Target has, in the last 10 years, grown its dividend nearly 20%. It's attractively priced and has great near-term fundamentals, so it really stands out in my mind as one of the top names in the portfolio.

Novartis (NVS) is another terrific name. It's grown its dividend a little slower, around 13%, over the last 10 years, but it pays a higher yield, it's about a 3.3% dividend yield, and it's also attractively priced. CSX (CSX) in the rails has grown its dividend at 24% over the last 10 years, which is pretty amazing. It is nicely priced and pays out a dividend yield of about 2.4%, so it's really been fabulous as well. And then finally, Accenture (ACN) hasn't paid a dividend as long as the others, but over the last five years it's been growing it at 31%, and we think it's also attractively valued. So those are the four standouts in the portfolio that would be solid examples of the kind of companies that we're looking for...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Rates

View Comments (0)