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Life Without Apple Is Still Peachy for Some Fund Managers

Written by: Frank Byrt 04/27/12 - 8:30 AM EDT
Tickers in this article: VAL FUL GGG DISCK TEL CMCSA DEO TRW

5. Valspar(VAL)

Company profile: Valspar, with a market value of $5 billion, is a large paint and coatings company. Its products are used in the architectural, industrial, packaging, and automotive-finishing industries. It's Mairs & Power Growth's largest holding at 4.85%.

Dividend Yield: 1.58%

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Investor takeaway: Its shares are up 31% this year and have a three-year, average annual return of 31%. Over 15 years, it has an annualized return of 9.7%. Analysts give its shares three "buy" ratings, two "buy/holds," and 10 "holds," according to a survey of analysts by S&P. S&P has it rated "hold," on valuation concerns. Analysts expect it to earn $3.15 per share this year.

4. Diageo(DEO)

Company profile: Diageo, with a market value of $70 billion, is the world's leading producer of branded premium spirits, including Johnnie Walker scotch, Crown Royal whisky, Smirnoff vodka, Captain Morgan rum, Bailey's Irish Cream, and Guinness stout. It also produces and markets beer and wine. It is 4.2% of BBH Select's portfolio and a holding since the third quarter of 2008.

Dividend Yield: 2.07%

Investor takeaway: Its shares are up 17% this year and have a three-year, average annual return of 33%. Analysts give its shares four "buy" ratings, two "buy/holds," one "hold," and one "weak hold," according to a survey of analysts by S&P. Analysts estimate that it will earn $4.07 per share this year and $4.40 in 2013, an 8% rise.

3. TRW Automotive Holdings(TRW)

Company profile: TRW, with a market value of $5.5 billion, is the world's largest developer and supplier of active and passive automotive safety systems, including braking, steering, and electronic components. It operates in 26 countries. It makes up 4.7% of Oakmark Select's portfolio, and is its eighth-largest holding.

Investor takeaway: Its shares are up 35% this year and have a three-year, average annual return of 79%. Analysts give its shares six "buy" ratings, four "buy/holds," and one "hold," according to a survey of analysts by S&P. S&P, which has it rated "strong buy" says "TRW should benefit from rising global automotive volume and higher demand for safety equipment in the U.S. and other markets, but weakness in the important European market should be a drag."

2. TE Connectivity(TEL)