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Donald Yacktman Q4: Buy BK, EXC, TDA, VNV

GuruFocus Updates 8 February 2010 Featured No Comment

Donald Yacktman had a great year in 2009, up 60%. That is after a relatively good year in 2008, too. Seeing opportunities in the beginning of 2009, Yachtman rotated his portfolio into low quality stocks. After low quality stocks ran up, he rotated back to high quality ones. This is the portfolio update of Yacktman Asset Management Co. for the quarter of 2009 Read more » »

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