How to Invest Like Harvard University

Harvard University is considered to be the top educational institution in the United States. So you would think that their endowment fund would have a great track record, and if it does, maybe you can follow along, and make money along side them, without even attending Harvard.

So lets start with the returns. The endowment fund is managed by Harvard Management Company, Inc. The average annual return over the last 20 years has been 12.0% per year. Not too shabby.

The fund has added 27 new positions during the latest quarter ending June 30, 2014. The new positions with the largest capital investments are as follows:

Protective Life (PL)

Protective Life Corporation - Earnings Surprise | FindTheBest

Covidien (COV)
Hillshire Brands (HSH)
American Realty Capital Health (HCT)
Susser Holdings (SUSS)

Susser Holdings Corporation - Stock Price and Volume | FindTheBest

Energy Transfer Partners (ETP)

Energy Transfer Partners, LP - Stock Price and Volume | FindTheBest

Protective Life, based in Birmingham, Alabama, has been around since 1907. The stock trades at 14 times current earnings and 13 times forward earnings. Earnings for the latest quarter were up 4.6%. The stock yields 1.4%.

Protective Life Corporation - Stock Price and Volume | FindTheBest

Covidien makes and markets healthcare products, and is based in Dublin, Ireland. The stock has a trailing price to earnings ratio of 25 and a forward PE of 20. Although revenues were up in the latest quarter, earnings dropped 22.7%. The company provides a dividend rate of 1.4%.

Hillshire Brands makes and sells primarily meat related foods such as hotdogs, sausages, and luncheon meats. Brans include Sara Lee and Jimmy Dean. The stock trades at 34 times trailing earnings and 29 time forward earnings. Latest quarter revenues were up 10.6%, but earnings tanked 34.1%. The yield is 1.1%.

Maybe you can pick the best of the Havard picks and outperform Harvard. If you like interesting stock lists like this, check out the free stock lists at WallStreetNewsNetwork.com.

Disclosure: Author didn't own any of the above at the time the article was written. 

By Stockerblog.com

Earnings Calls for Wednesday, January 20

There are lots and lots of earnings announcements tomorrow, Wednesday, January 20 (this is being written Tuesday evening). Here is a list of over 35 companies with earnings calls.

Amdocs Limited DOX
AMR Corporation AMR
Applied Industrial Technologies AIT
ASML Holdings NV ASML
Bank of America Corporation BAC
Bank of New York Mellon Corp BK
Brinker International EAT
Coach, Inc. COH
Courier Corporation CRRC
Covidien Plc. COV
Dr. Reddy's Laboratories Ltd. RDY
eBay EBAY
F5 Networks FFIV
Hudson City Bancorp HCBK
iGate Corporation IGTE
Jefferies JEF
Kinder Morgan Energy Partners, L.P. KMP
LaBranche & Co Inc. LAB
LG Display LPL
Logitech International LOGI
M&T Bank Corporation MTB
Marshall & Ilsley MI
Morgan Stanley MS
Northern Trust NTRS
NVE Corporation NVEC
Plexus PLXS
Raymond James RJF
Seagate Technology STX
Skyworks SWKS
SLM Corporation SLM
Starbucks SBUX
State Street Corporation STT
TSYS TSS
U.S. Bancorp USB
Wells Fargo & Company WFC
Wipro Limited WIT
Woodward WGOV
Xilinx, Inc. XLNX

Author owns EBAY.