Model manager Robert Freedland focuses mainly on large cap equities and ADRs while using a value approach. He concentrates on the earnings of the companies he invests in and looks for the companies that the market seems to be ignoring.
McDonald’s Corp (NYSE:MCD) With a lower price to earnings ratio than its competitors and a bright, worldwide future, McDonald’s has a prominent place in Robert Freedland’s portfolio. In 2010, the stock hit a 40-year high, possibly due to its affordable line of gourmet coffees meant to knock down morning pit stop rival Starbucks. The company has already announced profits in May from all its year old (or older) stores around the globe. With the European economy getting weaker, it’s possible that even a weak Euro won’t be able to erase this fast food giant’s profitability.
Church & Dwight Co Inc (NYSE:CHD) No matter how bad the economy gets, consumers want to have clean homes. Church & Dwight deliver the necessary cleaning products to consumers that allow them to do so. In addition, they create personal care products like Nair that take the place of expensive salon and laser hair treatments when consumers feel an economic pinch. This is perhaps why Church and Dwight have managed to keep a consisted gain in their market value while also increasing their earnings per share from .88 in 2009 to 1.11.
Sysco Corp (NYSE:SYY) In terms of investments, companies that supply everyday food are usually good choices, but those who supply food to restaurants can be slow to show returns when there is a downturn in the economy. With a relatively low price to earnings ratio (especially when compared to its competito
