New Picks From Billionaire David Harding: PetSmart, Inc. (PETM), Garmin Ltd. (GRMN), Seagate Technology PLC (STX)

The J.M. Smucker Company (NYSE:SJM) makes its way onto our list as well. The packaged food manufacturer has a number of household brands firmly planted in supermarkets across America; its coffee offerings (Dunkin’ Donuts, Folgers, K-Cup products) have lead to an improved bottom line in recent history. SJM acquired Sara Lee in 2012, which helped to boost net sales growth by almost $60mm according to its most recent earnings announcement. Expected fiscal 2013 contributions from the acquisition should lead to an increase of 6% in net sales. Billionaire Israel Englander recently cut the majority of his SJM holdings (view what is left here).

Sempra Energy (NYSE:SRE) is Winton’s last new pick that we’ll cover. The energy services holding company was a big winner for those who bought in this time a year ago, as the stock has delivered a gain of almost 30%. Each quarter in 2012 saw an earnings beat, and SRE has been bestowed with Buy ratings from Drexel Hamilton, JP Morgan, and ISI Group since the start of this year. SRE recently announced an increase in its dividend of 5%, moving the annual payout from $2.40 up to $2.52. Phill Gross and Robert Atchinson of Adage capital Management joined Harding in initiating a position as well in the last quarter of 2012 (see their top picks here).

Disclosure: I do not own shares of any stocks mentioned in this article.