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Whitney R. Tilson - T2 Partners Q2-2011 Fund Portfolio


Whitney R. Tilson - T2 Partners Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Whitney R. Tilson's - T2 Partners - portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 74 stocks with a total portfolio worth of USD 209,611,000.

Whitney R. Tilson - T2 Partners fund positions as of Q2/2011 with actual share movements:

Whitney R. Tilson - T2 Partners Q2-2011 Fund Portfolio (Click to enlarge)

Whitney R. Tilson - T2 Partners Q2-2011 Top Portfolio Positions (Click to enlarge)

Whitney R. Tilson - T2 Partners Q2-2011 Sector Allocation (Click to enlarge)

Related Stock Ticker of Whitney R. Tilson - T2 Partners:
STX, BRK.B, MSFT, HHC, CIT, GGP, IRDM, BP, DELL, BUD, REXI, NNI, TWO, ATVI, PBY, DLIA, WDC, CSCO, XRX, CLMS, C, BCSI, AHL, IBKR, IDT, WINN, TGT, CSTR, DO, Y, EMC, TTT, WRLS, GME, IDCC, IMN, ALEX, MVC, WEYS, BRK.A,  HIMX, RELL, BH, CSWC, WSTL, LOV, RJET, SILU, TAT, CIM, SUMR, ADP, PRXI, FLIC, KFT, AXP, BNCL, WTSLA, ETR:UGL, LEN.B, SLM, GE, DJCO, USAP, HUN, BKCC, SATS, OTT, YHOO, INTC, TCX, JNJ, ATLS, JCP,

Stocks With Fastest Dividend Growth August 2011

Fastest Dividend Growth Shares by Dividend Yield – Stock, Capital, Investment. Dividend stocks are very popular within the investment scene. High yields, low yields, whatever you search, it is not enough. One of the major items on the capital markets that determine the value of stocks is growth. Grew the company? Will the company grow within the next five years? Could it grow faster? The same principals also apply to dividend stocks. What are the stocks with fastest dividend growth and consecutive dividend increasing? Is there a chance of accelerated growth?

I screened a table of companies with the fastest dividend growth compared to the previous dividend declaration. The dividend growth is often a good indicator for the financial health of a stock. Companies with a strong increase in dividends judge the future of their company rosy. They give money back to shareholders that they don’t need for their business.

Here are my 3 most promising stocks from the screening results:

1. Home Bancshares (HOMB) is acting within the money center banks industry. The company has a market capitalization of USD 635.8 million, generates revenues in an amount of USD 167.7 million and a net income of USD 19.3 million. It follows P/E ratio is 33.3 and forward price to earnings ratio 11.6, Price/Sales 3.8 and Price/Book ratio 1.3. Dividend Yield: 1.4 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 0 percent. The company paid dividends since 2006. Dividend growth since previous dividend declaration: 48.1 percent.

2. Sturm, Ruger and Company (RGR) is acting within the sporting goods industry. The company has a market capitalization of USD 557.9 million, generates revenues in an amount of USD 277.6 million and a net income of USD 30.5 million. It follows P/E ratio is 18.4 and forward price to earnings ratio 15.3, Price/Sales 2.0 and Price/Book ratio 4.3. Dividend Yield: 1.2 percent. Years of Consecutive Dividend Increasing: 1 Year. 5-Year Dividend Growth: 0 percent. The company paid dividends since 1990. Dividend growth since previous dividend declaration: 46.4 percent.

3. Atrion Corporation (ATRI) is acting within the medical instruments and supplies industry. The company has a market capitalization of USD 389.6 million, generates revenues in an amount of USD 115.5 million and a net income of USD 24.7 million. It follows Price/Earnings ratio is 15.85, Price/Sales 3.4 and Price/Book ratio 3.0. Dividend Yield: 0.9 percent. Years of Consecutive Dividend Increasing: 7 Years. 5-Year Dividend Growth: 109.1 percent. The company paid dividends since 1990. Dividend growth since previous dividend declaration: 16.7 percent.

Take a closer look at the full table of the fastest dividend growth stocks. The average dividend-yield amounts to 3.04 percent and the average dividend growth is 24.07 percent.

Stocks With Fastest Dividend Growth  (Click to enlarge)

Related Stock Ticker:
HDNG, PCBK, PROV, ATLS, SIX, BALT, THO, HOMB, RGR, KLAC, SLH, TW, RECN, BKI, CBOE, FUN, JMP, LFUS, MOFG,  PRIM, SMG, NDSN, PSA,  CNAF, GPI, ACU, ATRI, IFF, DOV, CHE, KAMN, MCGC, NWSA, STE, WHX, AFSI, MNRO, ROIC, EMN, NCMI, PPS, TMK, CBU, NRIM, ISM, OZM, PFK, MON, BR, HWKN, WTR, CSL, ITW, TAXI, SBSI, HGIC, KDN, ITC, GJR, LEG, EEQ, EEP, CHKM, GJP, GJI, GJJ, GJK, EXL, NSH, DGAS, CTWS, MGEE, BPL, PYT, CINF, MCHP, BWP, EVEP,

Selected Articles:
· Stocks With Fastest Dividend Growth June 2011

Glenn Greenberg - Brave Warrior Capital Q2-2011 Fund Portfolio

Glenn Greenberg - Brave Warrior Capital Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Glenn Greenberg’s - Brave Warrior Capital - portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 11 stocks with a total portfolio worth of USD 1,144,487,000.

Glenn Greenberg - Brave Warrior Capital Q2-2011’s fund positions as of Q2/2011 with actual share movements:

Glenn Greenberg - Brave Warrior Capital Q2-2011 Fund Portfolio (Click to enlarge)
Glenn Greenberg - Brave Warrior Capital Q2-2011 Sector Allocation (Click to enlarge)

Glenn Greenberg - Brave Warrior Capital Q2-2011 Top Fund Holding (Click to enlarge)
Related Stock Ticker of Glenn Greenberg - Brave Warrior Capital:
VRX, FISV, GOOG, MA, AON, CMCSK, LH, RYAAY, USB, ACGL, JW.A

High Yield Dividend Aristocrats In August 2011

Best Yielding Dividend Aristocrats Shares by Dividend Yields - Stock, Capital, Investment. Stocks with a long dividend history are popular. If the company increased dividends for a long period too, there could no better investment for income investors. One famous index that reflects consecutive dividend increasing is the S&P 500 Dividend Aristocrats Index. The index measures the performance of large cap, blue chip companies within the S&P 500 that have followed a policy of increasing dividends every year for at least 25 consecutive years. 42 stocks are part of the index with a total market capitalization of roughly USD 1 trillion.

Here are three high yield stocks from the Dividend Aristocrats Index:

1. CenturyLink (CTL) is acting within the domestic telecom services industry. The company has a market capitalization of USD 21.0 billion, generates revenues in an amount of USD 9.6 billion and a net income of USD 765.2 million. It follows P/E ratio is 14.4 and forward price to earnings ratio 17.0, Price/Sales 2.2 and Price/Book ratio 1.0. Dividend Yield: 8.5 percent. Years of Consecutive Dividend Increasing: 37 Years. 5-Year Dividend Growth: 94.3 percent. The company paid dividends since 1974.

2. Pitney Bowes (PBI) is acting within the business equipment industry. The company has a market capitalization of USD 3.7 billion, generates revenues in an amount of USD 5.4 billion and a net income of USD 354.0 million. It follows P/E ratio is 10.6 and forward price to earnings ratio 8.1, Price/Sales 0.7 and Price/Book ratio is not calculable due to negative equity. Dividend Yield: 8.6 percent. Years of Consecutive Dividend Increasing: 29 Years. 5-Year Dividend Growth: 3.1 percent. The company paid dividends since 1934.

3. Cincinnati Financial Corporation (CINF) is acting within the property and casualty insurance industry. The company has a market capitalization of USD 4.2 billion, generates revenues in an amount of USD 3.9 billion and a net income of USD 296.0 million. It follows P/E ratio is 14.2 and forward price to earnings ratio 16.5, Price/Sales 1.1 and Price/Book ratio 0.8. Dividend Yield: 6.2 percent. Years of Consecutive Dividend Increasing: 50 Years. 5-Year Dividend Growth: 4.6 percent. The company paid dividends since 1954.

Take a closer look at the full dividend yield table from the Dividend Aristocrats Index.

Related stock ticker symbols:
CTL, PBI, CINF, ED, LEG, KMB, ABT, JNJ, CTAS, CLX, MCD, VFC, PG, PEP, BMS, ADP, KO, PPG, CB, MHP, EMR, MMM, MKC, APD, XOM, WMT, SWK, AFL, BF.B, DOV, BDX, ADM, HRL, SHW, LOW, WAG, TGT, GWW, FDO, ECL, SIAL, BCR,

Additional Lists:



Michael F. Price - MFP Investors Q2-2011 Fund Portfolio


Michael F. Price - MFP Investors Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Michael F. Price - MFP Investors - portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 107 stocks with a total portfolio worth of USD 683,273,000.

Michael F. Price - MFP Investors fund positions as of Q2/2011 with actual share movements:

MFP Investors Q2-2011 Fund Portfolio (Click to enlarge)

MFP Investors Q2-2011 Top Fund Portfolio Positions (Click to enlarge)

MFP Investors Q2-2011 Portfolio Sector Allocation (Click to enlarge)
Related Stock Ticker of Michael F. Price - MFP Investors:
ITT, C, WCBO, GLF, COP, JCP, SYA, BDX, MHP, FCE.A, CNO,  KALU, RUTH, HRS, RDC, COT, PAY, ELN, CACH, TRC, BAC, NVS, PFE, WMGI, XCO, EP, CIT, CHRS, DEST, GS, FRNK, NFG, HUN, ENZN, MRLN, SHLD, HTBK, JOUT, ABFS, SFE, CSE, GY, JBT, OABC, HEOP, UTR, GVA, TRH, HCBK, NWL, CBST, JNS, GBL, CFFN, SYMS, MLR, BRCD, LZ, JNJ, AIG, KEY, DUCK, SEAC, HTH, FARM, CB, BUCY, OLP, WIBC, GYRO, FXCB, MVC,  EBAY, CBNJ, TBBK, BGFV, ESGR, PMTI, PLFE, VC, MFW, TYC, MLVF, YHOO, BA, ORIT, RELL, RDS.A, XOM, NSM, GTY, ROLL, AMRB, SUN, UTHR, PBIP, HDNG, ACMR, RECN, VRSK, ORI, CRRC, BBW, SLI, ELNK, PGC, GFLB

10 Cheap Foreign High Yield Stocks To Consider

Cheap Foreign High Yield Stocks by Dividend Yield - Stock, Capital, Investment. Topics of our time are Debt Crisis, Jobless Rate, Recession, Government Spending, Trade Deficit and QE by the Federal Reserve. These are themes that devaluate the U.S. dollar in the long-term. For investors it could make sense to escape from the country and allocate funds abroad in order to find new growth perspectives and to realize foreign capital gains.

I screened all high yield stocks (dividend yield of more than five percent) of U.S. listed companies with headquarter outside the United States. In order to limit the screening results, I decided to implement three additional pricing criterions. First, the stock should have a low forward price to earnings ratio (a value of less than 15). Second, the price to book ratio must be less than the current share price (a value below one) and finally, the price to sales ratio should be cheaper than one too.

As result, 10 stocks remained of which three have a dividend yield of more than eight percent. 30 percent of the stocks are home based in Greece.

Here are my 3 most promising stocks from the screening results:
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1. Veolia Environment (VE) is a French based company and is acting within the waste management industry. The company has a market capitalization of USD 8.6 billion, generates revenues in an amount of USD 48.3 billion and a net loss of USD 324.3 million. It follows forward price to earnings ratio 9.82, Price/Sales 0.2 and Price/Book ratio 0.8. Dividend Yield: 10.5 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 32.8 percent. The company paid dividends since 2002.

2. Telecom Italia (TI) is home based in Italy and acts within the diversified communication services industry. The company has a market capitalization of USD 24.2 billion, generates revenues in an amount of USD 41.5 billion and a net loss of USD 124.0 million. It follows forward price to earnings ratio 6.5, Price/Sales 0.6 and Price/Book ratio 0.7. Dividend Yield: 6.8 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 2.7 percent. The company paid dividends since 2005.

3. Sun Life Financial (SLF) is headquartered in Canada and acts within the life insurance industry. The company has a market capitalization of USD 15.8 billion, generates revenues in an amount of USD 21.4 billion and a net income of USD 1.8 billion. It follows Price/Earnings ratio is 8.7 and forward price to earnings ratio 8.9, Price/Sales 0.7 and Price/Book ratio 0.9. Dividend Yield: 5.5 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 6.6 percent. The company paid dividends since 2000.

Take a closer look at the full table. The average price to earnings ratio (P/E ratio) of the list amounts to 7.0 while the average forward price to earnings ratio is 7.6. The dividend yield has an average value of 6.5 percent. Price to book ratio is 0.8 and price to sales ratio 0.5. The average operating margin amounts to 10.6 percent.

10 Foreign High Yield Stocks (Click to enlarge)
Related stock ticker symbols:
VE, TNP, HIMX, HNP, E, NM, TI, TEU, STM, SLF

Selected Articles:
· Stock Market Performance Update By Countries (Year-to-Date)

Chuck Akre - Akre Capital Management Q2-2011 Fund Portfolio


Chuck Akre - Akre Capital Management Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of  Chuck Akre - Akre Capital Management - portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 32 stocks with a total portfolio worth of USD 539,154,000.

Chuck Akre - Akre Capital Management fund positions as of Q2/2011 with actual share movements:

Chuck Akre - Akre Capital Management Q2-2011 Fund Portfolio Positions (Click to enlarge)

Chuck Akre - Akre Capital Management Q2-2011 Top Portfolio Positions (Click to enlarge)

Chuck Akre - Akre Capital Management Q2-2011 Portfolio Sector Allocation (Click to enlarge)
Related Stock Ticker of  Chuck Akre - Akre Capital Management:
AMT, MA, ROST, ESGR, DLTR, MKL, LAMR, ORLY, KMX, FDS, TJX, PENN, BRK.A, AMTD, ARO, BRK.B, WMS, TROW, BDX, TECH, NLY, LPLA, AGO, DHIL, MBRG, RVR, CSX, PRMW, EPD, NSH, EPR, XOM,

David Winters - Wintergreen Advisers Q2-2011 Fund Portfolio


David Winters - Wintergreen Advisers Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Winters - Wintergreen Advisers - portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 16 stocks with a total portfolio worth of USD 553,631,000.

David Winters - Wintergreen Advisers fund positions as of Q2/2011 with actual share movements:

David Winters - Wintergreen Advisers Q2-2011 Fund Portfolio Positions (Click to enlarge)

David Winters - Wintergreen Advisers Q2-2011 Top Portfolio Positions (Click to enlarge)

David Winters - Wintergreen Advisers Q2-2011 Sector Allocation (Click to enlarge)

Related Stock Ticker of David Winters - Wintergreen Advisers:
CNQ, BEN, BRK.B, RAI, PM, CTO, MA, GD, KO, GOOG, KOF, GS, ATVI, MCD, WYNN, NSC,

High Yield Stock List August 2011


High Yielding Dividend Shares By Dividend Yield – Stock, Capital, Investment. The higher the expected return the riskier the asset. This is a common statement made by investors. High yield stocks often hide big loss potential but a cash yield of more than 10 percent compensates the risk.

I screened a list of interesting stocks with a dividend yield above 4 percent (high yield). The list is sorted by dividend yield from highest to lowest yield. The highest rate amounts to 22.2 percent and the lowest yield amounts 4.0 percent due to the selection criteria. As result, 188 companies are part of the high yield list of which 44 have a dividend yield of more than 8 percent.

Here are my 3 most promising high yield stocks:

1. American Capital Agency (AGNC) is acting within the residential REIT industry. The company has a market capitalization of USD 5.3 billion, generates revenues in an amount of USD 592.8 million and a net income of USD 509.4 million. It follows Price/Earnings ratio is 4.2 and forward price to earnings ratio 5.9, Price/Sales 9.0 and Price/Book ratio 1.1. Dividend Yield: 18.8 percent. Years of Consecutive Dividend Increasing: 2 Years. 5-Year Dividend Growth: 0 percent. The company paid dividends since 2008.

2. Portugal Telecom (PT) is acting within the wireless communication industry. The company has a market capitalization of USD 7.7 billion, generates revenues in an amount of USD 5.3 billion and a net income of USD 215.8 million. It follows Price/Earnings ratio is 38.8 and forward price to earnings ratio 7.1, Price/Sales 1.5 and Price/Book ratio 1.2. Dividend Yield: 10.9 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 102.7 percent. The company paid dividends since 1996.

3. Navios Maritime Partners (NMM) is acting within the shipping industry. The company has a market capitalization of USD 868.2 million, generates revenues in an amount of USD 156.6 million and a net income of USD 55.1 billion. It follows Price/Earnings ratio is 10.6 and forward price to earnings ratio 11.2, Price/Sales 5.5 and Price/Book ratio 1.5. Dividend Yield: 11.3 percent. Years of Consecutive Dividend Increasing: 2 Years. 5-Year Dividend Growth: 0 percent. The company paid dividends since 2008.

Take a closer look at the full table of 188 high yield stocks.

Related Stock Ticker Symbols:
HRZ, AGNC, RSO, WHX, CIM, NLY, HTS, SBLK, TNK, SFL, NMM, PT, GTY, VLCCF, PTNR, FTR, CQP, CLMT, GLP, NRGY, ARCC, FGP,  AB, BBEP, OHI, IRET, YPF, CSA, ENP, MMLP, TNH, EXLP, SB, TEF, WIN, ISH, CTL, HPT, BWP, PBT, NYB, MPW, ETP, VNR, TOO, SBR, PGH, PGH, NGG, TLP, LGCY, PVR, PCC, XTEX, ERF, WBK, TGP, EEP, PSE, UMH, HR, SPH, RGP, NS, IRC, ESEA, CMLP, NRP, LINE, TCLP, APU, LTC, FUR, CPNO, PRK, GEL, UHT, SNH, SEP, EPR, HEP, DMLP, EDE, BPL, DPM, OB, NGLS, ETE, MCY, KMP, PAA, LSE, NTLS, FSP, PVX, NNN,  DCT, SJT, CINF, LXP, BDN, FPO, DRE, LRY, HCN, VLY, T, CLI, MWE, POM, WRE, NHI, OTTR, APL, TEG, SXL, UBSI, HCP, HIW, EPD, WPC, VZ, AEE, OKS, DUK, O, PWE, WPZ, VVC, PGN, UIL, TK, HE, UTL, FNB, PPL, EGP, MMP, EPB, FE, ARLP, PHI, EXC, SCG, TE, RDS-B, AEP, EQY, PNW, BTE, WRI, BKH, AHGP, DTE, EGAS, CM, SO, REG, ALE, WES, NWE, SSS, AGL, NI, NZT, POR, EVEP, GXP, LG, ED, XEL, LNT,  TU, DGAS, ATO, KIM, DEP, NYX, AEC, CNP, OLN, WGL, MAC, D, CHG, NST, PNY, HME,

Additional Lists:




Seth Klarman - Baupost Group Q2-2011 Fund Portfolio


Seth Klarman - Baupost Group Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Seth Klarman - Baupost Group’s portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 20 stocks with a total portfolio worth of USD 2,353,338,000.

Seth Klarman - Baupost Group Q2-2011’s fund positions as of Q2/2011 with actual share movements:

Seth Klarman - Baupost Group Q2-2011 Fund Portfolio Summary (Click to enlarge)

Seth Klarman - Baupost Group Q2-2011 Top Portfolio Positions (Click to enlarge)

Seth Klarman - Baupost Group Q2-2011 Portfolio Sector Allocation  (Click to enlarge)

Related Stock Ticker of Seth Klarman - Baupost Group:
CHK, DTV, DELL, AON, NWSA, YUM, L, TRV, CX, LINTA, BK, ANK, PHGFF, FDX, LVLT, DIS, CPB, VMC, TDS.S, WSH, PHG, ABT, LMT, GLBC

10 Industrial Large Caps With Highest Dividend Yield

Industrial Large Capitalized Stocks With Highest Dividend Yield by Dividend Yield - Stock, Capital, Investment. The industrial goods sector is a major integrated branch within the economy. If the economy starts to recover, the industrial goods sector is one of the first sectors starting to boom. For cyclical investors, it is an interesting investment field.

I screened the industrial goods sector by large capitalized stocks with a market capitalization of more than USD 10 billion as well as a dividend yield of more 3 percent. As result, 10 stocks from the sector resist the selection of which half of the companies came from the aerospace and defense as well as waste management industry.

Here are my 3 most promising stocks from the screening results:


1. Waste Management (WM) is acting within the waste management industry. The company has a market capitalization of USD 14.6 billion, generates revenues in an amount of USD 12.9 billion and a net income of USD 948.0 million. It follows Price/Earnings ratio is 15.6 and forward price to earnings ratio 12.5, Price/Sales 1.1 and Price/Book ratio 2.3. Dividend Yield: 4.4 percent. Years of Consecutive Dividend Increasing: 7 Years. 5-Year Dividend Growth: 9.3 percent. The company paid dividends since 1986.


2. Lockheed Martin (LMT) is acting within the aerospace and defense industry. The company has a market capitalization of USD 23.6 billion, generates revenues in an amount of USD 46.4 billion and a net income of USD 2.7 billion. It follows Price/Earnings ratio is 9.3 and forward price to earnings ratio 8.1, Price/Sales 0.5 and Price/Book ratio 7.2. Dividend Yield: 4.3 percent. Years of Consecutive Dividend Increasing: 8 Years. 5-Year Dividend Growth: 20.3 percent. The company paid dividends since 1995.

3. General Electric (GE) is acting within the diversified machinery industry. The company has a market capitalization of USD 173.7 billion, generates revenues in an amount of USD 151.0 billion and a net income of USD 13.7 billion. It follows Price/Earnings ratio is 12.7 and forward price to earnings ratio 10.0, Price/Sales 1.2 and Price/Book ratio 1.4. Dividend Yield: 3.7 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: -3.0 percent. The company paid dividends since 1899.

Take a closer look at the full table. The average price to earnings ratio (P/E ratio) of the list amounts to 13.16 while the average forward price to earnings ratio is 9.82. The dividend yield has an average value of 3.46 percent; 46.57 percent of the annual income was paid to shareholders. Price to book ratio is 1.78 and price to sales ratio 1.03. The average operating margin amounts to 12.45 percent.

10 Best Yielding Industrial Goods Stocks (Click to enlarge)

Related stock ticker symbols:
CRH, WM, LMT, RTN, NOC, GE, ETN, ITW, RSG, ABB

Selected Articles:

Mason Hawkins - Longleaf Partners Q2-2011 Fund Portfolio


Mason Hawkins - Longleaf Partners Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Mason Hawkins - Longleaf Partners portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 24 stocks with a total portfolio worth of USD 8,299,232,000.

Mason Hawkins - Longleaf Partners Q2-2011’s fund positions as of Q2/2011 with actual share movements:
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Mason Hawkins - Longleaf Partners Q2-2011 Fund Portfolio (Click to enlarge)

Mason Hawkins - Longleaf Partners Q2-2011 Fund Portfolio Stucture (Click to enlarge)

Mason Hawkins - Longleaf Partners Q2-2011 Top Portfolio Positions (Click to enlarge)

Related Stock Ticker of Mason Hawkins - Longleaf Partners:
CHK, DTV, DELL, AON, NWSA, YUM, L, TRV, CX, LINTA, BK, ANK, PHGFF, FDX, LVLT, DIS, CPB, VMC, TDS.S, WSH, PHG, ABT, LMT, GLBC

Best Yielding Dividend Challengers List August 2011

Best Yielding Dividend Challengers List by Dividend Yield - Stock, Capital, Investment. Here is a current sheet of stocks to be announced Dividend Challengers. A Dividend Challenger is a stock that has increased the annual dividend (regular dividend without special payments) every year for at least 5 years or more but not more than 9 Years. Dividend Challengers (5-9 years) are the third group of stocks beyond Dividend Champions (+25 years) / Dividend Aristocrats (+25 years) and Dividend Contenders (10-24 years). Dividend Achievers (+10 years) summarize Dividend Contenders and Dividend Champions / Aristocrats. The list is sorted alphabetically.

Here are the 3 best yielding Dividend Challengers:

1. PennantPark Investment (PNNT) is acting within the asset management industry. The company has a market capitalization of USD 447.3 million, generates revenues in an amount of USD 75.7 million and a net income of USD 50.0 million. It follows Price/Earnings ratio is 7.2 and forward price to earnings ratio 8.0, Price/Sales 5.9 and Price/Book ratio 0.9. Dividend Yield: 11.0 percent. Years of Consecutive Dividend Increasing: 3 Years. 5-Year Dividend Growth: 0 percent. The company paid dividends since 2007.

2. Telefonica (TEF) is acting within the foreign telecom service industry. The company has a market capitalization of USD 93.4 billion, generates revenues in an amount of USD 89.2 billion and a net income of USD 13.6 billion. It follows Price/Earnings ratio is 6.8 and forward price to earnings ratio 8.5, Price/Sales 1.1 and Price/Book ratio 3.2. Dividend Yield: 9.7 percent. Years of Consecutive Dividend Increasing: 7 Years. 5-Year Dividend Growth: 11.1 percent. The company paid dividends since 1990.

3. Omega Healthcare Investors (OHI) is acting within the healthcare REIT facility industry. The company has a market capitalization of USD 1.8 billion, generates revenues in an amount of USD 283.9 million and a net income of USD 24.2 million. It follows Price/Earnings ratio is 71.3 and forward price to earnings ratio 19.4, Price/Sales 6.2 and Price/Book ratio 2.0. Dividend Yield: 9.4 percent. Years of Consecutive Dividend Increasing: 7 Years. 5-Year Dividend Growth: 10.4 percent. The company paid dividends since 1992.

Take a closer look at the full table. The average dividend yield of the list amounts to 3.15 percent. In average, Dividend Challengers increased dividends 7.03 years. 

Additional Lists:







Faber's Gloomy Perspective

The market has experienced huge technical damage, says Marc Faber, The Gloom, Boom & Doom Report with perspective on yesterday's massive sell-off.

Ian Cumming - Leucadia National Q2-2011 Fund Portfolio

Ian Cumming - Leucadia National Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Ian Cumming's - Leucadia National portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 5 stocks with a total portfolio worth of USD 1,221,930,000.

Ian Cumming - Leucadia National’s fund positions as of Q2/2011 with actual share movements:

Ian Cumming - Leucadia National Q2-2011 Fund Portfolio (Click to enlarge)

Ian Cumming Top Portfolio Positions (Click to enlarge)

Ian Cumming Portfolio Structure (Click to enlarge)

Related Stock Ticker of Ian Cumming - Leucadia National:
JEF, MLI, INTL, COWN, GLPW