Bill Ackman’s Highest Yielding Dividend Stock Bets And His Complete Portfolio

Bill Ackman’s latest portfolio transactions and his biggest positions originally published at "long-term-investments.blogspot.com". Some of you might know Bill Ackman because of the phone battle against Carl Icahn on CNBC. He is an activist with around USD 10 billion in assets under management. In his management company “Pershing Square Capital” he has only 10 stock holdings.

As an activist, Ackman tries to increase pressure on the management of a company in order to implement own visions of the company’s future. Nearly half of his positions have voting rights over 10 percent.

His main investment focus is on defensive stocks from the consumer and industrial sector. Around 70 percent of his exposure is related to these two sectors.

Below is a small list of Bill Ackman’s latest Portfolio transactions. He is a lazy guy. Last quarter, he bought only one stock and he needed more than a year to complete his latest 20 transactions.

From his 20 latest transactions are 12 unique positions of which 10 pay dividends. Dividend payments are not in focus of Ackman’s investment strategy. Only one company yields above the 3 percent mark.

Ex-Dividend Stocks: Best Dividend Paying Shares On April 29, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

The ex dividend date is the final date on which the new stock buyer couldn’t receive the next dividend. If you like to receive the dividend, you need to buy the stock before the ex dividend date. I made a little screen of the best yielding stocks with a higher capitalization that have their ex date on the next trading day.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks April 29, 2013. In total, 38 stocks and preferred shares go ex dividend - of which 17 yield more than 3 percent. The average yield amounts to 4.31%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company	Ticker	Mcap	P/E	P/B	P/S	Yield
Cheniere Energy Partners LP.	CQP	5.44B	-	6.18	20.57	6.22%
People's United Financial Inc.	PBCT	4.46B	18.26	0.86	4.36	4.87%
Bank of Montreal	BMO	40.42B	10.52	1.43	3.07	4.64%
Realty Income Corp.	O	8.86B	65.14	2.74	18.63	4.38%
Genesis Energy LP	GEL	3.97B	40.13	4.34	0.98	4.06%
Pinnacle West Capital	PNW	6.68B	17.36	1.68	2.02	3.59%
Hasbro Inc.	HAS	6.18B	18.88	4.09	1.51	3.35%
TD Ameritrade Holding	AMTD	10.79B	18.54	2.45	4.07	1.83%
City National Corp.	CYN	3.07B	14.79	1.20	3.45	1.75%
Brookfield Asset Management	BAM	21.63B	19.15	1.10	1.16	1.60%
Burger King Worldwide, Inc.	BKW	6.33B	54.73	5.39	3.22	1.33%
NRG Energy, Inc.	NRG	9.04B	12.60	0.88	1.07	1.29%
First Republic Bank	FRC	4.89B	12.85	1.41	3.76	1.27%
The AES Corporation	AES	10.04B	-	2.20	0.55	1.19%
Brown & Brown Inc.	BRO	4.41B	22.88	2.37	3.58	1.17%
Casey's General Stores Inc.	CASY	2.26B	20.59	3.87	0.31	1.12%
Aon Corporation	AON	18.95B	20.50	2.46	1.65	1.03%
Zoetis Inc.	ZTS	15.77B	36.26	3.92	3.64	0.82%

16 Stocks And 3 Funds Hiked Dividends Last Week

Stocks with dividend hikes from last week originally published at “long-term-investments.blogspot.com”. The dividend growth slows over the recent weeks. At the peak, nearly 70 stocks announced a dividend hike per week. Last week we had 19 companies and funds combined.

My favorite player is Qualcomm who hiked its dividend by 40 percent. Another well known company is the fast food chain Burger King. BKW raised dividends by 20 percent. All in all, the results are very mixed.

In total, 16 stocks and 3 funds increased its dividend payments over the recent week. Five of them are High-Yields and nine have a current buy or better recommendation. The average dividend growth amounts to 39.23 percent.

50 Top Stocks With The Highest Dividend Growth In February 2013

Shares with highest dividend growth researched by Dividend Yield – Stock, Capital, Investment. Dividend growth is wonderful. It helps you to grow your own wealth and build up a passive income without hard work.

Growth is a must have for every investor who wants to increase their net worth. You also need growth in order to boost your passive income for an earlier retirement especially when you have not a high paid job or rich parents. This is how it works: If you purchase a stock today with 3 percent yield, growth can lift up your yield on cost to 30 percent in 20 years.

Today I like to show you the 50 fastest dividend growth stocks and funds from the last 30 days. There are some pretty good stocks with very good growth rates which indicate a strong business health. The average dividend growth of the 50 best stocks amounts to 72.68 percent. The average yield is still at 3.61 percent.

The Best Trading Ideas | 19 Dividend Stocks at All-Time-Highs

Do you know the feeling of false bets? Yes, you read right, false bets. If you buy a stock or you just shorted it, it’s a similar bet on the future. Sometimes those bets could walk into the false direction. In my blog “long-term-investments.blogspot.com” I present on a regular basis the stocks at new 52-Week Highs or even better, stocks at all time highs. I believe that it makes sense in any way to know what stocks are the hottest gainers on the market.

Recently, 35 companies realized price marks they have never seen before. 19 of them pay dividends. All-Time Highs are very good signals showing the strong investor confidence in the stock and indicating a well- running business.

At the first view of list, I have some favorites. I like the leading classes company Luxottica Group. Analysts predict for the stock a double-digit growth for the mid-term (next five years). Below the results are two high-yields, the other stocks having a low yield. Eleven stocks are currently recommended to buy.

McDonald's (NYSE:MCD): Dividend Idea Of The Week - A Restaurant Leader With 3.55% Yield And 7.64% Upside Potential

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly Dividend Idea is the leading restaurant operator and franchises company McDonald's (NYSE:MCD). McDonald's owns and franchises its restaurants all over the world. By the end of 2011, the company had 33,510 restaurants in 119 countries, of which 27,075 were operated by franchisees and 6,435 were operated by the company. McDonald’s menu includes hamburgers and cheeseburgers, Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, Snack Wraps, French fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages and other beverages. More on Reuters here. 

MCD operates a proven business model with a well diversifed global structure. The company is a strong established Dividend Champion and raised dividends over a period of 36 consecutive years with a double-digit long-term growth rate. Morningstar estimates the fair value of the company at $94.0, an upside potential of 7.64% compared to the previous close price of $87.33.

We like the strong brand and consumer focus of McDonald's. The huge cash flow of $7.1 billion allows the company to pay $2.6 billion dividends and to repurchase $3.0 billion own shares as of fiscal year 2011. Roughly $2.7 billion were used for CAPEX.