Tweedy Browne Team Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding dividend stocks in Tweedy Browne Team’s - Tweedy Browne Value – portfolio. The fund has 28 stocks with a positive dividend yield and eleven of them yielding over three percent. Last quarter, the management team bought only two positions of which Novartis (NVS) was the best yielding buy.
The full movements as of Q4/2011 of the portfolio can be found here. In total, they held 47 stocks with a total portfolio worth of USD 387,564,000.
Here are the best yielding fund positions:
Total SA (TOT) is acting within the “Major Integrated Oil & Gas” industry and has a market capitalization of $129.91 billion. The company has 2.36 billion shares outstanding of which 6.47% were owned by institutional financial institutions. Institutional investors modified their positions by -1.74%.
Here are the price ratios of the company:
- P/E ratio: 7.70
- Price/Sales: 0.59
- Price/Book: 1.39
- Dividend yield: 5.39%.
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| 6-Month Chart of Total SA (Click to enlarge) |
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| Long-Term Dividends History of Total SA (TOT) (Click to enlarge) |
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| Long-Term Dividend Yield History of Total SA (TOT) (Click to enlarge) |
Novartis AG (NVS) is acting within the “Drug Manufacturers - Major” industry and has a market capitalization of $129.57 billion. The company has 2.29 billion shares outstanding of which 9.46% were owned by institutional financial institutions. Institutional investors modified their positions by -0.12%.
Here are the price ratios of the company:
- P/E ratio: 14.89
- Price/Sales: 2.18
- Price/Book: 2.07
- Dividend yield: 4.35%.
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| 6-Month Chart of Novartis AG (Click to enlarge) |
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| Long-Term Dividends History of Novartis AG (NVS) (Click to enlarge) |
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| Long-Term Dividend Yield History of Novartis AG (NVS) (Click to enlarge) |
American National Insurance Co. (ANAT) is acting within the “Property & Casualty Insurance” industry and has a market capitalization of $2.03 billion. The company has 26.82 million shares outstanding of which 59.14% were owned by institutional financial institutions. Institutional investors modified their positions by -0.31%.
Here are the price ratios of the company:
- P/E ratio: 11.60
- Price/Sales: 0.67
- Price/Book: 0.56
- Dividend yield: 4.07%.
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| 6-Month Chart of American National Insurance Co. (Click to enlarge) |
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| Long-Term Dividends History of American National Insurance Co. (ANAT) (Click to enlarge) |
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| Long-Term Dividend Yield History of American National Insurance Co. (ANAT) (Click to enlarge) |
British American Tobacco plc (BTI) is acting within the “Cigarettes” industry and has a market capitalization of $97.61 billion. The company has 984.57 million shares outstanding of which 3.25% were owned by institutional financial institutions. Institutional investors modified their positions by 5.26%.
Here are the price ratios of the company:
- P/E ratio: 19.36
- Price/Sales: 4.11
- Price/Book: 7.15
- Dividend yield: 3.89%.
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| 6-Month Chart of British American Tobacco plc (Click to enlarge) |
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| Long-Term Dividends History of British American Tobacco plc (BTI) (Click to enlarge) |
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| Long-Term Dividend Yield History of British American Tobacco plc (BTI) (Click to enlarge) |
Unilever plc (UL) is acting within the “Food - Major Diversified” industry and has a market capitalization of $93.55 billion. The company has 2.86 billion shares outstanding of which 8.04% were owned by institutional financial institutions. Institutional investors modified their positions by -2.52%.
Here are the price ratios of the company:
- P/E ratio: 17.15
- Price/Sales: 1.54
- Price/Book: 4.95
- Dividend yield: 3.82%.
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| 6-Month Chart of Unilever plc (Click to enlarge) |
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| Long-Term Dividends History of Unilever plc (UL) (Click to enlarge) |
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| Long-Term Dividend Yield History of Unilever plc (UL) (Click to enlarge) |
Philip Morris International, Inc. (PM) is acting within the “Cigarettes” industry and has a market capitalization of $141.08 billion. The company has 1.73 billion shares outstanding of which 70.50% were owned by institutional financial institutions. Institutional investors modified their positions by -0.53%.
Here are the price ratios of the company:
- P/E ratio: 16.85
- Price/Sales: 1.85
- Price/Book: 628.77
- Dividend yield: 3.77%.
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| 6-Month Chart of Philip Morris International, Inc. (Click to enlarge) |
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| Long-Term Dividends History of Philip Morris International, Inc. (PM) (Click to enlarge) |
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| Long-Term Dividend Yield History of Philip Morris International, Inc. (PM) (Click to enlarge) |
Related Stock Ticker of Tweedy Browne Team’s FundPortfolio:
DEO, NSRGY, PM, RHHVF, HKHHF, TOT, JNJ, MURGF, NVS, WMT, ZFSVF, WFC, BAX, COP, BRK.A, HENKY, LUK, BTI, DVN, UNP, CAJ, MMM, CNPAF, UL, UNF, NSC, MA, UN, AXELF, CSCO, LNAGF, EMR, BRO, ANAT, NWLI, CMCSK, HSIC, BK, BR, MDIEF, AKZOY, HMC, BRK.B, EMBVF, KRNNF, AVTR, UOVEY