Seth Klarman - Baupost Group Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding stocks from Seth Klarman’s portfolio. He manages 22 stocks of which only five pay dividends. The highest yielding stocks is the electronic wholesale company Ituran Location & Control (ITRN). The current yield of ITRN amounts to 8.38 percent. Within the recent quarter, Seth Klarman bought five companies but among them were no dividend stocks.
His complete portfolio update can be found here: Seth Klarman’s - Baupost Group. In total, he has 22 stocks with a total portfolio worth of USD 3,281,638,000.
Seth Klarman’s best dividend stock holdings:
Ituran Location & Control (ITRN) is acting within the “Electronics Wholesale” industry and has a market capitalization of $307.84 million. The company has 20.97 million shares outstanding of which 5.87% were owned by insiders and 24.10% by institutional financial institutions.
Here are the price ratios of the company:
- P/E ratio: 11.93
- Price/Sales: 1.92
- Price/Book: 3.26
- Dividend yield: 8.38%.
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| 6-Month Chart of Ituran Location & Control Ltd. (Click to enlarge) |
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| Long-Term Dividends History of Ituran Location & Control Ltd. (ITRN) (Click to enlarge) |
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| Long-Term Dividend Yield History of Ituran Location & Control Ltd. (ITRN) (Click to enlarge) |
BP plc (BP) is acting within the “Major Integrated Oil & Gas” industry and has a market capitalization of $151.32 billion. The company has 3.16 billion shares outstanding of which 11.56% were owned by institutional financial institutions. Institutional investors modified their positions by 2.23%.
Here are the price ratios of the company:
- P/E ratio: 5.93
- Price/Sales: 0.39
- Price/Book: 1.36
- Dividend yield: 4.01%.
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| 6-Month Chart of BP plc (Click to enlarge) |
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| Long-Term Dividends History of BP plc (BP) (Click to enlarge) |
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| Long-Term Dividend Yield History of BP plc (BP) (Click to enlarge) |
Microsoft Corporation (MSFT) is acting within the “Application Software” industry and has a market capitalization of $270.94 billion. The company has 8.39 billion shares outstanding of which 6.03% were owned by insiders and 65.43% by institutional financial institutions. Insiders changed their positions by -7.29% over the past 6 month while institutional investors modified their positions by -0.48%.
Here are the price ratios of the company:
- P/E ratio: 11.70
- Price/Sales: 3.76
- Price/Book: 4.23
- Dividend yield: 2.48%.
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| 6-Month Chart of Microsoft Corporation (Click to enlarge) |
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| Long-Term Dividends History of Microsoft Corporation (MSFT) (Click to enlarge) |
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| Long-Term Dividend Yield History of Microsoft Corporation (MSFT) (Click to enlarge) |
Hewlett-Packard Company (HPQ) is acting within the “Diversified Computer Systems” industry and has a market capitalization of $49.90 billion. The company has 1.98 billion shares outstanding of which 0.02% were owned by insiders and 74.07% by institutional financial institutions. Insiders changed their positions by 54.85% over the past 6 month while institutional investors modified their positions by -0.71%.
Here are the price ratios of the company:
- P/E ratio: 8.92
- Price/Sales: 0.40
- Price/Book: 1.28
- Dividend yield: 1.90%.
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| 6-Month Chart of Hewlett-Packard Company (Click to enlarge) |
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| Long-Term Dividends History of Hewlett-Packard Company (HPQ) (Click to enlarge) |
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| Long-Term Dividend Yield History of Hewlett-Packard Company (HPQ) (Click to enlarge) |
News Corp. (NWSA) is acting within the “Entertainment - Diversified” industry and has a market capitalization of $49.41 billion. The company has 2.47 billion shares outstanding of which 0.05% were owned by insiders and 92.91% by institutional financial institutions. Insiders changed their positions by 0.81% over the past 6 month while institutional investors modified their positions by -2.96%.
Here are the price ratios of the company:
- P/E ratio: 15.85
- Price/Sales: 1.45
- Price/Book: 1.81
- Dividend yield: 0.85%.
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| 6-Month Chart of News Corp. (Click to enlarge) |
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| Long-Term Dividends History of News Corp. (NWSA) (Click to enlarge) |
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| Long-Term Dividend Yield History of News Corp. (NWSA) (Click to enlarge) |