10 Most Popular Dividend Stocks Bought By Investment Gurus

Recently I published an article about Warren Buffett's latest dividend stock buys and sells of the recent quarter.

I'm ever surprised about his new investment. He bought Deere, a great company with high market share in the farmer’s equipment segment, while I was selling it due to high debt loads and operational headwinds.

You also may like my article about 10 stocks with the highest Share Buyback Program on the market.

Today I like to show you what the other super investors like George Soros, David Tepper, Bill Ackman, Bruce Berkowitz or others bought during the latest quarter. Each of the attached stocks were bought at least four times by one of the 60+ superinvestors.

It's a clear signal. They put money into the oil services industry. Drilling and exploration companies- Those are suffering mostly from the low oil price. Is it an anti-cyclic bet? What do you think; please share your thoughts by leaving a small comment.

These are my main favorites from the list....

13 Cheap High Beta Basic Material Dividend Stocks

Cheap high beta dividend stocks from the basic material sector originally published at long-term-investments.blogspot.com. The basic material sector is under fire. Nobody wants to go long on raw material producer or related industries. The fear of a slowing growth in China with the result of cheaper commodity prices is still aware.

The whole sector is down 3.1 percent over the recent six months while the best sector gained 17.9 percent during the same period. So many stocks can be bought for a single P/E within the sector but the risk is still high.

Today I would like to proceed my monthly screening serial about high beta dividend stocks. The basic material sector has a huge base of stock ideas on this field. In order to get the best results, I need to increase my limitations like this:

- Market capitalization over USD 10 billion

- Forward P/E below 15

- 5Y future earnings per share growth over 15 percent yearly

- Beta ratio over 1

Thirteen companies fulfilled these criteria of which one is a High-Yield. All results have a current buy or better rating.

Best Basic Material Dividend Stock Buy Picks For 2013

Basic material stocks became popular with the increase in raw material prices due to the strong growth of China from the recent year. Not only directly commodity mining stocks exploded, also supplier of mining equipment started to boom. The basic material sector is a small investment field with around 600 listed companies. I made a list of the best stocks picks for next year. My criteria are:

- Forward P/E under 15

- Past 5Y Sales growth over 10 percent

- Earnings per share growth for the next five years over 10 percent

- Operating Margin over 10 percent

- Market capitalization above USD 10 billion

Nine higher capitalized stocks remained the screening criteria of which eight are currently recommended to buy. The results are dominated by stocks from the oil & gas equipment and services industry. I am not sure if these picks could be the best growth driver for your private wealth. Sure, America is expected to have a current energy boom due to shale gas.

Cheapest Large Caps With Highest Expected Growth As Of May 2012

Cheapest Large Capitalized Stocks With Highest Earnings Per Share Growth By Dividend Yield – Stock, Capital, Investment. Here is a current sheet of America’s cheapest Large Caps with the highest expected growth for the upcoming fiscal year. Stocks from the sheet have a market capitalization of more than USD 10 billion and earnings per share are expected to grow for at least 20 percent. Despite the strong growth, they still have a P/E ratio of less than 15 and a P/S ratio of less than 2. Twenty-five companiesfulfilled the mentioned criteria of which twenty-one companies pay dividends and the same number of stocks has a buy or better recommendation.


The best yielding stock is the Argentinean bank Banco Bilbao (BBVA) with a yield of 8.93 percent. The company is followed by the oil and gas pipeline operator Energy Transfer Partners (ETP) and the gas utility National Grid (NGG).

Cheapest Large Caps With Highest Expected Growth As Of April 2012

Cheapest Large Capitalized Stocks With Highest Earnings Per Share Growth By Dividend Yield – Stock, Capital, Investment. Here is a current sheet of America’s cheapest Large Caps with the highest expected growth for the upcoming fiscal year. Stocks from the sheet have a market capitalization of more than USD 10 billion and earnings per share are expected to grow for at least 20 percent. Despite the strong growth, they still have a P/E ratio of less than 20 and a P/S ratio of less than 2. Twelve stocks fulfilled these criteria of which nine pay dividends. Ten of the results are recommended to buy. The highest yielding stocks is the steel and iron company Arcelor Mittal with a yield of 4.41 percent.

12 Of The S&P 500 Dividend Stocks With Highest Expected Growth

Fastest Growing S&P 500 Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. The Standard & Poor’s 500 index is of huge importance and often used by investors for their asset allocation. The index includes 500 leading companies in leading industries of the U.S. economy, capturing 75 percent coverage of U.S. equities. Year-to-date, the index is up 11.64 percent which is roughly four percentage points above the performance of the Dow Jones but also six percentage points below the NASDAQ Composite index. Growth and expectations of growth is driving the performance of the indices.

I screened stocks from the S&P 500 by dividend yield and growth figures: First, the dividend yield should be positive and second, the expected earnings per share growth for the next five years should be over 25 percent. Twelve companies fulfilled these criteria of which nine are recommended to buy.

The Best Yielding Stocks Of Robert L. Rodriguez - FPA Capital Q4/2011 Fund

Robert L. Rodriguez - FPA Capital Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current update of the best yielding dividend stocks form Robert L. Rodriguez - FPA Capital. Rodriguez manages 25 stocks of which all pay dividends and one stock has a yield above 5 percent. Here are his best yielding stocks:

Robert L. Rodriguez - FPA Capital Q4-2011 Fund Portfolio

Robert L. Rodriguez - FPA Capital Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert L. Rodriguez - FPA Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 25 stocks with a total portfolio worth of USD 863,604,000.

Strategy:

Since 1984, the Fund has been managed by Robert L. Rodriguez, Director, President, and Chief Investment Officer. Two additional portfolio managers, Dennis M. Bryan and Rikard B. Ekstrand, also assist in portfolio management. Analytical support is provided by Pavan Nagpal and Steven Romick.

This price-driven equity style attempts to exploit market inefficiencies among stocks of smaller companies. Intense research is required to build the high level of knowledge and confidence necessary to realistically evaluate unpopular situations. Great attention is paid to the minimization of potential risk. The disciplined selection process is designed to minimize business risk by applying specific fundamental criteria: strong balance sheets, free cashflow, an understandable and successful business strategy under capable management, and unique business characteristics, which may include proprietary technology or a dominant market position. Qualifying companies have a history of generating high return on equity or demonstrate the potential to do so. FPA's value bias focuses on companies with long-term records; over 70% of holdings have at least 10-year histories.

Research concentrates on economic and market sectors either heavily discounted or simply ignored and involves basic computer screens for balance sheet and return data, the study of industry periodicals and research reports from select Wall Street sources, and in-depth interviews with company principals. Valuation considerations are applied to this list of potential investments, seeking to minimize market risk during the process of accumulation. New purchases are concentrated in companies with relatively low Price/Normalized Earnings, low Price/Pretax Cashflow, low Price/Book Value, low Price/Replacement Value and low Market Cap/Total Revenues. A contrarian outlook allows ownership of companies at prices already reflecting a negative perception by the marketplace. FPA believes this to be a relatively low-risk approach to the smaller cap markets given a reasonable time horizon.

Positions are reduced or eliminated when the basis for investment has been revised, the stock is selling at a significant premium P/E to the market, profitability recovery has been attained, a management disappointment without expectation of recovery has occurred, or a superior alternative value has presented itself.

The fund is generally concentrated, with 25-45 equity holdings and a maximum of 25% in an industry. Convertible securities may occasionally be held as an equity alternative. Historically, the fund has remained substantially invested; however, reserves may increase when opportunities for investment and superior values are lacking. A long-term investment horizon of 3 to 5 years and the patience and perseverance required to hold out-of-favor issues produce low portfolio turnover, with the addition of a limited number of new positions during any given year.

Robert L. Rodriguez’s fund positions as of Q4/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
ESV - ENSCO PLC	10.33	0	$46.92
ARW - Arrow Electronics	9.67	0	$37.41
RDC - Rowan Cos.	9.25	0	$30.33
AVT - Avnet Inc.	8.84	0	$31.09
TRN - Trinity Industries	7.84	0	$30.06
ROSE - Rosetta Resources Inc.	7.81	Reduce 9.40%	$43.50
WDC - Western Digital	7.23	Add 4.85%	$30.95
FL - Foot Locker Inc.	5.01	Reduce 14.50%	$23.84
SIG - Signet Jewelers Ltd.	4.35	0	$43.96
AGP - AMERIGROUP Corp.	3.4	Add 12.12%	$59.08
OSK - Oshkosh Corp.	3.14	Add 1.76%	$21.38
ATW - Atwood Oceanics Inc.	2.9	Reduce 10.01%	$39.79
SM - St. Mary Land & Explor	2.89	Reduce 5.00%	$73.10
NFX - Newfield Exploration	2.82	Add 1.90%	$37.73
BHI - Baker Hughes	2.41	0	$48.64
IDCC - InterDigital Inc.	1.85	Add 303.11%	$43.57
PTEN - Patterson UTI-Energy	1.7	Reduce 37.33%	$19.98
XEC - Cimarex Energy Co.	1.65	0	$61.90
RS - Reliance Steel & Aluminum	1.55	0	$48.69
HP - Helmerich & Payne	1.21	Buy	$58.36
FII - Federated Investors Inc.	1.19	0	$15.15
VECO - Veeco Instruments	1.12	Add 105.98%	$20.80
COG - Cabot Oil & Gas	0.83	0	$75.90
ARRS - Arris Group Inc.	0.76	0	$10.82
DV - DeVRY Inc.	0.24	Buy	$38.45

Related Stock Ticker:

ESV, ARW, RDC, AVT, TRN, ROSE, WDC, FL, SIG, AGP, OSK, ATW, SM, NFX, BHI, IDCC, PTEN, XEC, RS, HP, FII, VECO, COG, ARRS, DV

Cheapest Large Caps With Highest Expected Growth As Of January 2012

Cheapest Large Capitalized Stocks With Highest Earnings Per Share Growth By Dividend Yield – Stock, Capital, Investment. Here is a current sheet of America’s cheapest Large Caps that have the highest expected growth for fiscal 2013. Stocks from the sheet have a market capitalization of more than USD 10 billion as well as an expected earnings per share growth of at least 20 percent for the next fiscal year but have a price to earnings ratio of less than 20 and a price to sales ratios of less than 2.The list is sorted by dividend yield. 25 stocks fulfilled these criteria of which 4 yielding above 3 percent. Two stocks have a strong buy recommendation.

These are my favorites:

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Time Warner Cable (NYSE:TWC) has a market capitalization of $22.03 billion. The company employs 47,500 people, generates revenues of $18,868.00 million and has a net income of $1,313.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6,819.00 million. Because of these figures, the EBITDA margin is 36.14 percent (operating margin 19.56 percent and the net profit margin finally 6.96 percent).


Financial Analysis:
The total debt representing 51.11 percent of the company’s assets and the total debt in relation to the equity amounts to 254.30 percent. Due to the financial situation, a return on equity of 14.52 percent was realized. Twelve trailing months earnings per share reached a value of $4.31. Last fiscal year, the company paid $1.60 in form of dividends to shareholders.


Market Valuation:
Here are the price ratios of the company: The P/E ratio is 16.02, Price/Sales 1.17 and Price/Book ratio 2.61. Dividend Yield: 2.78 percent. The beta ratio is 0.71.

Long-Term Stock History Chart Of Time Warner Cable Inc. (Click to enlarge)

Long-Term Dividends History of Time Warner Cable Inc. (TWC) (Click to enlarge)

Long-Term Dividend Yield History of Time Warner Cable Inc. (NYSE: TWC) (Click to enlarge)

Caterpillar (NYSE:CAT) has a market capitalization of $68.31 billion. The company employs 121,513 people, generates revenues of $42,588.00 million and has a net income of $2,782.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6,238.00 million. Because of these figures, the EBITDA margin is 14.65 percent (operating margin 9.30 percent and the net profit margin finally 6.53 percent).


Financial Analysis:
The total debt representing 44.39 percent of the company’s assets and the total debt in relation to the equity amounts to 262.55 percent. Due to the financial situation, a return on equity of 27.60 percent was realized. Twelve trailing months earnings per share reached a value of $6.54. Last fiscal year, the company paid $1.74 in form of dividends to shareholders.


Market Valuation:
Here are the price ratios of the company: The P/E ratio is 16.14, Price/Sales 1.60 and Price/Book ratio 6.23. Dividend Yield: 1.74 percent. The beta ratio is 1.86.

Long-Term Stock History Chart Of Caterpillar Inc. (Click to enlarge)

Long-Term Dividends History of Caterpillar Inc. (CAT) (Click to enlarge)

Long-Term Dividend Yield History of Caterpillar Inc. (NYSE: CAT) (Click to enlarge)

Comcast Corporation (NASDAQ:CMCSA) has a market capitalization of $71.04 billion. The company employs 102,000 people, generates revenues of $37,937.00 million and has a net income of $3,668.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $14,572.00 million. Because of these figures, the EBITDA margin is 38.41 percent (operating margin 20.97 percent and the net profit margin finally 9.67 percent).


Financial Analysis:
The total debt representing 26.50 percent of the company’s assets and the total debt in relation to the equity amounts to 70.83 percent. Due to the financial situation, a return on equity of 8.35 percent was realized. Twelve trailing months earnings per share reached a value of $1.40. Last fiscal year, the company paid $0.38 in form of dividends to shareholders.


Market Valuation:
Here are the price ratios of the company: The P/E ratio is 18.69, Price/Sales 1.86 and Price/Book ratio 1.63. Dividend Yield: 1.73 percent. The beta ratio is 1.04.

Long-Term Stock History Chart Of Comcast Corporation (Click to enlarge)

Long-Term Dividends History of Comcast Corporation (CMCSA) (Click to enlarge)

Long-Term Dividend Yield History of Comcast Corporation (NASDAQ: CMCSA) (Click to enlarge)

Here is the table with some fundamentals:

Cheapest Large Caps January 2012 (Click to enlarge)

Take a look at the full list of cheap large capitalized stocks with highest expected earnings per share. The average P/E ratio amounts to 13.76 while the forward price to earnings ratio amounts to 10.21. Price to sales ratio is 1.07 and price to book ratio 1.75. The expected earnings growth for next year amounts to 293.84 and 15.63 percent for the upcoming five years.

Related stock ticker symbols:

TEF, SLF, MFC, PTR, MMC, TWC, TRV, AMAT, NTT, FCX, JCI, CAT, CMCSA, PCAR, BHI, AA, MS, HAL, NWSA, STI,  HOT, DTV, AIG, HCA, MITSY,

Selected Articles:

· 12 Best Yielding NASDAQ Large Cap Dividend Stocks

· Cheapest Large Caps With Highest Expected Growth As Of November 2011

· Cheap S&P 500 Dividend Aristocrats With Highest Expected Growth For The Next Half Decade

· 14 Cheap High Yield Mid Capitalized Stocks

· 8 Cheap High Yield Stocks With Buy Or Better Recommendation