Super Investors Love These 10 Stocks Mostly By Betting On Rising Stock Prices

Today I like to introduce 10 of the top buys from the past quarter by super investors like Warren Buffett or George Soros.

I've posted an article related to the activities of Warren Buffett recently on this blog. Warren is one of the investors I watch closer. I like to stay informed by with most of his decisions, I don't agree.

I like the idea of dividend growth with accent on growth. Growth is more important than yield but you must find a great balance from both.

Google and Berkshire are two top picks on the list who don't pay dividends but generated phenomenal growth in the past. It shows that creating values don't depend on paying dividends or buying back own shares.

The truth is that normal investors like me or maybe you too, need a bigger part of shareholder friendly presents. We don't have the ability to reduce working capital or boost free cash flows by combining several businesses. That's only possible for big investors.

Here are the top dividend results:

Top 100 Guru Buy List | Most Bought Stocks By Popular Investors

100 most bought stocks by investment gurus originally published on Dividend Yield – Stock, Capital, Investment. Dividend counts also for professional investment gurus. Those are asset or fund managers with big amounts of cash under management and a well known profile within the financial community. They all have one thing in common: The average return beats the market and if they invest, the market follows.

Today I make like every month a screen of the biggest stock buys from 49 super investors over the recent six months and ranked them in my 100 best guru buy list. They all combined bought 517 stocks within the recent half year.

The number one stock above all guru buys was Microsoft. The company is followed by the internet search provider Google who was bought by 11 investment gurus. Microsoft had 15 big investors on their side. Financial and technology stocks are still very popular.

74 stocks from the list pay dividends compared to 69 last month. It’s a shift to dividend stocks. Are they look more stability and cash compensation? 65 have a buy or better recommendation.

100 Most Sold Stocks By Famous Investment Gurus

Stocks with recent short activities by investment professionals originally published at Dividend Yield – Stock, Capital, Investment. Sometimes it’s good to know what others do. Maybe they know something what you haven’t seen or maybe you get some new ideas about where they are wrong in order to bet against them.

Investment gurus are asset or fund managers with big amounts of cash under management. They became popular by big returns and spectacular investment strategies. I talk about investors like George Soros and Warren Buffett. They all have one thing in common: The average return beats the market and if they invest, the market follows.

Recently, I made a screen of the 100 most loved stocks from 49 super investors over the recent six month. Now I like to highlight the biggest stock sells from 49 super investors over the recent six months and ranked them in my 100 most guru sells list. They all sold in total 530 different stocks within the past half-year.

The most sold stocks are Microsoft (MSFT), AIG and Berkshire Hathaway (BRK.B). As you might think, insurers are not very popular. Maybe the long-term perspectives in a low interest environment or the bond bubble make investors anxious.

100 Top Stocks Bought By Major Investment Gurus

100 most bought stocks by investment professionals originally published on Dividend Yield – Stock, Capital, Investment. I often take a look at the activities of well-known investment guru’s. Sure, hedge fund managers and activists are active investors who want to change something on the business model in order to push the current stock price. Ackman or Einhorn are such persons. I don’t follow them in detail but they are part of the screening results and due to their big influence, it makes sense to look at what they do. 

Investment gurus are asset or fund managers with big amounts of cash under management. They became popular by big returns and spectacular investment strategies. I talk about investors like George Soros and Warren Buffett. They all have one thing in common: The average return beats the market and if they invest, the market follows.

I always screen picks from Warren Buffett. He has a solid investment decision process and selects stocks I also like. Sometimes he gives me new ideas about long-term investments or about growth opportunities which I haven’t considered for the time being.  

In order to find the hottest stocks at the investment premier league, I made a screen of the biggest stock buys from 49 super investors over the recent six month and ranked them in my 100 best guru buy list. They all combined bought 449 stocks within the past half year.

The top stocks are now Microsoft and AIG International. Microsoft was purchased by 9 stock market professionals and AIG by 8. Exactly 60 percent of the top ten buys have a relationship to the technology sector. Investors still love this field because of the high growth potential and strong cash flows. But technology stocks are no big dividend payer.

The Best Dividend Paying Mega-Capitalized Stocks

Mega-Capitalized Stocks With Best Dividends Researched By Dividend Yield - Stock, Capital, Investment. Mega capitalized stocks, companies with a market capitalization over USD 200 billion, are very rare. Only twelve companies are listed on the stock exchanges and nine pay dividends. Apple (AAPL), Google (GOOG) and Berkshire Hathaway (BRK.A) are the only stocks with no dividend payments. Apple recently announced to pay a regular quarter dividend of USD 2.65, representing a yield of 1.76 percent. What I like to say is that mega caps are well diversified and big dividend payers. Let’s take a look at these twelve companies and their fundamentals.

Richard T. Cunniff – Sequoia Q4/2011 Fund Portfolio

Richard T. Cunniff – Sequoia Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 37 stocks with a total portfolio worth of USD 3,651,210,000.

Chuck Akre - Akre Capital Management Q4/2011 Fund Portfolio

Chuck Akre - Akre Capital Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Chuck Akre’s - Akre Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he manages 31 stocks with a total portfolio worth of USD 628,555,000.

Why You Should Buy Homes Right Now - An Advice From Billionaire Warren Buffett

"Now is a good time to buy a home and finance it with a 30-year mortgage, says Warren Buffett, Berkshire Hathaway chairman/CEO. Buffett discusses why he wants to invest in more businesses, explains why he bought eight European stocks at the end of 2011 and also shares why he decided to invest in the Omaha World-Herald." live on CNBC.

Thomas S. Gayner - Markel Asset Management Q4/2011 Fund Portfolio

Thomas S. Gayner - Markel Asset Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Thomas S. Gayner’s - Markel Asset Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 97 stocks with a total portfolio worth of USD 1,895,525,000.

Thomas Russo - Gardner Russo & Gardner Fund Portfolio Q4/2011

Thomas Russo Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Thomas Russo’s portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 233 stocks with a total portfolio worth of USD 5,419,888,000.

Bruce Berkowitz - Fairholme Fund Portfolio Q4/2011

Bruce Berkowitz - Fairholme Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Bruce Berkowitz’s - Fairholme - portfolio movements as of Q4/2011 (November 30, 2011). In total, he held 13 stocks with a total portfolio worth of USD 6,789,120,000.

David Carr, Larry Coats - RS Capital Appreciation Fund Portfolio Q4/2011

David Carr, Larry Coats Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Carr, Larry Coats - RS Capital Appreciation Fund – Q4-2011 portfolio movements as of Q4/2011 (December 31, 2011). In total, they have 26 stocks with a total portfolio worth of USD 107,167,000.

Tweedy Browne Team Fund Portfolio Q4/2011

Tweedy Browne Team Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Tweedy Browne Team’s - Tweedy Browne Value - portfolio movements as of Q4/2011 as of December 31, 2011. In total, they held 47 stocks with a total portfolio worth of USD 387,564,000.

Jean-Marie Eveillard - First Eagle U.S. Value Q3-2011 Fund Portfolio

Jean-Marie Eveillard - First Eagle U.S. Value Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Jean-Marie Eveillard’s - First Eagle U.S. Value - portfolio movements as of Q3/2011 (October 31, 2011). In total, he has 63 stocks with a total portfolio worth of USD 1,402,929,000.

Jean-Marie Eveillard’s fund positions as of Q3/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
CSCO - Cisco Systems	4.77	Add 6.93%	$18.53
CMCSK - Comcast Corp. CL A Spl	3.34	Add 19.15%	$23.00
SYY - Sysco Corp.	3.11	Add 10.86%	$27.72
COP - ConocoPhillips	3.08	Add 30.41%	$69.65
MSFT - Microsoft Corp.	2.95	Add 9.23%	$26.63
FE - FirstEnergy Corp.	2.92	Add 13.69%	$44.96
BK - Bank of New York	2.79	Add 22.26%	$21.28
MMM - 3M Co.	2.71	Add 32.13%	$79.02
INTC - Intel Corp.	2.55	Add 6.00%	$24.54
NEM - Newmont Mining Corp. (Hldg. Co.)	2.49	0	$66.83
CTAS - Cintas Corp.	2.44	0	$29.89
AXP - American Express	2.4	0	$50.62
CINF - Cincinnati Financial	2.31	Add 6.78%	$28.94
OMC - Omnicom Group	2.23	Add 22.44%	$44.48
BRK.A - Berkshire Hathaway CL A	2.22	Add 83.45%	$116951.13
RSTI - Rofin-Sinar Technologies Inc.	2.2	Add 224.64%	$26.00
LLTC - Linear Technology Corp.	2.19	Add 12.55%	$32.31
LMT - Lockheed Martin Corp.	2.07	Add 18.98%	$75.90
HD - Home Depot	1.97	Add 3.87%	$35.80
SNY - Sanofi Aventis	1.92	0	$35.75
BBT - BB&T Corp.	1.86	Add 31.86%	$23.34
ATK - Alliant Techsystems	1.86	Add 19.32%	$58.08
WY - Weyerhaeuser Corp.	1.84	Add 36.51%	$17.98
NOC - Northrop Grumman Corp.	1.81	Add 45.50%	$57.75
USB - U.S. Bancorp	1.79	Add 8.27%	$25.59
V - Visa Inc.	1.74	0	$93.26
TXN - Texas Instruments	1.64	Add 39.12%	$30.73
WLP - WellPoint Inc.	1.59	Add 4.55%	$68.90
LO - Lorillard Inc.	1.58	0	$110.66
CL - Colgate-Palmolive	1.57	0	$90.37
Y - Alleghany Corp.	1.54	Add 25.60%	$317.33
WMT - Wal-Mart Stores	1.48	Add 4.88%	$56.72
MA - Mastercard Inc.	1.45	0	$347.24
ETR - Entergy Corp.	1.44	Add 20.41%	$69.17
WRB - W.R. Berkley Corp.	1.44	Add 11.40%	$34.81
ASH - Ashland Inc.	1.43	Add 292.59%	$52.96
PCL - Plum Creek Timber Co.	1.38	Add 23.57%	$37.66
JNJ - Johnson & Johnson	1.36	0	$64.39
MCY - Mercury General Corp.	1.22	Reduce 0.94%	$43.30
AEM - Agnico-Eagle Mines Ltd.	1.22	Buy	$43.45
ADP - Automatic Data Processing Inc.	1.18	0	$52.33
ISCA - International Speedway	1.17	Add 11.32%	$23.86
MLM - Martin Marietta	1.12	0	$72.17
KLAC - KLA-Tencor Corp.	1.12	0	$47.09
APA - Apache Corp.	1.1	0	$99.63
DOX - Amdocs Ltd.	1.06	0	$30.02
VMC - Vulcan Materials	1.02	0	$31.29
RYN - Rayonier Inc.	0.98	0	$41.73
WSH - Willis Group Holdings Plc	0.96	0	$36.31
GOOG - Google Inc.	0.81	0	$592.64
BLT - Blount International Inc.	0.8	Reduce 0.89%	$15.53
IDA - IDACORP Inc. Hldg. Co.	0.62	0	$40.38
SJT - San Juan Basin Royalty Trust	0.61	0	$24.44
PWE - Penn West Petroleum Ltd.	0.61	Add 19.72%	$17.92
IIIN - Insteel Industries Inc.	0.6	Add 44.97%	$10.31
DEL - Deltic Timber	0.49	0	$67.69
UNF - UniFirst Corp.	0.47	0	$52.35
CKH - SEACOR Holdings Inc.	0.4	0	$85.15
HP - Helmerich & Payne	0.35	0	$53.18
HII - Huntington Ingalls Industries	0.27	Add 660.61%	$29.50
SMG - Scotts Miracle-Gro Co.	0.24	Buy	$48.51
DELL - Dell Inc.	0.14	0	$15.81
SJKI - St. John Knits International	0	0	$5.08

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