Dividend Yield - Stock, Capital, Investment: Berkshire Hathaway

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15 Growing Dividend Stocks That Buffett/Munger Would Choose

Dividend stocks from the Buffett/Munger screener originally published at long-term-investments.blogspot.com. Warren Buffett and Charlie Munger are the two investment heads of Berkshire Hathaway. If they decide to put money into a business, they usually have a good nose for their investment which will be paid-off.

With a long-term annual return wide above 20 percent, they definitely have done the most things right.

Today I would like to present you the best dividend stocks from the gurufocus Buffett/Munger screener. The tool searches the market by good companies at fair or even undervalued prices. The screener take only stocks with a high predicable business into account.

These are some of the criteria:

- Rising Margin

- Growing Business

- Little Debt

- Fair or Undervalued

The Buffett/Munger screener gives you over 200 results but I like to focus on the U.S. stock market.

From 77 American stocks are only 15 shares that pay dividends. Buffett and Munger will definitely love some of these results.

The good thing is that the screener don’t show results of stocks in which they are already invested. For a closer overview about the latest stock purchases from Warren Buffett and his latest portfolio, please look here: Warren Buffet’s Latest Stock Picks And His Biggest Portfolio Holdings.

On High-Yield is below the results and nine got a buy or better rating by brokerage firms.

When Carol Loomis first mentioned a little-known Omaha hedge fund manager in a 1966 Fortune article, she didn’t dream that Warren Buffett would one day be considered the world’s greatest investor—nor that she and Buffett would quickly become close personal friends. As Buffett’s fortune and reputation grew over time, Loomis used her unique insight into Buffett’s thinking to chronicle his work for Fortune, writing and proposing scores of stories that tracked his many accomplishments—and also his occasional mistakes.

Now Loomis has collected and updated the best Buffett articles Fortune published between 1966 and 2012, including thirteen cover stories and a dozen pieces authored by Buffett himself. Loomis has provided commentary about each major article that supplies context and her own informed point of view. Readers will gain fresh insights into Buffett’s investment strategies and his thinking on management, philanthropy, public policy, and even parenting. Some of the highlights include:
The 1966 A. W. Jones story in which Fortune first mentioned Buffett. The first piece Buffett wrote for the magazine, 1977’s “How Inf lation Swindles the Equity Investor.” Andrew Tobias’s 1983 article “Letters from Chairman Buffett,” the first review of his Berkshire Hathaway shareholder letters. Buffett’s stunningly prescient 2003 piece about derivatives, “Avoiding a Mega-Catastrophe.” His unconventional thoughts on inheritance and philanthropy, including his intention to leave his kids “enough money so they would feel they could do anything, but not so much that they could do nothing.” Bill Gates’s 1996 article describing his early impressions of Buffett as they struck up their close friendship. Scores of Buffett books have been written, but none can claim this work’s combination of trust between two friends, the writer’s deep understanding of Buffett’s world, and a very long-term perspective.

Read more here: Tap Dancing to Work: Warren Buffett on Practically Everything, 1966-2012: A Fortune Magazine Book...

Warren Buffett’s Latest Stock Picks And His Biggest Portfolio Holdings

Warren Buffett’s latest dividend stock picks and his big portfolio picture originally published at long-term-investments.blogspot.com.

Everybody loves Warren Buffett and when he releases his portfolio statements, all investors jump on this paper and try to figure out what he is doing.

In this article I will summarize the latest stock buys and sells of Warren Buffett's Bershire Hathaway and his latest portfolio overview.

Within the recent quarter, Warren made only 13 trades of which nine come from the long side. He bought two new companies and increased seven additional stock holdings in his portfolio. The new stocks were Dish Network and Suncor Energy.

The only stake he sold completely was the newspaper publisher Gannett. Kraft Foods, Moody’s and Mondelez were reduced within the recent quarter.

Nothing changed much in Warren's Portfolio

In total, Warren did not change much. The stock with the highest influence to his portfolio pocket change was the bank U.S. Bancorp. The Oracle of Omaha increased the position by 27.37 percent which resulted in an portfolio impact of 0.69 percent.

You can find a full list of his latest transactions below. Ten of his 13 latest stock moves pay dividends and the yields are between 0.33 and 3.84.

Warren Buffett concentrates money on big dividend companies

Back to Warren’s biggest portfolio positions. Warren concentrates most of his wealth on four assets: Wells Fargo, Coca Cola, IBM and American Express. These fantastic four represent around 67 percent of his full portfolio value. On the attached list, you can see more details about his 20 biggest stock positions. Financial Services, Consumer defensive stocks and technology are the biggest sector in which Warren Buffett loves to invest.

Warren Buffett - Berkshire Hathaway Q1/2013 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Recently, Warren Buffett, the Oracle of Omaha published his first quarter results and released the recent buys and sells.

Below is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio movements as of Q1/2013 (March 31, 2013). In total, he has 41 stocks with a total portfolio worth of USD 85,001,344,000. Buffett bought two new companies and added nine additional stocks to his fund. The most important buys were Wells Fargo and Chicago Bridge & Iron Company.

In return, Buffett reduced three stocks and closed two positions completely. The biggest changer on the short side was General Dynamics.

Why Warren Buffett Wouldn't Buy Bonds Now

Warren Buffett said that it makes sense to stay away from long-term bonds when the inflation comes and yields start to grow. As a result, long-term bond investors could lose money.

Warren is quiet confident about the U.S. economy and has a good feeling about the current situation.

CNBC's Becky Quick has insight from Warren Buffett. "I like owning stocks, I do not like owning bonds now," explains Buffett. Here is a video snapshot from the interview on CNBC.

Buffett: The Making of an American Capitalist

Starting from scratch, simply by picking stocks and companies for investment, Warren Buffett amassed one of the epochal fortunes of the twentieth century--an astounding net worth of $10 billion, and counting. His awesome investment record has made him a cult figure popularly known for his seeming contradictions: a billionaire who has a modest lifestyle, a phenomenally successful investor who eschews the revolving-door trading of modern Wall Street, a brilliant dealmaker who cultivates a homespun aura.

Journalist Roger Lowenstein draws on three years of unprecedented access to Buffett's family, friends, and colleagues to provide the first definitive, inside account of the life and career of this American original. Buffett explains Buffett's' investment strategy--a long-term philosophy grounded in buying stock in companies that are undervalued on the market and hanging on until their worth invariably surfaces--and shows how it is a reflection of his inner self.

Read the first chapter here: Buffett: The Making of an American Capitalist

Warren Buffett’s 29 Best Yielding Dividend Stocks

Warren Buffett - Berkshire Hathaway Q4/2012 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Buying dividend growth stocks is a popular and proven way to make money. A great investor who followed this approach in a very public way is Warren Buffett. I published recently a full portfolio overview with his latest moves on my blog.

Sometimes I get inspired by his investments when I don’t have enough ideas what to buy. Today I like to show you the best yielding stocks of his portfolio: I made a list of his best yielding shares from his latest billionaire’s fund. Of his 41 stock holdings pay 29 dividends. The highest yielding stock is still GlaxoSmithKline (GSK), a British drug company. Its dividend yield is 6.12 percent. The top stocks are a mix of drugs, newspapers and electric utilities.

In total, he own 41 stocks with a total portfolio worth of USD 75,313,620,000. Buffett bought two new companies and added ten additional stocks to his fund. The most important buy was Wells Fargo and DaVita HealthCare Partners. Both stocks affected his portfolio by more than 0.5 percent.

A few months before, I bought a small position of 50 Heinz Shares for my private accounts. It was on December 3, 2012. The purchase price was around $64.

Today, the company will be taken over by Warren Buffett and the investment firm 3G for a price of $72.50 in cash, a premium of 20%. This is also the return for around 10 weeks of owing the stock.

My gain should be around $600. I am not happy because I couldn’t increase my stake. I bought only a few shares and wanted to increase the position over the next years to a core investment share of 2-3% of my full portfolio worth.

Warren bought several stocks I own and I purchased some he had. So, I believe he has a great taste in searching for the best stocks. This year I received two takeover offers: NYX and HNZ. Normally I get 2-4 per year.

Investing is a hard fight for the best companies. Heinz was not expensive but growth of the company is also not in a double-digit region. Heinz has a great international diversification and the market for sauces is developed. So, it's very hard for competitors to enter.

Who will be next?

Buy Big Dividend Paying Stocks - Warren Buffett’s Best Yielding Fund Holdings

Warren Buffett - Berkshire Hathaway Q3/2012 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Buying big dividend stocks is one of my favorite claims. A great investor who followed this approach successfully is Warren Buffett. I made a list of his best yielding stocks from his latest reported billionaire’s fund - Berkshire Hathaway. From his 38 stocks pay 28 dividends. The highest yielding stock is GlaxoSmithKline (GSK), a British drug company. Its dividend yield is 5.32 percent. The top stocks are a mix of drugs, oil & gas and newspaper businesses.

As of Q3/2012 (September 30, 2012), Warren Buffett’s has 38 stocks with a total portfolio worth of USD 75.326 billion. Buffett bought four new companies and added eight additional stocks. The most important buy was caused by Wells Fargo and Deere. WFC was increased by 2.8 percent. Both buys affected his portfolio only by around 0.5 percent. His stake in General Motors was doubled as well as the stake in National Oilwell Varco. As you can see, the average yield of his dividend stocks is 2.44 percent – not a very high value. It makes definitely sense to give up yield for growth and value.

Warren Buffett | Berkshire Hathaway Q3/2012 Fund Portfolio

Warren Buffett - Berkshire Hathaway Q3/2012 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio movements as of Q3/2012 (September 30, 2012). In total, he has 38 stocks with a total portfolio worth of USD 75,326,633,000. Buffett bought four new companies and added eight additional stocks. The most important buys were Wells Fargo and Deere. WFC was increased by 2.8 percent. Both buys affected his portfolio only by around 0.5 percent. His stake in General Motors was doubled as well as the stake in National Oilwell Varco.

In return, Buffet sold three stocks completely and reduced ten additional stocks. The biggest change to his portfolio had Mondelez and Johnson & Johnson. Both affected his portfolio by more than one percent.

28 Of Warren Buffett’s Best Yielding Stock Holdings

Warren Buffett - Berkshire Hathaway Q2/2012 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding stocks from Warren Buffett’s billionaire’s fund. He own 37 stocks of which 28 pay dividends. The highest yielding stock is GlaxoSmithKline (GSK), a British drug company. Its dividend yield is 4.87 percent. The top stocks are a mix of drugs, oil & gas and newspaper businesses.

Here is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - latest stock movements as of Q2/2012 (June 30, 2012). In total, he has 37 stocks with a total portfolio worth of USD 74,321,382,000. Buffett bought two new companies and added eight additional stocks. The biggest influence had Philips 66 (PSX) with a change to his portfolio of 1.21 percent.

Warren Buffett - Berkshire Hathaway Q2/2012 Fund Portfolio

Warren Buffett - Berkshire Hathaway Q2/2012 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio movements as of Q2/2012 (June 30, 2012). In total, he has 37 stocks with a total portfolio worth of USD 74,321,382,000. Buffett bought two new companies and added eight additional stocks. The biggest influence had Philips 66 (PSX) with a change to his portfolio of 1.21 percent.

Warren Buffett - Berkshire Hathaway Q1/2012 Fund Portfolio

Warren Buffett - Berkshire Hathaway Q1/2012 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio movements as of Q1/2012 (March 31, 2012). In total, he has 35 stocks with a total portfolio worth of USD 75,300,250,000. Buffett bought two new companies and added seven additional stocks. The biggest influence had Wal-Mart (WMT) and Wells Fargo (WFC). Both had an impact of more than 0.5 percent of his portfolio. He decreased seven stocks and closed one.

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.

Warren Buffett’s Best Yielding Stock Holdings

Warren Buffett - Berkshire Hathaway Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding stocks from Warren Buffett's billion fund. He has 34 stocks of which 28 paid dividends. The highest yielding stock is GlaxoSmithKline (GSK), a British drug company. Its dividend yield is 5.05 percent. The top three dividend stocks come from the drug industry.

Warren Buffett - Berkshire Hathaway Q4/2011 Fund Portfolio

Warren Buffett - Berkshire Hathaway Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio and his latest movements as of Q4/2011 (December 31, 2011). In total, he has 34 stocks with a total portfolio worth of USD 66,151,587,000. Buffett bought two new companies and added eight additional stocks. The biggest influence had DIRECTV (DTV) and IBM (IBM). Both impacted his portfolio over one percent. He decreased three stocks and closed one of them complete.

Warren Buffett - Berkshire Hathaway Q3-2011 Fund Portfolio

Warren Buffett - Berkshire Hathaway Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 33 stocks with a total portfolio worth of USD 59,127,860,000.

Warren Buffett’s - Berkshire Hathaway fund positions as of Q3/2011 with actual share movements:

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Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
KO - Coca Cola Co.	22.85	0	$67.56
IBM - International Bus. Machines	16.96	Add 130.74%	$174.87
WFC - Wells Fargo	14.74	Add 2.57%	$24.12
AXP - American Express	11.51	0	$44.90
PG - Procter & Gamble	8.2	0	$63.18
KFT - Kraft Foods Inc.	5.1	Reduce 9.77%	$33.58
JNJ - Johnson & Johnson	4.03	Reduce 12.15%	$63.69
WMT - Wal-Mart Stores	3.43	0	$51.90
COP - ConocoPhillips	3.12	Reduce 0.00%	$63.32
USB - U.S. Bancorp	2.75	0	$23.54
MCO - Moody's Corp.	1.46	0	$30.45
WPO - Washington Post	0.96	0	$326.97
MTB - M&T Bank Corp.	0.64	Add 0.34%	$69.90
COST - Costco Co.	0.6	0	$82.13
INTC - Intel Corp.	0.34	Buy	$21.34
V - Visa Inc.	0.33	Buy	$85.72
CVS - CVS Caremark Corp.	0.32	Buy	$33.59
DTV - DIRECTV Group Inc.	0.3	Buy	$42.27
DG - Dollar General	0.29	Add 200.26%	$37.76
GD - General Dynamics	0.29	Buy	$56.89
VRSK - Verisk Analytics Inc.	0.25	Add 100.00%	$34.77
TMK - Torchmark Corp.	0.25	0	$34.86
SNY - Sanofi Aventis	0.23	0	$32.80
MA - Mastercard Inc.	0.22	0	$317.16
GE - General Electric	0.2	0	$15.22
USG - USG Corp.	0.19	0	$6.73
UPS - United Parcel Service	0.15	0	$63.15
GSK - GlaxoSmithKline PLC	0.11	0	$41.29
BK - Bank of New York	0.06	0	$18.59
XOM - Exxon Mobil Corp.	0.05	0	$72.63
IR - Ingersoll-Rand Plc	0.03	0	$28.06
GCI - Gannett Co.	0.03	0	$9.53
CDCO - Comdisco Holding Co.	0.02	0	$6.10

Warren Buffett - Berkshire Hathaway Q2-2011 Fund Portfolio

Warren Buffett - Berkshire Hathaway Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Warren Buffett - Berkshire Hathaway - portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 27 stocks with a total portfolio worth of USD 52,357,493,000.

Warren Buffett - Berkshire Hathaway’s fund positions as of Q2/2011 with actual share movements:

Warren Buffett - Berkshire Hathaway Q2-2011 Fund Portfolio (Click to enlarge)

Warren Buffett - Berkshire Hathaway Q2-2011 Sector Allocation (Click to enlarge)

Warren Buffett - Berkshire Hathaway Q2-2011 Top Fund Portfolio Positions (Click to enlarge)

Related Stock Ticker of Warren Buffett - Berkshire Hathaway Portfolio:

KO, WFC, AXP, PG, KFT, JNJ, COP, WMT, USB, MCO, WPO, MTB, COST, USG, TMK, SNY, GE, MA, UPS, VRSK, GSK, DG, BK, XOM, IR, GCI, CDCO

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