David Einhorn’s Best Yielding Dividend Stock Buys

David Einhorn and his highest yielding dividend stock buys originally published at "long-term-investments.blogspot.com". On May 15, a full range of professional fund managers released its quarter statements. Today I like to look at the best dividend stock buys of David Einhorn. He is the head of Greenlight Capital and serves around 6.5 billion in assets. In total he has 38 stocks of which six were bought within the recent quarter. Below is a list of his 20 biggest transaction within the recent quarters.

His biggest move was related to Apple. He added the position by 83.45%, a change to his portfolio of 7.37%.

15 of his 20 largest stock buys from the recent quarters are dividend stocks. Apple is his biggest bet with a value above a billion dollar.

Ex-Dividend Stocks: Best Dividend Paying Shares On March 07, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

The ex dividend date is the final date on which the new stock buyer couldn’t receive the next dividend. If you like to receive the dividend, you need to buy the stock before the ex dividend date. I made a little screen of the best yielding stocks with a higher capitalization that have their ex date on the next trading day.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks March 07, 2013. In total, 19 stocks and preferred shares go ex dividend - of which 8 yield more than 3 percent. The average yield amounts to 3.04%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company	Ticker	Mcap	P/E	P/B	P/S	Yield
Pepco Holdings, Inc.	POM	4.77B	16.77	1.07	0.94	5.19%
SCANA Corp.	SCG	6.48B	15.78	1.60	1.55	4.63%
UIL Holdings Corporation	UIL	2.01B	19.64	1.81	1.35	4.36%
Laclede Group Inc.	LG	935.75M	14.75	1.51	0.92	4.10%
TELUS Corporation	TU	22.68B	17.84	2.83	2.10	3.58%
SY Bancorp Inc.	SYBT	316.68M	12.30	1.57	3.64	3.52%
Kaydon Corporation	KDN	787.88M	614.00	2.36	1.67	3.26%
South Jersey Industries, Inc.	SJI	1.77B	16.22	2.49	2.50	3.17%
Principal Financial Group Inc.	PFG	9.51B	12.61	0.98	1.03	2.84%
Stanley Black & Decker, Inc.	SWK	12.55B	29.23	1.98	1.23	2.50%
MTS Systems Corp.	MTSC	852.50M	17.49	3.56	1.55	2.21%
Talisman Energy Inc.	TLM	12.61B	93.92	1.26	1.72	2.21%
Interpublic Group	IPG	5.36B	15.22	2.23	0.77	1.85%
U.S. Global Investors, Inc.	GROW	59.79M	96.50	1.60	2.90	1.55%
CBS Corporation	CBS	28.24B	18.10	2.77	2.00	1.07%
J&J Snack Foods Corp.	JJSF	1.34B	22.85	2.77	1.57	0.90%
Kansas City Southern	KSU	11.64B	30.80	3.76	5.20	0.81%
Expedia Inc.	EXPE	8.92B	30.51	3.91	2.21	0.79%
FedEx Corporation	FDX	33.93B	17.32	2.20	0.78	0.52%

100 Stocks At All-Time Highs | 60 Dividend Stocks Below The Results

Stocks at All-Time-Highs originally published at “long-term-investments.blogspot.com”. It’s important to know what kind of stocks run and which are losing ground.

In my blog, I present on a regular basis some interesting stocks at new 52-Week Highs or even better, stocks at All-Time Highs. Linked are 100 companies that realized price marks they have never seen before. 60 of them pay dividends and nearly 80 have a current buy or better rating.

Hurricane Sandy Destroys - These 22 Stocks Benefit Most From The Monster Storm Of The Millenium

The hurricane Sandy is forecasted as one of the worst storms ever. Whatever will happen, the stock market will survive and business goes on. I researched some interesting companies that could earn some extra money due to the after-effects of the storm Sandy. We have classified our results in industries and introduced some of the major leaders. These are the results:

1. Home Improvement

People who lost their homes and mobiles need to repurchase these products. Companies within the home improvement industry should benefit from the hurricane. The major leaders are Home Depot (HD) and Lowe’s (LOW).

2. Dining Restaurants

Humans who have left their homes need to stay away from home at friends or near family members. For a few days, diner restaurants could make some extra profits from this. Starbucks (SBUX), Dunkin Brands (DNKN) and McDonalds (MCD) are basic investments but a bit too big and well diversified that the super storm should have a significant influence.

3. Travel Companies

If people leave their homes, they need to choose a provider if they don’t have an own car. Lodging stocks, auto rents, Airlines, railroads are main benefiters.

4. Insurer

Insurer should make a loss. If the damages are higher than expected, reinsurance companies should be the biggest losers. If the damages are lower than estimated, insurer could benefit, especially some players from the property and casualty insurance industry. Market leader are Berkshire Hathaway (BRK.A, BRK.B), American International (AIG), Travelers (TRV) or even Allstate (ALL). 

5. Consumer Goods

People need to buy extra storage of food, water and batteries. Companies like Procter&Gamble (PG) have a big relationship to the consumer battery industry (Duracell). Otherwise, the company should benefit from replacement buys of flooded goods.

6. Diversified Machinery

Some companies from the diversified machinery industry have products against flooding. Companies like Xylem (XYL) and PentAir (PNR) produce pumps used in dewatering, drainage and other applications.

7. Stores

Grocery and discount stores should benefit from hamster purchases. Wal-Mart (WMT), Family Dollar Stores (FDO), Target (TGT) or Costco Wholesale (COST) are basic investments.

8. Media Companies

People are sitting in front of their media devices like smart phones, radio, television etc. Facebook (FB), News Corp (NWSA), NY Times (NYT) or even CBS Corporation (CBS) should generate a higher attention.

9. General Building

Cement companies like Eagle Materials (EXP), homebuilder, raw material companies should have a special bull market. Companies like Beacon Roofing Supply (BECN) have a great market position.

Whatever will happen, nothing is so bad to make too fast decisions. But an overreaction could give investors a great opportunity for long-term investors. These are my personal favorites to watch:

50 Stocks With The Best Dividend Growth In July 2012

Shares With Highest Dividend Growth by Dividend Yield – Stock, Capital, Investment. Here is a current sheet of companies with fastest dividend growth compared to the previous dividend declaration. The dividend growth is often a good indicator for the financial health of a stock. Companies with a strong increase in dividends judge the future of their company rosy and they want to give money back to shareholders that they don’t need for their business.

In total, the 50 fastest dividend growth companies realized an average dividend growth of 89.54 percent. The average dividend yield of the stocks amounts to 4.86. The P/E ratio amounts to 22.69, P/B 3.97 and P/S finally 3.70.

The Best Stocks With Dividend Growth From Last Week (July 23 – July 29, 2012)

Stocks With Biggest Dividend Hikes From Last Week by Dividend Yield – Stock, Capital, Investment. Here is a current sheet of companies that have announced a dividend increase within the recent week. In total, 71 stocks and funds raised dividends of which 36 have a dividend growth of more than 10 percent. The average dividend growth amounts to 18.19 percent. Exactly 24 stocks have a yield over five percent and 51 are currently recommended to buy.

David Einhorn - Greenlight Capital Q4/2011 Fund Portfolio

David Einhorn - Greenlight Capital Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Einhorn’s - Greenlight Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he manages 38 stocks with a total portfolio worth of USD 4,804,323,000.

John W. Rogers - Ariel Appreciation Q4-2011 Fund Portfolio

John W. Rogers - Ariel Appreciation Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of John W. Rogers - Ariel Appreciation - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 38 stocks with a total portfolio worth of USD 1,238,963,000.

John W. Rogers fund positions as of Q4/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
CBS - CBS Corp.	4.5	Reduce 16.38%	$27.14
VIA.B - Viacom Inc.	4.45	0	$45.41
AFL - AFLAC Inc.	4.29	0	$43.26
IPG - Interpublic Group	4.21	0	$9.73
DELL - Dell Inc.	3.95	0	$14.63
NTRS - Northern Trust Corp.	3.86	0	$39.66
LAZ - Lazard Ltd.	3.73	Add 5.48%	$26.11
MHK - Mohawk Industries	3.45	Reduce 7.72%	$59.85
JLL - Jones Lang Lasalle Inc.	3.29	0	$61.26
CCL - Carnival Corp.	3.25	0	$32.64
OMC - Omnicom Group	3.25	Reduce 5.43%	$44.58
BEN - Franklin Resources	3.11	Add 9.55%	$96.06
CHK - Chesapeake Energy	2.84	Add 21.89%	$22.29
FAF - First Amer'n Corp.	2.8	Add 28.36%	$12.67
ZMH - Zimmer Holdings	2.79	Reduce 24.14%	$53.42
TMO - Thermo Fisher Scientific	2.79	0	$44.97
JNS - Janus Capital Group	2.78	Add 21.39%	$6.31
IGT - International Game Technology	2.72	Reduce 6.87%	$17.20
STJ - St Jude Medical	2.67	Add 22.50%	$34.30
GCI - Gannett Co.	2.54	Reduce 26.06%	$13.37
SJM - Smucker (J.M.)	2.43	Reduce 10.64%	$78.17
SWK - Stanley Black & Decker Inc.	2.4	0	$67.60
BX - The Blackstone Group	2.4	Add 60.47%	$14.01
KKR - KKR & Co. L.P.	2.33	Add 65.00%	$12.83
ACN - Accenture	2.32	Reduce 17.15%	$53.23
DV - DeVRY Inc.	2.19	Add 57.19%	$38.46
MSG - Madison Square Garden Inc.	2.18	0	$28.64
ITW - Illinois Tool Works	2.03	0	$46.71
CBG - CBRE Group	2.03	0	$15.22
CYN - City National Corp.	1.81	Reduce 7.61%	$44.18
TROW - T. Rowe Price Group	1.6	Reduce 23.90%	$56.95
BIO - Bio-Rad Laboratories Inc.	1.56	0	$96.04
JWN - Nordstrom	1.5	Reduce 27.00%	$49.71
HSP - Hospira Inc.	1.44	Add 21.60%	$30.37
BID - Sotheby's	1.43	Add 50.33%	$28.53
NWL - Newell Rubbermaid Co.	1.41	0	$16.15
BAX - Baxter International Inc.	0.99	Reduce 58.18%	$49.48
MAT - Mattel Inc.	0.7	Reduce 45.23%	$27.76

Related Stock Ticker:

CBS, VIA.B, AFL, IPG, DELL, NTRS, LAZ, MHK, JLL, CCL, OMC, BEN, CHK, FAF, ZHM, TMO, JNS, IGT, STJ, GCI, SJM, SWK, BX, KKR, CAN, DV, MSG, ITW, CBG, CYN, TROW, BIO, JWN, HSP, BID, NWL, BAX, MAT