Berkshire revealed in a regulatory filing Monday that it had also bought additional stock of several companies it already owns, including General Motors, increasing its stake by 22% to 50 million shares, Twenty-First Century Fox by 44% to nearly 9 million shares, and IBM by 2%.
Berkshire disclosed last month that it lost $2 billion on its IBM investment and increased the number of shares it held in its portfolio by 25%. One of Buffett’s major buys: 59 million shares of AT&T.
Buffett did sell some stocks, most notably trimming his stake in Goldman Sachs (GS) and Wal-Mart (WMT).
Berkshire had about 11 million shares of Goldman Sachs as of Sept. 30, compared with 12.6 million three months earlier, according to a filing Monday disclosing holdings as of the end of the third quarter. The stake in Wal-Mart dropped to 56.2 million shares from 60.4 million.
The value of Berkshire’s holdings increased 19% to $127 billion, as many of those shares declined. Overall the S&P 500 lost about 7% of its value during the quarter.
Here are Warren Buffett's latest Buys and Sells...
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label DTV. Show all posts
Showing posts with label DTV. Show all posts
Warren Buffett Buys Surprisingly These 8 Dividend Stocks
Warren Buffett released recently
his Portfolio movements via 13F.
I cover his investment changes and like to share my thoughts about his latest moves with you here on my blog.
Sure, I like to keep my focus on dividend stocks but you will also get his non-dividend payer stock buys and sells.
I cover his investment changes and like to share my thoughts about his latest moves with you here on my blog.
Sure, I like to keep my focus on dividend stocks but you will also get his non-dividend payer stock buys and sells.
During the past
quarter, Warren bought 11 stocks of which eight pay a dividend. Four stocks
were reduced and one, Deere, were sold out by the investment guru from Omaha.
General Motors and
Suncor Energy are his highest yielding stock purchases from the past quarter. Completely new shares in his asset vehicle were
Express Scripts Holdings, the health care plans operator.
In addition he
added Visa and MasterCard. The trend of paying cash-less is fully intact and gains more and more momentum.
Here are Warren Buffett's latest dividend paying stock buys:
Warren Buffett’s Latest Buys and Sells | Berkshire Hathaway Q1/2013 Fund Portfolio
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.
Wireless Communications And Cable Company Rogers Is New In My Dividend Yield Passive Income Portfolio
Rogers operates
as a communications and media company in Canada. The company's Wireless segment
offers voice and high-speed data services, as well mobile devices and
accessories. It markets its products and services under the Rogers, Fido, and
chatr brands. Its Cable segment offers cable television, high-speed Internet
access, and cable telephony services. As at December 31, 2012, this segment had
2.2 million television subscribers; and 1.9 million high-speed Internet
subscribers, as well as provided home phone services to approximately 1.1
million customers.
I like stocks with a cable business. At the stock market, they are classified as CATV Sytems. They give you a great stability due to subscriptions. Comcast or DIRECTV are also two great company from the United States. Cable companies are deeply integrated within an economy. They have normally a high debt and are inflexible in terms of growth but they are part of the economy and deliver solid return to pay down the debt. Canada is a great country with better financial ratios than the United States. The population is growing in both countries and will go forward. That's why I like cable stocks.
I like stocks with a cable business. At the stock market, they are classified as CATV Sytems. They give you a great stability due to subscriptions. Comcast or DIRECTV are also two great company from the United States. Cable companies are deeply integrated within an economy. They have normally a high debt and are inflexible in terms of growth but they are part of the economy and deliver solid return to pay down the debt. Canada is a great country with better financial ratios than the United States. The population is growing in both countries and will go forward. That's why I like cable stocks.
 |
| Earnings And Dividends Of Rogers (Click to enlarge) |
The current dividend of Rogers amounts to 3.33 percent and the P/E ratio is 15.76. Earnings of the company are expected to grow by 4.3 for the next year and 9.63 percent for the next five years. CATV System stocks have a higher forecasted growth.
The 30 shares were bought at cost of $51.06 and reduced my cash by $1,536.80. As of now I still have
$62,997.85 for further dividend stock acquisitions.
The DYPI-Portfolio was funded virtual with $100,000 on October 03, 2012. Since the date of funding, stock holdings are up 8.74 percent or $3,260.80.
The DYPI-Portfolio was funded virtual with $100,000 on October 03, 2012. Since the date of funding, stock holdings are up 8.74 percent or $3,260.80.
 |
| Dividend Yield Passive Income Portfolio Holdings (Click to enlarge) |
 |
| Latest Portfolio Transactions (Click to enlarge) |
Due to the
high cash amount (60 percent is still not invested) the full portfolio performance
is only 3.50 percent.
 |
| Portfolio Performance (Click to enlarge) |
I plan to put each week one stock holing into the DYPI-Portfolio. My aim is to build a passive income of $3,000 - $4,000 by the end of the year. Dividend payments should come from 50 to 70 stocks. The average portfolio yield is now at 3.32 percent and the yield on cost, the yield on my cost basis is at 3.62 percent because of the capital gains.
The new
stake will give me $48.69 in additional yearly dividends. The full dividend
income is now estimated at $1,357.76.
What do you
think about Rogers Communications? Do you own shares of the compay or would you put other
stocks into the portfolio? Please let me know by leaving a comment on my Facebook
page. If you visit my site, you can also make a like for my work. My work is completly free for everybody.
Here is the income perspective of the Dividend Yield Passive Income Portfolio:
Here is the income perspective of the Dividend Yield Passive Income Portfolio:
Sym
|
Name
|
P/E Ratio
|
Dividend Yield
|
Buy
|
# Shrs
|
Income
|
Value
|
|
TRI
|
12.97
|
3.98
|
28.90
|
50
|
$64.25
|
$1,624.00
|
||
LMT
|
Lockheed Martin C
|
11.3
|
4.55
|
92.72
|
20
|
$86.00
|
$1,930.40
|
|
INTC
|
Intel Corporation
|
10.25
|
4.05
|
21.27
|
50
|
$44.25
|
$1,091.75
|
|
MCD
|
McDonald's Corpor
|
18.45
|
2.97
|
87.33
|
15
|
$44.10
|
$1,495.35
|
|
WU
|
Western Union Com
|
8.8
|
3.02
|
11.95
|
100
|
$45.00
|
$1,504.00
|
|
PM
|
Philip Morris Int
|
17.79
|
3.65
|
85.42
|
20
|
$67.18
|
$1,854.20
|
|
JNJ
|
Johnson & Johnson
|
21.05
|
3
|
69.19
|
20
|
$48.80
|
$1,630.60
|
|
MO
|
Altria Group Inc
|
16.71
|
5.03
|
33.48
|
40
|
$69.20
|
$1,375.60
|
|
SYY
|
Sysco Corporation
|
19.24
|
3.11
|
31.65
|
40
|
$43.60
|
$1,406.80
|
|
DRI
|
Darden Restaurant
|
15.45
|
3.81
|
46.66
|
30
|
$57.90
|
$1,550.40
|
|
CA
|
CA Inc.
|
12.71
|
4
|
21.86
|
50
|
$50.00
|
$1,259.00
|
|
PG
|
Procter & Gamble
|
17.49
|
2.92
|
68.72
|
25
|
$56.20
|
$1,926.50
|
|
KRFT
|
Kraft Foods Group
|
18.68
|
3.88
|
44.41
|
40
|
$80.00
|
$2,061.20
|
|
MAT
|
Mattel Inc.
|
19.52
|
2.98
|
36.45
|
40
|
$51.60
|
$1,750.80
|
|
PEP
|
Pepsico Inc. Com
|
19.96
|
2.75
|
70.88
|
20
|
$43.00
|
$1,582.20
|
|
KMB
|
Kimberly-Clark Co
|
21.93
|
3.13
|
86.82
|
15
|
$45.45
|
$1,469.70
|
|
COP
|
ConocoPhillips Co
|
8.98
|
4.39
|
61.06
|
20
|
$52.80
|
$1,202.00
|
|
GIS
|
General Mills In
|
17.87
|
2.65
|
42.13
|
30
|
$38.85
|
$1,479.30
|
|
UL
|
Unilever PLC Comm
|
20.84
|
3.02
|
39.65
|
35
|
$43.89
|
$1,478.40
|
|
NSRGY
|
NESTLE SA REG SHR
|
20.08
|
2.95
|
68.69
|
30
|
$63.15
|
$2,174.10
|
|
GE
|
General Electric
|
17.88
|
3.12
|
23.39
|
65
|
$46.80
|
$1,502.80
|
|
ADP
|
Automatic Data Pr
|
22.55
|
2.57
|
61.65
|
25
|
$41.50
|
$1,625.75
|
|
K
|
Kellogg Company C
|
24.19
|
2.71
|
61.52
|
25
|
$43.75
|
$1,610.75
|
|
KO
|
Coca-Cola Company
|
20.42
|
2.6
|
38.83
|
40
|
$41.80
|
$1,617.60
|
|
RTN
|
Raytheon Company
|
10.54
|
3.42
|
57.04
|
20
|
$40.00
|
$1,175.80
|
|
RCI
|
Rogers Communicat
|
15.27
|
3.2
|
51.06
|
30
|
$48.69
|
$1,531.80
|
|
$1,357.76
|
$40,910.80
|
|||||||
Average Yield
|
3.32%
|
|||||||
Yield On Cost
|
3.62%
|
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