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Showing posts with label DVA. Show all posts
Showing posts with label DVA. Show all posts

Warren Buffett's 20 Best Performing Stocks Year-To-Date

Warren Buffett is among the best investors in stock market history, and millions of people follow his picks closely to try to find ideas for their own portfolios.

Even though the overall stock market hasn't made much headway so far in 2016, the Oracle of Omaha has managed to include some solid year-to-date performers within his own holdings, as Buffett recently reported to the SEC on Form 13-F.

In particular, four of Buffett's stocks have given investors strong double-digit returns in 2016, and shareholders want to know if the Buffett magic will continue.

Let's take a look at these 20 best performing top stocks from the Buffett Portfolio Year-to-date...

Here Is How Warren Buffett's Top Holdings Generate Outperformance

With all respect, Warren Buffett is the idol for the common investor. He came out of the middle class and created a fortune of over 50 billion out of nothing.

But his performance lacks behind the market. Does his strategy still work? Attached you will find a detail overview of his 10 top holding. Most of them underperformed the market in recent years.

The top holdings are shown in the table below, realized a yearly return of just 6.62%. Check out the list below where you can also find more statistics.

Recently, I wrote about Warren Buffett's latest portfolio movements. You can read the article here. Warren Buffett's Latest Portfolio Transactions.

Here are Warren Buffett's top holdings in detail...

Stay Away From These 25 Stocks When The Fed Hikes Rates

Companies with variable/floating-rate debt are more immediately impacted (negatively) by a rate hike than companies with fixed rate debt.

It's easy to understand that a corporate with high debt and rising rates should lose earnings in the end. Attached you can find a list of companies that may lose values due to a soon rate hike.

I'm not a fan of highly leveraged companies. I know the hefty disadvantages from a debt burden but sometimes there could be some advantages appear. Just remember the tax benefits you should gain or return boosts due to a higher leverage.

Also interesting was the development from ABInbev. Those shares fall like a stone during the financial crisis in 2008/2009. After the freefall, when they found their bottom, they created massive values for investors with risk appetite.

It’s not always bad to invest into companies with a high leverage. You must consider each investment isolated.

Sometimes, when the underlying business is stable, you should find a real investment opportunity.

Attached is a small list of stocks that may offer a higher risk when the rates start to rise.

Here is the list...

6 Dividend Stocks Warren Buffett Added Recently To His $100 Billion Portfolio

Do you like Dividends? I do and you should love them too. 

Dividends are paybacks to shareholders, money that you can use for reinvestments or your daily spendigs. 

But the dividend is not everything you need to look on when you think about investments. 

It doesn’t make sense to buy a high yielding stock with high debt and no growth perspectives. Inflation will destroy your investment in the end.

One very successful investor who has been focused on dividend growth investing is Warren Buffett. I don't recommend covering his investments but Warren has a great idea base for us normal investors from that you can also benefit.

His latest SEC-Filling shows that he has assets which are worth over $100 billion. Around 43 percent of his money is currently invested within the financial sector.

Below is a small overview about his latest dividend buys. Seven of his ten most recent purchases pay a dividend. The best yielding pick was General Electric with a 3.42 yield.

The biggest impact had the Goldman Sachs (GS) transactions with a 2.14 percent change result to his portfolio. 

Nearly of Warren's latest buys are cheaply priced measured by a forward P/E of less than 15.

4 stocks still dominate his asset allocation: Wells Fargo (WFC), Coca Cola (KO), American Express (AXP) and finally IBM (IBM). Each of them has a 10+ percent share in his portfolio. It's a clear signal to buy only those stocks that underlying business you understand.

Warren Buffett's latest dividend purchases are...

3 Top Stocks That Warren Buffett Bought During The Recent Quarter

Warren Buffett is one of the most trusted investors on the market. When he moves his big money, the whole street is watching and tries to figure out what he is thinking about.

The latest big move was reasonable to Exxon Mobil, the largest U.S. oil producer. Warren bought ConocoPhillips on the peak of the oil price and was wrong with his investment decision. Now it looks that he gives his oil bet a second chance with the strongest cash flow producer in this field.

At the same time Warren Buffett reduced its current position in ConocoPhillips but keeps the downstream business Philips 66 stable. I have no idea what he is thinking about with this transaction. 

In addition, Warren increased shares of DaVita Healthcare Partners and Goldman Sachs. Here you can find a detailed overview about the latest big stock purchases from Warren Buffett.

Warren Buffett's latest stock purchases (click to enlarge)
Source: Gurufocus.com

Exxon Mobil (NYSE:XOM) has a market capitalization of $415.45 billion. The company employs 76,900 people, generates revenue of $453.123 billion and has a net income of $47.681 billion. Exxon Mobil’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $65.769 billion. The EBITDA margin is 14.51 percent (the operating margin is 11.01 percent and the net profit margin 10.52 percent).

Financial Analysis: The total debt represents 3.47 percent of Exxon Mobil’s assets and the total debt in relation to the equity amounts to 6.98 percent. Due to the financial situation, a return on equity of 28.03 percent was realized by Exxon Mobil. Twelve trailing months earnings per share reached a value of $7.65. Last fiscal year, Exxon Mobil paid $2.18 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 12.43, the P/S ratio is 0.92 and the P/B ratio is finally 2.58. The dividend yield amounts to 2.65 percent and the beta ratio has a value of 0.69.



Long-Term Stock Price Chart Of Exxon Mobil (XOM)
Long-Term Dividend Payment History of Exxon Mobil (XOM)
Long-Term Dividend Yield History of Exxon Mobil (XOM)

Goldman Sachs (NYSE:GS) has a market capitalization of $76.86 billion. The company employs 31,700 people, generates revenue of $41.664 billion and has a net income of $7.475 billion. Goldman Sachs’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12.462 billion. The EBITDA margin is 29.91 percent (the operating margin is 26.90 percent and the net profit margin 17.94 percent).


Financial Analysis: The total debt represents 47.24 percent of Goldman Sachs’s assets and the total debt in relation to the equity amounts to 585.58 percent. Due to the financial situation, a return on equity of 10.66 percent was realized by Goldman Sachs. Twelve trailing months earnings per share reached a value of $16.47. Last fiscal year, Goldman Sachs paid $1.77 in the form of dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 10.29, the P/S ratio is 1.84 and the P/B ratio is finally 1.13. The dividend yield amounts to 1.30 percent and the beta ratio has a value of 1.30.



Long-Term Stock Price Chart Of Goldman Sachs (GS)
Long-Term Dividend Payment History of Goldman Sachs (GS)
Long-Term Dividend Yield History of Goldman Sachs (GS)

DaVita HealthCare Partners (NYSE:DVA) has a market capitalization of $13.09 billion. The company employs 53,400 people, generates revenue of $8.186 billion and has a net income of $641.46 million. DaVita HealthCare Partners’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,710.45 million. The EBITDA margin is 20.89 percent (the operating margin is 15.84 percent and the net profit margin 7.84 percent).


Financial Analysis: The total debt represents 53.45 percent of DaVita HealthCare Partners’s assets and the total debt in relation to the equity amounts to 227.32 percent. Due to the financial situation, a return on equity of 18.16 percent was realized by DaVita HealthCare Partners. Twelve trailing months earnings per share reached a value of $2.66. Last fiscal year, DaVita HealthCare Partners paid no dividends to shareholders.


Market Valuation: Here are the price ratios of the company: The P/E ratio is 23.18, the P/S ratio is 1.60 and the P/B ratio is finally 3.45. The beta ratio has a value of 0.49.



Long-Term Stock Price Chart Of DaVita HealthCare Partners (DVA)
Long-Term Dividend Payment History of DaVita HealthCare Partners (DVA)
Long-Term Dividend Yield History of DaVita HealthCare Partners (DVA)


Warren Buffett's Latest Stock Portfolio

Warren Buffett's latest stock purchases (click to enlarge)
Source: Streetinsider.com


Warren Buffett's latest stock purchases (click to enlarge)
Source: Gurufocus.com

Ex-Dividend Stocks: Best Dividend Paying Shares On September 09, 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.

In total, 24 stocks go ex dividend - of which 10 yield more than 3 percent. The average yield amounts to 4.85%. Here is a full list of all stocks with ex-dividend date within the current week.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Calamos Convertible & High Income Fund
879.48M
7.26
0.90
11.54
8.37%
Triangle Capital Corporation
812.21M
11.20
1.88
8.04
7.33%
Ameren Corporation
7.97B
-
1.25
1.25
4.87%
Compuware Corporation
2.31B
-
2.31
2.45
4.62%
Gold Resource Corp
432.04M
20.27
5.07
3.23
4.44%
Univest Corp. of Pennsylvania
318.56M
15.14
1.14
4.04
4.19%
Laclede Group Inc.
1.13B
16.07
1.04
1.09
3.93%
Parkway Properties Inc.
1.10B
-
1.53
4.10
3.73%
Kohl's Corp.
11.61B
12.36
1.92
0.60
2.65%
Hewlett-Packard Company
42.67B
-
1.73
0.38
2.62%
Guess' Inc.
2.61B
16.43
2.43
0.99
2.58%
Rockwood Holdings, Inc.
4.93B
53.75
3.60
1.49
2.50%
State Auto Financial Corp.
732.24M
17.90
1.03
0.63
2.21%
Texas Roadhouse Inc.
1.74B
22.62
3.05
1.31
1.93%
Amphenol Corporation
12.08B
20.72
4.67
2.71
1.06%
Twenty-First Century Fox, Inc.
74.16B
11.02
4.36
2.68
0.78%
Anadarko Petroleum Corporation
46.56B
27.44
2.10
3.29
0.78%
DaVita, Inc.
11.70B
20.17
2.84
1.16
-

Warren Buffett’s Latest Buys and Sells | Berkshire Hathaway Q1/2013 Fund Portfolio

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.

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.

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.

George Soros Quantum Fund Investment Portfolio as of Q4/2011

George Soros is the founder of Soros Fund Management. In 1970 he co-founded the Quantum Fund with Jim Rogers and Christoper Ink, which created the bulk of the Soros fortune. Legendary was his currency speculation against the British Bank of England:

On September 16, 1992, Soros's fund sold short more than USD 10 billion worth of pounds sterling, profiting from the Bank of England's reluctance to either raise its interest rates to levels comparable to those of other European Exchange Rate Mechanism countries or to float its currency. Finally, the Bank of England withdrew the currency from the European Exchange Rate Mechanism, devaluing the pound sterling. Soros earned an estimated worth of USD 1.1 billion in the process. He was dubbed "the man who broke the Bank of England." UK Treasury estimated the total costs of Black Wednesday at GBP 3.4 billion in 1997.

Here is a top 30 list of his investment positions as of December 31, 2011. Soros Fund Management LLC was valued at USD 4.18 billion. Top New Buys: GOOG, CMVT, KEY, SPY, FCX, STLD, LMCA, DLPH, TRIP, X