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Showing posts with label MCO. Show all posts
Showing posts with label MCO. Show all posts

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...

30 High-Margin Stocks With Strong Competitive Advantages

Investing into high margin companies could end in a better return. The underlying thought is simple: A companies that works on higher margin can survive a market correction more likely and become stronger after a recession.

Attached, you can find a list of companies with high profit margins. Those could be a first step to start a further research. 

In general, the margin tells us something about the competition as well as the business model. 

High margins mean that the corporate make many business processing steps by it. The competition is less hard. Products are unique and could have a market barrier.

Here is the selection of high-margin stocks...

6 Dividend Growth Stocks With A Big Footprint And Inimitable Business

Dividend investing is a large field for investors who seek for a return. People with focus on passive and regular income are the main target group for this topic.

In my view there are too many speculators on the market who don't understand the philosophy of dividend growth investing.

They like to make money fast with high momentum stocks or they like to make a capital gain by trading shares within a day or a week.

Those strategies could work but it’s in my view like a lottery because no one has a crystal ball to see how the stock prices develop in the next days. It's like gambling of which I have no plan how it works.

These are 3 big myth of dividend investing who let investors stay away from the dividend investing space:

1. Only high dividends are good dividends

2. Dividends don't matter because of their low yields

3. Dividends are not stable

Those thoughts could sometimes be right but often it is not true.

I'm a long-term investor and hope you are too. I do look at fundamentals and at the business strength and brand awareness of the company as well.

I like to invest in long-term growing stocks with a big and strong footprint in several industries. That's one of my key philosophies which helped me to avoid big risks. Below are six big names with such a big footprint.

All of the stocks have a long-term growth track record and they are classified as Dividend Aristocrats or Champions.

I Hope you could get some inspirations by reading my articles and subscribe to my blog. I try to help normal investors like you, everything for free.


6 Dividend Growth Stocks With A Big Footprint And Unimitable Business are...

These 8 Dividend Stocks Bubbling Cash Like Lava Gold Mines (Part II)

If you like to make money on the stock market like me, you need a clear vision and strategy about how to make money. 

Are you an income investor who likes to receive dividends or are you a short-term orientated trader with focus on quick profits?

I'm focused on long-term growth with growing income. In my view, only over a long period of time, stocks can double and develop their full asset potential.

I've recently published a small article about stocks with high free cash flows, companies that earn so much money from its operations and they have no need or desire to invest this money. 

I love those companies but the source of income should also be reliable. Only cash that comes over years and decades will deliver a good return for you.

In my first article about Cash Cows that produce money like milk, I've compiled some of the top yielding stocks with low reinvestment rates. 

Most of the top yielding stocks come from the technology sector and they also plan to buyback a significant amount of own shares which is also very good for the stock price.

Today I like to go forward and introduce the rest of my research results. They have in average a smaller yield but should be also attractive. A big part of the results come from the financial sector. Asset Managers and Stock Exchange Operators are top.

Flood of money should come into your pocket

Before we move forward, I have a small pleasure to you: Please share this article to friends who might be interested in this story or give us a facebook like. 

Our blog can only exist when we get support from our readers via sharing or donation. Thank you for your support.


8 latest stocks with strong cash income sources are...

Dividend Growth Alert: 38 Stocks With Higher Dividends

Within the recent week, 38 companies have raised their dividend distributions - A good number in my view. On the list are again higher capitalized stocks with a solid track record. I talk about General Electric or 3M.

You can find, like each week, a detailed overview about the biggest stocks below. In addition, there is a full list of all stocks and funds attached.

My favorite Lage Cap dividend grower with recent dividend hikes are...

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.

Ex-Dividend Stocks: Best Dividend Paying Shares On August 16, 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 August 16, 2013. In total, 28 stocks go ex dividend - of which 6 yield more than 3 percent. The average yield amounts to 3.31%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Macerich Co.
8.25B
33.89
2.73
8.83
3.87%
Manulife Financial Corporation
32.88B
22.00
1.44
1.64
2.99%
Teva Pharmaceutical Industries
33.83B
83.02
1.57
1.69
2.74%
Bemis Company, Inc.
4.28B
22.85
2.69
0.84
2.50%
Walgreen Co.
47.82B
22.23
2.52
0.67
2.50%
ResMed Inc.
6.95B
23.20
4.32
4.59
2.05%
Energizer Holdings Inc.
6.21B
15.02
2.69
1.37
2.01%
Honeywell International Inc.
65.65B
20.79
4.77
1.73
1.97%
Spectrum Brands Holdings, Inc.
3.33B
-
3.71
0.88
1.56%
Bunge Limited
11.51B
39.31
1.19
0.18
1.53%
Timken Co.
5.75B
18.56
2.49
1.30
1.53%
Moody's Corp.
14.56B
19.61
32.59
4.97
1.22%
The Babcock & Wilcox Company
3.45B
15.13
3.56
1.03
1.04%
Woodward, Inc.
2.87B
21.00
2.70
1.51
0.76%
QEP Resources, Inc.
5.22B
35.49
1.53
1.94
0.27%

50 Shares With Fastest Dividend Growth In July 2013

Stocks with highest dividend growth researched by Dividend Yield – Stock, Capital, Investment. Dividends are back: The numbers of shares with a solid dividend grow accelerated within the recent weeks to old levels and a few big names are below the fastest growing dividend stocks from the past month. Names like McKesson, Wendy’s or Hershey. You might have noticed the dividend growth if you read some of the latest articles on my blog.

Today would like to give you an update of the 50 fastest dividend growers from the recent month. Below the results are again some pretty good stocks with very good growth rates. The average dividend growth of the 50 best stocks amounts to 45.11 percent. Four of the 50 dividend growers have a double-digit dividend yield and ten a high-yield over 5 percent. Around half of the results still have a buy or better rating.

81 Stocks With A Higher Dividend Payment

Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. Dividend growth comes back. Last week, 81 stocks announced a higher dividend payment in the future. Six of them have now a double-digit dividend yield and 38 are low valuated with a forward P/E of less than 15.

It’s good to see that the number of dividend growers have risen within the recent week. It’s a sign that the economy is doing well and companies are more confident about the future.

In average, stocks from the list of the latest dividend growth stocks have increased their dividend payments by 20.73 percent. A value between 5 and 30 is good because your passive income grows faster than the inflation. A too high dividend growth ratio shows that there is something wrong. If not, they have paid very low dividends in the past and let the dividend jump. The most important thing you need to remember is that you receive dividends that are not paid from the substance of the corporate. It means that dividends should be significant lower than the earnings or the corporate. Special dividends are all right but they are only one-time items.

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.

Ex-Dividend Stocks: Best Dividend Paying Shares On May 16, 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 May 16, 2013. In total, 22 stocks and preferred shares go ex dividend - of which 9 yield more than 3 percent. The average yield amounts to 4.43%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Seaspan Corp.
1.45B
28.52
1.15
2.19
5.48%
Giant Interactive Group
1.92B
11.96
3.73
5.47
5.24%
Select Medical Holdings
1.15B
8.22
1.55
0.39
4.87%
Atmos Energy Corporation
4.02B
17.22
1.58
1.17
3.15%
PartnerRe Ltd.
5.32B
6.15
0.78
0.96
2.75%
Teva Pharmaceutical Industries
37.56B
17.77
1.49
1.85
2.74%
Deluxe Corp.
1.99B
11.62
4.27
1.30
2.56%
Honeywell International Inc.
62.28B
20.45
4.63
1.65
2.07%
Ryder System, Inc.
R
3.20B
15.31
2.14
0.51
2.01%
Snap-on Inc.
5.33B
16.91
2.91
1.81
1.66%
Hanesbrands Inc.
5.01B
16.61
5.28
1.11
1.57%
Bunge Limited
10.61B
28.75
0.93
0.17
1.50%
FLIR Systems, Inc.
3.50B
16.34
2.35
2.49
1.46%
Moody's Corp.
14.86B
21.44
32.53
5.28
1.20%
Watts Water Technologies
1.66B
23.55
1.77
1.15
1.11%
Woodward, Inc.
2.54B
17.91
2.38
1.35
0.87%
Tractor Supply Company
8.00B
29.63
7.74
1.69
0.70%