Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label MTB. Show all posts
Showing posts with label MTB. Show all posts
These 20 Dividend Stocks Are The Highest-Yielding Holdings In Warren Buffett's Berkshire Hathaway Portfolio
Recently, I showed you the best performing stocks from the big oracle of Omaha, Warren Buffett.
Today, we pulled 20 highest dividend-paying stocks from Buffett's Berkshire Hathaway portfolio, according to the firm's most recent 13F filing, which reflects holdings as of March 31, 2016.
Each comprises has a dividend yield of 1.76% or higher. The highest yielding stocks has a current yield of 5.07 percent and earnings of him should grow by 14.07% over the next five years.
These 20 dividend stocks are some of the highest-yielding holdings in Warren Buffett's Berkshire Hathaway portfolio....
Here Is How Warren Buffett's Top Holdings Generate Outperformance
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...
Warren Buffett's 20 Best Yielding Dividend Stocks Now
Warren is one of the most respected investors in the world.
I did a great job and generated an unbelievable return over decades.
Here are some key essentials of his current investment strategy:
- 92.5% of Warren Buffett’s portfolio is invested in dividend stocks
- His top 9 holdings have an average dividend yield of 3.0%
- Many of these dividend stocks have paid rising dividends over decades
Warren Buffett prefers to invest in shareholder friendly businesses with long track records of success.
It happens that dividend stocks with long histories of dividend increases match what Warren Buffett looks for in a stock investment.
Attached you will find a compilation of Warren Buffett's 20 best yielding stocks. The list contains all of his highest yielding stocks with the most important fundamentals.
Here are Warren Buffett's 5 top yielding dividend stocks....
5 Banks Warren Buffett is Betting on for 2014
By our guest contributor Insider Monkey. As we begin to
ponder what sectors will rule the markets in 2014, technology, healthcare and
industrials are areas that many pundits point to. If you
ask Warren Buffett, though, he’ll provide a decidedly different answer.
On CNBC earlier
this week, Buffett gave a ringing endorsement to large-cap banks, revealing
that he thinks they’re “in best shape [he] can remember.” While
anyone who tracks Berkshire
Hathaway’s equity portfolio probably had a hunch Buffett is upbeat
on banks—over 40% of his holdings are invested in the financial sector—these new
comments indicate we should expect his bullishness to continue into next year.
By focusing on the best picks of the best hedge funds and
other elite investors, it’s possible for retail investors to beat the market
over the long-term (discover the
data behind this phenomenon). Buffett is the cream of the
crop and in light of his recent comments, we should take note of how he’s
playing the banks.
Wells Fargo [WFC] is unequivocally the billionaire’s
biggest banking bet, and his largest equity holding at that. The global giant
is lauded for its management practices and simple business model, and its
connection to Buffett has helped it land financing and advisory roles in
multiple Berkshire acquisitions.
While shares of Wells Fargo are up nearly 25% year-to-date
and the bank did beat Wall Street’s third quarter earnings estimates, its home
lending business has been hurt by falling mortgage applications. Still, Wells’
long-term growth prospects and scale advantages remain intact, and Buffett has
to love its price at a mere 10.6 times forward EPS. Don’t ignore the 2.8%
dividend yield either; it's the best payout among the ‘Big Four.’
US Bancorp [USB] is Buffett’s No. 2 bank holding. Due to
its attractive valuation, solid dividend yield, and strong growth prospects,
many analysts know this regional player as a mini-Wells Fargo. In fact, US
Bancorp is the only big
bank that generates higher ROE and ROA figures than Buffett’s top
pick.
His investment in Goldman Sachs [GS], meanwhile, now
represents a major portion of Berkshire’s stock holdings. We discussed the intricacies
of Buffett’s new $2 billion investment in Goldman here on MarketWatch
last week, but all you need to know is that he doesn’t plan to close
it any time soon.
The investment banking and brokerage firm has sentimental
value for the billionaire, and it pays just 12% of its earnings
out as dividends. Like Wells Fargo and US Bancorp, Goldman’s growth prospects
are extremely cheap at current prices, and the multifaceted nature of its
business gives Buffett exposure to an area of the financial sector that his
other bank stocks don’t.
M&T Bank [MTB] and Bank of New York Mellon [BK] are a
couple more Buffett favorites, and both are actually the final two bank stocks
held in the top 20 of Berkshire’s equity portfolio. M&T Bank has been a
staple in Buffett’s holdings for more than two decades, and it’s the only large
U.S. bank that didn’t trim dividend payments during the financial crisis. The
bank’s quarterly profit streak of nearly 40 years is legendary, and it’s no
secret that Buffett is a fan of M&T
CEO Robert
Wilmers.
BNY Mellon, lastly, has been in Buffett and Berkshire’s good
graces since the third quarter of 2010, and the stake was increased by 30% in
their last 13F filing. The
trust bank can see its bottom line improve if interest rates increase in the
future. Uncertainty surrounding the fate of borrowing costs over the long-term
is one reason why BNY Mellon could be considered undervalued.
Disclosure:
none
Ex-Dividend Stocks: Best Dividend Paying Shares On August 29, 2013
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, 64 stocks go ex dividend
- of which 18 yield more than 3 percent. The average yield amounts to 3.69%.
Here is a full list of all stocks with ex-dividend
date within the upcoming week.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
Realty
Income Corp.
|
7.83B
|
56.38
|
1.76
|
12.93
|
5.45%
|
|
Lockheed
Martin Corporation
|
39.50B
|
13.79
|
57.01
|
0.85
|
3.74%
|
|
McDonald's
Corp.
|
94.97B
|
17.37
|
6.26
|
3.42
|
3.25%
|
|
NV
Energy, Inc.
|
5.59B
|
17.32
|
1.57
|
1.90
|
3.20%
|
|
Kellogg
Company
|
22.43B
|
23.26
|
8.77
|
1.51
|
2.99%
|
|
Agnico-Eagle
Mines Ltd.
|
5.38B
|
28.34
|
1.57
|
3.09
|
2.82%
|
|
The
Wendy's Company
|
2.98B
|
253.00
|
1.52
|
1.18
|
2.64%
|
|
Northrop
Grumman Corporation
|
21.75B
|
11.54
|
2.27
|
0.86
|
2.63%
|
|
BlackRock,
Inc.
|
44.19B
|
16.82
|
1.73
|
4.51
|
2.59%
|
|
M&T
Bank Corporation
|
14.67B
|
12.91
|
1.49
|
4.94
|
2.45%
|
|
GameStop
Corp.
|
5.82B
|
-
|
2.70
|
0.68
|
2.23%
|
|
Abercrombie
& Fitch Co.
|
2.78B
|
13.13
|
1.65
|
0.63
|
2.22%
|
|
Hillshire
Brands Company
|
3.98B
|
21.74
|
8.24
|
1.02
|
2.16%
|
|
Nordstrom
Inc.
|
11.07B
|
15.02
|
5.45
|
0.89
|
2.12%
|
|
Hartford Financial Services
|
13.39B
|
-
|
0.70
|
0.47
|
2.02%
|
|
Associated
Banc-Corp
|
2.69B
|
15.09
|
0.96
|
3.79
|
1.98%
|
|
The Interpublic Group of Comp.
|
6.66B
|
20.08
|
3.14
|
0.95
|
1.92%
|
|
ITC
Holdings Corp.
|
4.62B
|
23.83
|
3.07
|
5.23
|
1.91%
|
|
Martin
Marietta Materials Inc.
|
4.44B
|
45.36
|
3.16
|
2.17
|
1.66%
|
|
Dun
& Bradstreet Corp.
|
3.97B
|
15.07
|
-
|
2.42
|
1.59%
|
Find more stocks with ex-dividend date on August 29, 2013 here.
17 Safest Stocks From The Financial Sector
Not everything is bad within the financial
sector. If you have followed my screens over the past months, you could
find there more and more good looking banks and asset managers as well as insurers.
Today I like to discover the best yielding dividend stocks from the financial sector with real safe heaven characteristics. My criteria
are:
- Market Capitalization
over USD 10 billion
- Beta ratio below 1
The stock should have a lower volatility than
the overall market. For sure, these are not the only trigger ratios to seek out
the highest degree of stability for a stock. Especially in the financial sector
are more risks than in other industries. Banks are still black boxes because you
never know what kind of risk exposure they have in detail.
The screen produced 17 stocks of which two have
a double-digit yield. Eight of them are currently recommended to buy.
Warren Buffett’s 29 Best Yielding Dividend Stocks
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.
Financial Dividend Stocks: 20 Best Yielding Growth Opportunities
I personally do not invest into funds. I also put no money into ETFs because my major job is stock research and asset allocation for my own money. I like to eliminate the good stocks from the bad ones. Funds and ETFs put all stocks into a basket. They diversify money by covering indices they have bought from other financial service providers. I don’t know how they select these assets and I will never trust them. It’s my money and I am responsible the return in the end.
Today, I like to go forward with my monthly dividend screen of the best yielding growth stocks for the mid-term. Linked is a small list of the 20 best yielding financial stocks with double-digit earnings growth forecast for the next five years. Because of the high number of results, I decided to exclude all stocks with a market capitalization below USD 10 billion. Ten of the results have a buy or better recommendation.
Best Dividend Paying Stocks | Ex-Dividend Shares November 29, 2012
The Best Yielding And
Biggest Ex-Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. 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 ex-dividend date can be found here: Ex-Dividend Stocks on November
29, 2012. In total, 67 stocks and
preferred shares go ex dividend - of which 23 yield more than 3 percent. The
average yield amounts to 3.34%. If you like to receive the next dividend you
need to buy the dividend stocks now.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
Lockheed
Martin Corporation
|
30.13B
|
10.63
|
12.35
|
0.64
|
4.94%
|
|
Realty
Income Corp.
|
5.26B
|
46.41
|
2.16
|
11.35
|
4.61%
|
|
Arthur
J Gallagher & Co.
|
4.52B
|
21.63
|
2.76
|
1.86
|
3.74%
|
|
McDonald's
Corp.
|
86.26B
|
16.18
|
6.22
|
3.14
|
3.58%
|
|
Kellogg
Company
|
19.87B
|
16.80
|
8.15
|
1.46
|
3.17%
|
|
BlackRock,
Inc.
|
33.03B
|
15.15
|
1.34
|
3.66
|
3.08%
|
|
M&T
Bank Corporation
|
12.63B
|
15.39
|
1.26
|
4.34
|
2.84%
|
|
Associated
Banc-Corp
|
2.23B
|
13.41
|
0.76
|
3.11
|
2.46%
|
|
The Interpublic Group of Companies
|
4.43B
|
14.46
|
2.11
|
0.64
|
2.34%
|
|
City
National Corp.
|
2.64B
|
12.96
|
1.12
|
2.99
|
2.04%
|
|
ITC
Holdings Corp.
|
3.97B
|
21.99
|
2.94
|
4.89
|
1.96%
|
|
Hartford Financial Services Group
|
9.11B
|
21.76
|
0.39
|
0.37
|
1.91%
|
|
Hillshire
Brands Company
|
3.35B
|
210.92
|
10.80
|
0.82
|
1.82%
|
|
Schlumberger
Limited
|
92.76B
|
17.08
|
2.71
|
2.20
|
1.57%
|
|
Suncor
Energy Inc.
|
50.81B
|
10.81
|
1.26
|
1.29
|
1.57%
|
|
Expeditors International of Washington
|
7.73B
|
23.11
|
3.70
|
1.30
|
1.51%
|
|
Agnico-Eagle
Mines Ltd.
|
9.51B
|
-
|
2.80
|
4.94
|
1.46%
|
|
Ashland
Inc.
|
5.51B
|
179.13
|
1.37
|
0.67
|
1.29%
|
|
Fluor
Corporation
|
8.84B
|
14.66
|
2.40
|
0.33
|
1.21%
|
|
Jack
Henry & Associates Inc.
|
3.32B
|
20.88
|
3.28
|
3.17
|
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