Warren Buffett's Latest Stock Buys And Sells By Dividend Yield - #Apple #Travelers #Oracle

Dear Reader, find below a list of Warren Buffett's Latest Stock Buys And Sells By Dividend Yield. 

Ticker	Company	P/E	Fwd P/E	P/S	P/B	Dividend	Price	Target Price
GM	General Motors Company	5.98	6.11	0.35	1.31	4.3%	35.23	44.75
SNY	Sanofi	24.7	12.88	2.78	1.72	4.1%	45.08	48.67
PSX	Phillips 66	12.07	9.72	0.4	1.91	3.4%	95.60	129.81
WFC	Wells Fargo & Company	13.83	10.21	3.93	1.42	3.3%	52.15	61.86
JPM	JPMorgan Chase & Co.	12.45	10.65	4.91	1.57	3.0%	107.33	121.82
PNC	The PNC Financial Services Group, Inc.	13.85	11.64	5.14	1.33	2.8%	134.13	150.09
USB	U.S. Bancorp	15.58	12.36	5.64	1.98	2.7%	54.00	58.04
TRV	The Travelers Companies, Inc.	13.06	10.87	1.09	1.46	2.5%	123.04	137.00
DAL	Delta Air Lines, Inc.	10.92	8.92	0.88	2.82	2.5%	56.43	68.00
BK	The Bank of New York Mellon Corporation	13.76	10.99	8.33	1.27	2.3%	48.23	55.50
BAC	Bank of America Corporation	11.84	9.46	4.22	1.14	2.2%	27.21	34.34
WMT	Walmart Inc.	60.87	21.69	0.58	4.2	2.1%	101.53	105.56
GS	The Goldman Sachs Group, Inc.	8.1	7.90	1.54	1.03	1.6%	202.49	273.65
AAPL	Apple Inc.	15.38	12.54	3.4	8.37	1.6%	186.80	236.42
ORCL	Oracle Corporation	18.66	13.45	4.63	5.01	1.6%	48.84	52.93
LUV	Southwest Airlines Co.	13.32	11.28	1.38	2.94	1.2%	52.48	63.33
AAL	American Airlines Group Inc.	8.25	7.37	0.4	-	1.1%	38.11	47.56
CHTR	Charter Communications, Inc.	56.74	44.14	1.73	1.99	-	320.80	372.36
UAL	United Continental Holdings, Inc.	12.43	9.27	0.62	2.64	-	91.79	100.64

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Warren Buffett's Latest Dividend Stock Buys By Yield

Please find below Warren Buffett's Latest Dividend Stock Buys By Yield.

Ticker	Company	P/E	Fwd P/E	P/S	P/B	Dividend	Get the PDF via Mail…
GM	General Motors Company	8.58	5.95	0.36	1.41	4.20%	Stock Report of GM
TEVA	Teva Pharmaceutical Industries Limited	-	7.82	1.11	1.59	3.84%	Stock Report of TEVA
DAL	Delta Air Lines, Inc.	11.18	8.28	0.89	2.96	2.56%	Stock Report of DAL
USB	U.S. Bancorp	16.17	12.18	5.79	1.98	2.26%	Stock Report of USB
BK	The Bank of New York Mellon Corporation	14.69	11.36	10.12	1.36	2.20%	Stock Report of BK
GS	The Goldman Sachs Group, Inc.	9.67	9.04	1.82	1.18	1.39%	Stock Report of GS
AAPL	Apple Inc.	18.2	15.47	4.01	8.91	1.39%	Stock Report of AAPL
LUV	Southwest Airlines Co.	15.97	11.73	1.61	3.42	1.08%	Stock Report of LUV
AXTA	Axalta Coating Systems Ltd.	28.62	20.22	1.58	5.58	-	Stock Report of AXTA
LBTYA	Liberty Global plc	-	34.35	1.37	4.22	-	Stock Report of LBTYA

All Buys and Sells from the past quarter are here:

Here is the full Stock Portfolio Of Warren Buffett.

Warren Buffett's 20 Cheapest Dividend Stock Portfolio Holdings

Top 10 Companies By Buyback Yield

Warren Buffett Buys And Sells These Stocks Surprisingly

Warren Buffett and his team of portfolio managers listed some 148 positions worth a whopping $147.9 billion in equities in the official Form 13F filing with the Securities and Exchange Commission. This compared to $128.8 billion as of the end of the third quarter of 2016 and $115.46 billion as of December 31.

It is important to understand that some changes are made by Warren Buffett himself, with 14 sub-entities of Berkshire Hathaway in prior filings. Other changes may have come from the likes of newer portfolio managers Ted Weschler and Todd Combs. It appears as though the Buffett portfolio managers have been given much larger investing amounts.

If there is one key takeaway for the 2017 stocks it would be that this was one of the largest changes we have seen in years. New stakes were added and other stakes were grown. Other stakes were cleaned out or decreased.

Attached you will find a small overview of Warren Buffett's latest stock buys and sells during Q4 in 2016...

10 Best Stocks With Buyback Yields Up To 24.9%

Investors love companies that pay dividends. But dividends aren’t the only way firms send money to shareholders. They can also buy back their own stock.

Companies that aggressively repurchase their shares tend to outperform the market. 

A portfolio made up of the 10% of stocks with the highest buyback yields, rebalanced each year, was the best performer over the long term.

It gained an average of 13.7% annually from 1927 through to the end of 2009. In comparison, the market gained 10.5% per year over the same period and stocks with the lowest 10% of buyback yields climbed only 5.9% per year.

Buybacks, also called share repurchases, are a controversial financial tool. Some companies truly have more cash then they need so they return it to shareholders by buying existing shares in the open market.

This buying support and reduction in outstanding shares helps increase the value of remaining shares, in a fairly tax efficient manner. 

However, companies may also use buybacks as a means to boost earnings per share in order to please short-term investors, analyst estimates, and executives looking to increase their bonuses. Nonetheless, the buyback trend is still going strong.

Attached I've compiled 10 of the S&P 500 stocks with the biggest Buyback Yield.

Here are the best companies by buyback yield...

Warren Buffett's Buys And Sells Surprisingly These Dividend Stocks

When it comes to dividends, Warren Buffett won't dish them out -- but he will take them.

Buffett has for years maintained a strict no-dividends policy at Berkshire Hathaway (BRK.A) (BRK.B). The conglomerate has paid only one dividend during his tenure, in 1967, and he has joked that he "must have been in the bathroom" when the decision was made.

"The question is about evaluating Berkshire when it doesn't pay any dividends," the billionaire said in a 1998 lecture at the University of Florida Business School. "And it won't pay dividends, either. That's a promise I can keep. All you get with Berkshire stock is that you can stick it in your safe deposit box, and every year you take it out and fondle it."

While Buffett won't distribute dividends to Berkshire Hathaway shareholders, he has no qualms about collecting them from others. Most of the companies in his investment portfolio make regular dividend payments.

Attached you will find a list of Warren Buffett's latest stock holding buys and sells. Airlines are a major buy on Warren Buffett's shopping list.

For sure, financials, energy and media stocks are also long investment for the investment guru Warren Buffett. 

Take a look at Warren Buffett's latest investment buys and sells.

Here are the latest trades...

10 Stocks With The Highest Buyback Yield

Investing in companies returning cash to shareholders via a combination of buybacks and dividends has proven to be an effective long-term strategy relative to the market and other uses of cash.

Since 1991, a sector-neutral basket of the S&P 500 stocks with the highest trailing combined dividend and buyback yields has returned an annualized 15.7% versus 13.8% for the top capex + R&D spenders and 12.8% for S&P 500. It seems this could be a great way to invest.

What is a stock purchase?

A stock repurchase occurs when a company asks stockholders to tender their shares for repurchase by the company. This is an alternate way for a company to increase value for stockholders. First, a repurchase can be used to restructure the company's capital structure without increasing the company's debt load.

Additionally, rather than a company changing its dividend policy, it can offer value to its stockholders through stock repurchases, keeping in mind that capital gains taxes are lower than taxes on dividends.

Advantages of a Stock Repurchase

Many companies initiate a share repurchase at a price level that management deems a good entry point. This point tends to be when the stock is estimated to be undervalued. If a company knows its business and relative stock price well, would it purchase its stock price at a high level? The answer is no, leading investors to believe the management perceives its stock price to be at a low level.

Unlike a cash dividend, a stock repurchase gives the decision to the investor. A stockholder can choose to tender his shares for repurchase, accept the payment and pay the taxes. With a cash dividend, a stockholder has no choice but to accept the dividend and pay the taxes.

At times, there may be a block of shares from one or more large shareholders that could come into the market, but the timing may be unknown. This problem may actually keep potential stockholders away since they may be worried about a flood of shares coming onto the market and lessening the stock's value. A stock repurchase can be quite useful in this situation.

However, let's come back to the real facts from the market. Attached you will find 10 stocks with the highest buyback yield of the past twelve months. The yield starts at 14.9% and ends at nearly 40%. Great values.

Here they are sorted by yield...

20 Quality Buybacks At A Reasonable Price

On one hand, many would argue that the emphasis on share repurchases is merely a sign of the times – the US economy continues to grow (albeit slowly) while corporates enjoy ample balance sheet flexibility in an entirely unprecedented ultralow interest rate environment characterized by the Fed’s ongoing reluctance to raise rates as much of the world’s government debt has moved to negative yields… 

On the other hand, buyback activity near all-time highs could be considered a potential sign that the current Bull Market is approaching its peak. While there is a plausible argument supporting greater share repurchases – return of excess cash in the absence of viable alternative investments – firms have historically exhibited poor timing. 

Management tends to repurchase shares in bull markets when profits are high and balance sheets are flush with cash, while cutting back during recessions (precisely the time they should be buying over the long term).

Here are 20 high quality buyback kings at a reasonable price...

10 Top Stocks With The Highest Shareholder Yield In The S&P 500

Dividends are good but they need to be paid from real earnings. Sometimes, companies pay more than they have on their bank accounts due to growth costs or reinvestments.

You will also find often stocks that pay only a small amount of their annual income back to shareholders. 

Good companies with no growth costs will consider paying the rest of the income via share buybacks.

Within the financial scene we discuss the theme shareholder yield, a ratio that quantifies the dividend yield and buyback yield as a whole.

It's quite simple, the bigger the shareholder yield, the more money being paid back to the owners of the company.

Attached you will find the 10 stocks with the highest shareholder yield of the current month.

These are the results...

10 Stocks With The Highest Shareholder Yield As Of July 2016

Top 10 Net Payout Yields For July 2016;
Source: Seeking Alpha

David Tepper - Appaloosa Management Q4/2011 Fund Portfolio

David Tepper - Appaloosa Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Tepper’s - Appaloosa Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 19 stocks with a total portfolio worth of USD 589,458,000. He is mainly focussed on basic material, technology and consumer stocks. These three sectors alone representing 65 percent of his asset allocation.