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Warren Buffett Sells This First Class Stock And Buys Another Profit Machine

Warren Buffett is one of the most successful investors due to is massive investment success. His strategy is classified as value growth, a combination of value and growth.

Recently, I watched his latest portfolio activities via 13F fillings. As a result, we know that he bought one new stock and increased two additional stakes.

On the sell side, he sold out two companies and reduced three stocks. The biggest of them by investment amount were Philips 66, followed by Viacom.

Do you believe that Buffett is right with the stake reduction of Viacom? I don't think so. For sure, Charter is a better growth pick but if Viacom changes it's strategy from a buyback value pick to a growth stock, there could be a huge potential for investors.

However, these are the latest stock purchases by Warren Buffett. Attached is also a list of stocks with all activities of the recent quarter. Please leave a comment if you have something to discuss. Thank you.

Here are the results of the latest buys and sells....

13 Mispriced Dividend Stocks (Growth To Valuation)

The market often misprices assets due to fears, false expectations, unexpected events or something else. Sometimes a stock is traded away of its internal value because it’s not the hot industry.

Growth plays an important role in the market valuation and is often the basic reason for a difference in valuation.

Today I like to start a discussion by introducing 13 stocks that might be higher priced due to their growth perspectives. I've compiled the stocks from a market screening that has a strong focus on future growth and low P/E multiples. In addition, a solid profit situation and adequate initial yield are essential.

Here are stocks that might have a misleading valuation in terms of price to growth....


24 Stocks With Higher Dividend Payments (Announced Within The Past Week)

24 stocks announced a growing dividend in the past week. The biggest names were Illinois Tool Works, Expedia, Hershey and Broadridge Financial Solutions.

Big is beautiful but to pay a high price for growth or more safety is also irrational. In terms of cheapness, measured by forward P/E's are Avnet, State National and Ares Management the top picks.

Asset managers become the latest stocks on my cheap dividend plays but the industry also faces a strong headwind of out flooding money. How it will end in the mid-term is a question of believe. I do think that AUM will growth in the future but there is still a high sensibility to financial crisis and depressions.

However, let's face the facts. These are the latest dividend growers. Attached is also a list of the 20 biggest stocks with dividend growth in the past week. Which do you like?


These are the latest dividend growers....

20 Highest Yielding Ex-Dividend Stocks Of The Coming Week

Attached is a list of the highest yielding stocks that go ex-dividend within the upcoming week. The full list can be found here: Ex-Dividend Stocks Of The Next Week August 17 - 23, 2015. Only MidCaps with a market cap over 2 billion were included.

Below is a current stock list of dividend stocks (common shares, preferred shares and American Depositary Receipts – ADR’s), paying forthcoming dividends and having their ex-dividend August 17, 2015 – August 23, 2015. The average dividend-yield amounts to 8.25 percent.


Chevron, Goldcorp, Ares, British American Tobacco, Consolidated Edison, Thomson Reuters and Cummis are my favorites. Which do you like?





11 Dividend Aristocrats With Yields Over 4 Percent

When it comes to high-yield stocks, many big payouts are too good to be true.

Many battered companies feature sky-high yields, but that’s simply a product of math — if dividend yield is the payout divided by the stock price, and that stock price gets smaller, the yield will naturally get bigger.

The same can’t be said about dividend aristocrats — stocks with enough financial stability that they’ve been able to raise dividends for at least 25 consecutive years.

That’s as much proof as you can get that a company knows how to handle its cash, and how to spend it on investors, without putting its business in danger.

Of course, many dividend aristocrats still feature piddling yields — some lower than 1%. What’s more enticing to income investors is a dividend aristocrat that not only grows its payouts, but also offers a substantially high yield. 

So, today we’ll be looking at such dividend aristocrats that are recording decades of dividend growth while also yielding at least 4%.

These are the results: