Tweedy Browne Team Fund Portfolio Q2/2011

Tweedy Browne Team Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Tweedy Browne Team’s portfolio movements as of Q2/2011 as of June 30, 2011. In total, they held 48 stocks with a total portfolio worth of USD 427,936,000.

Tweedy Browne Team’s fund positions as of Q2/2011 with actual share movements:

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Tweedy Browne Team Fund Positions (Click to enlarge)

Tweedy Browne Team Sector Allocation (Click to enlarge)

Tweedy Browne Team Top Positions (Click to enlarge)

Related Stock Ticker of Tweedy Browne Team’s Fund Portfolio:

HKHHF, DEO, NSRGY, MURGF, PM, TOT, RHHVF, NVS, ZFSVF, JNJ, WMT, LUK, COP, HENKY, DVN, BAX, WFC, UN, TRH, CNPAF, BRK.A, UNP, MMM, BRO, AXELF, BTI, UNF, NSC, EMR, LNAGF, CAJ, UL, ANAT, MDIEF, CSCO, FII, MA, CMCSK, HSIC, BR, AKZOY, BK, SKM, HMC, KRNNF, EMBVF, AVTR, BRK.B,

Tweedy Browne Team Fund Share Buys:

BTI, MDIEF, EMBVF, WFC, AXELF

Tweedy Browne Team Fund Share Sells:

LNAGF, PM, DEO, EMR, NSRGY, HSIC, NWLIA, GETVF, BATS, GROCY

4 Stocks You Should Prefer Government Bonds

Four Dividend Stocks safer than US Treasuries By Dividend Growth Investor. Over the past few weeks, financial markets have gotten concerned about the possibility that US congress would not raise the debt ceiling on US government debt. The implications range from credit downgrades on US Treasuries to de facto default by the US government if it chooses to delay payment of Social Security Benefits. Currently, US Treasuries are rated AAA, and are regarded as the safest investment instrument in the world. As a result, institutions and foreign governments hold trillions of dollars of this highly liquid and safe investment. The high budget deficits as well as the high level of US government debt however, have some experts doubting whether the status quo of US Treasuries as “safe investments” will change.

Here are four dividend growth stocks which have global operations that spot AAA ratings:

Johnson & Johnson (JNJ)
Yield: 3.40%


Exxon Mobil Corporation (XOM)
Yield: 2.30%


Automatic Data Processing (ADP)
Yield: 2.70%


Microsoft Corporation (MSFT)
Yield: 2.40%

Related Stock Ticker:
JNJ, XOM, ADP, MSFT

Source: www.dividendgrowthinvestor.com

Stocks With Fastest Dividend Growth July 2011

Fastest Dividend Growth Shares by Dividend Yields – Stock, Capital, Investment. Here is a current dividend table of companies with the fastest dividend growth compared to the previous dividend declaration. The dividend growth is often a good indicator for the financial health of a stock. Companies with a strong increase in dividends judge the future of their company rosy. They give money back to shareholders that they don’t need for their business. The stocks from the fastest dividend growth sheet are traded at AMEX, NYSE, NASDAQ as well as being part of the Dow Jones, S&P 500 or NASDAQ Composite. The average dividend-yield amounts to 3.96 percent and the average dividend growth is 17.13 percent.

Here is the sheet of stocks with the fastest dividend growth:

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Stocks with fastest Dividend Growth (Click to enlarge)

Related Stock Ticker:

CLF, GCI, CMI, PCAR, EDR, POPE, ALTR, WAG, KED, CE, WOR, STEI, AI, AOS, UNM, ETE, XTXI, PFK, XTEX, BBY, MFA, LNN, OZRK, OHI, WES, GJI, SKT, PBT,  GJS, NGLS, DUK,  BHB, GEL, TLP, NNN, PAA, EPD, HCSG, DEP

Selected Articles:

· 5 Tech Dividend Stocks With Big Dividend Growth

· 10 Dividend Stocks With Fast Cash Flow Growth

· Stocks With Fastest Dividend Growth June 2011

· 100 Best Growth Stocks – Part VI

Solid Dividend Shares In Volatile Markets

4 Solid Dividend Stocks to Buy in Whipsawed Markets By Hemmerling. If you are not the type of investor to jump on the bond-market bandwagon during market instability, perhaps looking at a few conservative dividend stocks will give the desired results during volatile conditions. Due to the beaten up financial sector, when looking at virtually any time frame over the past year, we will exclude any such company.

Some of the criteria we will look for are:

-Seven years of increasing dividends
-Seven-year dividend growth rate greater than 10%
-Current earnings growth above the three-year average
-A reduction in liabilities/assets on the quarterly report
-Yield greater than 3 percent
-Payout ratio less than 50% (or 85% for utility companies)

Here are the results:


Avista Corporation (AVA)
Dividend yield of 4.3%



Darden Restaurants (DRI)
Dividend yield at 3.3%




Procter & Gamble (PG)
3.2% expected dividend yield



Wisconsin Energy Corporation (WEC)
Dividend yield of 3.3%

Related Stock Ticker:
AVA, DRI, PG, WEC

Source: Seeking Alpha

Arnold Van Den Berg Fund Portfolio Q2/2011

Arnold Van Den Berg Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Arnold Van Den Berg’s portfolio movements as of Q2/2011 from May 31, 2011. In total, he held 47 stocks with a total portfolio worth of USD 102,098,000.

Arnold Van Den Berg’s fund positions as of Q2/2011 with actual stock movements:

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Portfolio of Arnold Van Den Berg (Click to enlarge)

Portfolio Sector Structure of Arnold Van Den Berg (Click to enlarge)

Top Portfolio Positions of Arnold Van Den Berg (Click to enlarge)

Related Stock Ticker of Arnold Van Den Berg Fund Portfolio:

MSFT, WMT, KO, MMM, DELL, CL, AMAT, MAS, WFC, MDC, ADP, MMC, INTC, CSCO, SPLS, TOL, VLO, NWSA, NEWP, AXP, HSC, XOM, MXWL, PAYX, CPY, JEC, TDW, SBX, ORN, GE, HTCH, UPS, CTAS, LDL, TMO, PG, CORE, GVA, EMR, FDX, PVA, ACAT, WFR, CDI, LAWS, CMCSK, COHU 

Arnold Van Den Berg Fund Share Buys:

MDC, CSCO, SPLS, ORN, PVA,

Arnold Van Den Berg Fund Share Sells:

ACAT, HTCH, CPY, TXN, VZ, EXC, T, FTO

Dividend Stock Idea of the Day – Kraft Foods (NYSE:KFT)

Dividend Stock Ideas by Dividend Yield – Stock, Capital Investment. Our Dividend Idea of the day is the major diversified food company Kraft Foods (NYSE:KFT). The current dividend yield amounts to 3.30 percent.

Kraft Foods Inc. (Kraft Foods) manufactures and markets packaged food products, including biscuits, confectionery, beverages, cheese, convenient meals and various packaged grocery products. The Company sells its products to consumers in approximately 170 countries. Kraft Foods operates in three segments: Kraft Foods North America, Kraft Foods Europe and Kraft Foods Developing Markets. At December 31, 2010, Kraft Foods had operations in more than 75 countries and made its products at 223 manufacturing and processing facilities worldwide. At December 31, 2010, its portfolio included 11 brands Oreo, Nabisco and LU biscuits; Milka and Cadbury chocolates; Trident gum; Jacobs and Maxwell House coffees; Philadelphia cream cheeses; Kraft cheeses, dinners and dressings, and Oscar Mayer meats. In February 2010, the Company announced that it has acquired the control of Cadbury plc. As of June 1, 2010, the Company owned 100% interest of Cadbury ADSs (Cadbury Shares) (More on Reuters).

Here are some Fundamental Figures:

Sales	50.46 Bil
Income	3.03 Bil
Net Profit Margin	6.04%
Return on Equity	8.47%
Debt/Equity Ratio	0.8
Revenue/Share	28.74
Earnings/Share	1.73
Book Value/Share	18.72
Dividend Rate	1.16
Payout Ratio	62.00%

Here are some Pricing Figures:

Price/Earnings	20.4
Price/Book	1.7
Price/Sales	1.2
Price/Cash Flow	22.3
Dividend Yield %	3.3
Forward Price/Earnings	14.1
PEG Ratio	1.8
PEG Payback (Yrs)	8.8

Here are some Trading Figures:

Last Price	35
52-Wk High	36.02
52-Wk Low	28.56
Volume	NA
Avg Daily Vol (13 Wks)	9.14 Mil
50-Day Moving Average	34.74
200-Day Moving Average	32.29
Volatility (beta)	0.58

Sales and Income of Kraft Foods (Click to enlarge)

Do you have further dividend ideas you want to share with our audience? Please contact us and submit your stock idea here: dividendyields@googlemail.com

High Yield Shares From S&P 500

S&P 500 Stocks Yielding More than 5% By Bespoke Group. With today's rally in Treasuries and the sell-off in equities, nearly 21% of the stocks (103) in the S&P 500 are yielding more than a 10-year Treasury. There are also 20 stocks in the index (listed bellow) that now have an annual yield of more than 5%. While some stocks have high yields because investors are expecting the companies to cut the payout going forward, the list below has some names that are still considered by many to be blue chips, but still pay out nearly twice that of what a 10-year US Treasury pays.

Here is the sheet with dividend yield figures:




Source: Bespoke Group

Best Yielding Industrial Shares

Highest-Yielding Industrial Stocks By Fool. The power of dividend investing is pretty well-known these days. Higher-yielding stocks tend to offer higher returns over time than low- or no-yield stocks, according to research from Jeremy Siegel and others. In fact, the 20 best-performing survivor stocks from the original S&P 500 in 1957 are all dividend payers.

I constructed a screen to find some promising high-yield, low-risk industrial and defense companies for further research. I made sure the stocks met the following criteria:

Market cap > $1 billion.
Payout ratio < 60%. Three-year dividend growth > 0%.

Here are the best yielding industrial stocks:

Company	Market Cap	Payout	3-Year Cumulative	Dividend
	(in millions)	Ratio	Dividend Growth	Yield
Lockheed Martin (NYSE: LMT  )	$27,392	34%	79%	3.80%
Raytheon (NYSE: RTN  )	$16,402	31%	49%	3.70%
Northrop Grumman	$18,916	26%	27%	3.10%
United Parcel Service (NYSE:UPS  )	$72,073	49%	13%	2.90%
Republic Services (NYSE: RSG  )	$11,245	50%	28%	2.70%
General Dynamics (NYSE: GD  )	$26,174	24%	42%	2.70%
Eaton (NYSE: ETN  )	$17,514	37%	31%	2.70%
Emerson Electric (NYSE: EMR  )	$41,620	43%	21%	2.50%
Hubbell	$3,780	38%	11%	2.40%
ABM Industries	$1,242	44%	12%	2.40%

Related Stock Ticker:
LMT, RTN, UPS, RSG, GD, ETN, EMR,

Source: Fool.com

Best Dividends In Management Services Industry

The Most Promising Dividends in Management Services By Fool. Dividend payers deserve a berth in any long-term stock portfolio. But seemingly attractive dividend yields are not always as fetching as they may appear. Let's see which companies in management services offer the most promising dividends.

Below, I've compiled some of the major dividend-paying players in management services (and a few smaller outfits), ranked according to their dividend yields:

Company	Recent Yield	5-Year Avg. Annual Div. Growth Rate	Payout Ratio
Heidrick & Struggles International (Nasdaq: HSII  )	2.20%	0%*	208%
Accenture (NYSE: ACN  )	1.50%	28.60%	29%
Corporate Executive Board(Nasdaq: EXBD  )	1.40%	-11.60%	41%
Resources Connection(Nasdaq: RECN  )	1.30%	New dividend	30%
Towers Watson (NYSE: TW  )	0.50%	0%	10%
*Past three years.

Related Stock Ticker:
HSII, ACN, EXBD, RECN, TW

Source: Fool.com