Warren Buffett is one of the most
trusted investors in the world. When he put money on the table, many
institutional investors follow his moves and discover if they could make any
money with the stocks he has chosen.
When I look at the
recent earnings figures of some of his investments, I saw that many stocks
reported results not in-line with investor’s expectations. As a result, they
got sold massively out.
IBM, Coca Cola,
Tesco, Exxon and now diabetes drug maker Sanofi who lost yesterday nine
percent. Are these long-term opportunities or will they run flat in the future?
I don't know but what I know is that some of the past results of those
companies are not comparable to the current economic environment.
I personally
checked some of his new investments and came to the result that Warren is
building a new investment company, based on energy and capital intensive
stocks.
The market has
many great companies to offer which have doubled sales in the past decade and
paid 40 percent of the current stock price in dividends over the recent ten
years. That's a good number in my view.
Today, when the
markets have recovered, I start a new screen of high-quality dividend stocks
with attractive fundamentals. I know that it is hard to find cheap companies in
highly valuated markets but sometimes we must be creative to calculate the real
values.
Below are five
ideas with double digit-expected earnings per share growth figures for the next
five years. They have also a lower beta than the overall market and acceptable
debt-to-equity ratios.
I've compiled many
stocks from different sectors and industries in order to create a good
diversification. What do you think about my new ideas? Are they good enough to
buy or do you still have some of them? Please let me know and thank you for
reading and commenting.
These are my results: