Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label DVA. Show all posts
Showing posts with label DVA. Show all posts
Warren Buffett's 20 Best Performing Stocks Year-To-Date
Even though the overall stock market hasn't made much headway so far in 2016, the Oracle of Omaha has managed to include some solid year-to-date performers within his own holdings, as Buffett recently reported to the SEC on Form 13-F.
In particular, four of Buffett's stocks have given investors strong double-digit returns in 2016, and shareholders want to know if the Buffett magic will continue.
Let's take a look at these 20 best performing top stocks from the Buffett Portfolio Year-to-date...
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...
Stay Away From These 25 Stocks When The Fed Hikes Rates
Companies with
variable/floating-rate debt are more immediately impacted (negatively) by a
rate hike than companies with fixed rate debt.
It's easy to
understand that a corporate with high debt and rising rates should lose
earnings in the end. Attached you can find a list of companies that may lose
values due to a soon rate hike.
I'm not a fan of
highly leveraged companies. I know the hefty disadvantages from a debt burden
but sometimes there could be some advantages appear. Just remember the tax
benefits you should gain or return boosts due to a higher leverage.
Also interesting was the
development from ABInbev. Those shares fall like a stone during the financial
crisis in 2008/2009. After the freefall, when they found their bottom, they
created massive values for investors with risk appetite.
It’s not always bad to invest into
companies with a high leverage. You must consider each investment isolated.
Sometimes, when the underlying
business is stable, you should find a real investment opportunity.
Attached is a small list of stocks that may offer a higher risk when the rates start to rise.
Here is the list...Attached is a small list of stocks that may offer a higher risk when the rates start to rise.
6 Dividend Stocks Warren Buffett Added Recently To His $100 Billion Portfolio
Dividends are paybacks to shareholders, money that you can use for reinvestments or your daily spendigs.
But the dividend is not everything you need to look on when you think about investments.
It doesn’t make sense to buy a high yielding stock with high debt and no growth perspectives. Inflation will destroy your investment in the end.
One very
successful investor who has been focused on dividend growth investing is Warren Buffett.
I don't recommend covering his investments but Warren has a great idea base for us normal investors from that you can also benefit.
His latest
SEC-Filling shows that he has assets which are worth over $100 billion. Around 43 percent of
his money is currently invested within the financial sector.
Below is a small
overview about his latest dividend buys. Seven of his ten most recent
purchases pay a dividend. The best yielding pick was General Electric with a
3.42 yield.
The biggest impact
had the Goldman Sachs (GS) transactions with a 2.14 percent change result to his
portfolio.
Nearly of Warren's latest buys are cheaply priced measured by a forward P/E of less than 15.
Nearly of Warren's latest buys are cheaply priced measured by a forward P/E of less than 15.
4 stocks still
dominate his asset allocation: Wells Fargo (WFC), Coca Cola (KO), American Express (AXP) and
finally IBM (IBM). Each of them has a 10+ percent share in his portfolio. It's a clear signal to buy only those stocks that underlying business you understand.
3 Top Stocks That Warren Buffett Bought During The Recent Quarter
Warren
Buffett is one of the most trusted investors on the market. When he moves his
big money, the whole street is watching and tries to figure out what he is
thinking about.
The latest big move was reasonable to Exxon Mobil, the
largest U.S. oil producer. Warren bought ConocoPhillips on the peak of the oil
price and was wrong with his investment decision. Now it looks that he gives
his oil bet a second chance with the strongest cash flow producer in this
field.
At the same time Warren Buffett reduced its current
position in ConocoPhillips but keeps the downstream business Philips 66 stable.
I have no idea what he is thinking about with this transaction.
In addition, Warren increased shares of DaVita
Healthcare Partners and Goldman Sachs. Here you can find a detailed overview
about the latest big stock purchases from Warren Buffett.
Exxon Mobil (NYSE:XOM) has a market capitalization of $415.45 billion. The company employs 76,900 people, generates revenue of $453.123 billion and has a net income of $47.681 billion. Exxon Mobil’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $65.769 billion. The EBITDA margin is 14.51 percent (the operating margin is 11.01 percent and the net profit margin 10.52 percent).
 |
| Warren Buffett's latest stock purchases (click to enlarge) Source: Gurufocus.com |
Financial Analysis: The total debt represents 3.47 percent of Exxon Mobil’s assets and the total debt in relation to the equity amounts to 6.98 percent. Due to the financial situation, a return on equity of 28.03 percent was realized by Exxon Mobil. Twelve trailing months earnings per share reached a value of $7.65. Last fiscal year, Exxon Mobil paid $2.18 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 12.43, the P/S ratio is 0.92 and the P/B ratio is finally 2.58. The dividend yield amounts to 2.65 percent and the beta ratio has a value of 0.69.
 |
| Long-Term Stock Price Chart Of Exxon Mobil (XOM) |
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| Long-Term Dividend Payment History of Exxon Mobil (XOM) |
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| Long-Term Dividend Yield History of Exxon Mobil (XOM) |
Goldman Sachs (NYSE:GS) has a market capitalization of $76.86 billion. The company employs 31,700 people, generates revenue of $41.664 billion and has a net income of $7.475 billion. Goldman Sachs’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12.462 billion. The EBITDA margin is 29.91 percent (the operating margin is 26.90 percent and the net profit margin 17.94 percent).
Financial Analysis: The total debt represents 47.24 percent of Goldman Sachs’s assets and the total debt in relation to the equity amounts to 585.58 percent. Due to the financial situation, a return on equity of 10.66 percent was realized by Goldman Sachs. Twelve trailing months earnings per share reached a value of $16.47. Last fiscal year, Goldman Sachs paid $1.77 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 10.29, the P/S ratio is 1.84 and the P/B ratio is finally 1.13. The dividend yield amounts to 1.30 percent and the beta ratio has a value of 1.30.
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| Long-Term Stock Price Chart Of Goldman Sachs (GS) |
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| Long-Term Dividend Payment History of Goldman Sachs (GS) |
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| Long-Term Dividend Yield History of Goldman Sachs (GS) |
DaVita HealthCare Partners (NYSE:DVA) has a market capitalization of $13.09 billion. The company employs 53,400 people, generates revenue of $8.186 billion and has a net income of $641.46 million. DaVita HealthCare Partners’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,710.45 million. The EBITDA margin is 20.89 percent (the operating margin is 15.84 percent and the net profit margin 7.84 percent).
Financial Analysis: The total debt represents 53.45 percent of DaVita HealthCare Partners’s assets and the total debt in relation to the equity amounts to 227.32 percent. Due to the financial situation, a return on equity of 18.16 percent was realized by DaVita HealthCare Partners. Twelve trailing months earnings per share reached a value of $2.66. Last fiscal year, DaVita HealthCare Partners paid no dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 23.18, the P/S ratio is 1.60 and the P/B ratio is finally 3.45. The beta ratio has a value of 0.49.
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| Long-Term Stock Price Chart Of DaVita HealthCare Partners (DVA) |
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| Long-Term Dividend Payment History of DaVita HealthCare Partners (DVA) |
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| Long-Term Dividend Yield History of DaVita HealthCare Partners (DVA) |
Warren Buffett's Latest Stock Portfolio
 |
| Warren Buffett's latest stock purchases (click to enlarge) Source: Streetinsider.com |
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| Warren Buffett's latest stock purchases (click to enlarge) Source: Gurufocus.com |
Ex-Dividend Stocks: Best Dividend Paying Shares On September 09, 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, 24 stocks go ex dividend
- of which 10 yield more than 3 percent. The average yield amounts to 4.85%.
Here is a full list of all stocks with ex-dividend
date within the current week.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
Calamos Convertible & High Income Fund
|
879.48M
|
7.26
|
0.90
|
11.54
|
8.37%
|
|
Triangle
Capital Corporation
|
812.21M
|
11.20
|
1.88
|
8.04
|
7.33%
|
|
Ameren
Corporation
|
7.97B
|
-
|
1.25
|
1.25
|
4.87%
|
|
Compuware
Corporation
|
2.31B
|
-
|
2.31
|
2.45
|
4.62%
|
|
Gold
Resource Corp
|
432.04M
|
20.27
|
5.07
|
3.23
|
4.44%
|
|
Univest
Corp. of Pennsylvania
|
318.56M
|
15.14
|
1.14
|
4.04
|
4.19%
|
|
Laclede
Group Inc.
|
1.13B
|
16.07
|
1.04
|
1.09
|
3.93%
|
|
Parkway
Properties Inc.
|
1.10B
|
-
|
1.53
|
4.10
|
3.73%
|
|
Kohl's
Corp.
|
11.61B
|
12.36
|
1.92
|
0.60
|
2.65%
|
|
Hewlett-Packard
Company
|
42.67B
|
-
|
1.73
|
0.38
|
2.62%
|
|
Guess'
Inc.
|
2.61B
|
16.43
|
2.43
|
0.99
|
2.58%
|
|
Rockwood
Holdings, Inc.
|
4.93B
|
53.75
|
3.60
|
1.49
|
2.50%
|
|
State
Auto Financial Corp.
|
732.24M
|
17.90
|
1.03
|
0.63
|
2.21%
|
|
Texas
Roadhouse Inc.
|
1.74B
|
22.62
|
3.05
|
1.31
|
1.93%
|
|
Amphenol
Corporation
|
12.08B
|
20.72
|
4.67
|
2.71
|
1.06%
|
|
Twenty-First Century Fox, Inc.
|
74.16B
|
11.02
|
4.36
|
2.68
|
0.78%
|
|
Anadarko
Petroleum Corporation
|
46.56B
|
27.44
|
2.10
|
3.29
|
0.78%
|
|
DaVita,
Inc.
|
11.70B
|
20.17
|
2.84
|
1.16
|
-
|
Warren Buffett’s Latest Buys and Sells | Berkshire Hathaway Q1/2013 Fund Portfolio
Below is a
current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio
movements as of Q1/2013 (March 31, 2013). In total, he has 41 stocks with a
total portfolio worth of USD 85,001,344,000. Buffett bought two new companies
and added nine additional stocks to his fund. The most important buys were
Wells Fargo and Chicago Bridge & Iron Company.
In return,
Buffett reduced three stocks and closed two positions completely. The biggest
changer on the short side was General Dynamics.
Warren Buffett | Berkshire Hathaway Q3/2012 Fund Portfolio
Warren Buffett
- Berkshire Hathaway Q3/2012 Fund Investing Strategies By Dividend
Yield – Stock Capital, Investment. Here is a
current portfolio update of Warren Buffett’s - Berkshire Hathaway - portfolio
movements as of Q3/2012 (September 30, 2012). In total, he has 38 stocks with a
total portfolio worth of USD 75,326,633,000. Buffett bought four new companies
and added eight additional stocks. The most important buys were Wells Fargo
and Deere. WFC was increased by 2.8 percent. Both buys affected his portfolio only
by around 0.5 percent. His stake in General Motors was doubled as well as the stake
in National Oilwell Varco.
In return, Buffet sold three stocks completely and reduced ten additional stocks. The biggest change to his portfolio had Mondelez and Johnson & Johnson. Both affected his portfolio by more than one percent.
In return, Buffet sold three stocks completely and reduced ten additional stocks. The biggest change to his portfolio had Mondelez and Johnson & Johnson. Both affected his portfolio by more than one percent.
Warren Buffett - Berkshire Hathaway Q1/2012 Fund Portfolio
George Soros Quantum Fund Investment Portfolio as of Q4/2011
George Soros is the founder of Soros Fund Management. In 1970 he co-founded the Quantum Fund with Jim Rogers and Christoper Ink, which created the bulk of the Soros fortune. Legendary was his currency speculation against the British Bank of England:
On September 16, 1992, Soros's fund sold short more than USD 10 billion worth of pounds sterling, profiting from the Bank of England's reluctance to either raise its interest rates to levels comparable to those of other European Exchange Rate Mechanism countries or to float its currency. Finally, the Bank of England withdrew the currency from the European Exchange Rate Mechanism, devaluing the pound sterling. Soros earned an estimated worth of USD 1.1 billion in the process. He was dubbed "the man who broke the Bank of England." UK Treasury estimated the total costs of Black Wednesday at GBP 3.4 billion in 1997.
Here is a top 30 list of his investment positions as of December 31, 2011. Soros Fund Management LLC was valued at USD 4.18 billion. Top New Buys: GOOG, CMVT, KEY, SPY, FCX, STLD, LMCA, DLPH, TRIP, X
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