Published Tue, 10 Mar 2020 13:59:43 -0400 on Seeking Alpha
This Buffett holdings list from Dan Burrows first appeared on 2/18/20 in Kiplinger Investing. YCharts also tracks this Buffett/Berkshire Batch. Here is your update as of 3/6/20.
35 of 52 Berkshire Hathaway-owned stocks pay dividends. As of 3/6/20, the top 10 ranged from 3.96%-11.76% by annual yield and ranged 46.3%-141.76% per broker-estimated price target upsides but just 6 upsiders paid dividends.
10 top Buffett-held dividend stocks ranged from 10.09% to 42.63% in net gains calculated from broker targets, plus dividends, less broker fees.
$5k invested in the lowest-priced five top yield Buffett-held dividend dogs showed 10.77% more net gain than from $5k invested in all 10. Little low-priced Buffett-collected dogs ruled his March portfolio.
James Brumley says in Kiplinger Investing:
"Rich people often get perpetually richer for a reason, so it could be worthwhile to study what billionaires and high-asset hedge funds are plowing their long-term capital into."
As any collection of stocks is more clearly understood when subjected to yield-based (dog catcher) analysis, this Buffett/Berkshire (NYSE: BRK-A) (NYSE: BRK-B) batch is perfect for the dogcatcher process. Here is the March 6 data for 33 dividend-paying stocks in the Kiplinger-documented collection of 52 owned by Buffett's Berkshire Hathaway firm.
Actionable Conclusions (1-10): Analysts Estimated 41.43% To 99.99% Net Gains For The 10 Top Buffett-Held Dividend Stocks Come March 2021
Five of 10 Buffett-held dividend stocks by yield were also among the top 10 gainers for the coming year based on analyst one-year target prices. (They are tinted gray in the chart below.) Thus, this yield-based forecast for these Buffett dogs was graded by Wall St. Wizards as 50% accurate.
Projections were based on estimated dividends from $1k invested in each of the highest-yielding stocks and their aggregate one-year analyst median target prices, as reported by YCharts. Note:... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|PNC FINANCIAL SERVICES GROUP||137.17||12.4||11.06||4.60||3.34|
|UNITED PARCEL SERVICE||122.56||22.4||5.47||3.84||3.14|
|DELTA AIR LINES||59.44||8.9||6.70||1.61||2.75|
|BANK OF AMERICA||29.67||10.6||2.80||0.72||2.45|
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