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Your March Warren Buffett Update: 52 Equities And 33 Pay Dividends

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
OCCIDENTAL PETROLEUM 45.40   9.0 5.05 3.16 6.81
KRAFT HEINZ 29.03   0.0 0.00 1.60 5.52
WELLS FARGO 48.65   10.0 4.84 2.04 4.22
SUNCOR ENERGY 30.68   11.3 2.71 1.26 4.13
GENERAL MOTORS 39.07   6.2 6.29 1.52 3.84
PHILLIPS 66 102.19   8.8 11.56 3.60 3.50
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
U.S. BANCORP 55.73   13.1 4.25 1.48 2.65
M&T BANK 156.79   11.2 13.98 4.00 2.58
BANK OF AMERICA 29.67   10.6 2.80 0.72 2.45


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