Published Thu, 23 Jul 2020 21:20:41 -0400 on Seeking Alpha
Seeking AlphaDividend Quick PicksWarren Buffett August Update: 46 Equities Show 7 Ready To Buy And Hold For Dividends TodayJul. 23, 2020 9:20 PM ET|| Includes: AAPL, BAC, BK, GL, GS, GS.PA, GS.PD, JPM, KHC, MTB, OXY, PNC, PNC.PP, QSR, STOR, SU, SYF, UPS, USBby: Fredrik ArnoldFredrik Arnold The Dividend Dog CatcherSimple, straightforward 7-step analysis that finds lucrative income stocks.SummaryThis Buffett list from Dogs of The Dow first appeared 5/20/20 online. YCharts also tracks this Buffett/Berkshire Batch. Here is your update as of 7/22/20.
30 of 46 Berkshire Hathaway-owned-stocks pay dividends. As of 7/22/20, the top ten ranged 3.43-6.02% by annual yield and ranged 18.24-93.75% per broker-estimated price-target-upsides. Six of the top ten up-siders paid-dividends.
Ten top Buffett-held dividend stocks ranged 12.31% to 23.42% 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 1.13% more net gain than from $5k invested in all ten. Little low-priced Buffett-collected dogs ruled his August 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."
Any collection of stocks is more clearly understood when subjected to yield-based (dog catcher) analysis, this Buffett/Berkshire batch is perfect for the dogcatcher process. Here is the July 22 data for 30 dividend-paying stocks in the Kiplinger-documented collection of 46 now owned by Buffett's Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B).
Another resource consulted for this article was dogsofthedow.com. They also keep an ongoing spreadsheet of the Buffett/Berkshire stocks updated quarterly per BRK SEC filings.
The Ides of March plunge in the stock market took its toll on Buffett's batch and made the... 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|
|BANK OF NEW YORK MELLON||46.31||12.0||3.85||1.24||2.71|
|BANK OF AMERICA||29.67||10.6||2.80||0.72||2.45|
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