Value Investing News

Warren Buffett is arguably the best investor in the world. His main holding, Berkshire Hathaway has delivered market beating returns during his leadership. Buffett’s strategy is characterized by purchasing stocks which have a long-term durable competitive advantage in a stable industry.

Berkshire Hathaway's Q4 portfolio has been filed. New or increased positions include BNI, WMT, IR, RSG, IRM, BDX, and WFC.

Becton, Dickinson and Co. provides a wide range of medical devices and diagnostic products used in hospitals, doctors' offices, research labs, and other settings. Linked here is a detailed analysis and commentary.

Though many dividend stocks are now trading in excess of their calculated fair value, capital appreciation is not the primary reason for investing in dividend stocks. Dividend fundamentals are what drive my purchase decision, and if I could only look at one metric it would be...

The dividend aristocrats list includes companies which have increased dividends for over 25 years in a row. It is equally weighted and re-balanced once an year. Over the past 3,5 and 7 years the index of elite dividend stocks has managed to outperform the S&P 500 by 5%, 3.7% and 4.40% respectively.

This time last year it was easy to find good dividend stocks trading at a fair value. The question was, ‘which of these do I buy?’ Now the questions is often, ‘am I willing to pay this much for that stock?’. If we look close enough, there are still a few dividend stocks trading below fair value.

As dividend growth investors we are looking for stocks can continue to raise their dividends indefinitely into the future. One metric that provides an indication of a dividend’s sustainability is its payout ratio.

When selecting a dividend growth stock there is really only one factor that is important – sustainability. As we evaluate many aspects of a company, what we are really trying to determine is if the company can continue to raise its dividend indefinitely into the future.

’Tis the season for stock predictions! Virtually every financial writer will pen an article selecting his or her top picks for the upcoming year. I enjoy reading them and the logic behind the picks and sometimes there is a gem to be found.

A body in motion tends to stay in motion unless acted on by an outside force. The following dividend payers kept the dividend momentum coming, by raising distributions to shareholders. What is particularly interesting is the fact that most of them have raised distributions consistently for more than one or two decades each.

Due to the Thanksgiving holiday, not much is happening at the office. However, there are still many working for me today. It is great to know while I am relaxing with family and watching the big game, my Dividend Stocks are hard at work providing me an additional income stream.

Sequoia's Q3 portfolio has been filed. New or increased positions include: AAP, PX, AOC, EOG, CACC, BDX, LTR, CB, BMY, CHK, BER, DHR, WMT, PG, V, JNJ, KFT, etc.

Warren Buffett may be bullish on railroads, but he's cautious on health care. The article discusses Buffett's Johnson & Johnson stake and includes comments by Fat Pitch Financials.

Most companies use debt for a variety of reasons in their operations. It could be either short term or long-term obligations. If there’s anything the 2007-2009 financial crisis has taught us, it is that excessively leveraged companies could easily blow up after a chain of negative events. Thus it pays to know what the debt situation for a particular company you are investing in actually is.

One way in which to uncover stock investments is to run stock screens. Once resulting stocks are uncovered, one should track the performance of the screen before investing any real dollars. Additionally, conducting fundamental and detailed research on each stock is recommended before investing. This article contains a stock screen that incorporates some of Warren Buffett's criteria.