A look at Warren Buffett's portfolio to see if the companies follow Benjamin Graham's requirements of the Enterprising and Defensive Investors as described in The Intelligent Investor.
Some of my fellow dividend investors have accused Warren Buffett of being a closet dividend investor. I won’t quite go that far, but there is significant common ground between dividend and value investors. With that said, let’s take a close look at Mr. Buffett’s most recent 13-F filing with the SEC.
T2 Partners' Q1 portfolio has been filed. New or increased positions include WFC, GE, GGP, MSFT, COST, LH, SCC, CMG, AAPL, YHOO, AB, DPZ, ALD, MBI, etc.
Last week marked the busiest week for dividend increases in 2009 as several blue chip companies such as IBM, Costco and Exxon Mobil raised their payouts. It is always bullish to see companies which have always rewarded shareholders with raised payouts continue operating in a shareholder friendly pattern of behavior.
IBM, once considered the blue-chip technology company, faced a near-death experience in the early 1990’s when it misjudged the importance of PCs. IBM has never quite regained it technology bellwether crown from Microsoft (MSFT) and Intel (INTC), but it has taken steps to regain its leadership role.
A dozen new names made it onto Barron's roster of the world's most respected chief executives, joining stalwarts such as Warren Buffett and Steve Jobs. Thirty profiles illustrate how they got here.
Out of 38 holdings in BRK-A’s portfolio 12 companies are dividend aristocrats, one is a dividend champion and three are dividend achievers. Only 5 of his holdings do not play any dividends at all.
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