Seeking Alpha
Profile| Send Message| ()  

John Paulson is the founder and President of Paulson & Co. Paulson made $4 billion by betting against subprime mortgage investments in 2007 and another $5 billion by betting on gold and the recovery of the economy in 2010. Paulson & Co had 69 securities in its 13F portfolio valued at $13,85 billion at the end of December (see Paulson's entire portfolio here).

Below we've compiled a list of John Paulson's dividend stock picks from Paulson & Co's most recent 13F filing. We required a minimum dividend yield of 2.5%. We obtained market data from Finviz and MSN Money, and hedge fund holdings from Insider Monkey.

Stock

Market Cap
(Billion $)

Dividend Yield

P/E

Beta

Profit Margin

Anglogold Ashanti (AU)

13.1

3.1%

9.2

0.61

24.3%

Gold Fields (GFI)

9.4

3.4%

9.6

0.63

18.6%

JPMorgan (JPM)

167.4

2.7%

9.7

1.27

19.1%

Wells Fargo (WFC)

179.4

2.6%

11.6

1.34

20.3%

Whirlpool Corp (WHR)

5.1

3.0%

13.3

1.93

2.2%

1. Anglogold : Anglogold recently traded at $34.28 with a trailing price to earnings of 9.24 and a forward price to earnings of 8.43. Anglogold has a 3.07% dividend yield and lost 30.24% during the past 12 months. The stock has a market cap of $13.1 billion and total debt/equity ratio of 0.49. Paulson had $1.46 billion invested in Anglogold shares.

2. Gold Fields : Gold Fields recently traded at $12.9 with a trailing price to earnings of 9.57 and a forward price to earnings of 7.83. Gold Fields has a 3.42% dividend yield and lost 25.1% during the past 12 months. The stock has a market cap of $9.4 billion and total debt/equity ratio of 0.33. Paulson had $358 million invested in Gold Fields shares.

3. JPMorgan Chase : JPMorgan recently traded at $43.48 with a trailing price to earnings of 9.73 and a forward price to earnings of 7.86. JPMorgan has a 2.74% dividend yield and lost 0.95% during the past 12 months. The stock has a market cap of $167.4 billion and total debt/equity ratio of 3.83. JPMorgan has an estimated growth rate of 12.07% for this year and 7.8% for next five years. Paulson had $157 million invested in JPMorgan shares.

4. Wells Fargo : Wells Fargo recently traded at $33.85 with a trailing price to earnings of 11.63 and a forward price to earnings of 9.25. Wells Fargo has a 2.6% dividend yield and gained 17.66% during the past 12 months. The stock has a market cap of $179.4 billion and total debt/equity ratio of 1.24. Wells Fargo has an estimated growth rate of 12.27% for this year and 10.48% for next five years. Paulson had $96 million invested in Wells Fargo shares.

5. Whirlpool : Whirlpool recently traded at $64.59 with a trailing price to earnings of 13.3 and a forward price to earnings of 8.63. Whirlpool has a 3.03% dividend yield and lost 23.28% during the past 12 months. The stock has a market cap of $5.1 billion and total debt/equity ratio of 0.6. Whirlpool has an estimated growth rate of 23.03% for this year and 8.1% for next five years. Paulson had $10 million invested in WHR shares.

Source: John Paulson's 5 Dividend Stock Picks