James Barrow's latest dividend stock buys and his portfolio originally published at long-term-investments.blogspot.com. James Barrow is a relatively unknown fund managers but he has big influence on Wall-Street. His assets under management exceeded the 55 billion mark in his investment firm Barrow, Hanley, Mewhinney & Strauss. This money was spread on 159 stocks of which 7 were completely new. James follows a value-oriented investment strategy.
James is a real dividend large cap lover. Nearly all of his latest 20 big stock acquisitions pay dividends. In addition, James is a much diversified guy. None of his stakes is extremely overweighed. The biggest position is the tobacco company Philip Morris and has a portfolio share of 3.5 percent while the 10th biggest stock holding weights only at 1.8 percent.
Compared to other fund managers, his performance is also weak in the short term. Over the past three years, the excess return was only 3.3 percent in total. His five-year advance is a bit better with 14 percent excess gain but over 10 years, his performance is 27.8 percent weaker than the S&P 500. Over a very long period of 15 years, he beat the market by 49.4 percent excess gain.
Here is the full table with some fundamentals:
Take a closer look at the full list. The average P/E ratio amounts to 20.57 and forward P/E ratio is 12.82. The dividend yield has a value of 2.69 percent. Price to book ratio is 2.82 and price to sales ratio 1.72. The operating margin amounts to 18.05 percent and the beta ratio is 1.16. Stocks from the list have an average debt to equity ratio of 0.84.
Related stock ticker symbols:
SDRL, BP, MRK, OKE, DD, SYY, TEVA, CAH, TGT, LTD, STJ, MDT, TSS, CYN, DLPH, LUV, POL, L, GTE