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The Buffett List: 5 Dividend Buys For September

Sep. 22, 2023 3:53 PM ETALLY, BAC, C, DHI, GM, HPQ, JEF, JNJ, KHC, KO, LPX, PARA, UPS, CVX4 Comments


  • This Buffett holdings-list from Kiplinger first appeared 8/21/23 on line. Kiplinger, YCharts and Dogs of The Dow all track this Buffett/Berkshire batch. Here is your update from 9/20/23 YCharts data.
  • 32 of 48 current Berkshire-Hathaway-owned-stocks pay dividends. As of 9/20/23 the top-ten ranged 2.87%-4.87% by annual-yield and 45 of 48 ranged -1.55% to 60.2% per broker-estimated target-price-upsides.
  • Analyst-augured top-ten net-gains from Buffett’s September dividend dogs ranged 21.35%-55.8% from UPS, KO, ALLY, BAC, KHC, LPX, DHI, C, PARA, and top pick GM per YCharts data.
  • $5k invested in the lowest-priced five top-yield Buffett/Berkshire-held September dividend dogs showed 2.93% Less net-gain than from $5k invested in all ten. Big higher-priced) Berkshire-collected dogs led Buffett’s September dividend payers.
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Dan Burrows says in Kiplinger Investing:

"The Berkshire Hathaway portfolio is a diverse set of blue chips and, increasingly, lesser-known growth bets. Here's a look at every stock picked by Warren Buffett and his lieutenants."

Any collection

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This article was written by

Fredrik Arnold profile picture

Fredrik Arnold is a retired quality service analyst sharing investment ideas with a primary focus on dividend yields by utilizing free cash flow and one-year total returns as trading indicators.

He is the leader of the investing group The Dividend Dog Catcher, where he shares a minimum of one new dividend stock idea per week with focus on yield or extraordinary financial circumstances. All ideas are archived and available after weekly announcement. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: This article is for informational and educational purposes only and should not be construed to constitute investment advice. Nothing contained herein shall constitute a solicitation, recommendation or endorsement to buy or sell any security. Prices and returns on equities in this article except as noted are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling same. Graphs and charts were compiled by Rydlun & Co., LLC from data derived from www.indexarb; YCharts; Yahoo Finance - Stock Market Live, Quotes, Business & Finance News; analyst mean target price by YCharts. Open source dog art from dividenddogcatcher.com.

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Comments (4)

"the dogcatcher ideal of paying annual dividends (from a $1K investment) exceeding their single share prices"

I've seen this criterion mentioned before, but I've never seen an explanation of why it's appropriate, and it doesn't make sense to me.

The criterion can be written as: yield x $1K > price.
This is equivalent to: (dividend/price) x $1K > price.
By simple algebra, this is equivalent to: dividend > (price)^2 / $1K.

There's a good reason why our usual valuation measures, such as P/E and yield are proportional. Using the non-proportional square of price makes the criterion dependent on the absolute price. A company that fails the criterion could switch to meeting the criterion just by carrying out a stock split!

Am I missing something?
TheMikeBeirne profile picture
C SUCKS, spent over a year holding this bargain and only see misteps and poor leadership unable to walk over 4 inch high hurdles. never bet on a crappy leader team again, no matter how low its price is. thanks for the lesson, C and WBA...
@TheMikeBeirne I wouldn’t own C or WBA if you willed them to me.
TheMikeBeirne profile picture
@ObnoxiousWinner i’m finally awake to that.. made it out with some dividend skin and my teeth!
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