Watch 5 Of Warren Buffett's Best Berkshire 'Safer' June Dividend Dogs Of 35

Jun. 27, 2025 8:35 AM ET, , , , , , , , , , , , , , , 1 Comment

Summary

  • Berkshire Hathaway made significant Q1 2025 portfolio moves, doubling down on Constellation Brands and Pool, and adding to Domino's, Occidental, and Sirius XM.
  • Yield-based 'dogcatcher' analysis highlights Kraft Heinz and Sirius XM as ideal dividend picks, with several others nearing attractive yield-to-price ratios.
  • Analyst projections suggest top Berkshire 'dogs' could deliver 15%-31% net gains by June 2026, with average risk below the market.
  • Caution is warranted: some high-yield stocks have negative free cash flow margins, making them unsafe, but future price drops or dividend hikes could improve value.
  • Broker target-estimated, Berkshire/Buffett-selected, top-5 'safer' dividend dogs to watch are: TMUS, CVX, LPX, KR, and ALLY, ranged $170.50 to $4.37 in price distance from IDEAL.
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Foreword

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.

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This article was written by

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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.

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Related Stocks

SymbolLast Price% Chg
STZ--
Constellation Brands, Inc.
OXY--
Occidental Petroleum Corporation
DPZ--
Domino's Pizza, Inc.
POOL--
Pool Corporation
SIRI--
Sirius XM Holdings Inc.

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