Tweedy, Browne is one of the largest fund managers in the U.S. The fund applies a value-oriented approach to pick its stocks. As such it looks for undervalued stocks that offer substantial dividends. I think this is a solid strategy, which is backed by strong arguments. Over the long haul, the return from dividends has been a considerable factor to the overall portfolio return produced by equities.
Browne's five most significant dividend stocks that constitute a substantial portion of the fund's portfolio are ConocoPhillips (COP), Johnson & Johnson (JNJ), Norfolk Southern Corporation (NSC), GlaxoSmithKline PLC (GSK), and Novartis AG (NVS). I briefly explore each stock's track record. I also explain the trading activities of the fund manager with regard to each stock.
Source: Seeking Alpha
Related Articles:
- 10 Dividend Stocks Balancing Yield And Growth
- Defense Stocks May Not Be Defensive Stocks
- 10 Dividend Stocks That Gave Me A 20%+ Annualized Return
- All Investments Carry Risk
- 9 Stocks Delivering The Dividend Dream
________________________________________________________________
Subscribe to:
Post Comments (Atom)
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.