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
Dividend Stocks Held By Tweedy, Browne
Posted by D4L | Thursday, March 07, 2013 | ArticleLinks | 0 comments »________________________________________________________________
Subscribe to:
Post Comments (Atom)
~
Popular Posts Last 30 Days
-
As a relatively new blogger, the one thing that has stood out in my mind is the number of Canadian bloggers in the areas that I am most inte...
-
Investors wanting to enjoy steady and consistent income should consider dividend aristocrats. In fact, even in these chaotic times, dividend...
-
A select group of monthly dividend stocks pays dividends at a rate of 10% or higher. Those are the ones on this list. Investors should be aw...
-
Dividends and diversification -- those two things can help you achieve a comfortable retirement when combined with the income you will recei...
-
It's hard to beat a sustainable, high-yield dividend paired with a beaten-down valuation. The best dividend stocks offer high yields and...
-
Higher dividend yields often imply that the underlying company paying the dividend has a higher risk profile. However, that's not always...
-
How high is too high when it comes to dividend stocks? Of course, every income investor wants as much yield as possible. However, they also ...
-
When hunting for discounted investments, one excellent starting point is to look for businesses with dividend yields trading above their fiv...
-
Strange but true: seniors fear death less than running out of money in retirement. And unfortunately, even retirees who have built a nest eg...
-
While there’s nothing quite as exciting as betting everything on a hot growth enterprise, prudent investors may want to consider the best di...
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.