Now and then it is nice to take a peek over the shoulder of a “master of the universe” to see what their high-conviction buys are. When you read a headline that “Warren Buffett is buying Company X,” you’re naturally inclined to do a little digging into Company X’s financials. After all, if it’s good enough for Buffett, it might be good enough for you.
I’ll start with Mr. Buffett: DaVita (DVA) and Exxon Mobil (XOM). Next, let’s take a look at the portfolio of Hayman Advisors’ Kyle Bass: PennyMac Mortgage Investment Trust (PMT). Next on the list is Prem Watsa, the founder of Fairfax Financial Holdings (FRFHF): BP (BP). Let’s now jump to the portfolio of Oaktree Capital’s Howard Marks: Altria (MO).And finally, we get to the granddaddy of all macro traders, the legendary George Soros himself: Microsoft (MSFT).
Source: Counting Pips
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- Dividend Stocks Are My Conviction
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- My 2012 Top And Bottom Performing Dividend Stocks
Dividend Stocks Owned by the Masters of the Universe
Posted by D4L | Friday, December 06, 2013 | ArticleLinks | 0 comments »________________________________________________________________
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