JEF - 3 Buyable Berkshire Dividend Dogs From June And 6 To Watch

2024-07-01 14:52:18 ET

Summary

• This Berkshire/Buffett holdings list from Kiplinger first appeared on 5/16/24 on the Berkshire Hathaway SEC Form 13F. Kiplinger, YCharts, and Dogs-of-The-Dow all track this Berkshire batch. Here is your 6/28/24 YCharts update.
• 25 of 41 current Berkshire-owned-stocks pay dividends. As of 6/28/24, the top ten ranged from 2.41% to 4.97% by annual yield, and 38 of 41 ranged from 0.60% to 71.4% by broker-estimated target-price-upsides.
• Analyst-estimated top-ten net gains from Berkshire’s June dividend dogs ranged from 15.93% to 40.57% from DEO, PARA, KHC, and SIRI, as per YCharts.
• $5k invested in the lowest-priced five top-yield Berkshire-held June dividend stocks showed 7.9% more net gain than from $5k invested in all ten. Little (lower-priced) Berkshire-collected dogs led the June dividend payers.

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."

Any collection of stocks is more clearly understood when subjected to yield-based (dogcatcher) analysis, this Buffett/Berkshire batch is perfect for the dogcatcher process. Here are the June 28 data for 25 dividend-paying stocks in the Kiplinger-documented collection of 41 now owned by Buffett through his Berkshire-Hathaway firm....

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