JEF - 3 Buyable Berkshire Dividend Dogs From May Plus 6 To Watch

2024-05-30 16:19:23 ET

Summary

• This Berkshire/Buffett holdings list from Kiplinger first appeared 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 5/28/24 update from YCharts data.
• 25 of 41 current Berkshire-owned-stocks pay dividends. As of 5/28/24 the top-ten ranged 2.22%-4.57% by annual yield and 36 of 41 ranged 0.51% to 69.04% by broker-estimated target-price-upsides.
• Analyst-estimated top-ten net gains from Berkshire’s May divi-dogs ranged 13.56%-50.69% from TMUS, AON, OXY, MA, LEN, ALLY, DEO, CVX, KHC, and SIRI per YCharts.
• $5k invested in the lowest-priced five top-yield Berkshire-held May dividend stocks showed 19.02% more net-gain than from $5k invested in all ten. Little (lower-priced) Berkshire-collected dogs led its May 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 May 28 data for 25 dividend paying stocks in the Kiplinger-documented collection of 41 now owned by Warren Buffett through his Berkshire-Hathaway (BRK.A) firm....

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