JEF - 4 Buyable Berkshire DiviDogs From April Plus 5 To Watch

2024-04-30 13:28:18 ET

Summary

• This Berkshire/Buffett holdings-list from Kiplinger first appeared 2/16/24 on the BKH SEC Form 13F. Kiplinger, YCharts, and Dogs-of-The-Dow all track this BKH-batch. Here is your 4/26/24 update from YCharts data.
• 25 of 41 current BKH-owned-stocks pay dividends. As of 4/26/24 the top-ten ranged 2.54%-4.19% by annual-yield and 37 of 41 ranged 2.09% to 75.11% by broker-estimated target-price-upsides.
• Analyst-estimated top-ten net-gains from BKH’s April divi-dogs ranged 12.28%-61.46% from CVX, PARA, DEO, LEN, TMUS, JEF, HPQ, AON, AAPL, and SIRI per YCharts data.
• $5k invested in the lowest-priced five top-yield Buffett/BKH-held April dividend stocks showed 25.91% more net-gain than from $5k invested in all ten. Little (lower-priced) Berkshire-collected dogs led its April 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 April 26 data for 25 dividend paying stocks in the Kiplinger-documented collection of 41 now owned by Buffett through his Berkshire Hathaway (BRK.A, BRK.B) firm....

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