Everyone knows who Warren Buffett is, top investor and trader and either the richest, second richest, or third richest man in the world, depending on what day of the year it is. One technique that investors use is piggybacking on Warren Buffett's Berkshire Hathaway (BRK-A) (BRK-B) portfolio. Yet Buffett owns over thirty stocks in the portfolio of Berkshire Hathaway, according to WallStreetNewsNetwork.com. So what is an investor to do?
Investors can look at what top hedge funds are investing in, and compare that list to Buffett's stocks. One of the top hedge funds is Renaissance Technologies, founded in 1982 and run by James Simons. Renaissance's Medallion fund was the most profitable hedge fund with profits of over $1 billion in 2009. Also, the Medallion Fund has had an average annual return after fees of 35% since 1989. Renaissance charges the highest fees in the industry with a management fee of 5% and a profit participation of 44%.
Now lets look at the stocks that are preferred by both Berkshire Hathaway and Renaissance Technologies. Both own Intel (INTC), the world's largest semiconductor chip maker by revenues. The stock trades at ten times forward earnings and pays a decent yield of 3.5%. Latest quarterly earnings were up 17.4% on a 28.2% rise in revenues.
Another stock in common is Procter & Gamble Co. (PG), known for such brands as Head & Shoulders, Olay, Gillette, Mach3, Crest, Oral-B, Iams, Pringles, Dawn, Downy, Duracell, Gain, Tide, Bounty, Charmin, and Pampers. The stock has a forward price to earnings ratio of 14.6 and provides investors with a yield of 3.2%. Revenues for the latest quarter were up 8.9%, but earnings were down 1.9%.
Buffett and Simons also own Costco (COST), the third largest retailer in the United States. The stock trades at 19 times forward earnings and yields 1.1%. Latest quarterly earnings were up 2.6% on a 12.4% increase.
One more stock owned by both: General Dynamics Corp. (GD). The stock has a favorable forward PE of 9 and pays a yield of 2.9%.
And of course, Renaissance Technologies owns shares of Berkshire Hathaway (BRK-A) (BRK-B).
If you want to see a free list of the stocks owned by Warren Buffett's Berkshire Hathaway, go to WallStreetNewsNetwork.com.
Disclosure: Author didn't own any of the above at the time the article was written.
By Stockerblog.com
Showing posts with label pg. Show all posts
Showing posts with label pg. Show all posts
Friday, December 30, 2011
Friday, November 11, 2011
Supermodel Gisele Outperforms the Dow
Did you happen to see the Victoria's Secret fashion show on TV the other night? Supermodel Miranda Kerr wore a $2.5 million diamond-studded bra. Who can afford such apparel? Well, Gisele Bündchen, the richest supermodel in the world, for one.
Gisele, the wife of football star Tom Brady, is still in first place in terms of supermodel earnings, making approximately $45 million per year. Heidi Klum is in second place at $20 million, with Kate Moss in third place at $13.5 million. In fourth place is Adriana Lima at $8 million and Alessandra Ambrosio with $5 million per year according to Forbes.
Gisele, who receives most of her income in euros and Brazilian reals, is a celebrity endorser and spokesperson for numerous products of many publicly traded companies. If you look at these companies and build them into the form of a stock index, you can see how Gisele's stocks compare to stocks in general.
Tracking the stocks she is connected with from January of 2007, the Gisele Bundchen Stock Index has substantially outperformed the Dow Jones Industrial Average.
A selection of the stocks in her index include:
Volkswagon (VLKAY.PK) TV commercial spokesperson
Polo Ralph Lauren Corp. (RL) Advertising campaign face for Ralph Lauren, owned by Polo Ralph Lauren Corp.
Vivo Participacoes (VIV) Celebrity endorsement - largest mobile phone service provider in Brazil and in South America
News Corp. (NWSA) Starred in the comedy, Taxi, in her movie debut, and The Devil Wears Prada, both produced by 20th Century Fox, a division of News Corp.
Procter & Gamble (PG) Celebrity endorsement, increased Pantene's sale in Brazil by 40%.
Disney (DIS) Celebrity endorsement - appeared in the 'Year of a Million Dreams' celebration photoshoot
The Gisele Index is UP 41% since January 2007 versus the Dow which was DOWN 4% during the same period. Since January 2008, Gisele was up 39% versus a drop of 4% for the Dow. And since January 2009, Gisele rose 67%. You can access a free list of stocks in the Gisele Index at WallStreetNewsNetwork.com.
Apple (AAPL) used to be part of the index because Gisele Bundchen appeared on the 'Get a Mac' advertisements to promote the new line of Macintosh's a few years ago. If Apple was still in the index, her return would be significantly higher.
Other celebrity stock indexes you may be interested in include the Heidi Klum Stock Index, the Eva Longoria Stock Index, the Angelina Jolie Stock Index, the Jessica Alba Stock Index, the Nicole Kidman Stock Index, the Freida Pinto Stock Index, and the Supermodels Stock Indices.
Assumptions:
The Gisele Index is a price-weighted index, similar to the Dow Jones Industrial Average. It includes reinvested dividends.
Disclosure: Author owned DIS, NWSA, and AAPL at the time the article was written. No celebrity endorsement expressed or implied.
By Stockerblog.com
Gisele, the wife of football star Tom Brady, is still in first place in terms of supermodel earnings, making approximately $45 million per year. Heidi Klum is in second place at $20 million, with Kate Moss in third place at $13.5 million. In fourth place is Adriana Lima at $8 million and Alessandra Ambrosio with $5 million per year according to Forbes.
Gisele, who receives most of her income in euros and Brazilian reals, is a celebrity endorser and spokesperson for numerous products of many publicly traded companies. If you look at these companies and build them into the form of a stock index, you can see how Gisele's stocks compare to stocks in general.
Tracking the stocks she is connected with from January of 2007, the Gisele Bundchen Stock Index has substantially outperformed the Dow Jones Industrial Average.
A selection of the stocks in her index include:
Volkswagon (VLKAY.PK) TV commercial spokesperson
Polo Ralph Lauren Corp. (RL) Advertising campaign face for Ralph Lauren, owned by Polo Ralph Lauren Corp.
Vivo Participacoes (VIV) Celebrity endorsement - largest mobile phone service provider in Brazil and in South America
News Corp. (NWSA) Starred in the comedy, Taxi, in her movie debut, and The Devil Wears Prada, both produced by 20th Century Fox, a division of News Corp.
Procter & Gamble (PG) Celebrity endorsement, increased Pantene's sale in Brazil by 40%.
Disney (DIS) Celebrity endorsement - appeared in the 'Year of a Million Dreams' celebration photoshoot
The Gisele Index is UP 41% since January 2007 versus the Dow which was DOWN 4% during the same period. Since January 2008, Gisele was up 39% versus a drop of 4% for the Dow. And since January 2009, Gisele rose 67%. You can access a free list of stocks in the Gisele Index at WallStreetNewsNetwork.com.
Apple (AAPL) used to be part of the index because Gisele Bundchen appeared on the 'Get a Mac' advertisements to promote the new line of Macintosh's a few years ago. If Apple was still in the index, her return would be significantly higher.
Other celebrity stock indexes you may be interested in include the Heidi Klum Stock Index, the Eva Longoria Stock Index, the Angelina Jolie Stock Index, the Jessica Alba Stock Index, the Nicole Kidman Stock Index, the Freida Pinto Stock Index, and the Supermodels Stock Indices.
Assumptions:
The Gisele Index is a price-weighted index, similar to the Dow Jones Industrial Average. It includes reinvested dividends.
Disclosure: Author owned DIS, NWSA, and AAPL at the time the article was written. No celebrity endorsement expressed or implied.
By Stockerblog.com
Thursday, November 4, 2010
What Two Dow Stocks Increased Dividends for Over 50 Years?
Even if you haven't owned a stock for fifty years and even if you haven't lived for fifty years, it is nice to know that there are companies that have rewarded their shareholders with annual dividend increases for over fifty. According to WallStreetNewsNetwork.com, which has posted a list of over 20 stocks that have increased dividends for over 30 years in a row, roughly a half dozen of them are in the Dow Jones Industrial Average, such as Coca Cola (KO) which has increased dividends 48 years in a row, and yields 2.9%.
However, there are two companies that have raised dividends more than 50 years in a row, and both are components of the Dow Jones Industrial Average. Procter & Gamble (PG), which pays a yield of 3%, has boosted its dividend every year for 54 years. The stock trades at about 15 times forward earnings, and although the company did report a 6.8% drop in quarterly earnings, revenues were up 1.6%. Back in August, Argus upgraded the stock from a Hold to a Buy.
The other member of the 50 year club is 3M Co. (MMM) which bumped up its dividend 52 years in a row. It pays a yield of 2.5% and has a forward PE of 14. The company just reported that quarterly earnings rose 13% on a revenue increase of 11%. EArlier this year, Barclays Capital upgraded the stock from Equal Weight to Overweight.
To see the entire list of dividend increasers, which can be downloaded, sorted, and updated, go to WallStreetNewsNetwork.com. The list includes a couple stocks yielding in excess of 4%.
Disclosure: Author did not own any of the above stocks at the time the article was written.
By Stockerblog.com
However, there are two companies that have raised dividends more than 50 years in a row, and both are components of the Dow Jones Industrial Average. Procter & Gamble (PG), which pays a yield of 3%, has boosted its dividend every year for 54 years. The stock trades at about 15 times forward earnings, and although the company did report a 6.8% drop in quarterly earnings, revenues were up 1.6%. Back in August, Argus upgraded the stock from a Hold to a Buy.
The other member of the 50 year club is 3M Co. (MMM) which bumped up its dividend 52 years in a row. It pays a yield of 2.5% and has a forward PE of 14. The company just reported that quarterly earnings rose 13% on a revenue increase of 11%. EArlier this year, Barclays Capital upgraded the stock from Equal Weight to Overweight.
To see the entire list of dividend increasers, which can be downloaded, sorted, and updated, go to WallStreetNewsNetwork.com. The list includes a couple stocks yielding in excess of 4%.
Disclosure: Author did not own any of the above stocks at the time the article was written.
By Stockerblog.com
Wednesday, October 13, 2010
Lots of Ways to Invest Like Warren Buffett
Billionaire Warren Buffett is the second richest American. As most investors know, he is the head of Berkshire Hathaway (BRK-A), the highest priced stock and one of the most successful companies during the last half-century. The company also has Class B shares (BRK-B), currently trading around 83.75, is another way to invest with Buffett. The Class B common share is equal to one-fifteen-hundredth (1/1,500) of the Class A shares. However, there are other ways to invest in Berkshire Hathaway.
The Boulder Total Return Fund (BTF) has over 27% of its portfolio in Berkshire A shares plus another 12% in Berkshire B shares, so in excess of 39% of the investment assets in Buffett's company. Other stocks the closed end fund owns includes:
Yum (YUM)
Wal-Mart (WMT)
Johnson & Johnson (JNJ)
Another alternative is by owning shares in the Sequoia Fund (SEQUX), a mutual fund with a large position in Berkshire Hathaway. Over 15% of their portfolio is invested in the stock. Some of the other stocks in their portfolio include:
IDEXX Labs (IDXX)
TJX (TJX)
Martin Marietta (MLM)
Fastenal (FAST)
Mohawk Industries (MHK)
The minimum investment in Sequoia is $5,000.
A third way to invest is by investing in the Fairholme Fund (FAIRX) which has a little over 6% of their portfolio invested in Berkshire. Although the concentration is not as significant as Sequoia, it is the number three holding in the portfolio, as measured by percentage of assets. Fairholme's other major holdings include:
Sears (SHLD)
Goldman Sachs (GS)
Citigroup (C)
WellPoint (WLP)
Minimum investment is $10,000.
Markel Corp. (MKL) is an insurance company that many consider to be a mini-Berkshire, especially since it has a substantial amount of Berkshire Hathaway stock.
There are other funds that have around two percent of their portfolio in Berkshire, such as Legg Mason ClearBridge Appreciation A (SHAPX) but the percentage isn't enough to be a close play on Berkshire.
One other option is to create a portfolio that emulates Berkshire's holdings of publicly traded stocks, however, this wouldn't cover Berkshire's holdings of non-public stocks. In addition, it would involve purchasing many different stocks, so you would be better off just buying the Class B shares. But if you think that you can out-perform Buffett using his ideas, then here is a list of a few of their Berkshire's major stockholdings:
American Express Co. (AXP)
The Coca-Cola Company (KO)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)
Procter & Gamble Co. (PG)
For a free downloadable list of all of Warren Buffett's Berkshire Hathaway stockholdings, which can be changed, added to, and sorted by yield and forward PE, go to WallStreetNewsNetwork.com.
Disclosure: Author does not own any of the above.
By Stockerblog.com
The Boulder Total Return Fund (BTF) has over 27% of its portfolio in Berkshire A shares plus another 12% in Berkshire B shares, so in excess of 39% of the investment assets in Buffett's company. Other stocks the closed end fund owns includes:
Yum (YUM)
Wal-Mart (WMT)
Johnson & Johnson (JNJ)
Another alternative is by owning shares in the Sequoia Fund (SEQUX), a mutual fund with a large position in Berkshire Hathaway. Over 15% of their portfolio is invested in the stock. Some of the other stocks in their portfolio include:
IDEXX Labs (IDXX)
TJX (TJX)
Martin Marietta (MLM)
Fastenal (FAST)
Mohawk Industries (MHK)
The minimum investment in Sequoia is $5,000.
A third way to invest is by investing in the Fairholme Fund (FAIRX) which has a little over 6% of their portfolio invested in Berkshire. Although the concentration is not as significant as Sequoia, it is the number three holding in the portfolio, as measured by percentage of assets. Fairholme's other major holdings include:
Sears (SHLD)
Goldman Sachs (GS)
Citigroup (C)
WellPoint (WLP)
Minimum investment is $10,000.
Markel Corp. (MKL) is an insurance company that many consider to be a mini-Berkshire, especially since it has a substantial amount of Berkshire Hathaway stock.
There are other funds that have around two percent of their portfolio in Berkshire, such as Legg Mason ClearBridge Appreciation A (SHAPX) but the percentage isn't enough to be a close play on Berkshire.
One other option is to create a portfolio that emulates Berkshire's holdings of publicly traded stocks, however, this wouldn't cover Berkshire's holdings of non-public stocks. In addition, it would involve purchasing many different stocks, so you would be better off just buying the Class B shares. But if you think that you can out-perform Buffett using his ideas, then here is a list of a few of their Berkshire's major stockholdings:
American Express Co. (AXP)
The Coca-Cola Company (KO)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)
Procter & Gamble Co. (PG)
For a free downloadable list of all of Warren Buffett's Berkshire Hathaway stockholdings, which can be changed, added to, and sorted by yield and forward PE, go to WallStreetNewsNetwork.com.
Disclosure: Author does not own any of the above.
By Stockerblog.com
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