While the vast majority of our Ultimate Stock-Pickers are not dividend investors, a handful of them–Amana Trust Income AMANX , Columbia Dividend Income LBSAX , Oakmark Equity & Income OAKBX , and Parnassus Equity Income PRBLX –focus more heavily on income-producing stocks in their pursuit of investment return. Warren Buffett at Berkshire Hathaway BRK.B has spoken highly of companies that return capital to shareholders and is not against investing in and holding higher-yielding names, with three of Berkshire’s top five holdings–wide-moat rated Wells Fargo WFC , Bank of America BAC , and Coca-Cola KO –accounting for about one third of the insurer’s equity portfolio and yielding more than the S&P 500. As you may recall from previous articles, when we screen for top dividend-paying stocks among the holdings of our Ultimate Stock-Pickers, we try to find the highest-quality names that are currently held with conviction by our top managers.
blaineonline.finance.blog 