Dating prospects spreadsheet

Learn more about our suite of tools and research for dividend investors here: On Wednesday, February 14, 2018, new information was released about Berkshire Hathaway’s portfolio.

At Berkshire Hathaway’s annual shareholder meeting in May last year, Buffett said, “I don’t value IBM the same way that I did six years ago when I started buying.

I’ve revalued it somewhat downward…they’ve run into some pretty tough competitors.” IBM has struggled to return to profitable growth, even with its big push into software, services, and the cloud.

International Business Machines (IBM): I reviewed several reasons why I believed Buffett first purchased shares of IBM in 2011 and why it seemed like a possible mistake in an article I wrote in August 2015 here.

Essentially, I thought IBM had a number of corporate culture problems and faced a number of challenges as core parts of its business transitioned to the cloud, where rivals such as Amazon seemed to be far ahead.

Apple’s wildly popular global brand, gobs of cash, capital-light business model, and captive consumer base give Berkshire enough confidence to place a multibillion-dollar bet on the company’s future.

However, with smartphone growth slowing and the law of large numbers working against the company, Apple has a lot to prove.

Regardless, Teva is yet another great example of Buffett living out his mantra, “Be fearful when others are greedy and greedy when others are fearful.” Besides Teva, Berkshire Hathaway aggressively snapped up over 31 million more shares of Apple, representing a 23% increase to the firm’s position.

Buffett’s stake in Apple is now valued at more than billion, representing close to 15% of the firm’s total equity portfolio value.

He is arguably the greatest investor of all time, and his best investment advice can be seen here.

While Berkshire Hathaway itself does not pay a dividend because it prefers to reinvest all of its earnings for growth, Warren Buffett has certainly not been shy about owning shares of dividend-paying stocks, and we will analyze each of Buffett’s dividend stocks in this article.

At the end of December 2017, Warren Buffett owned a total of 45 publicly-traded stocks.

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