Billionaire John Paulson's 4 Newest Dividend Stocks

We took a look under the hood of billionaire investor John Paulson's portfolio to uncover some of his newest dividend stock picks. Here's what we found, plus some commentary on each. As always, use the list below as starting point for your own due diligence. Hewlett Packard (HPQ): HP is one of Paulson's largest positions. It makes up almost 3% of his portfolio. During the reporting period, he picked up 25 million shares of this hardware powerhouse. For the entire FY 2011, the Street expects non-GAAP EPS to be $5.23 (+41.65%) with revenues of $130.6B (+3.60%). The company issued guidance of non-GAAP EPS of $5.20 - $5.28, with revenues between $130.0B and $131.5B. Looking into the near future, for FY 2012, the Street forecasts a non-GAAP EPS of $5.68 (+8.60%) alongside revenues of $136.1B (+4.21%). The company also has a debt to equity ratio of 0.41. From a pure hardware-focused... Read more