By The Book IV.01: The Large Cap Value Dividend Strategy Meets October
Foreword
A previous series of articles looked at (1,2, & 3) billionaire and hedge fund holdings beginning with 50 Kiplinger stocks selected from individual holdings of high net worth notables as penned by James Brumley, an author for Kiplinger.
Then, (4) we surveyed Warren Buffett and his Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) collection of dividend dogs, followed by (5) a survey of 61 Solid Goldman Sachs (NYSE: GS) dividend holdings, and then (6) looked at the dogs of BlackRock (NYSE: BLK), the world's biggest manager of fund holdings, went on to (7) survey Soros Fund holdings, and finished with a look at (8) Neuberger Berman equities, and (9) Renaissance-Medallion dividend stocks.
Late summer, a previous series of "by the book" articles looked at five essential published investment strategies named for Ben Graham, Growth at a Reasonable Price, Peter Lynch, Large Cap Value, and Dividend Power.
This fall season brings the I-V.01 updates to those previous articles: Graham I.01; GARP II.01; Lynch III.01; LC Value IV.01; DiviPower V.01.
Actionable Conclusions (1-10): Brokers Estimated 34.57% To 76.85% Net Gains For Ten Top Large Cap Value Dividend Dogs By October 2020
Six of ten top Large Cap Value stocks by yield were among the top ten gainers for the coming year based on analyst 1-year target prices. (They are tinted gray in the chart below). Thus, this yield-based forecast for Large Cap Value selected dogs was graded by Wall St. Wizards as 60%... Read more