Top 10 Dividend Stocks Super Investors Just Bought!

4 min read 7 months ago
Published on Jun 03, 2024 This response is partially generated with the help of AI. It may contain inaccuracies.

Table of Contents

Step-by-Step Tutorial: Analyzing the Top 10 Dividend Stocks Bought by Super Investors

  1. Introduction to Super Investors' Insights:

    • Super investors manage over 100 million in assets and reveal their portfolio moves quarterly.
    • The video will review the top 10 most frequently bought dividend stocks by super investors.
  2. Accessing Stock Data:

    • Use tickerdat.com and the Ticker Dat add-on in Google Sheets to import stock financial data automatically.
    • Sign up for the newsletter to receive details on the 20 most bought dividend stocks by super investors.
  3. Analysis of Top Dividend Stocks:

    • Start by analyzing the first stock, UnitedHealth Group (UNH), which was frequently bought in Q1 2024.
    • Check the stock's performance on Seeking Alpha, focusing on dividend metrics like growth and payout ratio.
  4. Understanding Dividend Metrics:

    • Look at UNH's dividend growth over the past decade and its free cash flow to dividends ratio.
    • Analyze revenue growth, earnings per share, and gross profit ratio to assess the company's financial health.
  5. Valuation and Quality Assessment:

    • Calculate the free cash flow yield to understand the company's valuation as a quality stock.
    • Consider factors like earnings per share growth, revenue growth, and consistent profitability to evaluate the stock.
  6. Reviewing Apple Stock (AAP):

    • Examine Apple's performance on Seeking Alpha and its focus on share buybacks over dividend payouts.
    • Assess the impact of share buybacks on key financial metrics like revenue per share and earnings per share.
  7. Exploring Microsoft Stock (MSFT):

    • Analyze Microsoft's dividend growth and financial stability compared to Apple.
    • Check key metrics like revenue per share, earnings per share, and free cash flow per share for insights into the company's performance.
  8. Investigating Berkshire Hathaway (BRK.B):

    • Dive into the data of Berkshire Hathaway to understand its dividend growth and free cash flow trends.
    • Evaluate the company's dividend payout ratio and profitability metrics over the years.
  9. Assessing Starbucks Stock (SBUX):

    • Review Starbucks' recent performance and the impact of a poor earnings report on its stock price.
    • Analyze dividend metrics, free cash flow payout ratio, and debt to assets ratio to gauge the company's financial health.
  10. Examining Union Pacific Stock (UNP):

    • Explore Union Pacific's dividend growth and free cash flow trends in the industrial sector.
    • Evaluate the company's share buyback strategy and its impact on key financial metrics.
  11. Analyzing Visa Stock (V):

    • Study Visa's dividend growth and financial stability in the digital payment market.
    • Assess key metrics like free cash flow growth, gross profit ratio, and return on invested capital to understand the company's performance.
  12. Reviewing Alphabet Inc. (GOOGL):

    • Investigate Alphabet Inc.'s dividend potential as the company starts paying dividends.
    • Calculate dividend metrics based on the announced dividend payment to assess the company's future dividend growth.
  13. Exploring JPMorgan Chase (JPM):

    • Analyze JPMorgan Chase's dividend growth and financial stability in the financial services sector.
    • Evaluate key metrics like free cash flow yield, share buybacks, and debt to assets ratio to understand the company's financial position.
  14. Assessing Philip Morris International (PM):

    • Study Philip Morris International's high dividend yield and its historical dividend growth.
    • Analyze the company's free cash flow payout ratio and revenue growth to evaluate its ability to sustain dividend payments.
  15. Conclusion and Feedback:

    • Share your thoughts on the top 10 dividend stocks bought by super investors in Q1 2024 in the comments section.
    • Explore the provided spreadsheets and access the Ticker Dat add-on for automatic stock data import in Google Sheets.