5 Stocks That Warren Buffett Would Love: Part II

Yesterday, I wrote about stocks that Warren Buffett would love. 

I introduced five picks that are often mentioned when analysts talk about potential takeover targets by the guru investor from Omaha.

Today I will continue this stock idea spinning by showing you additional companies that fulfill the following criteria:

- Market Capitalization from $15 Billion to $40 Billion

- Capital Expenditures / Net Fixed Assets under 10%

- 5-Year Average Growth in ROIC in Highest 50%

- P/E Ratio Below Average Company Value in Home Market

- Return on Common Equity over 10%

- Excludes Banks, Brokerages, Asset Managers, Technology, Biotechnology Companies

There are a few stocks available on the market that fulfill these restrictions. Some of those stocks are still in his latest portfolio but there are also many fresh ideas as you might have seen in the first part of this article serial.

Additional 5 stocks that Warren Buffett would love are...

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11 Cheap High Beta Consumer Goods Dividend Stocks

Cheap high beta dividend stocks from the consumer goods sector originally published at long-term-investments.blogspot.com. You might know that I really love stocks from the consumer goods sector. They offer a very good risk profile for income seeking investors with a desire for future dividend growth. The problem is that they are also highly valuated. This was one of the reasons why I needed to purchase more and more stocks from other sectors like industrials and healthcare stocks.

I’m not worried about this because with every single stock purchase of other industries and sectors, my diversification rises. The second negative item in terms of consumer good stocks is that most of them are low beta stocks. If you like to make money in a strong upside market, you lose performance with low beta stocks.

This is the reason why I discovered some high beta stocks with attractive valuation figures this month in an article serial. If you are interested, here are the links to the articles:

· 15 Cheap High Beta Industrial Dividend Stocks

· 13 Cheap High Beta Basic Material Dividend Stocks

· 18 High Beta Services Dividend Paying Stocks

· 9 High Beta Utilities | Good Yields At High Potential

· 19 High Beta Technology Dividend Stocks At Reasonable Prices Compared To Growth

· 17 High Momentum Healthcare Dividend Stocks

· Cheap Financial Dividend Stocks With +15% Expected 5Y Earnings Growth

Back the current screen about high beta consumer dividend stocks. I observed this time large capitalized consumer dividend stocks with a low forward P/E and a beta ratio above one.

My screen produced only eleven results with yields between 0.71 percent and 2.58 percent. Nearly all of them (10 stocks) have a current buy or better rating by brokerage firms.

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Ex-Dividend Stocks: Best Dividend Paying Shares On June 05, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

The ex dividend date is the final date on which the new stock buyer couldn’t receive the next dividend. If you like to receive the dividend, you need to buy the stock before the ex dividend date. I made a little screen of the best yielding stocks with a higher capitalization that have their ex date on the next trading day.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks June 05, 2013. In total, 63 stocks and preferred shares go ex dividend - of which 63 yield more than 3 percent. The average yield amounts to 2.80%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company	Ticker	Mcap	P/E	P/B	P/S	Yield
Public Service Enterprise Group	PEG	16.74B	15.25	1.53	1.73	4.35%
Dominion Resources, Inc.	D	32.09B	97.46	2.89	2.44	4.05%
Williams Companies, Inc.	WMB	23.86B	37.99	4.97	3.28	4.03%
Waste Management, Inc.	WM	19.44B	23.78	3.04	1.42	3.51%
Kimberly-Clark Corporation	KMB	37.19B	21.02	7.92	1.76	3.35%
Pepsico, Inc.	PEP	125.88B	20.87	5.63	1.92	2.79%
Baxter International Inc.	BAX	38.17B	16.97	5.49	2.68	2.78%
Genuine Parts Company	GPC	12.01B	18.72	3.92	0.92	2.77%
SLM Corporation	SLM	10.64B	9.74	2.07	1.67	2.50%
Limited Brands, Inc.	LTD	14.67B	19.51	-	1.39	2.37%
Coach, Inc.	COH	16.45B	15.82	7.34	3.28	2.31%
Coca-Cola Enterprises Inc.	CCE	10.24B	17.63	4.53	1.27	2.14%
Northern Trust Corporation	NTRS	13.97B	20.63	1.84	11.32	2.12%
Praxair Inc.	PX	34.16B	20.89	5.54	3.03	2.08%
Johnson Controls Inc.	JCI	25.70B	28.21	2.18	0.61	2.03%
Becton, Dickinson and Company	BDX	19.27B	17.65	4.20	2.46	2.00%
WPP plc	WPPGY	21.70B	17.97	1.95	1.38	1.63%
Canadian National Railway	CNI	43.50B	18.80	4.05	4.50	1.63%
China Life Insurance Co. Ltd.	LFC	73.15B	28.76	1.93	1.19	0.87%
McKesson Corporation	MCK	25.55B	20.17	3.62	0.21	0.71%

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20 Cheapest Consumer Dividend Stocks

Consumer dividend stocks with cheap price ratios originally published at "long-term-investments.blogspot.com". 

I love consumer dividend stocks. Nearly 60 percent of my own stock allocation have a relationship to the sector. For sure they also had a very low performance compared to other stocks but they give me stability and trust to invest bigger amounts of money into the stock markt.

A few years before, I purchased consumer stocks for an average yield of 3.5 percent. Today the sector has a yield of 2.78 percent despite the fact that most of the consumer stocks raised year over year their dividends. Consumer stocks getting more and more expensive and the only core reason for this development is the expansive monetary policy.

Today I like to go forward with my monthly screens of the cheapest dividend stocks measured by the lowest forward P/E. The 20 cheapest stocks with a higher market capitalization are valuated between 7.8 and 12.5. Only one High-Yield is part of the results. Nearly all companies, 17 in total, are currently recommended to buy.

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