NEW YORK (Stockpickr) -- At Stockpickr, we track the top holdings of a variety of high-profile investors, such as George Soros and Carl Icahn.
Today we're taking a closer look at some of those opportunities in the form of 10 dividend-paying stocks from Berkshire Hathaway's portfolio, according to the firm's most recent 13F filing that reflects holdings as of March 31. These stocks are all among the top 30 Berkshire Hathaway stocks that Stockpickr tracks, each comprising at least 1.4% of the portfolio as of March 31, and they have current dividend yields of 1.3% and higher. They are listed by size of dividend yield.10. Moody's
Moody's (MCO) has a current yield of 1.3%, paying a quarterly dividend of 34 cents a share. Moody's comprises 2.4% of the Berkshire Hathaway portfolio as of March 31. In the most recently reported quarter, Buffett maintained a 24.7 million-share position in the stock. TheStreet Ratings team rates Moody's as a buy with a ratings score of B-. TheStreet Ratings team has this to say about its recommendation:
"We rate Moody's (MCO) a buy. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, solid stock price performance, growth in earnings per share, increase in net income and good cash flow from operations. Although no company is perfect, currently we do not see any significant weaknesses which are likely to detract from the generally positive outlook."
Highlights from the analysis by TheStreet Ratings team include:
- MCO's revenue growth has slightly outpaced the industry average of 7.0%. Since the same quarter one year prior, revenues rose by 12.8%. Growth in the company's revenue appears to have helped boost the earnings per share.
- Investors have apparently begun to recognize positive factors similar to those we have mentioned in this report, including earnings growth. This has helped drive up the company's shares by a sharp 30.87% over the past year, a rise that has exceeded that of the S&P 500 Index. Regarding the stock's future course, although almost any stock can fall in a broad market decline, MCO should continue to move higher despite the fact that it has already enjoyed a very nice gain in the past year.
- Moody's has improved earnings per share by 11.0% in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, Moody's increased its bottom line by earning $4.60 versus $3.60 in the prior year. This year, the market expects an improvement in earnings ($4.61 versus $4.60).
- The net income growth from the same quarter one year ago has greatly exceeded that of the S&P 500, but is less than that of the Diversified Financial Services industry average. The net income increased by 5.5% when compared to the same quarter one year prior, going from $218.00 million to $230.10 million.
- Net operating cash flow has increased to $261.80 million or 47.74% when compared to the same quarter last year. The firm also exceeded the industry average cash flow growth rate of 21.00%.