Here are the top 20 stocks in my Dividend Portfolio as of 8/31/09 ranked by size of holdings.
1. Kinder Morgan Energy (KMP) USA
2. Barclays PLC ADR (BCS) UK
3. DCP Midstream Partners (DPM) USA
4. HRPT Properties Trust (HRP) USA
5. Johnson & Johnson (JNJ) USA
6. Procter & Gamble (PG) USA
7. General Electric Company (GE) USA
8. Penn West Energy Trust (PWE) Canada
9. American Capital (ACAS) USA
10. Aircastle Limited (AYR) USA
11. Exxon Mobil Corporation (XOM) USA
12. Diana Shipping Inc. (DSX) Greece
13. Banco Santander (STD) Spain
14. Deutsche Bank (DB) Germany
15. GlaxoSmithKline (GSK) UK
16. Cooper Tire & Rubber (CTB) USA
17. ONEOK, Inc. (OKE) USA
18. Newell Rubbermaid Inc. (NWL) USA
19. Seagate Technology (STX) USA
20. Duke Energy Corporation (DUK) USA
Here are the top 10 holding of another money manager I admire Tom Forester and his Forester Value Fund as of the end of 6/30/09.
1. Microsoft Corp (MSFT) USA
2. Johnson & Johnson (JNJ) USA
3. 3M (MMM) USA
4. Altria Group (MO) USA
5. Kraft Foods (KFT) USA
6. Hewlett-Packard (HPQ) USA
7. Heinz (HNZ) USA
8. Bristol Myers Squibb (BMY) USA
9. AT&T (T) USA
10. Travelers Companies (TRV) USA
Top 20 Stock Holdings
Posted by Div Guy | Thursday, September 03, 2009 | dividend stock, international, investing, stock holdings, value investing | 2 comments »
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Thank you!! How generous! And it was fun to see where a few of mine overlap...I was curious about DSX, one of my longtime favorites, because I finally gave it up. Can you possibly say why you've hung in?
howardc15@cox.net
I view DSX as a long term value play of commodity prices and the future growth of China and India.
Chief Executive Simeon Palios said the company was not pressured by banks to suspend its dividend. Instead it is looking to preserve cash to purchase assets at rock-bottom prices. “By suspending dividend we free up cash to make investments such as vessel acquisition, which would deliver significant returns over the next several years,” Palios said.
Cantor Fitzgerald analyst Natasha Boyden said she is encouraged by Diana’s dividend suspension because it allows the company to retain free cash flow in order to take advantage of opportunities. “Due to the company's low leverage, we believe the dividend suspension is not a reflection of any liquidity issues, but rather an indication of the company's financial strength and desire to grow the fleet,” she said.