Dividend Stocks Held By Tweedy, Browne

Tweedy, Browne is one of the largest fund managers in the U.S. The fund applies a value-oriented approach to pick its stocks. As such it looks for undervalued stocks that offer substantial dividends. I think this is a solid strategy, which is backed by strong arguments. Over the long haul, the return from dividends has been a considerable factor to the overall portfolio return produced by equities.

Browne's five most significant dividend stocks that constitute a substantial portion of the fund's portfolio are ConocoPhillips (COP), Johnson & Johnson (JNJ), Norfolk Southern Corporation (NSC), GlaxoSmithKline PLC (GSK), and Novartis AG (NVS). I briefly explore each stock's track record. I also explain the trading activities of the fund manager with regard to each stock.

Source: Seeking Alpha

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