As I wrote back in August, it can be helpful at times to look over the shoulders of successful investors to see what their highest-conviction investments are. And during times like these — when the economy is looking wobbly and the potential for a eurozone meltdown is hanging over our heads like the sword of Damocles — that extra insight is all the more valuable.
Today, I’m going to take a look at one high-conviction dividend stock each from three investors whose skills I respect and whose track records have withstood the passing of a crisis or two.
The usual caveats apply; I’m basing this analysis on SEC filings that are reported on a time lag and might already be out of date by the time they become publicly available. For these reasons, I will stick with large positions that the investor has held for a long period of time or new positions that I consider unlikely to have been sold so quickly.