The ‘Mini Berkshire’ just went on a buying spree.
Markel Group’s Q1 2025 portfolio is out - and they’ve been loading up on stocks.
Here’s what they’re betting on now:
@DividendTalks How about VW? Dividend up to 7% looks like it’s at one year low with it leading the way with EV. Interesting support to XPeng last couple of days too.
5 Dividend Stocks With Yields Over 5%
$VZ - down 14% YTD
Pays 7.5% dividend
$T - down 21% YTD
Pays 7.5% dividend
$WBA - down 31% YTD
Pays 7.5% dividend
$MMM - down 15% YTD
Pays 5.7% dividend
$O - down 11% YTD
Pays 5.4% dividend
How many do you hold?
$DIS is down 6% YTD and is now only up 37% if you had bought this 10Y ago!
FCF 2018 $6.56
FCF 2022 $0.59
FCF 2023 (Est.) $4.95
How long before we see the Company return to pre Covid FCF levels and will the dividend really be reinstated?
Lots of questions but are you a buyer?
Tooting Community Kitchen are now having their first hot meal served from tomorrow evening from 6.30pm to 7.30pm between Iceland & Tooting Broadway Market.