12 Warren Buffett Style Dividend Stocks With A Margin Of Safety

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I am the editor of three Forbes investment newsletters: Forbes Dividend Investor, Forbes Billionaire Investor and covered call writing advisory service, Forbes Premium Income Report. Prior to joining Forbes in 2001, I was a producer and reporter at CNN Financial News, focusing on stories about entrepreneurship.

Ben Graham influenced a host of billionaire investing titans, from the Oracle of Omaha to Seth Klarman, David Tepper and Mario Gabelli. Here are defensive stocks he would love.

Before the establishment of the Securities and Exchange Commission, flim-flam artists and stock scammers ruled the roost on Wall Street and were given few disincentives to making up numbers regarding the operating results of companies they were promoting.

For defensive investors, Graham advised not to consider buying stocks trading above 15 times earnings per share, or more than 1.5 times book value per share. Book value, also called shareholder’s equity, is the difference between assets and liabilities. Combining these two provisos into an equation and solving for the geometric mean yields the so-called “Graham number”: a price above which a defensive investor should not pay for a stock.

Buckingham makes a good point regarding the book value of financial firms, so in the stocks presented below with a stock price below the Graham number, we exclude any company from the financial sector. It may remove from consideration some attractively priced banks, but it will also limit the possibility of incorporating bad data into our valuations.

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