Chris Davis's position in Applied Materials is currently worth $784M. That's 4.08% of their equity portfolio (6th largest holding). The first Applied Materials trade was made in Q2 1999. Since then Chris Davis bought shares 26 more times and sold shares on 40 occasions. The stake costed the investor $238M, netting the investor a gain of 229% so far.
Simply chasing dividend yield will sorely disappoint investors. Very often stocks with the highest yields have something wrong with them. Generally, their st...