NEW YORK (Stockpickr) -- At Stockpickr, we track the top holdings of a variety of high-profile investors, such as Warren Buffett and Carl Icahn. One of our most popular professional portfolios is that of John Paulson's Paulson & Co.. Today, we're singling out some of Paulson's top dividend stock picks. Must Read: Warren Buffett's Top 10 Dividend Stocks What follows is a closer look at five stocks among the top 30 that we track that sport yields of 1.3% or higher. They all comprise at least 1.5% of Paulson's portfolio as of the most recently reported quarter ended Dec. 31, 2014, and are ordered here by position size. 5. Time Warner Cable Time Warner Cable has a current yield of 1.9%, paying a quarterly dividend of 75 cents a share. The stock comprises 6.8% of Paulson & Co.'s portfolio and is its third-largest holding as of the most recently reported quarter. The 8.7 million-share position represents an increase of 1.4 million shares, or 18.7%, over the previous quarter. TheStreet Ratings team rates Time Warner Cable as a buy with a ratings score of B+. TheStreet Ratings team has this to say about its recommendation: "We rate Time Warner Cable (TWC) a buy. This is driven by a number of strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, growth in earnings per share, solid stock price performance, good cash flow from operations and expanding profit margins. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."Highlights from the analysis by TheStreet Ratings Team goes as follows: Despite its growing revenue, the company underperformed as compared with the industry average of 7.2%. Since the same quarter one year prior, revenues slightly increased by 3.8%. This growth in revenue appears to have trickled down to the company's bottom line, improving the earnings per share. Time Warner Cable's earnings per share improvement from the most recent quarter was slightly positive. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, Time Warner Cable increased its bottom line by earning $7.17 versus $6.71 in the prior year. This year, the market expects an improvement in earnings ($8.12 versus $7.17). The stock has risen over the past year as investors have generally rewarded the company for its earnings growth and other positive factors like the ones we have cited in this report. The stock's price rise over the last year has driven it to a level which is somewhat expensive compared to the rest of its industry. We feel, however, that other strengths this company displays justify these higher price levels. Net operating cash flow has increased to $1,810.00 million or 13.19% when compared to the same quarter last year. Despite an increase in cash flow, Time Warner Cable's cash flow growth rate is still lower than the industry average growth rate of 47.56%. 36.96% is the gross profit margin for Time Warner Cable which we consider to be strong. Despite the high profit margin, it has decreased significantly from the same period last year. Despite the mixed results of the gross profit margin, the net profit margin of 9.56% trails the industry average. You can view the full analysis from the report here: TWC Ratings Report Must Read: 10 Stocks Carl Icahn Is Buying 4. Equinix Equinix has a current yield of 2.8%, paying a quarterly dividend of $1.69 a share. The stock comprises 2.1% of Paulson & Co.'s portfolio as of the most recently reported quarter. The 1.8 million-share position represents a decrease of 370,600 shares, or 17.1%, over the previous quarter. TheStreet Ratings team rates Equinix as a hold with a ratings score of C. TheStreet Ratings team has this to say about its recommendation: "We rate Equinix (EQIX) a hold. The primary factors that have impacted our rating are mixed -- some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its solid stock price performance, revenue growth and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, disappointing return on equity and generally higher debt management risk."Highlights from the analysis by TheStreet Ratings team include: Compared to its closing price of one year ago, EQIX's share price has jumped by 35.76%, exceeding the performance of the broader market during that same time frame. Although EQIX had significant growth over the past year, our hold rating indicates that we do not recommend additional investment in this stock at the current time. Despite its growing revenue, the company underperformed as compared with the industry average of 18.9%. Since the same quarter one year prior, revenues rose by 13.0%. This growth in revenue does not appear to have trickled down to the company's bottom line, displayed by a decline in earnings per share. Net operating cash flow has increased to $202.30 million or 21.34% when compared to the same quarter last year. Despite an increase in cash flow, Equinix's average is still marginally south of the industry average growth rate of 26.98%. Return on equity has greatly decreased when compared to its ROE from the same quarter one year prior. This is a signal of major weakness within the corporation. Compared to other companies in the Internet Software & Services industry and the overall market, Equinix's return on equity significantly trails that of both the industry average and the S&P 500. The company, on the basis of change in net income from the same quarter one year ago, has significantly underperformed when compared to that of the S&P 500 and the Internet Software & Services industry. The net income has significantly decreased by 885.9% when compared to the same quarter one year ago, falling from $45.19 million to -$355.10 million. You can view the full analysis from the report here: EQIX Ratings Report Must Read: 5 Health Care Stocks John Paulson Is Betting On for 2015 3. Extended Stay America Extended Stay America has a current yield of 3.1%, paying a quarterly dividend of 15 cents a share. The stock comprises 4.8% of Paulson & Co.'s portfolio as of the most recently reported quarter. Paulson maintained a 47.7 million-share position in the stock in the most recent quarter. TheStreet Ratings team rates Extended Stay America as a sell with a ratings score of D-. TheStreet Ratings team has this to say about its recommendation: "We rate Extended Stay America (STAY) a sell. This is driven by several weaknesses, which we believe should have a greater impact than any strengths, and could make it more difficult for investors to achieve positive results compared to most of the stocks we cover. The company's weaknesses can be seen in multiple areas, such as its generally disappointing historical performance in the stock itself, unimpressive growth in net income and generally high debt management risk."Highlights from the analysis by TheStreet Ratings team include: The share price of Extended Stay America has not done very well: it is down 15.77% and has underperformed the S&P 500, in part reflecting the company's sharply declining earnings per share when compared to the year-earlier quarter. Looking ahead, other than the push or pull of the broad market, we do not see anything in the company's numbers that may help reverse the decline experienced over the past 12 months. Despite the past decline, the stock is still selling for more than most others in its industry. The company, on the basis of change in net income from the same quarter one year ago, has significantly underperformed when compared to that of the S&P 500 and the Hotels, Restaurants & Leisure industry. The net income has significantly decreased by 432.8% when compared to the same quarter one year ago, falling from -$10.94 million to -$58.31 million. The debt-to-equity ratio is very high at 3.69 and currently higher than the industry average, implying increased risk associated with the management of debt levels within the company. 49.11% is the gross profit margin for Extended Stay America which we consider to be strong. Regardless of STAY's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, STAY's net profit margin of -20.62% significantly underperformed when compared to the industry average. In comparison to the other companies in the Hotels, Restaurants & Leisure industry and the overall market, Extended Stay America's return on equity is significantly below that of the industry average and is below that of the S&P 500. You can view the full analysis from the report here: STAY Ratings Report Must Read: 10 Stocks Billionaire John Paulson Loves 2. Cablevision Systems Cablevision Systems has a current yield of 3.3%, paying a quarterly dividend of 15 cents a share. The stock comprises 1.5% of Paulson & Co.'s portfolio as of the most recently reported quarter. The 13.7 million-share position represents a decrease of 5.5 million shares, or 28.7%, over the previous quarter. TheStreet Ratings team rates Cablevision Systems as a hold with a ratings score of C. TheStreet Ratings team has this to say about its recommendation: "We rate Cablevision Systems (CVC) a hold. The primary factors that have impacted our rating are mixed -- some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, good cash flow from operations and expanding profit margins. However, as a counter to these strengths, we find that the stock has experienced relatively poor performance when compared with the S&P 500 during the past year."Highlights from the analysis by TheStreet Ratings team include: Despite its growing revenue, the company underperformed as compared with the industry average of 7.2%. Since the same quarter one year prior, revenues slightly increased by 3.0%. This growth in revenue appears to have trickled down to the company's bottom line, improving the earnings per share. Net operating cash flow has slightly increased to $349.10 million or 8.60% when compared to the same quarter last year. Despite an increase in cash flow, Cablevision Systems' cash flow growth rate is still lower than the industry average growth rate of 47.56%. The gross profit margin for Cablevision Systems is rather high; currently it is at 51.69%. Regardless of CVC's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, CVC's net profit margin of 3.43% is significantly lower than the industry average. The company, on the basis of net income growth from the same quarter one year ago, has significantly underperformed compared to the Media industry average, but is greater than that of the S&P 500. The net income increased by 8.0% when compared to the same quarter one year prior, going from $51.84 million to $55.98 million. In its most recent trading session, CVC has closed at a price level that was not very different from its closing price of one year earlier. This is probably due to its weak earnings growth as well as other mixed factors. Looking ahead, our view is that this company's fundamentals will not have much impact in either direction, allowing the stock to generally move up or down based on the push and pull of the broad market. You can view the full analysis from the report here: CVC Ratings Report Must Read: George Soros' Top 5 Dividend Stock Picks for 2015 1. Talisman Energy Talisman Energy has a current yield of 5.7%, having announced on April 8 that it will be paying a dividend of 11.25 cents share on April 29. The stock comprises 2.8% of Paulson & Co.'s portfolio as of the most recently reported quarter. The 70 million-share position was a new buy for the fund in the most recently reported quarter. TheStreet Ratings team rates Talisman Energy as a sell with a ratings score of D+. TheStreet Ratings team has this to say about its recommendation: "We rate Talisman Energy (TLM) a sell. This is driven by some concerns, which we believe should have a greater impact than any strengths, and could make it more difficult for investors to achieve positive results compared to most of the stocks we cover. The company's weaknesses can be seen in multiple areas, such as its unimpressive growth in net income and generally disappointing historical performance in the stock itself."Highlights from the analysis by TheStreet Ratings team include: The company, on the basis of change in net income from the same quarter one year ago, has significantly underperformed against the S&P 500 and did not exceed that of the Oil, Gas & Consumable Fuels industry. The net income has significantly decreased by 58.2% when compared to the same quarter one year ago, falling from -$1,005.00 million to -$1,590.00 million. The share price of Talisman Energy has not done very well: it is down 24.07% and has underperformed the S&P 500, in part reflecting the company's sharply declining earnings per share when compared to the year-earlier quarter. The fact that the stock is now selling for less than others in its industry in relation to its current earnings is not reason enough to justify a buy rating at this time. The return on equity has improved slightly when compared to the same quarter one year prior. This can be construed as a modest strength in the organization. Compared to other companies in the Oil, Gas & Consumable Fuels industry and the overall market, Talisman Energy's return on equity significantly trails that of both the industry average and the S&P 500. The gross profit margin for Talisman Energy is rather high; currently it is at 54.08%. Regardless of TLM's high profit margin, it has managed to decrease from the same period last year. Despite the mixed results of the gross profit margin, TLM's net profit margin of -158.36% significantly underperformed when compared to the industry average. Talisman Energy has experienced a steep decline in earnings per share in the most recent quarter in comparison to its performance from the same quarter a year ago. This company has not demonstrated a clear trend in earnings over the past 2 years, making it difficult to accurately predict earnings for the coming year. During the past fiscal year, Talisman Energy continued to lose money by earning -$0.97 versus -$1.21 in the prior year. You can view the full analysis from the report here: TLM Ratings Report Must Read: Warren Buffett's Top 10 Stock Buys
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