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This Week's Bonus Story 2 Buffett Stocks to Load Up On—And 1 to DitchAuthored by Nathan Reiff. Posted: 1/19/2026. 
At a Glance - With 64 consecutive years of dividend increases and a yield of 2.89%, it's difficult to argue with Coca-Cola's reputation as a strong buy-and-hold candidate, even despite concerns surrounding inflation.
- Visa's operations may give it an advantage over some of its competitors in the face of possible credit card interest rate limits.
- Bristol Myers Squibb retains many attractive qualities for investors, but near-term pressures from Medicaid changes and patent cliffs could be an issue in the coming quarters.
Warren Buffett made some substantial changes to the Berkshire Hathaway Inc. (NYSE: BRK.B) portfolio in early 2025, including selling roughly $4 billion of Apple Inc. (NASDAQ: AAPL) shares to build a large cash and Treasuries reserve. While investors who track Berkshire's 13F filings to mimic Buffett must reckon with limited, delayed information, there's still an argument for using the Oracle of Omaha's moves as a guide before departing from Berkshire's strategy. The former CEO of Google calls it the most important thing to happen in 500, maybe 1,000 years of human society. A former U.S. Treasury Secretary says when your great-grandchildren write the history of this period, the political headlines will be the second or third story. The first story is something none of us have seen before. The dot-com collapse, global financial crisis, and COVID-19 pandemic don't compare to what's coming next. We may be entering a period of dramatic, almost unimaginable change. See the full warning and how to prepare now. Some of Buffett's long-standing positions, including stalwarts like The Coca‑Cola Co. (NYSE: KO) and Visa Inc. (NYSE: V), may be worth a closer look for everyday investors heading into the new year. Conversely, investors may decide it's time to sell names such as Bristol Myers Squibb (NYSE: BMY), which was associated with Buffett for a period several years ago. Coca-Cola Is a Proven Dividend Stock For Good Reason One criticism of Coca‑Cola, one of Berkshire's most famous buy-and-hold positions, is that its valuation is less attractive than that of some alternatives. That may be true, but investors should note that with a price-to-earnings (P/E) ratio of 23.8, the company is at or below the level it's held for much of the past two years. Beyond valuation, Coca‑Cola has many strengths. It possesses significant pricing power, which helps it navigate periods of high inflation and keeps cash flow strong. The company delivered sizeable profits and beat analysts' EPS estimates by $0.04 in the last reported quarter. With ample cash on hand, it should be able to continue raising its dividend. With a 2.89% dividend yield and a history of consecutive dividend increases spanning more than six decades, Coca‑Cola remains a strong contender for long-term, passive-income-focused investors. The expected IPO of its Indian bottling subsidiary, which could raise around $1 billion in proceeds, would be another potential upside for shareholders in the coming years. Visa's Niche Within the Credit Card Landscape Gives it a Crucial Advantage With talk of credit-card interest rate limits potentially increasing, now may seem like a counterintuitive time to buy a stock like Visa. However, Visa stands apart from some competitors because it has relatively minimal exposure to interest-rate fluctuations—Visa primarily generates revenue through transaction fees rather than lending. As long as consumers continue to use Visa-branded cards, the company's top line should face less rate-related risk than many peers. With affordability concerns likely to push more consumers toward credit, Visa could be particularly well-positioned this year. The company also benefits from strong margins and a relatively attractive valuation versus industry peers. In the fourth quarter of fiscal 2025, ended Sept. 30, Visa beat analyst expectations for both earnings per share (EPS) and revenue, and Wall Street expects roughly 13% earnings growth over the next year. As its services expand and it supports fast-growing stablecoin-linked programs, Visa still has room to grow. Near-Term Healthcare Uncertainty and Patent Headwinds Challenge Bristol Myers Squibb Investors may think of biopharma giant Bristol Myers Squibb as a Buffett holding, but Berkshire owned BMY only briefly and exited the position several years ago. Those who remain shareholders often point to the competitive dividend yield, multiple brands with revenue north of $1 billion, and a solid balance sheet. Still, caution is warranted, particularly because of two headwinds: broader challenges to the healthcare sector—including potential changes to Medicaid under the One Big Beautiful Bill Act—and looming patent cliffs for blockbuster drugs Eliquis and Opdivo. BMY may still be a suitable investment for those with a long time horizon. More active investors, however, might expect pressure on its cash flow and on top- and bottom-line results in the quarters ahead as these factors play out.
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