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This Week's Exclusive News 2 Buffett Stocks to Load Up On—And 1 to DitchSubmitted by Nathan Reiff. Published: 1/19/2026. 
Summary - 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 notable 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 sizable cash and Treasury reserve. Although investors who chase Berkshire's 13F filings receive delayed, limited information, there remains a case for following some of the Oracle of Omaha's moves—especially before exiting a position in Berkshire. 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 holdings, including stalwarts like The Coca‑Cola Co. (NYSE: KO) and Visa Inc. (NYSE: V), deserve a closer look for everyday investors heading into the new year. Conversely, investors may want to consider trimming a name like Bristol Myers Squibb (NYSE: BMY), which Berkshire owned only briefly 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 some alternatives. That said, with a price-to-earnings (P/E) ratio of 23.8, the stock is trading at or below levels seen for much of the past two years. Beyond valuation concerns, Coca‑Cola has several strengths. Its pricing power helps it adapt during periods of high inflation and supports steady cash flow. In the last reported quarter, the company beat EPS estimates by $0.04 and delivered solid profits. With ample cash on hand, Coca‑Cola should be well positioned to continue raising its dividend. With a 2.89% dividend yield and more than six decades of consecutive dividend increases, Coca‑Cola remains a top choice for long-term, income-focused, hands-off investors. The planned IPO of its Indian bottling subsidiary, which could raise roughly $1 billion, is another potential catalyst for shareholders in the coming years. Visa's Niche Within the Credit Card Landscape Gives it a Crucial Advantage With talk of potential limits on credit card interest rates, buying a stock like Visa might seem counterintuitive. However, Visa stands apart from some competitors because it has relatively limited exposure to interest rate fluctuations—most of its revenue comes from transaction fees rather than lending. So long as consumers continue to use Visa-branded cards, the company's top line should be less exposed to rate risk than many peers. With affordability concerns likely to push some consumers toward credit, Visa could be particularly well positioned this year. The company also benefits from strong margins and a relatively lower valuation compared with others in the industry. In the fourth quarter of fiscal 2025 (ended Sept. 30), Visa beat analyst estimates for both earnings per share (EPS) and revenue, and Wall Street expects roughly 13% earnings growth in the year ahead. 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 Many investors may associate Bristol Myers Squibb with Buffett, but Berkshire only held a stake in BMY for a short period and exited several years ago. Investors who continue to hold cite the competitive dividend yield, several brands generating more than $1 billion in revenue, and a solid balance sheet. Still, caution may be warranted given two headwinds: broader challenges facing the healthcare sector—including proposed changes to Medicaid under the One Big Beautiful Bill Act—and looming patent cliffs for key drugs such as Eliquis and Opdivo. BMY may remain attractive for investors with a long time horizon, but more active investors should expect potential pressure on cash flow and near-term top- and bottom-line results as these factors play out.
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