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Special Report 2 Buffett Stocks to Load Up On—And 1 to DitchSubmitted by Nathan Reiff. Posted: 1/19/2026. 
Article Highlights - 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 the first quarter of 2025, including selling roughly $4 billion in Apple Inc. (NASDAQ: AAPL) shares to build a sizable cash and Treasury reserve. Investors who track Berkshire's 13F filings to mimic Buffett's trades should remember those reports are limited and delayed. Even so, there is a case to be made that using the Oracle of Omaha's moves as a starting point can be a sensible strategy for many investors. 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), deserve a closer look heading into the new year. By contrast, it may be time to re-evaluate holdings such as Bristol Myers Squibb (NYSE: BMY), a company Berkshire once owned briefly but later exited. Coca‑Cola Is a Proven Dividend Stock for Good Reason One common criticism of Coca‑Cola, one of Berkshire's most famous buy-and-hold positions, is that its valuation appears less attractive than some alternatives. Still, with a price-to-earnings (P/E) ratio around 23.8, the stock sits near levels it has occupied for much of the last two years. Coca‑Cola has important strengths: strong pricing power that helps it navigate inflationary periods and maintain robust cash flow. The company delivered healthy profits and a 4-cent earnings-per-share (EPS) beat in the most recent quarter. With substantial cash on hand, it should be well-positioned to continue raising its dividend. At a 2.89% dividend yield and a history of consecutive dividend increases spanning more than six decades, Coca‑Cola remains an attractive option for long-term, passive-income investors. The expected IPO of its Indian bottling subsidiary, which could raise roughly $1 billion in proceeds, would be another potential benefit for shareholders in the coming years. Visa's Niche Within the Credit-Card Landscape Gives It an Edge Amid talk of potential limits on credit-card interest-rate increases, it might seem counterintuitive to invest in a payments company. But Visa stands apart from some competitors because it has relatively limited exposure to interest-rate swings—Visa earns most of its revenue from transaction fees rather than lending. As long as consumers keep using Visa-branded cards, the company's revenue should be less exposed to rate risks than lenders' top lines. With affordability concerns likely to push more consumers toward credit, Visa could be well-positioned this year. The company also benefits from strong margins and a comparatively attractive valuation within the industry. For the fourth quarter of fiscal 2025, ended Sept. 30, Visa beat analyst expectations on both EPS and revenue. Wall Street expects roughly 13% earnings growth in the year ahead as Visa expands services and supports fast-growing stablecoin-linked programs. Near-Term Healthcare Uncertainty and Patent Headwinds Challenge Bristol Myers Squibb Some investors recall Bristol Myers Squibb as a Buffett holding, but Berkshire owned BMY only briefly and exited the position several years ago. Investors who remain bullish point to the competitive dividend yield, multiple brands with annual revenue above $1 billion, and a solid balance sheet. Even so, caution may be warranted. Two near-term risks stand out: 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 the blood thinner Eliquis and the immunotherapy Opdivo. BMY could still be a worthwhile holding for investors with a long time horizon. More active investors, however, should be prepared for potential pressure on cash flow and both top- and bottom-line results in the quarters ahead.
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