Group 1: Market Impact and Investment Opportunities - The market crash following President Trump's tariff announcement on April 2 created opportunities for long-term investors in dividend-paying stocks [1] - Berkshire Hathaway, under Warren Buffett's leadership since 1965, has achieved a 19.9% average annual return despite multiple recessions and market crashes [2][3] Group 2: Constellation Brands - Constellation Brands, known for Modelo Especial and Corona Extra, faces pressure on its stock price due to a new 25% tariff on imported beer, with shares trading over 30% below their peak [4] - Long-term investors may find value in Constellation Brands, as the tariff was enacted via executive order and could end with the current administration, allowing for potential profit growth once tariffs are lifted [6][7] - Berkshire Hathaway acquired over 5.6 million shares of Constellation Brands in Q4 2024, representing less than 1% of its overall portfolio, suggesting a cautious approach to building a position in the company [8] Group 3: Coca-Cola - Coca-Cola has delivered a remarkable 6,090% return since the end of 1988, benefiting from its strong brand recognition and consistent dividend payouts [9] - The company raised its dividend payout for the 63rd consecutive year, currently offering a 2.8% yield, and quickly rebounded after initial stock price drops following the tariff announcement [10] - Despite its strong market position, Coca-Cola's stock is trading at a historically high valuation of about 29.5 times trailing-12-month earnings, indicating that it may not be the best time to buy, but it remains a strong candidate for future investment if prices decline [11]

Core Viewpoint - Despite market volatility in 2025, certain stable companies have provided solid returns, distinguishing themselves from high-growth tech stocks and offering safety and performance to investors [1] Group 1: Southern Company (SO) - Southern Company has shown impressive strength in 2025, with a year-to-date increase of approximately 11%, while the S&P 500 is down nearly 7% [2] - The company has a market capitalization of nearly $100 billion and is the second-largest holding in the Utilities Select Sector SPDR Fund, benefiting from strong inflows as investors seek stability [3] - Southern Company offers a dividend yield of 3.16% and is trading above its 200-day moving average, indicating a bullish trend [4] Group 2: Coca-Cola Company (KO) - Coca-Cola has seen a nearly 17% increase in shares year-to-date, outperforming the broader market and the consumer staples sector [6] - The company has attracted significant institutional support, with inflows totaling nearly $18 billion over the past 12 months, reflecting a demand for safety and yield [7] - Analysts maintain a consensus Buy rating for Coca-Cola, with an average price target of $75.06, indicating potential upside [8] Group 3: Verizon Communications (VZ) - Verizon has outperformed the S&P 500 with a 7% increase year-to-date and offers a substantial dividend yield of 6.3% [10] - The company reported strong Q1 2025 results, with an EPS of $1.19 and revenue of $33.5 billion, reaffirming its full-year guidance [11] - Verizon has a history of increasing dividends for 20 consecutive years and continues to generate strong free cash flow, making it attractive for long-term investors [12]

The Coca-Cola Company (KO) is slated to report first-quarter 2024 earnings on April 29, before the opening bell. The company is expected to register year-over-year top and bottom-line declines when it reports first-quarter numbers.The Zacks Consensus Estimate for first-quarter earnings is pegged at 71 cents per share, indicating a 1.4% decline from the prior-year quarter’s reported figure. The consensus mark for earnings has moved down by a penny in the past 30 days. For quarterly revenues, the consensus ma ...

The consensus estimate for 'Net Operating Revenue- North America' stands at $4.34 billion. The estimate suggests a change of +4.1% year over year. In its upcoming report, Coca-Cola (KO) is predicted by Wall Street analysts to post quarterly earnings of $0.71 per share, reflecting a decline of 1.4% compared to the same period last year. Revenues are forecasted to be $11.12 billion, representing a year-over-year decrease of 1.6%. Over the last 30 days, there has been an upward revision of 0.3% in the consensu ...

Shares of Coca-Cola (KO 1.57%) are doing something that seems quite unusual so far this year. The stock is up 17% year to date through April 17, and is stubbornly staying near the 52-week high of $73.95 reached on April 3.The beverage giant's share price performance is excellent considering the recent stock market volatility, which clobbered many stocks, but so far has left Coca-Cola unscathed. Part of the reason for its share price resiliency is the conglomerate's solid business performance in 2024.With Co ...

关税让百事可乐更难做了。 可乐的生产依赖浓缩液、水、甜味剂。为了交更少的税，百事可乐从 50 多年前开始在企业税率更 低的爱尔兰生产浓缩液——几乎所有在美国销售的百事可乐浓缩液都来自爱尔兰，现在百事要为此 缴纳 10% 的进口关税。可口可乐也在爱尔兰生产浓缩液，但其在美国本土销售的汽水，大部分浓 缩液来自美国亚特兰大以及领土波多黎各，这也意味着可口可乐受关税影响更少。 两家企业还受到美国对进口铝征收 25% 关税的影响。可口可乐 CEO 詹姆斯·昆西 (James Quincey) 此前表示，可口可乐从加拿大进口了一些铝，关税可能会导致可乐价格上涨，公司可通过增加塑料 瓶装饮料或从美国采购铝来缓解。 OpenAI 的最强模型幻觉更严重。 OpenAI 上周发布 o3、o4-mini 两款推理模型，凭借图像推理等能力引发关注。OpenAI 最早介绍 o3 的时候，还特意强调其在高难度编程能力测试中达到 Top 200 人类程序员的水平。但许多使用者发 现，这两款模型幻觉更严重。他们决定继续使用 o1 Pro 或 Gemini 2.5 等模型。 非营利机构 Transluce 测试发现，o3 经常会幻想自己用了某 ...

The market expects Coca-Cola (KO) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 29, 2025, might help the stock move higher if these key numbers are better ...

President Donald Trump's aggressive policies have led to a global trade war and significant economic uncertainty, and investors aren't taking it well. Many are withdrawing their money from equity markets, leading to a sell-off. The S&P 500 is down by 12% since January.However, despite all these challenges, some companies are performing well. Coca-Cola (KO 1.35%) is one of them. It has been in the portfolio of Berkshire Hathaway -- the conglomerate led by Warren Buffett -- for more than 30 years. Investors s ...

Core Viewpoint - The U.S. stock market has been experiencing significant volatility due to President Trump's announcement of tariffs on various countries, with a temporary pause for 90 days not alleviating concerns [1]. Group 1: Market Volatility - The announcement of tariffs has led to tremendous volatility in the U.S. stock market [1]. - The temporary 90-day pause in tariffs was expected to stabilize the market but did not resolve the underlying issues [1].

Economic worries, prompted by ongoing uncertainty about how tariff announcements will ultimately play out, are scaring investors. The benchmark S&P 500 index has lost 8% of its value in 2025 (as of April 14).Not all businesses have fared as poorly. Look at Coca-Cola (KO 1.84%). The global beverage giant has seen its shares rise 17% this year thanks to steady financial performance that investors might appreciate more these days.In times like now, it's reassuring to know that Coca-Cola can raise prices on its ...