Warren Buffett's investing skills have created enormous wealth for his investors. From 1965 through 2024, he delivered a 5,502,284% cumulative return for Berkshire Hathaway shareholders. If you're interested in building passive income, Berkshire's stock portfolio is full of outstanding businesses that pay regular dividends. Here are two that offer solid value right now.1. Coca-ColaBuffett has often favored buying and holding shares of large and profitable consumer brands. He originally bought Coca-Cola (KO ...

Summary of Key Points Core Viewpoint - On February 20, both Walmart and Coca-Cola announced dividend increases, highlighting their status as Dividend Kings, a group of S&P 500 stocks that have raised dividends for at least 50 consecutive years [1]. Group 1: Walmart - Walmart raised its quarterly dividend by 13% to nearly $0.24 per share [2]. - For fiscal 2025, Walmart's revenue grew by 4% year-over-year to nearly $180 billion, with net income slightly declining [3]. - E-commerce sales surged by 16% globally, supported by an efficient pickup and delivery system [4]. - Management's guidance for fiscal 2026 anticipates a 3% to 4% revenue increase, with non-GAAP net income projected at $2.50 to $2.60 per share, below analyst expectations [5]. - The upcoming dividend will be paid on April 7 to shareholders of record as of March 21, yielding slightly under 1% at the current share price [6]. Group 2: Coca-Cola - Coca-Cola increased its quarterly dividend by 5% to $0.51 per share, marking its 63rd consecutive dividend raise [7]. - The company reported a 6% increase in net revenue for the fourth quarter, reaching $11.5 billion, and a 12% rise in adjusted net income to $0.55 per share [9]. - For 2025, Coca-Cola expects revenue growth of 5% to 6% and a modest increase in adjusted per-share net income of 2% to 3% [10]. - The new dividend will be paid on April 1 to shareholders of record as of March 14, yielding approximately 2.9% at the latest closing stock price [11].

Core Insights - Warren Buffett's investment in Coca-Cola represents a significant stake of $29 billion, making it Berkshire Hathaway's fourth-largest position [1] - Coca-Cola is recognized for its strong brand and wide economic moat, which secures its market position in the non-alcoholic beverage sector [3] Financial Performance - In Q4 2024, Coca-Cola experienced a 9% price increase, contributing to a 6% revenue growth, supported by a 2% increase in unit volume [4] - The company boasts an impressive operating margin of 23% and a dividend yield of 2.82%, with dividends having increased for 63 consecutive years [5][6] Market Position and Growth Prospects - Coca-Cola's revenue for 2024 was $47.1 billion, reflecting only a 2% increase over the past decade, indicating limited growth potential as a mature company [7] - Despite slow revenue gains, Coca-Cola is expected to remain relevant and lead the industry for decades, with minimal risk of disruption [8] Valuation and Investment Considerations - Coca-Cola shares currently trade at a price-to-earnings ratio of 29.3, which is 11% higher than the five-year average and represents a premium compared to the S&P 500 [9] - While Coca-Cola may not outperform the S&P 500 in the long term, it is suitable for investors seeking steady income rather than significant capital appreciation [10]

Group 1: Consumer Behavior and Market Trends - Consumers are prioritizing essential items over discretionary spending due to inflation, leading to a decline in the consumer discretionary sector while the consumer staples sector rises [1] - The "No Buy" trend of 2025 highlights the shift in consumer spending habits towards necessities [2] Group 2: Procter & Gamble Overview - Procter & Gamble (PG) has a significant market share in American households with a 98% penetration, offering a well-recognized portfolio of household brands [2] - The stock has shown a year-to-date performance of 3.69%, outperforming the S&P 500's 1.38% [3] Group 3: Financial Performance of Procter & Gamble - In fiscal Q2, Procter & Gamble's Baby, Feminine & Family Care (BFFC) segment led growth with a 4% year-over-year increase in volume and a 3% increase in net sales [4] - The company reported Q4 earnings-per-share (EPS) of $1.88, beating consensus estimates of $1.86 [6] - Revenues rose 2.1% year-over-year to $21.88 billion, exceeding consensus estimates by $340 million [7] Group 4: Procter & Gamble's Future Outlook - Procter & Gamble reaffirmed its 2025 forecasts, projecting full-year EPS between $6.91 and $7.05, with revenue growth expected between 2% and 4% year-over-year [8] Group 5: Coca-Cola Overview - Coca-Cola (KO) is recognized by 94% of the global population and 97% of soft drink consumers in the U.S., with a diverse portfolio of over 500 brands [10][11] - The stock has a year-to-date increase of 14.38% and offers a dividend yield of 2.86% [14] Group 6: Financial Performance of Coca-Cola - Coca-Cola's sales grew 6.4% year-over-year in Q4 2024, reaching $11.54 billion, surpassing consensus estimates by $860 million [13] - The company reported earnings of 55 cents per share, beating analyst estimates by 2 cents [14]

Shares of Coca-Cola (KO -0.16%) rose 12.1% in February 2025, according to data from S&P Global Market Intelligence. The soft drink giant published a tasty fourth-quarter earnings report on Feb. 11, followed by a crowd-pleasing dividend increase on the 20th. The earnings event provided most of the fuel for last month's price gains. Investors would have been more surprised if Coke didn't boost its quarterly payouts for the first time in forever.Coca-Cola's recipe for Q4 successQ4 sales rose 6.4% year over yea ...

以下文章来源于ericwarn丁宁 ，作者ericwarn丁宁 ericwarn丁宁 . 来源：雪球 为了学习巴菲特 ， 笔者发明了一个叫作 " 市赚率 " 的估值参数 。 其公式为 ： 市赚率=市盈率/净资产收益 率 （ PR=PE/ROE ） 。 考虑到ROE是个百分数 ， 所以市赚率的真实公式其实是 ： PR=PE/ROE/100 。 当 市赚率等于1PR为合理估值 ， 大于1PR和小于1PR则为高估和低估 。 上世纪80年代 ， 巴菲特两次建仓可口 可乐 。 1988年的市赚率估值是0.474PR ， 1989年的市赚率估值是0.326PR 。 两年平均下来 ， 刚好就是 0.4PR 。 非常巧合的是 ， 从那时起 ， 用 " 40美分买入1美元 " 就成了巴菲特的口头禅 。 巴菲特4折5折6折 买股 ， 笔者也照猫画虎4折5折6折买股 。 | | 持股数 持股 | 持殿 持殷 投资 净 净资 总股 年底 | | | 年底 年底 买人 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 力股) 比例 | 成本 市值 收益 利润 产 数 ...

Group 1: Coca-Cola - Coca-Cola is the world's leading beverage company, with over 2.2 billion servings consumed daily, generating healthy margins that support growing dividend payments [2][5] - The non-alcoholic beverage market is valued at $1.6 trillion, and Coca-Cola's strong distribution network positions it well for opportunities in emerging markets [4] - The company has a long history since 1886, demonstrating resilience through various economic conditions, with revenue growth of about 6% over the last decade [3] - Coca-Cola's products are available in 33 million outlets globally, and the company added nearly 600,000 coolers last year to enhance cold consumption sales [5] Group 2: McDonald's - McDonald's operates over 43,000 locations worldwide, utilizing a franchise model that provides high margins and supports dividend growth [6] - In 2024, McDonald's faced challenges with a 0.1% decline in global comparable sales, but its focus on value offerings helps maintain competitiveness [7] - The company aims to expand its restaurant base to 50,000 by 2027, which is expected to drive higher sales and earnings [7] - McDonald's generated $30 billion in systemwide sales from its loyalty program last year, accounting for 23% of total sales, with a goal to increase this to $45 billion by 2027 [8] - The company reported $8.2 billion in net income on $25.9 billion in revenue, distributing $4.8 billion in dividends to shareholders [9] - McDonald's stock offers a dividend yield of 2.2% and trades at a forward P/E ratio of 25, which is below the S&P 500 average of 30 [10]

Group 1 - The Coca-Cola Company (NYSE: KO) stock has remained virtually unchanged over the past six months, indicating a stable performance despite some fluctuations [1] - Technical analysis suggests a highly bullish outlook for Coca-Cola's stock, which may present potential investment opportunities [1] Group 2 - The article emphasizes the importance of high-quality technical analysis and the commitment to excellence, integrity, transparency, and respect in investment research [1]

Group 1 - The Coca-Cola Company has shown strong momentum following its recent earnings report, which may present a favorable investment opportunity [1] - PepsiCo is considered a better buying opportunity by the author, indicating a competitive landscape between the two beverage giants [1] - The author expresses a preference for dividend investing in quality blue-chip stocks, suggesting a focus on long-term investment strategies [1] Group 2 - The article emphasizes the importance of conducting due diligence before making investment decisions, highlighting the educational purpose of the content [1] - The author has a beneficial long position in PepsiCo shares, indicating confidence in the company's performance [2] - There is no compensation received for the article, reinforcing the independence of the author's opinions [2]

Core Viewpoint - Coca-Cola has maintained a strong dividend history and is recognized for its resilience in the beverage industry, despite challenges in sales and earnings growth over the past decade [1][2][16]. Group 1: Business Performance - Coca-Cola's fourth-quarter results showed a 2% growth in unit case volume, driven by strong performance in China, Brazil, and the U.S., contributing to the recent rise in stock price [3][6]. - For the full year, Coca-Cola achieved a 12% growth in organic revenue, primarily due to price increases and a favorable product mix, despite facing significant currency impacts from a strong U.S. dollar [6][7]. - In Latin America, unit case volumes increased by 3% in 2024, with pricing and mix up 21%, although currency headwinds were 14% worse than in 2023, resulting in an 11% increase in reported net revenue [7]. Group 2: Brand Development and Market Position - Coca-Cola's competitive edge lies in its brand development capabilities, having created $15 billion brands organically and successfully developed 12 small brands into $1 billion-plus brands [9][10]. - The company leads in various non-alcoholic beverage categories, including being the top player in water, sports drinks, and juice [11]. - Coca-Cola has effectively diversified its product lineup, with significant growth in brands like Fairlife, which increased from $10 million in retail value in 2014 to $4 billion in 2024 [12][14]. Group 3: Future Outlook and Valuation - For 2025, Coca-Cola anticipates organic revenue growth of 5% to 6%, with currency-neutral earnings-per-share (EPS) growth projected at 8% to 10% [15]. - The stock is currently valued at a forward price-to-earnings ratio of 23.7 based on a comparable EPS of $2.95 for 2025, indicating a reasonable valuation despite recent stock price increases [15][16]. - Coca-Cola has a dividend yield of 2.8%, which is higher than the average in the consumer staples sector and the S&P 500, making it a solid source of passive income [17].