The Motley Foolยท2025-06-16 22:15Group 1: Microsoft - Microsoft has seen an 11% increase in stock price year to date, despite a challenging start to the year [4] - The company's total revenue for the third quarter of fiscal 2025 reached $70.1 billion, reflecting a year-over-year growth of 13% [5] - Microsoft Azure, the cloud unit, recorded a significant revenue growth of 33%, positioning it as a strong competitor to Amazon Web Services [5] - The company benefits from a wide moat due to switching costs and a strong brand, generating substantial free cash flow of $69.4 billion, despite a 6.4% decline from the previous year [6][7] - Microsoft holds the highest credit rating from S&P Global and has a strong dividend history, raising payouts by 167.7% over the past decade [8] Group 2: Coca-Cola - Coca-Cola has performed well, particularly in economic downturns, due to its status as a consumer staples stock [9] - The company is well-positioned to handle trade policies, as it manufactures products locally in most regions, minimizing tariff impacts [10] - Coca-Cola's strong brand power provides high customer trust, pricing power, and flexibility in adjusting its product portfolio [11][12] - The company has a proven track record of reliability, having raised dividends for 63 consecutive years, with a yield of 2.8%, surpassing the S&P 500 average of 1.3% [13][14]