Group 1: Apple Inc. (AAPL) - Berkshire Hathaway has significantly reduced its stake in Apple by 67% between Q4 2023 and Q3 2024, despite Apple gaining 30.1% last year [3][4] - Apple's stock has underperformed in 2025, down 21.6% year-to-date, primarily due to weak earnings growth and lack of investor enthusiasm for future growth [3][4] - Apple has a history of overcoming skepticism regarding new products, with successful launches of the Apple Watch and iPad, indicating potential for future growth despite current challenges [6][8] Group 2: Coca-Cola Co. (KO) - Coca-Cola's stock is down less than 4% from its all-time high and has increased by 14.1% year-to-date, outperforming peers like PepsiCo and J.M. Smucker [9][10] - The company has faced slowing sales and volume growth due to cost pressures and weakening consumer spending, yet it continues to grow, distinguishing it from competitors [10][11] - Coca-Cola's capital-light business model and effective capital allocation strategies, including leveraging existing brands and acquiring new ones, support its long-term growth and dividend sustainability [11][14] Group 3: Chevron Corp. (CVX) - Chevron's stock has recently risen due to broader energy sector trends, but it remains a strong value for long-term investors [15] - The company has implemented cost-reduction strategies that allow it to maintain profitability even with lower oil prices, with a breakeven point around $30 per barrel Brent [16][17] - Chevron has a strong dividend history, having paid and raised its dividend for 38 consecutive years, yielding 4.7%, making it attractive for income-focused investors [18][19]
3 Ultra-Reliable Dividend-Paying Warren Buffett Stocks to Buy for the Second Half of 2025