2 Warren Buffett Stocks to Buy Hand Over Fist This Month, and 1 to Avoid

Investment Opportunities - American Express is now Berkshire Hathaway's second-biggest holding at over $47 billion, following Apple as the largest [3] - The stock has seen a nearly 20% decline from its December peak, attributed to concerns over consumer spending and rising household debt, which is currently at $18.8 trillion with a delinquency rate of 4.8% [5][6] - Despite these challenges, American Express is performing well among affluent borrowers, with luxury spending by cardholders increasing by 15% year-over-year in Q4, nearly double the overall growth in billed business [6] Constellation Brands - Berkshire Hathaway's investment in Constellation Brands has not yielded positive results since its initial purchase in late 2024, with shares declining amid a multidecade low in regular alcohol consumption in the U.S. at 54% [7] - The company is undergoing a strategic overhaul, including divesting lower-priced wine brands, and the new CEO Nicholas Fink is expected to bring fresh insights into the company's direction [10] Investment Risks - DaVita, a kidney dialysis provider, has seen a decline in net income by 17% despite a modest revenue growth of 5% year-over-year, reflecting broader challenges in the healthcare industry [11][12] - Berkshire Hathaway has begun to scale back its investment in DaVita, indicating a shift in strategy under new CEO Greg Abel [12]