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Berkshire's Top Eight Stocks

The portfolio discussed in the document is diversified across industries like financials, consumer goods, technology and services. It holds large positions in well-known blue chip stocks like Wells Fargo, Coca-Cola, IBM, American Express and Procter & Gamble. The document focuses on Coca-Cola and Procter & Gamble as two stocks that offer sustainable returns for dividend investors due to their strong cash flows, dividend growth track records, and ability to continue increasing payouts.

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danarasmussen
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33 views2 pages

Berkshire's Top Eight Stocks

The portfolio discussed in the document is diversified across industries like financials, consumer goods, technology and services. It holds large positions in well-known blue chip stocks like Wells Fargo, Coca-Cola, IBM, American Express and Procter & Gamble. The document focuses on Coca-Cola and Procter & Gamble as two stocks that offer sustainable returns for dividend investors due to their strong cash flows, dividend growth track records, and ability to continue increasing payouts.

Uploaded by

danarasmussen
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as RTF, PDF, TXT or read online on Scribd
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Suncor Energy (SU), Verisign (VRSN), Exxon Mobil (XOM), US Bancorp (USB), The Ban o!

Ne" #or Mellon $orpora%ion (B&) an' (aVi%a, )nc ((V*)+ )%s por%!olio is hea,y on %hose in'us%ries %ha% o!!er co-panies %o genera%e bo%h %op an' bo%%o- line gro"%h, bu% is "ell 'i,ersi!ie', -ainly !ocuse' on !inancial (./+01), consu-er goo's (22+31), %echnology (04+51) an' ser,ices (5+61) co-panies+ )%s bigges% in,es%-en%s inclu'e so-e o! %he -os% popular blue chips no"n %o 7all S%ree%+ 8ere9s a loo a% Ber shire9s %op eigh% s%oc s+ Stock Wells Fargo & Com an! Coca"Cola Com an! #nternationa l $usiness %achine American &' ress Com an! P( Wal"%art Shares Held .46,060,426 .//,///,/// 43,020,:3. Percent of Portfolio 2/+5: 0:+2; 06+50 Rank 0 2 6 Dividend Yield 2+;:1 2+501 2+/.1 The Annual Dividend <0+2/ <0+02 <6+3

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7hale7is'o-+coThese %op pic s are sa!e !or in,es%ors an' o!!er heal%hy re%urns+ Belo", ) 'iscuss Bu!!e%9s %op %"o pic s=%he %"o ) li e %he -os% !or 'i,i'en' in,es%ors+ These are $oca $ola (&O) $o-pany an' >roc%er ? @a-ble (>@)+ ) s%rongly belie,e %ha% %hese %"o s%oc s ha,e %he abili%y %o sus%ain re%urns !or in,es%ors+ Ho+ Coca"Cola is a Safe #nvestment $oca=$ola is genera%ing s%rong resul%s "i%hin %he con!ines o! a challenging -acroecono-ic en,iron-en% 'ri,en -ainly by rising ,ola%ili%y across e-erging -ar e%s+ The co-pany is gro"ing i%s global ,olu-e an' con%inues %o expan' "orl'"i'e ,alue share in %o%al nonalcoholic, rea'y %o 'rin be,erages 'ue %o %he s%reng%h o! i%s por%!olio, %he 'i,ersi%y o! i%s global !oo%prin% an' !ocus on -ar e%place execu%ion+ Toge%her "i%h i%s global bo%%ling par%ners, i% is in,es%ing in i%s bran's an' capabili%ies %o s%reng%hen i%s sys%e- an' %o 'ri,e sus%ainable gro"%h an' ,alue+

7i%h %his s%ra%egy, $oca=$ola has been sho"ing signi!ican% re%urns %o in,es%ors in %he !or- o! 'i,i'en's, buybac an' price apprecia%ion+ The co-pany has consis%en%ly increase' i%s 'i,i'en' o,er %he pas% !e" 'eca'es+ *% %he -o-en%, i%s payou% ra%io o! ;41 is no% only sus%ainable, bu% also o!!ers roo- !or !u%ure increases+ Aur%her, i%s s%rong %op an' bo%%o- line enables i% %o genera%e signi!ican% cash !lo"s an' i%s ,ery high price %o cash !lo" ra%io o! 05+. 'e-ons%ra%es a si-ilar %ren'+ )n %he TTM, i%s opera%ing cash !lo"s are s%an'ing a% <0/+; billion, an' !ree cash !lo"s are a% <3+. billon+ The co-pany9s 'i,i'en' pay-en%s are only a% <.+5 billion, an' are co-ple%ely pro%ec%e' by !ree cash !lo"s+ 7i%h such a -assi,e a-oun% o! !ree cash !lo"s, $oca=$ola is also "or ing %o re'uce share coun%, "hich is a !ur%her enhancing 'i,i'en' pay-en%+ Ho+ Procter & (am)le is a Safe #nvestment

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