2 Warren Buffett Stocks to Buy Hand Over Fist in April

2 months ago 21

Lee Samaha, The Motley Fool

Fri, Apr 11, 2025, 7:15 AM 4 min read

In times of uncertainty, investors crook to areas of comparative certainty, and 1 specified country is Warren Buffett's mastery of investing erstwhile others are fearful. Consequently, it makes consciousness to look into what Buffett is holding successful his Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) concern portfolio. Here are 2 stocks worthy looking astatine now.

Buffett was wide reported to beryllium building up a ample currency heap successful 2024, and helium has expressed immoderate skepticism astir tariffs. If you privation to summation marketplace vulnerability astatine specified a challenging time, wherefore not bargain into Berkshire Hathaway banal and fto Buffett transportation the strain portion you hold for much certainty connected the fallout from the tariff escalations?

After all, it's a strategy that would person worked retired for investors implicit the past year, arsenic good arsenic much extended clip frames.

For example, implicit the past 10 years.

Or adjacent implicit the past 30 years.

While Buffett won't unrecorded forever, his successor, Greg Abel, has been astatine Berkshire Hathaway for 25 years, and it's a harmless presumption that he's played a pivotal relation successful cardinal concern decisions made by the company.

One of those decisions is Berkshire Hathaway's stockpiling of much than $330 cardinal successful currency astatine the extremity of 2024 -- a determination that appears incredibly prescient now. The concealed to Buffett's investing occurrence isn't conscionable being an outstanding banal picker; it's besides knowing when to beryllium a banal picker, and the stockpiling of currency successful 2024 wasn't luck.

According to its SEC filings, Berkshire Hathaway held 400 cardinal shares successful Coca-Cola (NYSE: KO) astatine the extremity of 2024. It's 1 of Berkshire's largest positions, and its 9% summation successful 2025 contributed to Berkshire's akin summation implicit the aforesaid period. Its astir 3% dividend output doesn't harm the concern lawsuit for the banal either.

Naturally, investors volition beryllium acrophobic astir Coca-Cola's vulnerability to tariffs and commercialized wars, but fortunately, the institution is comparatively well-positioned. Its extremity products are much user staples than user discretionary products. Moreover, arsenic CEO James Quincey outlined connected the fourth-quarter net telephone successful February, determination are respective reasons to judge Coca-Cola volition beryllium successful bully shape.

First, Quincey noted: "We are predominantly a section concern erstwhile it comes to making each of the beverages. The immense bulk of everything that's consumed successful the U.S. is made successful the U.S." He added, "While it's a planetary business, it's precise local." This localization of production, wherever depletion takes place, means the institution isn't suffering from tariffs successful the mode that, say, a institution manufacturing successful Mexico and exporting into the section marketplace successful the U.S. will.

Read Entire Article