Warren Buffett Holds $175 Billion of His Portfolio in 2 Stocks That Could Rise 13% and 29% According to a Pair of Wall Street Analysts

Motley Fool06-18

Coca-Cola and Apple are key holdings at Berkshire Hathaway, the holding company Warren Buffett has managed since 1965. A Wedbush analyst thinks Apple can soar to $275 per share. An ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2444109929?lang=en_US&edition=fundamental","thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780752%2Ftmf-warren-buffett-4-tmf-may-2014.jpg&op=resize&w=165&h=104","is_english":true,"pubTime":"2024-06-18 17:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2444109929","market":"fut","top_or_hot":-1,"title":"Warren Buffett Holds $175 Billion of His Portfolio in 2 Stocks That Could Rise 13% and 29% According to a Pair of Wall Street Analysts","media":"Motley Fool","content":"<div>\n<p>Coca-Cola and Apple are key holdings at Berkshire Hathaway, the holding company Warren Buffett has managed since 1965. \n\n\n\n\n\n\n\nA Wedbush analyst thinks Apple can soar to $275 per share.\n\n\n\n\n\n\n\nAn ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/18/warren-buffett-invested-billion-of-his-portfolio-i/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Holds $175 Billion of His Portfolio in 2 Stocks That Could Rise 13% and 29% According to a Pair of Wall Street Analysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Holds $175 Billion of His Portfolio in 2 Stocks That Could Rise 13% and 29% According to a Pair of Wall Street Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 17:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/18/warren-buffett-invested-billion-of-his-portfolio-i/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coca-Cola and Apple are key holdings at Berkshire Hathaway, the holding company Warren Buffett has managed since 1965. \n\n\n\n\n\n\n\nA Wedbush analyst thinks Apple can soar to $275 per share.\n\n\n\n\n\n\n\nAn ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/18/warren-buffett-invested-billion-of-his-portfolio-i/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765059.SGD","symbol_name":"FTIF - Franklin US Opportunities A Acc SGD","start_time":0,"source_url":"https://www.fool.com/investing/2024/06/18/warren-buffett-invested-billion-of-his-portfolio-i/","article_id":"2444109929","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780752%2Ftmf-warren-buffett-4-tmf-may-2014.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2444109929","pubTimestamp":1718701980,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Investors who want to reap Buffett-sized returns should understand his biggest investment decisions.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BRK.A":"伯克希尔","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BRK.B":"伯克希尔B","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4505":"高瓴资本持仓","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4504":"桥水持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4501":"段永平概念","BK4099":"汽车制造商","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","TTM":"塔塔汽车","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","KO":"可口可乐","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","AAPL":"苹果","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4559":"巴菲特持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"translate_title":"据两位华尔街分析师称，沃伦·巴菲特在其投资组合中持有1750亿美元的两只股票，这两只股票可能分别上涨13%和29%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TTM":1,"BRK.B":1,"AAPL":0.9,"BRK.A":0.9,"KO":0.9},"content_text":"Coca-Cola and Apple are key holdings at Berkshire Hathaway, the holding company Warren Buffett has managed since 1965. \n\n\n\n\n\n\n\nA Wedbush analyst thinks Apple can soar to $275 per share.\n\n\n\n\n\n\n\nAn analyst at Argus thinks Coca-Cola can climb to $72 per share.\n\nWarren Buffett took control of Berkshire Hathaway in 1965, and the gains since then have been legendary. Shares of the holding company have delivered a 4,110,936% return since he took the helm, and buying common stocks available to everyday investors was a big part of his strategy.If you want your portfolio to deliver Berkshire Hathaway-sized returns, keeping tabs on Buffett's trading activity is a good place to start. Thanks to rules that require professional money managers to disclose their trading activity every three months, following the legendary investor isn't hard to do.Image source: The Motley Fool.Berkshire's latest disclosures revealed Apple (AAPL 1.97%) holdings valued at about $135.4 billion and around $24.5 billion worth of Coca-Cola (KO 0.11%) stock. These are the first and fourth largest holdings in Berkshire Hathaway's portfolio, and the Wall Street analysts who follow these businesses think their best days are still ahead of us.The case for AppleBerkshire Hathaway started accumulating Apple shares in early 2016, and since then the stock has delivered a 680% gain, or a 754% total return if you include dividends.Buffett trimmed back Berkshire's exposure to Apple this year, but it's still the holding company's largest investment by a mile. Wedbush analyst Dan Ives is bullish for Apple and wasn't swayed by Berkshire's sale of some shares. In May, Ives raised his price target on the stock to $275, which implies a gain of about 29% from recent prices.Ives is more than a little excited about Apple's moves to implement generative artificial intelligence (AI) services. Sales of the latest iteration of the iPhone have been a little disappointing, but a suite of new features could give previously hesitant customers a reason to upgrade their older devices.To improve security, many of the new Apple Intelligence features will run locally. That means only the company's latest devices are powerful enough to participate.Before you buy Apple, you should know that growth driven by new AI features is already baked into the stock's price. Shares have been trading at 32.3 times forward-looking earnings expectations. This is a valuation appropriate for businesses with a rapidly growing bottom line, but net income hasn't risen since the end of 2021.AAPL Net Income (TTM) data by YChartsApple has been able to report rising earnings per share because it can use profits to repurchase shares. That hardly justifies a market valuation appropriate for a fast-growing business. If investors lose confidence that Apple Intelligence can drive growth, this stock's earnings multiple could get cut in half.I find it hard to imagine average consumers will be any more interested in new Apple Intelligence features than they were in titanium cases or extra camera lenses. With that in mind, it's probably best to wait and see if Apple Intelligence can improve Apple's bottom line instead of assuming from the start that it will be more important to the business than green bubble shaming.The case for Coca-ColaIt's been about 12 years since Berkshire Hathaway made a big Coca-Cola purchase. It's easy to see why Buffett still holds it. Since 2012, shares of the beverage giant have delivered a 138% total return.Coca-Cola's returns haven't been as great as Apple's, but there's a lot less risk involved. After all, its flagship brand has been the world's most recognized beverage for decades, and it doesn't need fancy new AI applications to stay that way.Coca-Cola's stock price hasn't kept pace with Apple's, but its business has outgrown the device maker in recent years. Net income at Coca-Cola has risen 10.4% since the end of 2021, and sales are up by 19.2% over the same time frame.KO Net Income (TTM) data by YChartsArgus analyst Taylor Conrad recently raised his firm's price target for Coca-Cola to $72 and kept a buy rating on the stock. He's expecting profit margin expansion thanks to a recently slimmed-down brand folder and the franchising of bottling operations.At recent prices, you can buy Coca-Cola shares for 22.2 times forward-looking earnings expectations, which makes it look like a beacon of safety compared to Apple stock. Coca-Cola also offers a 3.1% dividend yield, and you can keep those payments even if the bottom falls out from under the stock market.Without any AI features to market, Coca-Cola might not seem as exciting as Apple. For most investors, though, it's a better stock to buy now.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2444109929"}