3 Top Warren Buffett Stocks to Buy Right Now

Generado por agente de IARhys Northwood
sábado, 10 de mayo de 2025, 11:49 am ET2 min de lectura
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In early 2025, Warren Buffett’s Berkshire HathawayBRK.B-- portfolio has delivered a sharp rebound, with shares rising 17-19.3% year-to-date—outpacing the S&P 500’s decline of 6-8%. This performance reflects Buffett’s strategic bets on resilient businesses and select growth drivers. Among Berkshire’s top holdings, three stocks stand out as compelling buys today: Apple Inc. (AAPL), Coca-Cola (KO), and BYD Company ADR (BYDDY). Each offers a unique blend of stability, growth, or both.

1. Apple Inc. (AAPL): The Core Holding with Long-Term Potential

Apple remains Berkshire’s largest equity position, though Buffett has trimmed his stake slightly. Despite a 17% YTD decline through April 2025—driven by tariff-related profit pressures—Apple’s fundamentals remain robust. Its ecosystem dominance, services revenue growth, and cash-generating prowess make it a long-term cornerstone.

Why Buy Now?
- Valuation: Apple’s P/E ratio of ~25 (vs. a 5-year average of ~28) suggests it’s attractively priced amid near-term headwinds.
- Dividend & Buybacks: A $95 billion buyback authorization and a 65% dividend payout ratio provide downside protection.
- Buffett’s Track Record: His decade-long Apple stake has delivered over 1,000% returns, underscoring his confidence in its moat.

2. Coca-Cola (KO): The Timeless Beverage Giant

Coca-Cola’s 15.3% YTD gain in 2025 outpaces most Berkshire holdings, including stalwarts like Bank of America and Apple. This century-old brand continues to thrive through disciplined pricing, global reach, and a focus on healthier beverages.

Why Buy Now?
- Resilience: Coca-Cola’s 5.2% dividend yield and stable cash flows offer insulation against economic cycles.
- Emerging Markets: Over 80% of its volume growth comes from high-growth regions like Asia and Latin America.
- Buffett’s Loyalty: A 30-year holding, Coca-Cola exemplifies Buffett’s preference for “forever businesses” with pricing power.

3. BYD Company ADR (BYDDY): The Explosive Growth Play

BYD, the Chinese electric vehicle (EV) and battery giant, is Berkshire’s standout performer in 2025. With a 49.1% YTD surge and a 733.9% five-year return, this stock has become a critical driver of Buffett’s wealth.

Why Buy Now?
- Global Expansion: BYD’s Hungarian EV factory (targeting 200,000 units/year) and 29.3% Chinese market share in March 2025 highlight its scale.
- Valuation: Despite its gains, BYD’s P/E of ~60 is justified by its ~30% annual revenue growth and EV industry leadership.
- Buffett’s Contrarian Bet: Acquired at $40/share in 2020, BYD now trades near $200, proving Buffett’s knack for spotting overlooked growth.

Conclusion: A Portfolio Built for Volatility and Growth

Berkshire’s success in 2025 hinges on three pillars: cash reserves ($321 billion as of late 2024), diversified operations (insurance, energy, manufacturing), and select equity bets. The three stocks highlighted—Apple, Coca-Cola, and BYD—exemplify this strategy:

  • Apple and Coca-Cola offer stability and dividend income, shielding against market turbulence.
  • BYD provides high-growth exposure to the EV revolution, a sector Buffett has historically avoided but now embraces.

With Berkshire’s shares up 17-19% YTD and BYD alone contributing $23.6 billion to Buffett’s net worth, these picks reflect a blend of prudence and opportunism. Investors seeking Buffett’s proven formula—buying quality at a reasonable price and holding for the long term—would do well to consider these three stocks.

Data as of early 2025. Past performance does not guarantee future results.

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