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워런 버핏이 장기 보유할 만하다고 본 12개 종목을 소개하는 영상으로, 구체적 매매 권유보다는 종목별 과거 수익률·재무 지표·애널리스트 의견을 나열하는 형식이다. 서론: 버핏의 전략은 저평가된 우량 기업을 찾아 장기 보유하는 것이며, 버크셔 해서웨이(BRK.B)의 최근 10년 연평균 수익률은 약 11.39%라고 설명한다. 코카콜라(KO): 버크셔가 약 4억 주를 보유한 핵심 종목으로, 2019~2021년 매출이 373억→387억 달러로 늘었고 1963년 이후 배당을 줄인 적이 없다는 점을 장점으로 꼽는다. 애플(AAPL): 최근 10년 연평균 수익률 21.17%로 나스닥을 크게 상회했으며, 한 증권사 목표가로 5년 내 약 360달러, 2032년 445달러를 제시한다. 버크셔 포트폴리오 최대 보유 종목(40% 이상)이다. 아메리칸 익스프레스(AXP): 고소득층 고객 중심이라 경기침체에도 상대적으로 강하며, 2022년 매출 520억 달러에서 2023년 580억 달러로 성장할 것이라는 컨센서스를 인용한다. 크로거(KR): 미국 최대 슈퍼마켓 운영사로, 외식 대신 집밥 수요 증가로 2022년 2분기 매출이 9.15% 늘었고 가이던스가 상향됐다. 경쟁사 알버슨 인수 추진도 긍정 요인으로 언급된다. 맥케슨(MCK): 최근 10년 연평균 수익률 15.6%, 의약품 공급망 관리 기업으로 경기 민감도가 낮고 배당을 15% 인상했다. 다비타(DVA): 만성 신장질환 투석 서비스 기업으로, 미국 비만·고혈압·당뇨 증가에 따라 장기 수요가 늘 것이라는 논리다. 과거 10년 수익률은 약 59%로 다소 부진했다. 아마존(AMZN): 미국 전자상거래 점유율 37.8%의 리더이며, AWS가 전체 영업이익을 견인한다는 점과 2023년 클라우드 지출 성장(46%) 전망을 근거로 제시한다. UPS: 버크셔가 2010년부터 보유, 배당수익률 약 2.95%. 한 애널리스트가 목표가 214달러로 '상회하회(inline)'로 하향했고 소비 둔화 우려를 지적했다. 미국 뱅코프(USB): 버크셔 포트폴리오 약 1.83% 비중. 모건스탠리가 목표가를 66달러→54달러로 낮추고 경기침체 리스크를 경고했다. P&G(PG): 소비재 기업으로 2분기 EPS는 시장 예상을 2센트 하회했으나 매출은 상회. 바클레이즈가 목표가를 157→154달러로 낮추고 'overweight' 유지. 존슨앤드존슨(JNJ): 58년 연속 배당 증가 기록. UBS가 목표가 185→180달러로 낮추고 중립 의견. 마스터카드(MA): 2011년부터 버크셔 보유. 다이와증권이 'outperform'에서 중립으로 하향(목표가 385→375달러), 단기 어닝 서프라이즈 여지가 적다고 평가했으나 중장기 성장성은 긍정적으로 봤다. 결론: 영상은 시청자에게 장기 보유 종목에 대한 의견을 댓글로 달라고 요청하며 마무리한다.
다듬은 글
in this video we're going to review Warren Buffett's 12 best stocks to buy and hold forever so before we start please like this video And subscribe to our channel for weekly updates let's get started Warren Buffett's strategy is to find stocks to buy and hold on to he thinks that the best names to buy and hold are those of undervalued companies that have a good chance of doing well in the long run Buffett's Berkshire Hathaway ticker brk.b which invests in these types of stocks and other types of stocks as well as a good example of this investment strategy over the past 10 years Berkshire Hathaway has given an average annual return of 11.39 percent let's go over our list of the top 12 stocks to buy now and hold forever according to Warren Buffett number 12.
Coca-Cola ticker KO many investors are aware of the connection between Coca-Cola stock and Warren Buffett Buffett famously showed Coca-Cola products on TV during his press interviews and reportedly continues to drink five cans of coke daily Buffett clearly enjoys the company's products more importantly for investors he loves the company's shares Berkshire Hathaway owns 400 million of Coca-Cola's 4.32 billion outstanding shares consequently his views on Coca-Cola's prospects move its share prices significantly so any purchase or sale of ko stock by Berkshire Hathaway is consequential Berkshire did not buy or sell KO stock in Q2 of 2022 but the company's decision to hold on to all of its KO stock shows that it remains confident in the name Coca-Cola's long-term Outlook remains very solid and the mature firm is clearly capable of continuing to drive Top Line growth and provide investors with returns its revenues increased from 37.3 billion dollars in 2019 to 38.7 billion dollars in 2021.
during the same period its earnings per share went from two dollars and 11 cents to 2.32 cents all of this indicates that Coca-Cola will grow steadily over the next decade the company will continue to return money to investors via its dividend which has not been reduced since 1963. number 11. Apple ticker AAPL Apple has been one of the most successful stocks over the past decade during that period the annualized return of Apple stock average 21.17 percent those returns outpace those of the tech heavy NASDAQ by 81 percent Capital invested in Apple shares multiplied in value by nearly seven times in that span of time if the past is prologue buying and holding Apple shares for the next decade is a smart idea the Outlook of Apple stock remains bright moving forward quantitative tightening has drastically impacted tech stocks in 2022 but one firm believes that Apple shares can more than double in price in the next five years reaching nearly 360 dollars the same Source predicts that Apple could rise to 445 dollars by 2032.
Apple stock constitutes the largest holding in Warren Buffett's portfolio accounting for more than 40 percent of the value of his stocks it appears that Apple will remain among the most important companies in the world for the next decade consumer demand isn't waning despite the economy's Slowdown and apple reported record revenues when its earnings were released in Late July it's an easy smart choice number 10.
American Express ticker axv American Express stock is in a unique position like all companies American Express may have to cope with a recession almost every company's Financial results are negatively impacted by recessions American Express could fare better than most companies during an economic downturn that's because it caters to relatively High income earners who are less likely to lose their jobs during a recession the company provides credit cards that come with high annual fees the fact that its members can afford those Annual fees as high as 695 dollars suggests that their spending will be more resilient during recessions so axb stock is likely to perform better in the short term than other firms the long-term Outlook of axb stock is strong as well analysts on average expect the company's Revenue to exceed 52 billion dollars in 2022 and rise to 58 billion dollars in 2023 number nine Kroger ticker KR uger company is the United States largest Supermarket Operator by revenue and fifth largest General retailer those investors who are bullish on Kroger's stock contended that Shoppers were increasingly purchasing food from the grocery chain rather than pay for expensive meals at restaurants they noted people were instead shopping at Kroger in order to reduce the amount of money they spend on food that Trend was reflected in the firm's Q2 earnings as its sales jumped 9.15 percent year-over-year in Q2 to 34.6 billion dollars strong cooking at home trends look poised to continue throughout the remainder of 2022 as September's inflation data telegram story Kroger increased its full year guidance when it released its Q2 earnings in early September when the company reports its Q3 results later this year it's possible that its guidance could increase again in any case the short-term Outlook of Kroger's business is positive Kroger's long-term Outlook could be especially positive as KR is planning to buy its smaller rival Alberstons the 24.6 billion dollars purchase would create a grocery giant as a result if the deal is approved the newly created company could rival Walmart as the largest seller of groceries in the U.S number eight McKesson Corporation ticker mck Warren Buffett chose another long-term winner in McKesson stock like the other equities on this list its returns over the last decade have been impressive its annualized returns averaged 15.6 over the last decade Capital invested in mck stock 10 years ago would have more than quadrupled in value McKesson is a pharmaceutical Supply Chain management firm specifically the company optimizes the delivery of pharmaceuticals and other health care products the demand for these offerings does not vary much based on economic growth McKesson has built a large Network that continues to perform well in its most recent reported quarter its revenues increased seven percent year-over-year to 67.15 billion dollars McKesson was hit by higher costs and its earnings excluding some items slip 3 percent year-over-year but because the government spent money on things related to the pandemic its full-year EPS guidance went up by a lot perhaps most importantly for long-term dividend investors McKesson increased its dividend by 15 from 47 cents to 54 cents per share number 7.
Davida ticker DVA Nevada provides Kidney Care and dialysis treatments to patients with chronic kidney disease chronic kidney disease is caused by several factors however high blood pressure heart disease and diabetes are the primary drivers of the disease Davida stock hasn't performed as well as many of the other stocks on this list over the past 10 years overall it performed five percent better than the New York Stock Exchange where it is listed Capital invested in DaVita would have appreciated in value a relatively modest 59 percent over that period but the reason to invest in DaVita for the next 10 years relates to America's obesity epidemic more than 42 percent of Americans are now obese the highest rate ever that means the rates of heart disease high blood pressure and diabetes will continue to increase so the demand for devitus treatments is likely to increase as more and more Americans are diagnosed with the disease number six Amazon ticker amzn Buffett is famous for a general aversion to technology companies but he's made an exception for e-commerce type in Amazon people do more shopping online today than ever before and Amazon is the unquestioned leader in that game with a 37.8 market share of e-commerce sales in the United States the stock is one of berkshire's smaller positions worth just over 1.4 billion dollars in logging in at 0.4 percent of the company's portfolio Amazon is known for its e-commerce business and it's probably not going to change anytime soon but investors could benefit from the company's other business segments that have room to grow over the coming years Amazon web services AWS has become the largest public Cloud platform in the world it's highly profitable and was responsible for all of Amazon's total operating income in the second quarter of 2022.
research company Gartner estimates that end users will spend as much as 600 billion dollars on public cloud services next year up 46 from 2021 spending levels aws's Revenue over the past year is 72 billion dollars which shows that there's still room to expand within an already rapidly growing Market considering this along with its tremendous e-commerce business Amazon could remain a lucrative investment for years number five United Parcel Service Incorporated ticker UPS United Parcel Service Incorporated is an American multinational delivery transportation and logistics company Warren Buffett added United Parcel Service Incorporated to his portfolio in Q4 2010 and has consistently held his stake over the years as of Q2 2022 the billionaire owns 59 400 shares of the company worth about 11 million dollars United Parcel Service Incorporated declared on August 4th of 1.52 cents per share quarterly dividend in line with previous expectations the dividend is payable on September 1st to shareholders of record on August 15th the stock delivers a dividend yield of 2.95 as of August 2022.
ever core IC analyst Jonathan Chapel on August 22 downgraded United Parcel Service Incorporated to inline from outperform with a 214 dollar price Target as a global Enterprise with significant exposure to the consumer economy the unpredictable macro environment especially related to consumer spending provides further questions about a recovery and demand and could pressure earnings estimates for the second half of 2022 and 2023 the analyst told investors number four U.S Bancorp ticker USB U.S Bancorp is an American Bank holding company for the U.S Bank National Association the Bank specializes in consumer banking corporate banking Insurance Investment Banking mortgage loans private Equity wealth management and financial analysis U.S Bancorp has been featured on the Berkshire portfolio since the last quarter of 2010 in Q2 2022 the hedge fund held about 120 million shares of U.S Bancorp worth 5.5 billion dollars representing 1.83 of the total portfolio in July of 2022 Morgan Stanley analyst Betsy grasek maintained an equal weight rating on U.S Bancorp and lowered the price Target on the shares to 54.
from 66 Morgan Stanley slashed estimates across its U.S banks and Consumer Finance coverage as recession risks multiply the analyst and her team are reducing 2023 EPS estimates by an average of seven percent and Target multiples in the group by an average of 8 percent leading to a median 15 cut to price targets number three the Proctor and Gamble company ticker PG the Proctor and Gamble company is an American multinational company that sells branded consumer packaged Goods worldwide The Berkshire portfolio had 315 400 shares of the Proctor and Gamble company in the second quarter of 2022 worth 45.3 million dollars the hedge fund has maintained a position in the company since the first quarter of 2013.
on July 29th the Proctor and Gamble company reported earnings for Q2 2022 posting an EPS of 1.21 cents missing Wall Street consensus by two cents the revenue of 19.52 billion dollars outperformed estimates by 104.13 million dollars Barclays analyst Lauren Lieberman on August 2nd reiterated an overweight rating on the Proctor and Gamble company and lowered the price Target on the shares to 154 dollars from 157 after the Q2 results the analyst thinks that the Proctor and Gamble company's business model needs to be more defensive during this economic cycle for share price outperformance number two Johnson and Johnson ticker jnj Johnson and Johnson is an American multinational Health Care firm Warren Buffett's Berkshire Hathaway has been a long-term shareholder of Johnson and Johnson with the stock featured on the portfolio since Q4 2010 in Q2 2022 Buffett's fund owned 327 100 shares of the company worth 58 million dollars on August 19th Johnson and Johnson declared a 1.13 cents per share quarterly dividend payable on September 5th to shareholders of record on August 23rd the company is a reliable dividend King with 58 years of consistent dividend growth under its belt in July of 2022 UBS analyst Kevin Caliendo assigned a neutral rating to Johnson and Johnson and lowered the price Target on the stock to 180 from 185 dollars the company's Q2 results confirmed the macro undercurrents which includes significant currency movement High inflation and slow elective procedure recovery the analyst told investors in a research note Number One MasterCard Incorporated ticker Ma Berkshire Hathaway has owned a MasterCard Incorporated stake since the first quarter of 2011.
in the second quarter of 2022 the hedge fund held about 4 million shares of MasterCard Incorporated worth 1.25 billion dollars representing 0.41 of the total 13f securities in July 2022 the company reported its Q2 results posting earnings per share of 2.56 cents and revenue of 5.50 billion dollars topping Market estimates by 20 cents and 236.62 million dollars respectively in August of 2022 Daiwa analyst kazuya nishimura downgraded MasterCard Incorporated to neutral from outperform with a price target of 375 down from 385 with border restrictions largely lifted he sees lower scope for earnings to outperform Market expectations the analyst told investors he also sees a potential dearth of positive catalysts over the near term but added that MasterCard incorporate its medium to long-term growth prospects is healthy and the company is strongly positioned to get returns from investments in the travel sector which of these Warren Buffett stocks would you like to add to your Investment Portfolio and hold for the long term tell us in the comments section below for weekly updates on the top stocks to buy and the newest wealth building investment strategies don't forget to like this video And subscribe to our Channel happy investing and thanks for watching
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