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Zacks Value Investor Highlights: Merck, Coca-Cola, Coca-Cola Consolidated, American Express and Chevron
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For Immediate Release
Chicago, IL – March 6, 2023 – Zacks Value Investor is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2061681/secrets-of-great-long-term-stock-investors
Secrets of Great Long-Term Stock Investors
Welcome to Episode #319 of the Value Investor Podcast.
(0:45) - Value Invest Like A Pro: Top Tips For Long Term Investing
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
Berkshire Hathaway’s 2022 Annual Letter is out and Warren Buffet included some of his infamous investing wisdom within it.
He writes that the lesson for investors is: “The weeds wither away in significance as the flowers bloom. Over time, it takes just a few winners to work wonders.”
Berkshire Hathaway bought Coca-Colain 1994 and American Expressin 1995. It still owns big positions in both stocks. The annual letter says that Coke paid Berkshire $75 million in dividends in 1994 and by 2022 it was paying $704 million. That’s the power of patience, discipline and compounding over the course of 28 years.
What can the rest of us learn from great investor’s long-term stock trades?
In 1950, Anne Scheiber, considered one of the most successful retail investors ever, bought 1,000 shares of Schering-Plough for $10,000. She held it for 45 years until her death in 1995. After 45 years, the shares were worth $7.2 million, with dividends reinvested. Schering-Plough was bought by Merck in 2009.
Merck still pays a dividend. It is currently yielding 2.75%.
Coca-Cola has paid a dividend for 60 consecutive years. Not only that, it has actually raised it every year during that time. It’s a true dividend aristocrat.
But shares of Coca-Cola have lagged the S&P 500 since Buffett bought it. It’s up just over 400% since Aug 31, 1994 while the S&P 500 was up 734% during that same time.
Should you sacrifice performance for Coca-Cola’s dividend?
What if Buffett had bought the Coca-Cola bottler, instead of the beverage company, in 1994? Coca-Cola Consolidated pays a dividend too, but it’s only yielding 0.4% in 2023.
But shares of Coca-Cola Consolidated have outperformed in that time. $10,000 invested in Coca-Cola Consolidated would have been $304,464 by Mar 1, 2023. Shares were up 2,952% during that time.
Should you look beyond the well-known big cap names with a company like Coca-Cola Consolidated?
American Express has been a staple in Buffett’s portfolio since 1995. It paid Berkshire $41 million in dividends that first year but in 2022 it paid $302 million.
American Express is currently yielding 1.2%.
Shares of American Express have outperformed the S&P 500 since 1995. Shares are up 1,359% since Dec 29, 1995 compared to the S&P 500 which was up 556% in that same period.
Chevron has only recently been added to the Berkshire Hathaway portfolio so it doesn’t have a 28-year track record in the portfolio like Coke does. But it does also have an outstanding dividend paying track record. Coincidence? Chevron has raised it’s dividend 36 consecutive years.
In Jan 2023, Chevron raised its quarterly dividend again, raising it 6%, or $0.09, to $1.51. It currently yields 3.8%.
Should long-term investors consider buying Chevron?
What Else Do You Need to Know About How to Be a Great Long-Term Investor?
Listen to this week’s podcast to find out.
Why Haven’t You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +6.2 average gain per year. Amazingly, they soared with average gains of +46.4%, +49.5% and +55.2% per year. Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Value Investor Highlights: Merck, Coca-Cola, Coca-Cola Consolidated, American Express and Chevron
For Immediate Release
Chicago, IL – March 6, 2023 – Zacks Value Investor is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2061681/secrets-of-great-long-term-stock-investors
Secrets of Great Long-Term Stock Investors
Welcome to Episode #319 of the Value Investor Podcast.
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
Berkshire Hathaway’s 2022 Annual Letter is out and Warren Buffet included some of his infamous investing wisdom within it.
He writes that the lesson for investors is: “The weeds wither away in significance as the flowers bloom. Over time, it takes just a few winners to work wonders.”
Berkshire Hathaway bought Coca-Colain 1994 and American Expressin 1995. It still owns big positions in both stocks. The annual letter says that Coke paid Berkshire $75 million in dividends in 1994 and by 2022 it was paying $704 million. That’s the power of patience, discipline and compounding over the course of 28 years.
What can the rest of us learn from great investor’s long-term stock trades?
5 Stocks for Long-Term Investors
1. Merck & Co., Inc. (MRK - Free Report)
In 1950, Anne Scheiber, considered one of the most successful retail investors ever, bought 1,000 shares of Schering-Plough for $10,000. She held it for 45 years until her death in 1995. After 45 years, the shares were worth $7.2 million, with dividends reinvested. Schering-Plough was bought by Merck in 2009.
Merck still pays a dividend. It is currently yielding 2.75%.
Should Merck be on your short list?
2. Coca-Cola Inc. (KO - Free Report)
Coca-Cola has paid a dividend for 60 consecutive years. Not only that, it has actually raised it every year during that time. It’s a true dividend aristocrat.
But shares of Coca-Cola have lagged the S&P 500 since Buffett bought it. It’s up just over 400% since Aug 31, 1994 while the S&P 500 was up 734% during that same time.
Should you sacrifice performance for Coca-Cola’s dividend?
3. Coca-Cola Consolidated, Inc. (COKE - Free Report)
What if Buffett had bought the Coca-Cola bottler, instead of the beverage company, in 1994? Coca-Cola Consolidated pays a dividend too, but it’s only yielding 0.4% in 2023.
But shares of Coca-Cola Consolidated have outperformed in that time. $10,000 invested in Coca-Cola Consolidated would have been $304,464 by Mar 1, 2023. Shares were up 2,952% during that time.
Should you look beyond the well-known big cap names with a company like Coca-Cola Consolidated?
4. American Express (AXP - Free Report)
American Express has been a staple in Buffett’s portfolio since 1995. It paid Berkshire $41 million in dividends that first year but in 2022 it paid $302 million.
American Express is currently yielding 1.2%.
Shares of American Express have outperformed the S&P 500 since 1995. Shares are up 1,359% since Dec 29, 1995 compared to the S&P 500 which was up 556% in that same period.
Should American Express be on your short list?
5. Chevron Corp. (CVX - Free Report) )
Chevron has only recently been added to the Berkshire Hathaway portfolio so it doesn’t have a 28-year track record in the portfolio like Coke does. But it does also have an outstanding dividend paying track record. Coincidence? Chevron has raised it’s dividend 36 consecutive years.
In Jan 2023, Chevron raised its quarterly dividend again, raising it 6%, or $0.09, to $1.51. It currently yields 3.8%.
Should long-term investors consider buying Chevron?
What Else Do You Need to Know About How to Be a Great Long-Term Investor?
Listen to this week’s podcast to find out.
Why Haven’t You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +6.2 average gain per year. Amazingly, they soared with average gains of +46.4%, +49.5% and +55.2% per year. Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.