Tag: KO

How to Invest in Apple Without Buying Apple Stock Plus Get Free Diversification

by Fred Fuld III

Apple (AAPL) has dropped about 18.7% from its high over the last several months. If you think the stock has bottomed out, and may be on the rise, there is an alternative to just buying the stock outright.

No, I’m not talking about stock options. What I’m referring to is Warren Buffett’s Berkshire Hathaway (BRK-A) (BRK-B). Do you realize that Apple makes up 47.6% of the Berkshire Hathaway portfolio?

So if you buy Berkshire, that means that almost half your funds are indirectly invested in Apple.

So what else do you get when you buy Berkshire, besides Warren Buffett’s expertise?

Here are some of the other stocks that make up a large portion of the portfolio:

Bank of America (BAC) 13.5%

American Express (AXP) 7.5%

Coca-Cola (KO) 7.2%

Kraft Heinz (KHC) 3.5%

Moodys (MCO) 2.9%

There are actually over 40 stocks in the Berkshire Hathaway portfolio, spread out over a lot of different industries, so it is well diversified.

I’m not recommending Berkshire as an investment because I think the bear market will continue (and I never make any stock recommendations anyway), but if you are bullish on Apple and you don’t mind a little stock market diversification, you might want to take a look at Berkshire, if not now then at some point when you believe the market has bottomed out.

 

Disclosure: Author owns AAPL and KO.

Should You Be investing in the Olympics?

by Fred Fuld III

The 2020 Olympic Games began on Friday, July 23, in 2021 of course. If you haven’t been watching the Olympics, you are missing the greatest sports event of the year.

The Olympic Games have many sponsors and several of these worldwide Olympic Partners are publicly traded.

Some investors believe that the sponsoring of this event will help increase revenues for the company sponsors. Others believe that if these companies are putting up all this money, that they expect a return on their investment.

So if you have wondered if investing in these companies would provide a good return, then check out the results below.

Olympics Stock Index

Company Symbol Price 7/23/21 Price 8/4/21 Gain/Loss
Airbnb ABNB 138.73 147.4 6.25%
Alibaba BABA 206.53 200.71 -2.82%
Bridgestone BRDCY 21.88 21.93 0.23%
Coca-Cola KO 57.01 56.1 -1.60%
Dow Chemical DOW 60.11 60.99 1.46%
General Electric GE 101.68 102.91 1.21%
Intel INTC 53 53.9 1.70%
Panasonic PCRFY 12.21 12.19 -0.16%
Procter & Gamble PG 139.79 142.43 1.89%
Toyota TM 179.85 182.18 1.30%
VISA V 249.02 236.67 -4.96%
TOTAL 1219.81 1217.41 -0.20%
EQUAL WEIGHT RETURN -7.96%

You will notice that the worst performers to date are VISA (V) and Alibaba (BABA) and the best are Airbnb (ABNB) and Procter & Gamble (PG).

Based on an equal weighting of all the companies, the total return from the start of the Olympics on July 23 to today, August 4, is a negative 7.96%, far worse than the market as a whole. The S&P 500 was only down 0.21% during that same time frame.

Yet there is still more time for the Olympics Stock Index to recover as the events don’t end until August 8.

 

Disclosure: Author owns TM.

Stock Earnings Calendar for July

by Fred Fuld III

We are now entering into earnings season, a time when companies will be reporting and the stocks of those companies may experience more volatility than usual.

If you are interested in doing some earnings plays, the next few weeks will be the time to look for opportunities.

The following are some of the major companies that will be announcing their earnings.

July 14, 2021 before open

BAC, C, DAL, WFC

July 15, 2021 before open

MS, USB

July 20, 2021 after close

CMG, UAL

July 21, 2021 before open

JNJ, KO, VZ

July 22, 2021 before open

AA, LUV, T

July 23, 2021 before open

AXP, SLB

July 27, 2021 before open

GE, UPS

July 27, 2021 after close

AAPL, V

July 28, 2021 before open

MCD, PFE

July 28, 2021 after close

FB, PYPL

Of course, there are many other companies reporting for the month or July, and these dates and times may be subject to change.

Happy Trading and Investing!!!

Stocks Going Ex Dividend in November 2020

The following is a short list of some of the many stocks going ex dividend during the next month.

Many traders and investors use the stock trading technique called ‘Buying Dividends,’ also commonly referred to as ‘Dividend Capture.’ This is the strategy of buying stocks before the ex dividend date and selling the stock shortly after the ex date at about the same price, yet still being entitled to the dividend.

TOP DIVIDEND STOCKS

This technique generally works in bull markets and flat or choppy markets, but you need to avoid the strategy during bear markets. In order to be entitled to the dividend, you have to buy the stock before the ex-dividend date, and you can’t sell the stock until after the ex date.

The actual dividend may not be paid for another few weeks. WallStreetNewsNetwork.com has compiled a downloadable and sortable list of the stocks going ex dividend in the near future. The list contains many dividend paying companies, lots with market caps over $500 million, and many with yields over 2%. Here are a few examples showing the stock symbol, the ex-dividend date, the periodic dividend amount.

Intel Corporation (INTC) 11/5/2020 0.33 3.00%
American Electric Power Company, Inc. (AEP) 11/9/2020 0.74 3.27%
Starbucks Corporation (SBUX) 11/10/2020 0.45 2.04%
Target Corporation (TGT) 11/17/2020 0.68 1.76%
CSX Corporation (CSX) 11/27/2020 0.26 1.34%
Coca-Cola Company (KO) 11/30/2020 0.41 3.42%

The additional ex-dividend stocks can be found HERE . (If you have been to the page before, and the latest link doesn’t show up, you may have to empty your cache.) If you like dividend stocks, you should check out some of the other high yield stock lists HERE . Most of the lists are free.

Dividend definitions:

Declaration date: the day that the company declares that there is going to be an upcoming dividend.

Ex-dividend date: the day on which if you buy the stock, you would not be entitled to that particular dividend; or the first day on which a shareholder can sell the shares and still be entitled to the dividend.

Record date: the day when you must be on the company’s books as a shareholder to receive the dividend. The ex-dividend date is normally set for stocks at two business days before the record date.

Payment date: the day on which the dividend payment is actually made, which can be as long at two months after the ex date.

TOP DIVIDEND STOCKS

Don’t forget to reconfirm the ex-dividend date with the company before implementing this technique.

Disclosure: Author did not own any of the above at the time the article was written; affiliate links.

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Top 100 Dividend Stocks, Ex-dividend Ratings, High Yield Ratings, Monthly Reports And More

 

Stocks Going Ex Dividend in October 2020

The following is a short list of some of the many stocks going ex dividend during the next month.

Many traders and investors use the stock trading technique called ‘Buying Dividends,’ also commonly referred to as ‘Dividend Capture.’ This is the strategy of buying stocks before the ex dividend date and selling the stock shortly after the ex date at about the same price, yet still being entitled to the dividend.

TOP DIVIDEND STOCKS

This technique generally works in bull markets and flat or choppy markets, but you need to avoid the strategy during bear markets. In order to be entitled to the dividend, you have to buy the stock before the ex-dividend date, and you can’t sell the stock until after the ex date.

The actual dividend may not be paid for another few weeks. WallStreetNewsNetwork.com has compiled a downloadable and sortable list of the stocks going ex dividend in the near future. The list contains many dividend paying companies, lots with market caps over $500 million, and many with yields over 2%. Here are a few examples showing the stock symbol, the ex-dividend date, the periodic dividend amount.

Keurig Dr Pepper Inc. (KDP) 10/1/2020 0.15 2.21%
Oracle Corporation (ORCL) 10/7/2020 0.24 1.61%
Foot Locker, Inc. (FL) 10/15/2020 0.15 1.87%
Lowe’s Companies, Inc. (LOW) 10/20/2020 0.60 1.48%
Williams-Sonoma, Inc. (WSM) 10/22/2020 0.48 2.15%
Royal Bank Of Canada (RY) 10/23/2020 0.828 4.68%

The additional ex-dividend stocks can be found HERE . (If you have been to the page before, and the latest link doesn’t show up, you may have to empty your cache.) If you like dividend stocks, you should check out some of the other high yield stock lists HERE . Most of the lists are free.

Dividend definitions:

Declaration date: the day that the company declares that there is going to be an upcoming dividend.

Ex-dividend date: the day on which if you buy the stock, you would not be entitled to that particular dividend; or the first day on which a shareholder can sell the shares and still be entitled to the dividend.

Record date: the day when you must be on the company’s books as a shareholder to receive the dividend. The ex-dividend date is normally set for stocks at two business days before the record date.

Payment date: the day on which the dividend payment is actually made, which can be as long at two months after the ex date.

TOP DIVIDEND STOCKS

Don’t forget to reconfirm the ex-dividend date with the company before implementing this technique.

Disclosure: Author did not own any of the above at the time the article was written; affiliate links.

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Top Dividend Stocks
Top 100 Dividend Stocks, Ex-dividend Ratings, High Yield Ratings, Monthly Reports And More

 

Stocks Going Ex Dividend in September 2020

The following is a short list of some of the many stocks going ex dividend during the next month.

Many traders and investors use the stock trading technique called ‘Buying Dividends,’ also commonly referred to as ‘Dividend Capture.’ This is the strategy of buying stocks before the ex dividend date and selling the stock shortly after the ex date at about the same price, yet still being entitled to the dividend.

TOP DIVIDEND STOCKS

This technique generally works in bull markets and flat or choppy markets, but you need to avoid the strategy during bear markets. In order to be entitled to the dividend, you have to buy the stock before the ex-dividend date, and you can’t sell the stock until after the ex date.

The actual dividend may not be paid for another few weeks. WallStreetNewsNetwork.com has compiled a downloadable and sortable list of the stocks going ex dividend in the near future. The list contains many dividend paying companies, lots with market caps over $500 million, and many with yields over 2%. Here are a few examples showing the stock symbol, the ex-dividend date, the periodic dividend amount.

Schlumberger N.V. (SLB) 9/1/2020 0.125 2.66%
Home Depot, Inc. (HD) 9/2/2020 1.50 2.14%
H&R Block, Inc. (HRB) 9/10/2020 0.26 7.25%
Coca-Cola Company (KO) 9/14/2020 0.41 3.46%
Portland General Electric (POR) 9/24/20 0.407 3.96%
Yamana Gold Inc. (AUY) 9/29/2020 0.018 1.14%

The additional ex-dividend stocks can be found HERE . (If you have been to the page before, and the latest link doesn’t show up, you may have to empty your cache.) If you like dividend stocks, you should check out some of the other high yield stock lists HERE . Most of the lists are free.

Dividend definitions:

Declaration date: the day that the company declares that there is going to be an upcoming dividend.

Ex-dividend date: the day on which if you buy the stock, you would not be entitled to that particular dividend; or the first day on which a shareholder can sell the shares and still be entitled to the dividend.

Record date: the day when you must be on the company’s books as a shareholder to receive the dividend. The ex-dividend date is normally set for stocks at two business days before the record date.

Payment date: the day on which the dividend payment is actually made, which can be as long at two months after the ex date.

TOP DIVIDEND STOCKS

Don’t forget to reconfirm the ex-dividend date with the company before implementing this technique.

Disclosure: Author did not own any of the above at the time the article was written; affiliate links.

OptionPop

Try the Warren Buffett-style Stock Analyzer for FREE!

Top Dividend Stocks
Top 100 Dividend Stocks, Ex-dividend Ratings, High Yield Ratings, Monthly Reports And More

 

Warren Buffett Sold 750,000 Shares of Apple, But It’s Still His Largest Holding

by Fred Fuld III

Famous investor and multi-billionaire Warren Buffett has sold over 750,000 shares of Apple (AAPL) during the latest reported quarter, however it is still the largest holding in his Berkshire Hathaway (BRKA) (BRKB) stock portfolio.

As a matter of fact, Apple makes up 26% of the Berkshire portfolio. He probably didn’t want to get too overweighted in the stock. He first started buying Apple shares near the beginning of 2016 at an average cost of about 150 per share.

Buffett also dumped shares of another stock, Wells Fargo (WFC). He liquidated over 31 million shares of the company, so now the stock makes up less than 9% of the Berkshire portfolio.

The Oracle of Omaha made no changes to the second and third largest holdings, Bank of America (BAC), and Coca-Cola (KO). Same with the fifth largest, American Express (AXP).

It is interesting to note that the above five mentioned stocks make up over 65% of the total Berkshire Hathaway stock portfolio.

If you want to see a list of all the stocks in Warren Buffett’s Berkshire Hathaway stock portfolio, you can go to the following link:

Warren Buffett Berkshire Hathaway Stocks

 

Disclosure: Author owns AAPL, BRKB, BAC, & KO.

 

Stocks Going Ex Dividend in September 2019

by Fred Fuld III

The following is a short list of some of the many stocks going ex dividend during the next month.

Many traders and investors use the stock trading technique called ‘Buying Dividends,’ also commonly referred to as ‘Dividend Capture.’ This is the strategy of buying stocks before the ex dividend date and selling the stock shortly after the ex date at about the same price, yet still being entitled to the dividend.

This technique generally works in bull markets and flat or choppy markets, but you need to avoid the strategy during bear markets. In order to be entitled to the dividend, you have to buy the stock before the ex-dividend date, and you can’t sell the stock until after the ex date.

The actual dividend may not be paid for another few weeks. WallStreetNewsNetwork.com has compiled a downloadable and sortable list of the stocks going ex dividend in the near future. The list contains many dividend paying companies, lots with market caps over $500 million, and many with yields over 2%. Here are a few examples showing the stock symbol, the ex-dividend date, the periodic dividend amount, and annual yield.

Cedar Fair, L.P. (FUN) 9/3/2019 0.925 6.74%
Schlumberger N.V. (SLB) 9/3/2019 0.50 6.33%
Pepsico, Inc. (PEP) 9/5/2019 0.955 2.83%
CBS Corporation (CBS) 9/9/2019 0.18 1.70%
HP Inc. (HPQ) 9/10/2019 0.16 3.54%
Domino’s Pizza Inc (DPZ) 9/12/2019 0.65 1.15%
Coca-Cola Company (KO) 9/13/2019 0.40 3.62%
Tiffany & Co. (TIF) 9/19/2019 0.58 2.71%
Yamana Gold Inc. (AUY) 9/27/2019 0.01 0.82%
Republic Services, Inc. (RSG) 9/30/2019 0.405 2.31%

The additional ex-dividend stocks can be found HERE . (If you have been to the page before, and the latest link doesn’t show up, you may have to empty your cache.) If you like dividend stocks, you should check out some of the other high yield stock lists HERE . Most of the lists are free.

Dividend definitions:

Declaration date: the day that the company declares that there is going to be an upcoming dividend.

Ex-dividend date: the day on which if you buy the stock, you would not be entitled to that particular dividend; or the first day on which a shareholder can sell the shares and still be entitled to the dividend.

Monthly Dividend Stock List

Record date: the day when you must be on the company’s books as a shareholder to receive the dividend. The ex-dividend date is normally set for stocks at two business days before the record date.

Payment date: the day on which the dividend payment is actually made, which can be as long at two months after the ex date.

Don’t forget to reconfirm the ex-dividend date with the company before implementing this technique.

Disclosure: Author did not own any of the above at the time the article was written.

Stocks Going Ex Dividend in June 2019

by Fred Fuld III

The following is a short list of some of the many stocks going ex dividend during the next month.

Many traders and investors use the stock trading technique called ‘Buying Dividends,’ also commonly referred to as ‘Dividend Capture.’ This is the strategy of buying stocks before the ex dividend date and selling the stock shortly after the ex date at about the same price, yet still being entitled to the dividend.

This technique generally works in bull markets and flat or choppy markets, but you need to avoid the strategy during bear markets. In order to be entitled to the dividend, you have to buy the stock before the ex-dividend date, and you can’t sell the stock until after the ex date.

The actual dividend may not be paid for another few weeks. WallStreetNewsNetwork.com has compiled a downloadable and sortable list of the stocks going ex dividend in the near future. The list contains many dividend paying companies, lots with market caps over $500 million, and many with yields over 2%. Here are a few examples showing the stock symbol, the ex-dividend date, the periodic dividend amount, and annual yield.

Cedar Fair, L.P. (FUN) 6/3/2019 0.925 7.16%
Schlumberger N.V. (SLB) 6/4/2019 0.50 5.48%
QUALCOMM Incorporated (QCOM) 6/5/2019 0.62 3.79%
Abercrombie & Fitch Company (ANF) 6/6/2019 0.20 3.20%
Kimberly-Clark Corporation (KMB) 6/6/2019 1.03 3.20%
Hewlett Packard Enterprise Company (HPE) 6/11/2019 0.112 3.18%
HP Inc. (HPQ) 6/11/2019 0.16 3.26%
Bed Bath & Beyond Inc. (BBBY) 6/13/2019 0.17 5.04%
Coca-Cola Company (The) (KO) 6/13/2019 0.40 3.26%
Las Vegas Sands Corp. (LVS) 6/18/2019 0.77 5.42%
Yamana Gold Inc. (AUY) 6/27/2019 0.005 1.09%
Ralph Lauren Corporation (RL) 6/27/2019 0.688 2.55%
Xerox Corporation (XRX) 6/27/2019 0.25 3.11%

The additional ex-dividend stocks can be found HERE . (If you have been to the page before, and the latest link doesn’t show up, you may have to empty your cache.) If you like dividend stocks, you should check out some of the other high yield stock lists HERE . Most of the lists are free.

Dividend definitions:

Declaration date: the day that the company declares that there is going to be an upcoming dividend.

Ex-dividend date: the day on which if you buy the stock, you would not be entitled to that particular dividend; or the first day on which a shareholder can sell the shares and still be entitled to the dividend.

Monthly Dividend Stock List

Record date: the day when you must be on the company’s books as a shareholder to receive the dividend. The ex-dividend date is normally set for stocks at two business days before the record date.

Payment date: the day on which the dividend payment is actually made, which can be as long at two months after the ex date.

Don’t forget to reconfirm the ex-dividend date with the company before implementing this technique.

Disclosure: Author did not own any of the above at the time the article was written.

How to Plan for Warren Buffett’s Berkshire Hathaway Annual Shareholders Meeting

by Fred Fuld III

It was just a couple weeks ago when Warren Buffett held his Berkshire Hathaway (BRKA) (BRKB) Annual Shareholders Meeting in Omaha, Nebraska. The attendance was huge. I understand that they expected around 30,000 attendees, but according to the local press, there were over 40,000! It was like a rock concert festival for investors.

The event was held at the CHI Health Center Omaha Convention Center and Arena. The arena part of the center, which normally hosts basketball and hockey games, was where the meeting was held and the the convention center held the exhibiters of many of the companies that Berkshire Hathaway owns.

It was a three day event starting with the Shareholder Shopping Day and Borsheims Cocktail Reception on Friday, May 3.

Then on Saturday was the all-day annual meeting, starting with a movie about some of the products and services offered by Berkshire companies. After the movie was a question and answer session with Warren Buffett and Charlie Munger, which lasted all day long, other than a one hour lunch break. I don’t know how Warren and Charlie had the stamina. By two o’clock in the afternoon, I felt like taking a nap (but I didn’t).

After the Q&A, the formal meeting began and lasted about two minutes. Finally, during the evening was the Nebraska Furniture Mart’s Berkshire Picnic.

Sunday was the Berkshire Hathaway “Invest in Yourself” 5K Walk, Jog, and Run. Then the Borsheims Shopping Day took place where an entire indoor shopping center was taken over for the day and opened exclusively to Berkshire shareholders. In addition to the free food, you could watch bridge champions, a table tennis champion, a magician, and music entertainment. Finally, the dinner at Gorat’s Steakhouse.

Berkshire Boat
You could have bought this boat. Price: $165,000. Show special: $125,000

In regards to the exhibits in the convention center, attendees could visit the following:

  • Borsheims Fine Jewely
  • BNSF Railway (with a toy train moving around the exhibit) Train
  • Coca-Cola (KO)
  • Dairy Queen (lots of inexpensive ice cream)
  • FlightSafety International (which allowed attendees to try out the company’s flight simulation machines)
  • GEICO (a giant GEICO gecko was there)
  • Kraft Heinz (KHC)
  • NetJets (you could walk through the interior of a jet)
  • See’s Candies (probably the most popular exhibit)
  • and many, many more exhibitors

For those of you that want to attend next year, here are some things to keep in mind:

  1. Next year’s meeting is May 2, 2020
  2. If you don’t own shares of Berkshire, make sure you buy your shares far enough ahead of time to be on the corporate records so that you will be entitled to attend
  3. Make your reservation for a hotel room NOW. I made my reservation about a couple months before the event, and the closest hotel I could get was over half an hour away from the convention center.
  4. If you plan on taking Lyft (LYFT) or Uber (UBER) at the airport when you first arrive, plan on not getting a car for a long, long time. I suggest that you immediately stand in the taxi line, and call Lyft or Uber right after you get in line (which may take at least half an hour to get to the front for a taxi). You may be lucky and your ride hailing car may show up before you get to the front of the taxi line. Expect to pay a lot for a taxi ride, far more than Uber or Lyft.
  5. If you want to get a good seat at the meeting, plan on getting there very, very early in the morning. I arrived at 7:45 am and it was already standing room only. (Remember, this is an arena.) I finally got a seat in the afternoon up in the nosebleed section. I was talking to the guy who was sitting behind me and he said he got there at 6:15 and it was the best seat he could get. He told me that people started arriving at 3:30 and 4:00 in the morning in order to get a decent seat.
  6. Expect to got through extensive security to get in. I saw a police officer with an assault rifle.
  7. If you want to attend the Gorat’s Steakhouse dinner, make your reservation now.
  8. You will receive a form from Berkshire asking if you are planning to attend the meeting. Fill out the form and send it in immediately. (Tip: You can save a couple days by downloading the form instead of waiting for it to arrive in the mail.)
  9. Plan on meeting a lot of people from around the world and have fun.

Buffett and FredDisclosure: Author owns BRKB.