Global beverage titan Coca-Cola (NYSE: KO ) has for a long time been one of Warren Buffett's largest holdings at Berkshire Hathaway (NYSE: BRK-B ) . Buffett began purchasing Coke stock in 1988, and the stock saw tremendous gains for the next decade, leading some observers to call Coca-Cola one of his greatest investments. Yet the stock's performance since 1998 has been decidedly mediocre.
Coke stock has joined in the recent market rally, more than doubling off its Great Recession low. That said, I'm skeptical that the company will be able to grow its bottom line enough to justify its generous P/E ratio of 20.7. Coca-Cola may therefore continue its long run as one of the biggest dogs of Buffett's portfolio.
A love affair with Coke
Coca-Cola has been the largest holding in Berkshire Hathaway's equity portfolio for much of the past two decades. In the earliest 13F filing available online from the SEC -- for the first quarter of 1999 -- Berkshire Hathaway reported holding 200 million shares of Coke stock, valued at $61.375 a share, or more than $12 billion in total.
10 Best Warren Buffett Stocks To Watch For 2014: Gilat Satellite Networks Ltd.(GILT)
Gilat Satellite Networks Ltd. provides Internet Protocol (IP) based digital satellite communication and networking products and services worldwide. The company engages in the design, production, and marketing of very small aperture terminals (VSATs) and related VSAT network equipment, such as power amplifiers and low-profile antennas. Its VSAT products include SkyEdge and SkyEdge II products that deliver broadband connectivity, such as Internet, voice, data, and video services. The company also provides Spacenet managed network communications services through satellite networks and hybrid satellite terrestrial networks; and Wavestream solid state power amplifiers to system integrators that serve various defense and homeland security agencies. It also offers SkyAbis solution that provides cellular backhaul for rural communications; Connexstar networks that are standardized commercial grade satellite services; and StarBand satellite Internet services, which are geared for sm all office and residential users. In addition, the company provides various solutions, including project management, network design, deployment logistics, implementation and integration, operational services, and maintenance and support. It sells its products primarily to communication service providers and operators that use VSATs to serve enterprise, government, and residential users, as well as directly to end-users. Gilat Satellite Networks Ltd. was founded in 1987 and is headquartered in Petah Tikva, Israel.
10 Best Warren Buffett Stocks To Watch For 2014: Rec Minerals Corp(REC.V)
Reliant Gold Corp. engages in the acquisition, exploration, and development of precious, base metal, and uranium properties in Canada. It holds options to acquire 100% interests in the MC Dalhousie, North Nonacho, Esten, and Borden Lake South properties located in northwestern British Columbia, Northwest Territories, and Ontario. The company was formerly known as REC Minerals Corp. and changed its name to Reliant Gold Corp. in February 2011. Reliant Gold Corp. was founded in 2005 and is based in Toronto, Canada.
Hot Net Payout Yield Companies To Own In Right Now: Kingfisher(KGF.L)
Kingfisher plc, through its subsidiaries, operates as a home improvement retailer. The company primarily provides home improvement and garden products; kitchen, bathroom, and bedroom products; and DIY products. Its principal brand portfolio includes B&Q, Castorama, Brico Depot, and Screwfix. Kingfisher plc offers its products through 860 stores in 8 countries in Europe and Asia, primarily the United Kingdom, France, Poland, Turkey, and China, as well as through online. The company has a strategic alliance with Hornbach Holding A.G. Kingfisher plc was founded in 1980 and is headquartered in London, the United Kingdom.
10 Best Warren Buffett Stocks To Watch For 2014: RIT Technologies Ltd.(RITT)
RiT Technologies Ltd. develops physical layer solutions for the control, utilization, and maintenance of networks. The company provides enterprise solutions to monitor, troubleshoot, and plan the communications networks of datacenters, communication rooms, and workspace environments, as well as to automate provisioning/deployment and asset tracking applications. Its enterprise solutions comprise SMART Cabling System, a structured network infrastructure solution for copper and fiber cabling environments; and PatchView, an intelligent information management system, for gathering connectivity information from networks. The company also offers carrier solutions that provide carriers with network mapping, testing, and bandwidth qualification capabilities. Its carrier solutions consist of PairView, a outside plant management and qualification system; PairQ, a tool for qualifying the ability of a telco?s copper infrastructure to support digital subscriber line services; PairView Pro, a local loop mass verification system that identifies and maps various digital services carried on a telephone line; PairView Sharp, which connects to the copper infrastructure at various points within the local loop; NGPair, a product designed to facilitate street cabinet migration, and automatic main distribution frame and automatic distribution frame installation; PairC, a testing product for copper lines for the service, number, and routing identification of active lines; and PairGuide that collects and analyzes the data sent from the test systems, and updates in the carrier database. The company sells its products through independent distributors, resellers/integrators, original equipment manufacturers, and other strategic alliance partners with cabling companies. It primarily operates in the United States, Europe, Israel, South and Latin America, and the Asia Pacific. The company was founded in 1989 and is headquartered in Tel Aviv, Israel.
10 Best Warren Buffett Stocks To Watch For 2014: Paradigm Gold Ltd (PDM.AX)
Paradigm Metals Limited engages in the exploration of mineral resource properties primarily in New South Wales and Queensland, Australia. It primarily explores for copper, gold, silver, tungsten, magnetite, lead, and zinc ores. The company�s key projects include the Frogmore project located near Boorowa; and the Yellow Mountain gold project located to the north-northwest of Condobolin, central New South Wales. It is also involved in exploring for copper-gold deposits and rare earth elements in the Cloncurry belt of northwest Queensland, as well as holds interests in the Kangiara project located to the north of the township of Yass, New South Wales. The company, formerly known as Paradigm Gold Limited and changed its name to Paradigm Metals Limited in May 2007. Paradigm Metals Limited is based in West Perth, Australia.
10 Best Warren Buffett Stocks To Watch For 2014: Enseco Energy Services Corp (ENS.V)
Enseco Energy Services Corp., together with its subsidiaries, provides energy related services and rentals to the upstream oil and gas industry in the United States and Canada. It offers directional drilling services and equipment, including performance drilling motors; electromagnetic measurement while drilling (MWD) tools; negative and positive pulse MWD tools; well planning services; directional modeling services, including torque and drag, bottom hole assembly design, and anti-collision analysis; vertical monitoring services; un-manned MWD; and LWD-gamma ray, annular pressure, and resistivity measurements. Its directional drilling services and equipment allow customers to deviate a well from the vertical. The company also offers production testing/well testing services and equipment comprising P-tanks, frac flowback testing for oil and gas wells, in-line testing, bleed offs, stimulation recovery, sour service capability, wheeled flare stacks and office trailers, flow l ines rated to 10,000 psi, vessels rated from 200 to 1,440 psi, portable and skid mounted packages, separator working pressures to 2,000 psi, zero ground disturbance flare systems, material balance metering of gas and liquids, sand traps and junk catchers, electronic and Web based report posting, and rental equipment. As of December 31, 2011, it had 31 active testing units and related equipment in Canada; and 12 MWD systems. The company was incorporated in 2006 and is based in Calgary, Canada.
10 Best Warren Buffett Stocks To Watch For 2014: Ringbolt Ventures Ltd (RBV.V)
North American Potash Developments Inc., an exploration stage company, engages in acquiring and developing agricultural assets in the United States. It holds interests in the Lisbon Valley potash property that has 9 mineral leases covering 6,277 acres located in the Paradox Basin, Utah; the Holbrook Basin Potash property, which has 15 exploration permits covering 9,594 acres located in the Apache County, Arizona; and the Hornby Basin uranium property that consists of 4 mineral claims covering approximately 10,330 acres located in the Great Bear Lake area of the Northwest Territories. North American Potash Developments Inc . was formerly known as Ringbolt Ventures Ltd. and changed its name to North American Potash Developments Inc. in November 2011. North American Potash Developments Inc. was incorporated in 2006 and is based in Vancouver, Canada.
10 Best Warren Buffett Stocks To Watch For 2014: First Niagara Financial Group Inc.(FNFG)
First Niagara Financial Group, Inc. operates as the holding company for First Niagara Bank, N.A. that provides retail and commercial banking, and other financial services to individuals, families, and businesses. It offers retail deposit accounts, which include savings, negotiable order of withdrawal, checking, money market, and certificate of deposit accounts, as well as provides business savings and checking, money market, cash management accounts, and municipal deposit accounts. The company?s loan portfolio comprises commercial real estate and multi-family loans; commercial business loans; residential real estate loans; home equity loans; and consumer loans consisting of indirect mobile home loans, and personal secured and unsecured loans. It also sells insurance products, including commercial and personal insurance, surety bond, life, disability, and long-term care coverage products. In addition, the company offers risk management consulting services comprising altern ative risk and self-insurance services, claims investigation and adjusting services, and third party administration services for self insured workers? compensation plans. Further, it provides employee benefits plan and compensation consulting services. Additionally, First Niagara Financial Group offers wealth management services that manage client funds utilizing various third party investment vehicles consisting of stocks, bonds, mutual funds, and annuities, as well as other investment products, such as individual retirement accounts, education savings plans, and retirement plans. As of December 31, 2010 it operated 257 bank branches, including 115 in Upstate New York and 142 branches in Pennsylvania. The company was founded in 1870 and is based in Buffalo, New York.
10 Best Warren Buffett Stocks To Watch For 2014: Millstream Mines Ltd. (MLM.V)
Millstream Mines Ltd. engages in the acquisition and exploration of mining properties in Canada and the Unites States. It explores for nickel, copper, cobalt, zinc, magnesium, gold, silver, and platinum group metals. The company holds interests in the Potter property in Matheson, Ontario; the Airport and Airport East properties in Sudbury, Ontario; the Tamarack property in Sheridan, Montana; and the Uncle Sam property in Tobacco Root Mountains, Montana. In addition, it has a 6.25% interest in a non-producing oil and gas well in Oklahoma. Millstream Mines Ltd. is based in Toronto, Canada.
10 Best Warren Buffett Stocks To Watch For 2014: Ship Finance International Limited(SFL)
Ship Finance International Limited, through its subsidiaries, engages in the ownership and operation of vessels and offshore related assets in Bermuda, Cyprus, Malta, Liberia, Norway, the United States, Singapore, the United Kingdom, and the Marshall Islands. The company also involves in the charter, purchase, and sale of assets. As of March 22, 2011, it owned 29 oil tankers, 8 oil/bulk/ore carriers, 3 dry bulk carriers, 9 container vessels, 2 jack-up drilling rigs, 3 ultra-deepwater drilling units, 6 offshore supply vessels, and 2 chemical tankers. The company offers its services to various sectors of shipping and offshore industry, including oil transportation, drybulk shipments, chemical transportation, container transportation, drilling rigs, and offshore supply vessels. Ship Finance International Limited was founded in 2003 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By Bryan Perry]
Ship Finance International Ltd. (NYSE: SFL) is the most diversified of all ocean-going cargo carriers. The company operates a fleet of 32 double-hull oil tankers, eight dual-purpose dry/oil tankers, one dry bulk carrier, eight container ships, one jack up rig, three ultra-deep water units, six offshore supply vessels and two chemical tankers. It’s like a quasi-ETF for the shipping industry.
At its current price of about $20 per share with a 6.8% yield, SFL carries a market cap of $1.7 billion with 2011 revenues expected to increase by 14% to $360 million. With a payout ratio of only 46% it’s no wonder this meticulously well-managed company raised its dividend three times in 2010 and is poised to continue raising its dividend payout this year as well. You just aren’t getting that kind of news from 90% of other shipping companies. Shares of SFL traded above $30 in early 2008 and that’s where I believe they will again revisit and represents my one-year price target. Buy SFL below $23.
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