KO
Coca-Cola Company
stock NYSE

Personally, I would replace PG with ABBV. PG and JNJ play in a similar space. ABBV has great growth and good dividend.
I might also look to dump PEP (same space as KO) and replace it with something else. Maybe something financial like Truist (TFC).

MAG7:
* TSLA - directors have made over $3B from stock awards, far above other big tech boards. Kimbal Musk has nearly $1B, Ira Ehrenpreis \~$870M, chair Robyn Denholm \~$650M.
* GOOGL - signed a deal in Malaysia to buy power from a 30 MW solar farm in Kedah starting in 2027, supporting its data center energy use and Malaysia’s goal for 70% of installed capacity from renewables by 2050.

OTHER COMPANIES:
* RKLB - says it has launched its first dedicated mission for JAXA, putting the RAISE-4 tech demo satellite into orbit from New Zealand on Dec 14 at 03:09 UTC. That is its 19th launch of 2025, with a 2nd JAXA mission in Q1 2026 and a dedicated ESA launch also coming.
* NOW - IS NEARING A DEAL TO ACQUIRE ARMIS FOR UP TO $7 BILLION - BBG
* AMD - is reportedly in advanced talks for Samsung Foundry to build next-gen CPU chips on its 2nd-gen 2nm SF2P node, using a multi-project wafer setup for early runs.
* ARM - Goldman Downgrades ARM to Sell from neutral, PT 120. We believe ARM’s high royalty revenue exposure to the smartphone market (\~60%), with locked-in royalty rates and low unit growth, limits upside to fundamentals in the near term. We also expect ARM to continue increasing R&D spending to pursue the chip manufacturing opportunity, which will drive less financial leverage in FY27/FY28, even as details on the company's strategy remain scarce and the competitive set is very formidable. Finally, we note that SoftBank retains the vast majority of ownership in ARM shares. Our updated FY27/FY28 EPS estimates are \~6% below the Street consensus."
* TER: Goldman upgrades TER to Buy from Sell, raises PT to 230 from 148. "Although we had been previously cautious on the stock given expectations for a muted Mobile recovery (which has largely materialized), we expect accelerating growth in the company's semiconductor test segment—particularly in GPUs—to more than offset this weakness in 2026. We note that Teradyne posted a strong third quarter with revenue up 18% quarter-over-quarter, mostly driven by AI-related demand uplift on the back of large-scale data center buildouts. We believe sustained strength in VIP compute customers and memory (especially HBM/DRAM), as well as a potential design win with a Merchant GPU tester, is poised to drive further revenue upside in 2026. Although risks remain—such as the lumpiness of data center investments and continued weakness in the mobile and automotive markets—we expect that stronger trends tied to AI infrastructure buildouts will more than offset these risks. Our view is summarized by the following key points:"
* COST: Roth/MKM downgrades Cost to sell from Neutral, Lowers PT to 769 from 906. "Despite a 1Q earnings beat, underlying metrics are concerning: (1) renewal rates are fading; (2) paid members have slowed, possibly negative quarter-over-quarter (adjusted for openings); and (3) year-over-year comparable traffic is decelerating.
* DOCS: Morgan Stanley upgrades DOCS to overweight from EqualWEight, raise PT to 65 from 62. Notably, stricter constraints on direct-to-consumer advertising could drive a shift in ad dollars toward healthcare professional platforms like Doximity, representing potential upside to our estimates. A 30% correction since earnings on 11/6 (compared to the Nasdaq +2% during this time) provides an attractive entry point, with the stock trading at more than a 25% discount to its median EV/EBITDA multiple post-Covid. LVS - Goldman upgrades LVS to Buy from Neutral, PT 80. "We expect Macau gross gaming revenue to exhibit sustained momentum into 2026, and with Singapore firing on all cylinders, we have gained greater confidence in LVS's ability to sustain EBITDA at Marina Bay Sands in the high $2bn to low $3bn range annually, with potential for continued upwards revisions as LVS continues to take share and drive hold higher. Going forward, we expect LVS to sustain \~$2bn+ of annual share repurchases, even as it invests significant amounts of capital in IR2 ($8bn) while maintaining net leverage in the low- to mid-2s range. Indeed, our excess liquidity analysis implies that LVS could repurchase \~30% of its current market cap (\~$13bn) if it were to flex its balance sheet to \~3x net leverage (which is still comfortably below peers)."
* WAY - UBS initiates with Buy rating, PT 41. "Waystar is a leading cloud-native revenue cycle management platform, positioned to capture a multi-year secular shift toward automation, electronic transactions, and AI-enabled workflows across provider organizations. Based on our analysis of WAY’s results and competitive positioning, its acquisition of Iodine, and the accelerating adoption of AI in revenue cycle management, we expect low-double-digit topline and low- to mid-teens EBITDA growth, with our adjusted EBITDA estimates 3–4% ahead of consensus. Our numbers may prove conservative if cross-sell into new customers (won from Change or elsewhere) accelerates, or the company completes more M&A. We expect earnings over the coming quarters, along with the FY26 guide, to serve as a catalyst to drive a re-rating back towards its prior premium valuation versus the consolidated peer average and our target 15x NTM +12Mo EBITDA multiple."
* SpaceX has kicked off a Wall Street “bake off” to pick banks for a possible IPO, with pitches set for this week, per WSJ.
* IRBT - has filed for Chapter 11 and will go private. KO - is in last ditch talks with TDR Capital this weekend as the planned sale of Costa Coffee runs into price disagreements, with Coke set to decide next week whether to shelve the process after bids reportedly discussed around £1B or more.
* INTC - is in advanced talks to buy AI chip startup SambaNova for about $1.6B including debt, down from a $5B valuation in 2021, in a deal that would add enterprise AI racks to compete with NVDA DGX across finance, healthcare, defense and government.
* IMNM - Immunome to Announce Topline Results from Phase 3 RINGSIDE Trial of Varegacestat in Patients with Desmoid Tumors Company to host webcast Monday, December 15, 2025 at 8:30 a.m. ET
* ASTS - "BlueBird 6 was encapsulated and timely handed off to the launcher for liftoff. The exact December launch date will be announced in the coming days. This launch marks the beginning of our launch campaign, with a launch every forty-five days on average during 2026."



OTHER NEWS:
* CHINA’S INDUSTRY MINISTRY GRANTS FIRST APPROVALS FOR L3 CONDITIONAL AUTONOMOUS VEHICLES.
* Fed chair contender Kevin Hassett says Trump “has strong, well founded views” on rates and he’d be “happy to talk with the president every day,” but stresses the Fed stay independent and that Trump “would have no weight” if his views are not data based.
* US TO REMOVE SANCTIONS ON BELARUS POTASH: BELTA CITES US ENVOY

KO and BRK.B unsuprisingly

In the late 70s I began stashing cash in no fee direct purchase DRIP plans, those that gave a 5% discount on reinvested dividends and especially those that offered a 5% discount on new cash. Lots of utilities. Banks like Citibank and Chase Manhattan. Into the 1980s, I bought many other stocks as well: IBM, WMT, KO, PG, PFE, MRK, HD, HSY, and many more. I retired in my mid 50s.

Ich sag dir mal eins... Hebeln tut man mit Sachen die sich von Haus aus nur um 5% bewegen, mit einem KO brauchst du ein Level unter das das Wertpapier dazu nie falken wird. Ktyptos sind 20-50% volatil... meine Güte jauf dir Solana da gibts 6% Stakingrendite, dann sind dir die krassen Schwankungen (110-190 Euro in 2025) egal weil man auch fürs Halten gut bezahlt wird und Staking ist bis 200 Euro steuerfrei...

I own 3 out of 5 (Jnj, KO and O) but the others have been on my watchlist for a while but the price never came in the territoryI like it to buy.

Habe in den heiligen Hallen der Sparplan und ETF Jünger gelernt, was Alpha ist. Also habe ich versucht, welchen mit KO Zertifikaten zu ernten.

I got 2060 KO in August 2020 for £326
When I built my previous PC.
I got the 32gb 6000 ddr5 cl 30 Viper kit for £70
This August when I built my current PC.
Not that it would be intentional or anything but good timing on both

SGOV is an investment in US treasury lending. KO is a company that provides soft drinks to 250 countries. Apples to basketballs comparison

KO

$O is such a mediocre REIT with an exceptional marketing team that does such a good job making it look premium when its not.
People that love $O know absolutely nothing about fundamental analysis. Their AFFO is completely stuck. Payout ratio (over AFFO) is 72%, not bad, but also mediocre.
$VZ is not bad, because it pays decently, but its comm services is not something that you want on your portfolio on the long term, because is a high competition industry that cant rise their prices with inflation. If your phone line rises your price $10, you are very likely to leave.
$KO is good. but it highly depend on the avg buying cost.
$PG is also a mediocre stock. Even at current prices where yield is 3%, you want more div growth at those numbers (not just 6% CAGR). Also the payout ratio is very high for that yield (70%)

27 is young. I’d take more risk and buy all the tobacco stocks including $PM and $BTI. Tobacco is a cash flow monster.
$KO is great too. Consider adding $ABBV as well

Great question! Whether it's price appreciation or the dividend payment itself, KO is a "slow and steady wins the race" type of investment. I don't expect sharp growth, but I do expect a modest raise every year in the dividend as well as the share price to continue to accelerate the snowball.
During covid the price dropped into the 40's and I scooped up about 250 shares, so my YoC is strong and my cost basis is lower than it could be.
I don't want to dox myself, but I'll just say that I have an investment opportunity from my employer that also makes it very worth my while to invest specifically in KO.

Me too. I have huge position on KO and O.