The stock market wasn't as bargain-packed in 2024 as it was in 2022 and 2023, but there were still some interesting opportunities. This was especially true in rate-sensitive sectors such as financials and real estate, and while the megacap stocks outperformed, smaller companies as a whole did not.
After the banking turmoil of early 2023 that saw several institutions fail, Warren Buffett pared down the bank stocks in Berkshire Hathaway's (BRK.A 0.02%) (BRK.B 0.09%) portfolio. However, two stocks that are still on the list are Bank of America (BAC 0.38%) and Ally Financial (ALLY 0.73%).
If any investor has stood the test of time, it is Warren Buffett, and with good reason.
Berkshire Hathaway's portfolio includes diverse blue chips and lesser-known growth stocks, with 25 dividend-paying stocks analyzed for yield-based investment opportunities. Top Berkshire dividend stocks like Kraft Heinz and Sirius XM meet the dogcatcher ideal, offering dividends from $1K investments exceeding their share prices. Analysts project net gains of 4.31% to 25.75% for top Berkshire stocks by November 2025, with an average estimated gain of 13.83%.
The stock market is near record highs, but there are still some opportunities to be found, especially for income investors. There are some excellent dividend stocks that are trading for significant discounts to their recent highs, and they could have big tailwinds as the falling-rate environment continues.
It's always a good time to buy dividend stocks, but when the market is volatile, it's even more important. The market doesn't look volatile right now; the S&P 500 is up 25% so far this year and reaching record highs.
Investors cheer as ALLY considers selling its credit card business as part of the initiative to focus on core auto lending and digital banking operations.
Key Points Barring a return of inflation, rates should trend lower in 2025.
These two stocks add tremendous value to almost any portfolio.
Key Points Donald Trump's presidential win is being considered the biggest political comeback ever.
These companies are flying under the radar and have a long runway to grow.
Investors must keep an eye on near-term concerns like NIM contraction and poor asset quality before making any decision regarding Ally Financial stock.