Barron's 12/15/25 Top 10 stock picks for 2026

Comments

• Crash

  December 14

  I let my mutual funds own that stuff. Or not. Ten names out of 50 bazillion. Sure. In my single-stock collection, I look for less crowded trades. MSGS will surely be a winner, in season and out of season...
• rforno

  December 14

  I've owned BMY for years.
  
  CMCSA is on my watch list, primarily as an broadband infrastructure play. If/when it crosses a 5% yield I plan to start nibbling if I have cash available...
• hank

  December 14 edited December 14

  Thanks @Crash.
  
  Maybe these recommended high dividend stocks from the same issue of Barron's might interest you?
  
  AbbVie / ABBV
  Chevron / CVX
  Coca-Cola / KO
  Exxon Mobil / XOM
  FedEx / FDX
  J.M. Smucker / SJM
  Northern Trust / NTRS
  Pitney Bowes / PBI
  Procter & Gamble / PG
  Qualcomm / QCOM
  
  Article title: 10 High-Yielding Dividend Stocks to Buy for 2026
  
  We aim to please!
  
• Crash

  December 14

  Thanks, @hank! Most of them are on my l-o-n-g watchlist. Good reminders. Uncle Warren is always touting Coke. I will be tempted when it falls a bit further. I am reminded about the fact that Berkshire owns, totally and completely, a couple of huge railroads. BNSF and CSX, if I have it right. Astoundingly huge corporation.
• DrVenture

  December 14 edited December 14

  Thanks. Alway appreciate a good stock list. Timely, as I will be looking to add a few positions soon, having sold WBD, and K was gobbled up by Mars. I already own PG and AMZN within the above recommendations.
  
  I am also looking at AVGO. I previously owned BMY, CMCSA, SLG, KO, XOM, ABBV & V. Many I sold when they got stretched. Some have pulled back a lot, like CMCSA.
  
  Will look over the whole bunch for stocks that meet my criteria. On a quick look, I like V (on a pullback), BMY, AVGO and KO. At this point in time, I really have to like a stock, or I just add to existing funds.
• DrVenture

  December 14

  Crash said:

  I let my mutual funds own that stuff. Or not. Ten names out of 50 bazillion. Sure. In my single-stock collection, I look for less crowded trades. MSGS will surely be a winner, in season and out of season...

  Same here, for the most part. I do like to have a list ready for big market pullbacks. Which is how I acquired AMZN at $85 a few years back.
• Crash

  December 14

  good move!
• hank

  December 14 edited December 14

  Board was kind of slow so I tossed the Barron's picks out there. Not my recommendations. I'm with @Crash when it comes to looking for less crowded trades.
  
  Re Barron's - better than a 500 batting average. But some of their picks take years to pan out and may drop a lot farther before turning up. Tries anyone's patience.
  
  d
• Crash

  December 14

  @hank truth.
  And yet, I like to keep the Zurich Axioms in mind. Some may say they're worthless because they're not "actionable." But is investing an Art or a Science? The answer is, YES. "Zurich" is a set of broad principles, not a particular recipe for Veal Parmesan. I easily connect with "Zurich." An investor must engage their intellect, intuition, memory and peculiar predilections. ("You keep telling me to buy Real Estate. Every time I do that, I get burned! So, no more.")
• DrVenture

  December 15 edited December 15

  hank said:

  Board was kind of slow so I tossed the Barron's picks out there. Not my recommendations. I'm with @Crash when it comes to looking for less crowded trades.
  
  Re Barron's - better than a 500 batting average. But some of their picks take years to pan out and may drop a lot farther before turning up. Tries anyone's patience.
  
  d

  @hank
  
  I hear that. I bought ADBE not long ago and am still regretting it. But, I imagine it will have its day and I will recoup, or even gain. It only makes up .14% of my portfolio, but still irks me.
  
  Don't hesitate to post "lists", we are all adults here, with few exceptions. lol
• hank

  December 15 edited December 15

  @DrVenture - Barron's had a positive article on GHC Graham Holdings about 5 or 6 years ago. I bought some and messed with it for a couple years before letting it go. Guess I ended up with a small profit. It finally took off and must have doubled or tripled in short order after I let it go. To a lesser extent I think they've made a decent call on NSGRY within past couple years. I finally gave up on the turkey. Fell from $140 to $80 over maybe 5 pr 6 years. Last look it was around $100.
  
  BTW - I bought RIO on Barron's advice roughly 5-6 years ago and did quite well with it. I found it a better stock for trading in and out of rather than holding. I've been looking for an entry point but haven't bought back in.
  
  M* has extensive stock ratings / reviews. But doesn't hold a candle to Barron's. M* basically crunches the numbers. Barron's goes a lot deeper considering intangibles, competitors, overall industry health and trends.
• DrVenture

  December 15 edited 2:33PM

  My new list, by no means inclusive:
  
  5* wide moat: MDLZ, CLX, TRI ( 5-star, wide moat and exemplary capital allocation)
  4* wide moat: NOC, CL, BMY, AVGO, OTIS, MSFT
  3* wide moat: CAT, V, HON, KO, MRK, SYY
  
  Barron's is "overweight" on HON, CAT, TRI, NOC, CL, OTIS, MDLZ, MRK, SYY with a "buy" on KO, V, AVGO & MSFT.
  
  @hank - Good to know info on Barron's. I take M* ratings with a grain of salt. Mainly, just as a starting point. And because I get it free from T Rowe. I am looking for that intersection of stocks that both Barron's and M* consider "overweight or buy", and that I do not already hold in mutual funds. I also prefer a "wide moat" and "exemplary capital allocation".