Coca-Cola Femsa

KOF-N

NYSE:KOF

61.95
0.00 (0.00%)
Coca-Cola FEMSA, S.A.B. de C.V., known as Coca-Cola FEMSA or KOF, is a Mexican multinational beverage company headquartered in Monterrey, Mexico.
More at Wikipedia

Analysis and Opinions about KOF-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 10, 2014

(A Top Pick June 7/13. Down 19.32%.) Since he selected this, he has switched into the parent Femsa. This company was facing some taxes because of the sugary drinks. Still likes the business and management. The parent company also has business in convenience stores, and now have expanded into pharmacies, as well as a stake in Heineken.

Show full opinionHide full opinion

(A Top Pick June 7/13. Down 19.32%.) Since he selected this, he has switched into the parent Femsa. This company was facing some taxes because of the sugary drinks. Still likes the business and management. The parent company also has business in convenience stores, and now have expanded into pharmacies, as well as a stake in Heineken.

TOP PICK
TOP PICK
June 7, 2013

(A Top Pick August 9/12. Up 26.8%.) Has come off quite a bit. There is a slowdown in Brazil that is affecting them. Diversifying their portfolio. Now have bottling operations in the Philippines, which is their entrée into Asia. Have a very good relationship with Coca-Cola (KO-N), which owns a significant portion of this company. With the selloff, he is looking at this as a good opportunity.

Show full opinionHide full opinion

(A Top Pick August 9/12. Up 26.8%.) Has come off quite a bit. There is a slowdown in Brazil that is affecting them. Diversifying their portfolio. Now have bottling operations in the Philippines, which is their entrée into Asia. Have a very good relationship with Coca-Cola (KO-N), which owns a significant portion of this company. With the selloff, he is looking at this as a good opportunity.

TOP PICK
TOP PICK
August 9, 2012

Dominant in Latin America. Prefers the bottlers to Coke and Pepsi stocks. This is a really well managed company and well liked by Coke, who wanted them to take over the Philippines operation. This would give them a toehold in Asia. Risk is on execution. They have done a really good job when they take over different districts. Family sold a significant chunk of the stock so he could get at a reasonable price.

Show full opinionHide full opinion
Coca-Cola Femsa (KOF-N)
August 9, 2012

Dominant in Latin America. Prefers the bottlers to Coke and Pepsi stocks. This is a really well managed company and well liked by Coke, who wanted them to take over the Philippines operation. This would give them a toehold in Asia. Risk is on execution. They have done a really good job when they take over different districts. Family sold a significant chunk of the stock so he could get at a reasonable price.

WAIT
WAIT
January 26, 2010
Latin and south American Coca-Cola. Price is a little excessive. Phase capital in over 9 months.
Show full opinionHide full opinion
Coca-Cola Femsa (KOF-N)
January 26, 2010
Latin and south American Coca-Cola. Price is a little excessive. Phase capital in over 9 months.
BUY WEAKNESS
BUY WEAKNESS
September 16, 2008
He owns the parent. This bottling company is very good because half the population is under 30, prime beer, soft drinks and bottled water consumers. Price is getting interesting but would wait for it to come down another 5% or 10%.
Show full opinionHide full opinion
Coca-Cola Femsa (KOF-N)
September 16, 2008
He owns the parent. This bottling company is very good because half the population is under 30, prime beer, soft drinks and bottled water consumers. Price is getting interesting but would wait for it to come down another 5% or 10%.
TOP PICK
TOP PICK
March 19, 2008
Coca-cola Femsa out of Mexico. Likes the stables in this type of market. Have very strong cash flows and strong revenue. Currency is a risk, (if US dollar goes up).
Show full opinionHide full opinion
Coca-Cola Femsa (KOF-N)
March 19, 2008
Coca-cola Femsa out of Mexico. Likes the stables in this type of market. Have very strong cash flows and strong revenue. Currency is a risk, (if US dollar goes up).
TOP PICK
TOP PICK
February 15, 2008
Mexican bottling operation. About 65% of their revenues come from distributing Coca-Cola branded products in Latin America. Very strong growth rate of about 20%. Earnings next year will be up about 40%. Beat the most recent quarter by 38%. Costs are coming down because of cheap sugar prices. Sales came in at almost double what was expected. For a stoploss, he would not like to see this trade at less than $45.
Show full opinionHide full opinion
Coca-Cola Femsa (KOF-N)
February 15, 2008
Mexican bottling operation. About 65% of their revenues come from distributing Coca-Cola branded products in Latin America. Very strong growth rate of about 20%. Earnings next year will be up about 40%. Beat the most recent quarter by 38%. Costs are coming down because of cheap sugar prices. Sales came in at almost double what was expected. For a stoploss, he would not like to see this trade at less than $45.
Showing 1 to 7 of 7 entries
  • «
  • 1
  • »