Coca-Cola Company

KO-N

NYSE:KO

54.93
2.67 (4.64%)
The Coca-Cola Company, which is headquartered in Atlanta, Georgia, but incorporated in Wilmington, Delaware, is an American multinational beverage corporation, and manufacturer, retailer, and marketer ...
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Analysis and Opinions about KO-N

Signal
Opinion
Expert
COMMENT
COMMENT
February 27, 2015

Pepsi (PEP-N) or Coke (KO-N)? Year-over-year carbonated beverage sales are down about 9%, which doesn’t bode well for either name. To combat that they have diversified away by making acquisitions. This one has been going into tea companies, coconut water and even coffee. His preference is Dr Pepper Snapple (DPS-N) which has Canada Dry, Crush, A & W Root Beer. This has very little market share outside of North America and their more specific target is into Mexico, the highest soda consumption capital globally. They are gaining traction there.

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Coca-Cola Company (KO-N)
February 27, 2015

Pepsi (PEP-N) or Coke (KO-N)? Year-over-year carbonated beverage sales are down about 9%, which doesn’t bode well for either name. To combat that they have diversified away by making acquisitions. This one has been going into tea companies, coconut water and even coffee. His preference is Dr Pepper Snapple (DPS-N) which has Canada Dry, Crush, A & W Root Beer. This has very little market share outside of North America and their more specific target is into Mexico, the highest soda consumption capital globally. They are gaining traction there.

COMMENT
COMMENT
February 27, 2015

This is a lower growth type of name. What concerns him is that they are 55% dependent on international revenues. With the soaring US$, that will certainly act as a headwind towards revenues and earnings.

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Coca-Cola Company (KO-N)
February 27, 2015

This is a lower growth type of name. What concerns him is that they are 55% dependent on international revenues. With the soaring US$, that will certainly act as a headwind towards revenues and earnings.

Stan Wong

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Price
$43.300
Owned
Unknown
COMMENT
COMMENT
January 19, 2015

PepsiCo (PEP-N) or Coke (KO-N)? PepsiCo would be the best. The International side is smaller on soft drinks, but that is a growth area. Also, Pepsi has diversification through their Frito-Lay side. Also, likes their diversification away from soft drinks.

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Coca-Cola Company (KO-N)
January 19, 2015

PepsiCo (PEP-N) or Coke (KO-N)? PepsiCo would be the best. The International side is smaller on soft drinks, but that is a growth area. Also, Pepsi has diversification through their Frito-Lay side. Also, likes their diversification away from soft drinks.

DON'T BUY
DON'T BUY
October 21, 2014

Thinks growth is really being compromised. Look at what Pepsi’s strategy has been in terms of diversification and adding product. The core market of Coca-Cola has really slowed down. They haven’t diversified enough into other product growth areas to upset that slowdown. Multiple is still relatively high.

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Coca-Cola Company (KO-N)
October 21, 2014

Thinks growth is really being compromised. Look at what Pepsi’s strategy has been in terms of diversification and adding product. The core market of Coca-Cola has really slowed down. They haven’t diversified enough into other product growth areas to upset that slowdown. Multiple is still relatively high.

COMMENT
COMMENT
September 23, 2014

A very slow grower. He doesn’t like the space that much as he thinks it will become very competitive. What you are hoping for on this one is big international growth, because domestic consumption patterns aren’t very good. Recent press reports on aspartame and aspirin, etc. won’t help the stock. Thinks the dividend is fine.

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Coca-Cola Company (KO-N)
September 23, 2014

A very slow grower. He doesn’t like the space that much as he thinks it will become very competitive. What you are hoping for on this one is big international growth, because domestic consumption patterns aren’t very good. Recent press reports on aspartame and aspirin, etc. won’t help the stock. Thinks the dividend is fine.

DON'T BUY
DON'T BUY
September 5, 2014

Not a fan because it has so much tied into its core Coke soft drink brand and people are moving away from it. Prefers PEP-N who bought Frito Lay and Quaker for diversification.

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Coca-Cola Company (KO-N)
September 5, 2014

Not a fan because it has so much tied into its core Coke soft drink brand and people are moving away from it. Prefers PEP-N who bought Frito Lay and Quaker for diversification.

HOLD
HOLD
July 3, 2014

Exposure in Africa is very tiny, and that is a huge, growing market. People are not drinking as much carbonated soft drinks, but this company is getting into other kinds of drinks. They are huge in water and energy drinks. He prefers Dr Pepper Snapple Group (DPS-N) where the valuation is cheaper with the possibility of being acquired by a larger company.

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Exposure in Africa is very tiny, and that is a huge, growing market. People are not drinking as much carbonated soft drinks, but this company is getting into other kinds of drinks. They are huge in water and energy drinks. He prefers Dr Pepper Snapple Group (DPS-N) where the valuation is cheaper with the possibility of being acquired by a larger company.

WEAK BUY
WEAK BUY
April 15, 2014

You are really looking to emerging markets to grow. You have a great franchise, brand and business, but do you want to pay that much for a stock. It is something that will probably be stable and you will probably do well.

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You are really looking to emerging markets to grow. You have a great franchise, brand and business, but do you want to pay that much for a stock. It is something that will probably be stable and you will probably do well.

DON'T BUY
DON'T BUY
April 2, 2014

Thinks there is more potential with PepsiCo (PEP-N). Pepsi has the Frito-Lay division which is going to be a part that drives it. Pepsi seems to be coming over with more and better products. Population seems to be looking for a much better beverage that is much better for them.

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Thinks there is more potential with PepsiCo (PEP-N). Pepsi has the Frito-Lay division which is going to be a part that drives it. Pepsi seems to be coming over with more and better products. Population seems to be looking for a much better beverage that is much better for them.

COMMENT
COMMENT
March 27, 2014

Still a lot of money to be made. There are less people drinking carbonated soft drinks and that is why it is spending money to acquire a portion of Green Mountain and to try and get people to brew their own carbonated soft drinks at home. A great business that will continue on for many, many years. Generating an enormous amount of free cash flow. As they continue to retire shares and increase the dividend, people will wake up again to the stock.

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Still a lot of money to be made. There are less people drinking carbonated soft drinks and that is why it is spending money to acquire a portion of Green Mountain and to try and get people to brew their own carbonated soft drinks at home. A great business that will continue on for many, many years. Generating an enormous amount of free cash flow. As they continue to retire shares and increase the dividend, people will wake up again to the stock.

HOLD
HOLD
March 5, 2014

Wants a more diversified company. Carbonated drinks are on a slow decline. Can they sustain their top line targets. They pulled back on emerging market demand decline. Strong yield and global footprint.

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Wants a more diversified company. Carbonated drinks are on a slow decline. Can they sustain their top line targets. They pulled back on emerging market demand decline. Strong yield and global footprint.

BUY
BUY
February 18, 2014

Just reported and numbers were essentially in line from an EPS standpoint. Revenues were at little bit lighter than expected. This is a business that has a significant exposure to foreign exchange and has a large EGM business. Both of those businesses are under pressure and there is little they can do about it. The next thing this company needs to do is to buy a snack food business.

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Coca-Cola Company (KO-N)
February 18, 2014

Just reported and numbers were essentially in line from an EPS standpoint. Revenues were at little bit lighter than expected. This is a business that has a significant exposure to foreign exchange and has a large EGM business. Both of those businesses are under pressure and there is little they can do about it. The next thing this company needs to do is to buy a snack food business.

BUY
BUY
February 14, 2014

(Market Call Minute.) World class operation. Valuation has recently come down. Has a history of growing its dividend.

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Coca-Cola Company (KO-N)
February 14, 2014

(Market Call Minute.) World class operation. Valuation has recently come down. Has a history of growing its dividend.

COMMENT
COMMENT
February 13, 2014

This is not going to be your go-go growth type of company. It will give you a nice secure and growing dividend.

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Coca-Cola Company (KO-N)
February 13, 2014

This is not going to be your go-go growth type of company. It will give you a nice secure and growing dividend.

DON'T BUY
DON'T BUY
February 3, 2014

Reaching new levels and is looking exciting but is coming down along with the rest of the market. Chart shows a clear support level right about where we are now. Not a stock he would want to hold on to for a very long time. Doesn’t see a lot of support like there was in 2012. Could very well drop back to $33. Most people are in profit positions.

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Coca-Cola Company (KO-N)
February 3, 2014

Reaching new levels and is looking exciting but is coming down along with the rest of the market. Chart shows a clear support level right about where we are now. Not a stock he would want to hold on to for a very long time. Doesn’t see a lot of support like there was in 2012. Could very well drop back to $33. Most people are in profit positions.

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