Coca-Cola Company

KO-N

NYSE:KO

54.42
0.28 (0.52%)
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 ...
More at Wikipedia

Analysis and Opinions about KO-N

Signal
Opinion
Expert
COMMENT
COMMENT
August 22, 2012

Prefers Pepsico (PEP-N) which is a couple of multiple points cheaper. It is also more diversified. Has Frito-Lay’s. Bigger yield.

Coca-Cola Company (KO-N)
August 22, 2012

Prefers Pepsico (PEP-N) which is a couple of multiple points cheaper. It is also more diversified. Has Frito-Lay’s. Bigger yield.

Gordon Reid
President, GoodReid Investment Counsel
Price
$38.770
Owned
No
DON'T BUY
DON'T BUY
August 15, 2012

Options for this company look cheap because it is not one of the more volatile stocks so the option premiums reflect the lower volatility. The old theory on stock splits is that when you split the share price, you invite more investors to be able to participate and was positive for the stock price. However, there doesn’t seem to be a large retail presence in the market today. He would be wary of making a bet that this will go up simply on the basis of a stock split.

Coca-Cola Company (KO-N)
August 15, 2012

Options for this company look cheap because it is not one of the more volatile stocks so the option premiums reflect the lower volatility. The old theory on stock splits is that when you split the share price, you invite more investors to be able to participate and was positive for the stock price. However, there doesn’t seem to be a large retail presence in the market today. He would be wary of making a bet that this will go up simply on the basis of a stock split.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$39.350
Owned
Unknown
DON'T BUY
DON'T BUY
August 13, 2012

Just did a 2-for-1 split. Expensive stock at 19-20 times earnings. Doesn’t have the growth profile to justify the multiple.

Coca-Cola Company (KO-N)
August 13, 2012

Just did a 2-for-1 split. Expensive stock at 19-20 times earnings. Doesn’t have the growth profile to justify the multiple.

Don Lato
President, Padlock Investment Management
Price
$39.300
Owned
No
HOLD
HOLD
July 25, 2012
This type of company will be faced with rising input costs. This company might have some challenges, because if we have a drought affecting US corn production, it will have an impact on high fructose corn syrup going forward. 2.7% dividend yield.
This type of company will be faced with rising input costs. This company might have some challenges, because if we have a drought affecting US corn production, it will have an impact on high fructose corn syrup going forward. 2.7% dividend yield.
Mohsin Bashir
VP Investments, Stone Asset Management
Price
$77.020
Owned
No
BUY
BUY
July 9, 2012
Doing extremely well right now because there is a general tendency to go “risk off” in market right now. Good, consumer staples, defensive stock. Has a very sustainable yield business model. Payout is about 25%-30% of their earnings but growth projections are not as good as one would expect. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
Doing extremely well right now because there is a general tendency to go “risk off” in market right now. Good, consumer staples, defensive stock. Has a very sustainable yield business model. Payout is about 25%-30% of their earnings but growth projections are not as good as one would expect. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
Srikanth Iyer
Sr Portfolio Manager & Head of Global Investments, Guardian Capital
Price
$77.980
Owned
No
HOLD
HOLD
May 23, 2012
Great stock and a great company. Growth in the developing world is very good for Coke. Prefers the valuation on PepsiCo (PEP-N).
Great stock and a great company. Growth in the developing world is very good for Coke. Prefers the valuation on PepsiCo (PEP-N).
Norman Levine
Managing Director, Portfolio Management Corp
Price
$74.550
Owned
No
COMMENT
COMMENT
May 9, 2012
Good company and executing well. A top brand globally. When faced with a choice, he would go with Pepsi (PEP-N) which is a couple of multiple points cheaper, more diversification and almost half the revenues coming from the snack business.
Good company and executing well. A top brand globally. When faced with a choice, he would go with Pepsi (PEP-N) which is a couple of multiple points cheaper, more diversification and almost half the revenues coming from the snack business.
Gordon Reid
President, GoodReid Investment Counsel
Price
$76.780
Owned
No
BUY
BUY
March 21, 2012
18 times earnings is not a bad multiple, 2.8% yield. 40% of revenue is from developed world (2% growth), 37% from developing (6%), 20% from emerging markets with 8% (growth). These last two are why they outperformed Pepsi.
18 times earnings is not a bad multiple, 2.8% yield. 40% of revenue is from developed world (2% growth), 37% from developing (6%), 20% from emerging markets with 8% (growth). These last two are why they outperformed Pepsi.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$71.120
Owned
Unknown
DON'T BUY
DON'T BUY
March 12, 2012
(Market Call Minute) Looks pricey. Tough business.
(Market Call Minute) Looks pricey. Tough business.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$70.250
Owned
Unknown
BUY
BUY
February 1, 2012
Really attractive. You will be in good shape with this one.
Coca-Cola Company (KO-N)
February 1, 2012
Really attractive. You will be in good shape with this one.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$67.850
Owned
Unknown
COMMENT
COMMENT
January 27, 2012
Doesn’t think you will get hurt in this. Doesn’t see any upside or downside in this. 2.8% yield.
Coca-Cola Company (KO-N)
January 27, 2012
Doesn’t think you will get hurt in this. Doesn’t see any upside or downside in this. 2.8% yield.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$67.440
Owned
Unknown
WEAK BUY
WEAK BUY
November 23, 2011
Not a bad company or stock, but tends to favor pepsi over coke because of the diversity of pepsi's business.
Coca-Cola Company (KO-N)
November 23, 2011
Not a bad company or stock, but tends to favor pepsi over coke because of the diversity of pepsi's business.
Gordon Reid
President, GoodReid Investment Counsel
Price
$64.870
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
November 21, 2011
Fabulous company. Dividend has gone up for many years. Valuation is slightly higher than Pepsi (PEP-N). He would like to get in at 14-15 times earnings.
Coca-Cola Company (KO-N)
November 21, 2011
Fabulous company. Dividend has gone up for many years. Valuation is slightly higher than Pepsi (PEP-N). He would like to get in at 14-15 times earnings.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$65.950
Owned
No
BUY
BUY
June 22, 2011
50% of global beverage is owned by this company. Doesn't own because the yield pickup is not as great as some of the others in the consumer staples. In this volatile market, owning this is not a bad thing. 3% yield.
50% of global beverage is owned by this company. Doesn't own because the yield pickup is not as great as some of the others in the consumer staples. In this volatile market, owning this is not a bad thing. 3% yield.
Srikanth Iyer
Sr Portfolio Manager & Head of Global Investments, Guardian Capital
Price
$66.400
Owned
No
COMMENT
COMMENT
June 13, 2011
Great brand on a global basis but getting more competition in the market, which they are adjusting to, but growth in the global market is probably slowing down a little. For a global play he would prefer and industrial or technology company. You won’t go wrong owning it but the stock will only go up with the rate of earnings growth, which is single digits.
Great brand on a global basis but getting more competition in the market, which they are adjusting to, but growth in the global market is probably slowing down a little. For a global play he would prefer and industrial or technology company. You won’t go wrong owning it but the stock will only go up with the rate of earnings growth, which is single digits.
John Zechner
Chairman, J. Zechner & Assoc
Price
$65.120
Owned
Unknown
HOLD
HOLD
June 2, 2011
In the right space. This is the period that consumers’ staples start to do well. Chart shows a nice upward trend. You could add more if it gets down to $63-$64.
In the right space. This is the period that consumers’ staples start to do well. Chart shows a nice upward trend. You could add more if it gets down to $63-$64.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$66.040
Owned
Unknown
DON'T BUY
DON'T BUY
April 27, 2011
Pepsi (PEP-N) or Coke (KO-N)? Pepsi has better growth metrics going forward in the range of 10%-12% in earnings and cash flow versus 9%-10% with Coke. Less dependent on carbonated drinks. Has a food business in Frito Lay. Also trades at a lower multiple.
Pepsi (PEP-N) or Coke (KO-N)? Pepsi has better growth metrics going forward in the range of 10%-12% in earnings and cash flow versus 9%-10% with Coke. Less dependent on carbonated drinks. Has a food business in Frito Lay. Also trades at a lower multiple.
Gordon Reid
President, GoodReid Investment Counsel
Price
$67.000
Owned
No
COMMENT
COMMENT
April 8, 2011
Breaking out right now but he wouldn’t have high expectations. Not a growth stock. Recent breakout is very positive that it is breaking into a new high. Could go up another $3.
Breaking out right now but he wouldn’t have high expectations. Not a growth stock. Recent breakout is very positive that it is breaking into a new high. Could go up another $3.
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$67.270
Owned
Unknown
COMMENT
COMMENT
April 6, 2011
Pepsi (PEP-N) versus Coca Cola (KO-N)? Both have similar growth rates. Coke trades at about 17.5X earnings while Pepsi trades at about 14.5X earnings. At a 3 point multiple Pepsi would be his choice. Pepsi is a smaller player but more diversified with their Frito Lay division.
Pepsi (PEP-N) versus Coca Cola (KO-N)? Both have similar growth rates. Coke trades at about 17.5X earnings while Pepsi trades at about 14.5X earnings. At a 3 point multiple Pepsi would be his choice. Pepsi is a smaller player but more diversified with their Frito Lay division.
Don Lato
President, Padlock Investment Management
Price
$67.630
Owned
Unknown
BUY
BUY
April 6, 2011
Likes the emerging market exposure. International earnings are good when the US$ is coming down. Have commodity exposure to sugar, corn and aluminum but likes the growth in that are. Prefers Pepsi (PEP-N). (See Top Picks.)
Likes the emerging market exposure. International earnings are good when the US$ is coming down. Have commodity exposure to sugar, corn and aluminum but likes the growth in that are. Prefers Pepsi (PEP-N). (See Top Picks.)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$67.630
Owned
No
DON'T BUY
DON'T BUY
January 4, 2011
Strongly doubts it will be the strongest stock in the US in the next 5 years. It could be a good stock, given the dividend, but he things there are far better investments out there.
Coca-Cola Company (KO-N)
January 4, 2011
Strongly doubts it will be the strongest stock in the US in the next 5 years. It could be a good stock, given the dividend, but he things there are far better investments out there.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$63.870
Owned
Unknown
COMMENT
COMMENT
December 22, 2010
The negative is that sugar prices are at an all time high. More and more sales are coming from out of North America. If the US$ drops, earnings could go up.
Coca-Cola Company (KO-N)
December 22, 2010
The negative is that sugar prices are at an all time high. More and more sales are coming from out of North America. If the US$ drops, earnings could go up.
David Baskin
President, Baskin Wealth Management
Price
$65.590
Owned
Unknown
BUY
BUY
November 25, 2010
Has done a great job. Good volume growth is coming from the BRIC countries. You are paying a higher multiple than with Pepsi (PEP-N) but you are getting good growth..
Coca-Cola Company (KO-N)
November 25, 2010
Has done a great job. Good volume growth is coming from the BRIC countries. You are paying a higher multiple than with Pepsi (PEP-N) but you are getting good growth..
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$64.610
Owned
No
SELL
SELL
November 10, 2010
Good time to take some profits. Done very well but getting expensive at 17X earnings.
Coca-Cola Company (KO-N)
November 10, 2010
Good time to take some profits. Done very well but getting expensive at 17X earnings.
Gordon Reid
President, GoodReid Investment Counsel
Price
$62.550
Owned
No
BUY
BUY
June 23, 2010
Well positioned for decent growth at a not too expensive multiple.
Well positioned for decent growth at a not too expensive multiple.
Don Lato
President, Padlock Investment Management
Price
$52.240
Owned
No
BUY
BUY
May 20, 2010
The real growth over the next 2 decades is going to come from developing nations.
The real growth over the next 2 decades is going to come from developing nations.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$51.540
Owned
Unknown
HOLD
HOLD
April 20, 2010
Just-released good earnings numbers. Good international story with lots of growth in Asia and Latin America. Really benefiting from the low US$. Good dividend. Expects Cdn$ will go higher so he is not buying a lot of foreign stocks right now. Low growth.
Just-released good earnings numbers. Good international story with lots of growth in Asia and Latin America. Really benefiting from the low US$. Good dividend. Expects Cdn$ will go higher so he is not buying a lot of foreign stocks right now. Low growth.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$54.470
Owned
No
BUY
BUY
November 11, 2009
Coca-Cola. Growth is in their non-carbonated drinks. Prominently international and derive most of their revenue/earnings from overseas. A good play on the weak US$. 2.9% dividend.
Coca-Cola Company (KO-N)
November 11, 2009
Coca-Cola. Growth is in their non-carbonated drinks. Prominently international and derive most of their revenue/earnings from overseas. A good play on the weak US$. 2.9% dividend.
Gordon Reid
President, GoodReid Investment Counsel
Price
$56.130
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 19, 2009
(A Top Pick Feb 15/08. Down 24.4%.) Sold his position last fall.
Coca-Cola Company (KO-N)
February 19, 2009
(A Top Pick Feb 15/08. Down 24.4%.) Sold his position last fall.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$43.300
Owned
No
BUY
BUY
February 9, 2009
Great company. One of the biggest international and most recognized brand names. Challenge has been to diversify their breakdown of assets from carbonated soft drinks into other beverages. Globally starting to get into water, teas and sports drinks, which are starting to show growth. Commodity prices will be declining, which should help them on the margins. 3.5% yield is safe.
Coca-Cola Company (KO-N)
February 9, 2009
Great company. One of the biggest international and most recognized brand names. Challenge has been to diversify their breakdown of assets from carbonated soft drinks into other beverages. Globally starting to get into water, teas and sports drinks, which are starting to show growth. Commodity prices will be declining, which should help them on the margins. 3.5% yield is safe.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$42.310
Owned
Unknown
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