Coca-Cola Company

KO-N

NYSE:KO

56.94
0.12 (0.21%)
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
DON'T BUY
DON'T BUY
January 28, 2014

Very attractive dividend. Proponents of the stock would point to its scale advantage in North America and its very strong emerging market and global businesses. He doesn’t like the stock because 18X earnings is not particularly cheap given that it’s core franchise, Coca-Cola, has really been challenged from a volume growth perspective and has actually been negative for years and years. This has been exasperated in recent years by less and less consumer appetite for diet colas.

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Coca-Cola Company (KO-N)
January 28, 2014

Very attractive dividend. Proponents of the stock would point to its scale advantage in North America and its very strong emerging market and global businesses. He doesn’t like the stock because 18X earnings is not particularly cheap given that it’s core franchise, Coca-Cola, has really been challenged from a volume growth perspective and has actually been negative for years and years. This has been exasperated in recent years by less and less consumer appetite for diet colas.

COMMENT
COMMENT
January 7, 2014

Great global consumer products name. There are others that she likes better. This one is just focused on soft drinks and beverages and she prefers a company with more diversified products. Corn prices have come off, which will help them on their raw material side. If the US market continues to do well, this company will participate.

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Coca-Cola Company (KO-N)
January 7, 2014

Great global consumer products name. There are others that she likes better. This one is just focused on soft drinks and beverages and she prefers a company with more diversified products. Corn prices have come off, which will help them on their raw material side. If the US market continues to do well, this company will participate.

HOLD
HOLD
December 9, 2013

It has doubled in the last 5 years. He thinks it will continue to do well. Yield 2.8%

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Coca-Cola Company (KO-N)
December 9, 2013

It has doubled in the last 5 years. He thinks it will continue to do well. Yield 2.8%

COMMENT
COMMENT
November 29, 2013

Trading right bang on its model price. A year from now, the model price is going to be $48. 2.8% yield. Good quality name.

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Coca-Cola Company (KO-N)
November 29, 2013

Trading right bang on its model price. A year from now, the model price is going to be $48. 2.8% yield. Good quality name.

PAST TOP PICK
PAST TOP PICK
November 1, 2013

(A Top Pick July 12/13. Down 2.76%.) Sold his holdings. Continues to like this so if you own, there is no reason to Sell. A Buy if you have a positive view over the next 24 months.

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Coca-Cola Company (KO-N)
November 1, 2013

(A Top Pick July 12/13. Down 2.76%.) Sold his holdings. Continues to like this so if you own, there is no reason to Sell. A Buy if you have a positive view over the next 24 months.

BUY WEAKNESS
BUY WEAKNESS
October 21, 2013

Always liked it. It might pull back a little but that is a market call. If market went down 5 or 10% he would be a buyer.

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Coca-Cola Company (KO-N)
October 21, 2013

Always liked it. It might pull back a little but that is a market call. If market went down 5 or 10% he would be a buyer.

PAST TOP PICK
PAST TOP PICK
September 5, 2013

(A Top Pick September 13/12. Up 1.7%.) Some of the defensive stocks have come off in the last several months. Still likes this as a defensive holding. Trading at 17X earnings and the growth is probably in the high single digits. It’s a premium brand and they are expanding into emerging markets. They are moving away from the carbonated drinks. 2.9% dividend yield, which should grow by about 7% a year over the next several years.

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Coca-Cola Company (KO-N)
September 5, 2013

(A Top Pick September 13/12. Up 1.7%.) Some of the defensive stocks have come off in the last several months. Still likes this as a defensive holding. Trading at 17X earnings and the growth is probably in the high single digits. It’s a premium brand and they are expanding into emerging markets. They are moving away from the carbonated drinks. 2.9% dividend yield, which should grow by about 7% a year over the next several years.

BUY
BUY
August 29, 2013

Trades at about 18X earnings with a 3% yield. Has pulled off because they had some issues with input costs which hurt margins. Margins are stabilizing now so that is going to be better. This is an incredible brand name. Have 17% of the carbonated market in the US and 22% in the developing world. The key to this story is really the emerging markets which has a huge upside. Have done a good job of diversifying their product mix. $46 in 12 months is a reasonable expectation.

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Coca-Cola Company (KO-N)
August 29, 2013

Trades at about 18X earnings with a 3% yield. Has pulled off because they had some issues with input costs which hurt margins. Margins are stabilizing now so that is going to be better. This is an incredible brand name. Have 17% of the carbonated market in the US and 22% in the developing world. The key to this story is really the emerging markets which has a huge upside. Have done a good job of diversifying their product mix. $46 in 12 months is a reasonable expectation.

DON'T BUY
DON'T BUY
August 28, 2013

In general terms, he would be cautious on the consumers’ staples area. Those big, safe, steady industries that tend to churn out reliable profits and cash flow year after year, have done so well so that now is the time to look at more cyclical industries. There are headwinds in that people are drinking less and less carbonated drinks. You’ll be fine over time but you are not going to make above average returns.

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Coca-Cola Company (KO-N)
August 28, 2013

In general terms, he would be cautious on the consumers’ staples area. Those big, safe, steady industries that tend to churn out reliable profits and cash flow year after year, have done so well so that now is the time to look at more cyclical industries. There are headwinds in that people are drinking less and less carbonated drinks. You’ll be fine over time but you are not going to make above average returns.

HOLD
HOLD
August 26, 2013

Doesn’t see this going a whole lot lower but not a whole lot higher either. It’s a good Hold and a great company but it is certainly not cheap. Valuation is really getting stretched. Almost 3% dividend yield.

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Coca-Cola Company (KO-N)
August 26, 2013

Doesn’t see this going a whole lot lower but not a whole lot higher either. It’s a good Hold and a great company but it is certainly not cheap. Valuation is really getting stretched. Almost 3% dividend yield.

Don Lato

Unlock Ratings

Price
$38.120
Owned
Unknown
DON'T BUY
DON'T BUY
August 20, 2013

He was in Pepsi and sold on valuation basis. Coke did the same thing. It doesn’t make a whole lot of sense.

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Coca-Cola Company (KO-N)
August 20, 2013

He was in Pepsi and sold on valuation basis. Coke did the same thing. It doesn’t make a whole lot of sense.

COMMENT
COMMENT
August 15, 2013

Pepsi (PEP-N) versus Coca-Cola (KO-N)? Prefers Pepsi because it also has all the junk food too. Likes the diversification. This company has come off but Pepsi has held up better because there is a US hedge fund manager that wants to split it up.

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Coca-Cola Company (KO-N)
August 15, 2013

Pepsi (PEP-N) versus Coca-Cola (KO-N)? Prefers Pepsi because it also has all the junk food too. Likes the diversification. This company has come off but Pepsi has held up better because there is a US hedge fund manager that wants to split it up.

TOP PICK
TOP PICK
July 12, 2013

Stock has really lagged but they have brought in their bottling groups and can wring out some synergies from them and resell them down the road. They have water, vitamin water, Powerade, etc. Expectations for this company are very low. Through synergies and growing outside of North America he can see earnings from emerging markets growing maybe 8% over the next couple of years.

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Stock has really lagged but they have brought in their bottling groups and can wring out some synergies from them and resell them down the road. They have water, vitamin water, Powerade, etc. Expectations for this company are very low. Through synergies and growing outside of North America he can see earnings from emerging markets growing maybe 8% over the next couple of years.

BUY
BUY
July 10, 2013

With this you are getting a relatively low beta type of stock. Decent valuation at 20X earnings. Consistent 9%-10% growth rate. Premier brand name. They are moving into more of the juices and the waters, etc.

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With this you are getting a relatively low beta type of stock. Decent valuation at 20X earnings. Consistent 9%-10% growth rate. Premier brand name. They are moving into more of the juices and the waters, etc.

DON'T BUY
DON'T BUY
June 19, 2013

The difficulty with soft drink makers is that the sugared beverage business has really been going flat for some time. When you look at what it is trading at compared to its earnings, it is a very expensive stock. When he sees a stock trading at double its growth rate, red flags start to go up.

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The difficulty with soft drink makers is that the sugared beverage business has really been going flat for some time. When you look at what it is trading at compared to its earnings, it is a very expensive stock. When he sees a stock trading at double its growth rate, red flags start to go up.

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