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Coca-Cola (KO)!
#31
To me it is all in the context of reasonable consumption. Recommended sugar consumption of added sugar products is max 6 tsp per day for a female and max of 9 tsp per day for a male. A single coke contains the approximate equivalent of 9 teaspoons of sugar. So just one coke breaks the bank for sugar intake of a female, with the same providing the maximum that a male should have. How many people will only get added sugar from than soft drink? So how much coke represents a reasonable serving size, based upon FDA and other dietary recommendations? My guess is that a 4-6 ounce portion would represent moderate intake, as that would only give about 3-4+ teaspoons of sugar.
Alex
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#32
Ko sells Dasani, smart water, and vitamin water. I think bottled water is beneficial to society. Especially during times of crisis(hurricane, tornado, etc) when clean drinking water might not be readily available.
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#33
I always have trouble understanding the fascination with KO.

I understand that past results are no guarantee of future returns, but look at the past results. I use Morningstar for most of my data, and here is what Morningstar says about the 15 year annualized total return of KO, and of some of its consumer staples competitors.

KO: 2.85%
HRL: 12.01%
GIS: 7.67%
PEP: 6.66%

The reason KO has done so poorly over the long term is that it is almost invariably over priced. But that was then, what about now? Following are current yields and P/E ratios from Morningstar and 5 year normal P/E ratio from FAST Graphs:

KO: 2.88% 20.33 21.6
HRL: 1.84% 23.4 19.0
GIS: 3.05% 18.81 17.2
PEP: 2.91% 17.95 18.6

On these numbers alone, GIS and PEP are a better value than KO and a much better value than HRL.

What about dividend growth? 5 year dividend growth from Morningstar:

KO: 8.45%
HRL: 12.94%
GIS: 10.95%
PEP: 8.35%

If dividend growth is your primary criteria, then HRL is the best of this bunch. For my money, the winner is GIS, which has paid a dividend every year for the last 115 years, and has never reduced its dividend.
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#34
BHN,

Nice comparisons and I do agree with you on General Mills. Sometime Coca-Cola is just so All American it's hard to resist.
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#35
(02-17-2014, 08:10 PM)NilesMike Wrote: BHN,

Nice comparisons and I do agree with you on General Mills. Sometime Coca-Cola is just so All American it's hard to resist.

Resistance is futile! (quothe Borg for you younger investors)
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#36
(02-17-2014, 08:10 PM)NilesMike Wrote: BHN,

Nice comparisons and I do agree with you on General Mills. Sometime Coca-Cola is just so All American it's hard to resist.

Coca Cola is a global behemoth with a lot of brands. I own it as part of a 33 position portfolio. Dividend increase announcement coming up before too long
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#37
Looks like some of you may get a better price today. Currently down over a dollar per share. People continue to move away from carbonated soft drinks. Said sales were up 1% worldwide mostly because of increased sales of bottled water and sports drinks, according to Bloomberg.
Alex
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#38
(02-18-2014, 09:34 AM)hendi_alex Wrote: Looks like some of you may get a better price today.

Indeed. Just bought 50 shares at $37.42. I'll gladly grab a 4 percent dip on one of the best names in the world. Not at all worried about KO's long term prospects. Could it go lower? Sure. And I'd just buy some more.

This is my best-yielding pile of KO yet!
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#39
After looking a little closer at coke, have decided that sugar drinks and carbonated drinks just represent a portion of this giant's activity. Further, individuals have the ability to 'vote' via purchases, thus have the power to transform the company's products over time. For some time consumers have been voting 'no' to these unhealthy choices. While that trend is hurting the bottom line, IMO Coca-cola has begun and will continue to transform itself, to provide a wide array of healthy alternatives. Also, KO, has a history of being a 'good' corporate neighbor in its foot print all across the world. So have decided that knee jerk, emotional response to main beverage lines is out of bounds with guidelines for any personal sanctions.

Next on the list, to look at a little more closely, is Monsanto. Am reading more and more things that I find to be quite disturbing, relating both to GMO introductions, and related to bullying of customers, especially in under developed counties.
Alex
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#40
Interesting article in Bloomberg today. Not all talk about KO is happy. http://www.bloomberg.com/news/2014-02-19...-year.html
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