Coca-Cola (KO)!

[hendi_alex]

Consumer tastes have made a dramatic shift, away from carbonated drinks. Some are saying that is a permanent shift as consumers choose more healthy alternatives. For sure that dynamic adds to the uncertainty faced by Coke which has only modestly performed over the past decade, as compared to the previous decade. Just for the fun of it, I typed in several tickers semi randomly, picked from big cap list and picked from my portfolio. Here is how they compared to KO over the past decade.

T - beat
KMP - crushed
XOM - beat
RYN - crushed
CSCO - significantly under performed
POT - crushed
EMR - beat
MCD - crushed

I may use KO as an occasional covered call play, but doubt that I'll ever hold it in my long term dividend portfolio.