05-06-2015, 11:34 PM
Paul, those are nice picks and fair values right now also. Possible core positions that will bring many smiles 20 years from now and beyond.
I was reading KO's financials the other day and noticed something in the notes that referred to a recent non-cash charge. I think my mental calculations brought the ttm P/E down to the 20 range which is probably a fair value for KO right now. Don't remember which report it was.
I was reading KO's financials the other day and noticed something in the notes that referred to a recent non-cash charge. I think my mental calculations brought the ttm P/E down to the 20 range which is probably a fair value for KO right now. Don't remember which report it was.

