Palantir Posted June 17, 2014 Share Posted June 17, 2014 I thought the cans were purchased by bottlers and KO just sold syrup? Link to comment Share on other sites More sharing options...
Liberty Posted June 17, 2014 Share Posted June 17, 2014 I thought the cans were purchased by bottlers and KO just sold syrup? Very possible. I don't think it matters. It's obvious that he's just theorizing and that he didn't look super deep into it. Doesn't mean 3G couldn't cut costs by a lot like they did everywhere they went. Link to comment Share on other sites More sharing options...
peter1234 Posted June 18, 2014 Share Posted June 18, 2014 Warren Buffett: Absolutely no chance of taking Coca-Cola private http://www.cnbc.com/id/101762390?trknav=homestack:topnews:2 LOL no kidding. David Winters is making a fool of himself. Truth. He does get a lot of free press coverage out of it. ;D Link to comment Share on other sites More sharing options...
stahleyp Posted June 18, 2014 Share Posted June 18, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. Link to comment Share on other sites More sharing options...
Kraven Posted June 18, 2014 Share Posted June 18, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. 15 years is nothing. It will take at least another 50 years before you can determine whether it has been a good investment or not. Please put an alert on your calendar to update this post on June 18, 2064. Link to comment Share on other sites More sharing options...
stahleyp Posted June 18, 2014 Share Posted June 18, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. 15 years is nothing. It will take at least another 50 years before you can determine whether it has been a good investment or not. Please put an alert on your calendar to update this post on June 18, 2064. hahaha. I tried to do that in Google Calender but it only let me go out to 2050! :( Link to comment Share on other sites More sharing options...
Liberty Posted June 18, 2014 Share Posted June 18, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. That's exactly why Buffett might be open to having someone like 3G shake things up. No idea if it'll happen, but if it can be done, I think it would create a lot of value. Link to comment Share on other sites More sharing options...
Liberty Posted June 19, 2014 Share Posted June 19, 2014 Follow up on the previous post speculating about KO merging with AB: http://brooklyninvestor.blogspot.ca/2014/06/is-coke-undermanaged.html Link to comment Share on other sites More sharing options...
siddharth18 Posted July 31, 2014 Share Posted July 31, 2014 http://www.theonion.com/articles/how-cocacola-can-improve-sales,36575/ Link to comment Share on other sites More sharing options...
rpadebet Posted October 21, 2014 Share Posted October 21, 2014 WEB having a bad earnings quarter. TSCO, IBM and KO today :), but BRK still up :o Link to comment Share on other sites More sharing options...
yadayada Posted October 21, 2014 Share Posted October 21, 2014 Growing sales of product by no longer telling consumers to share a Coke, but instead, to buy one of their own Link to comment Share on other sites More sharing options...
Fat Pitch Posted October 21, 2014 Share Posted October 21, 2014 WEB having a bad earnings quarter. TSCO, IBM and KO today :), but BRK still up :o BNSF, insurance and utilities are the workhorse of BRK. Everything else is noise. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted October 21, 2014 Share Posted October 21, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. The 10 year chart looks like KO is crushing the S&P 500. http://finance.yahoo.com/echarts?s=KO+Interactive#%7B%22range%22%3A%2210y%22%2C%22scale%22%3A%22linear%22%2C%22comparisons%22%3A%7B%22SPY%22%3A%7B%22color%22%3A%22%23cc0000%22%2C%22weight%22%3A1%7D%7D%7D Link to comment Share on other sites More sharing options...
Liberty Posted October 21, 2014 Share Posted October 21, 2014 And that doesn't include dividends. Link to comment Share on other sites More sharing options...
rkbabang Posted October 22, 2014 Share Posted October 22, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. The 10 year chart looks like KO is crushing the S&P 500. http://finance.yahoo.com/echarts?s=KO+Interactive#%7B%22range%22%3A%2210y%22%2C%22scale%22%3A%22linear%22%2C%22comparisons%22%3A%7B%22SPY%22%3A%7B%22color%22%3A%22%23cc0000%22%2C%22weight%22%3A1%7D%7D%7D But the 5 year chart shows the opposite. http://finance.yahoo.com/echarts?s=KO+Interactive#%7B%22range%22%3A%225y%22%2C%22scale%22%3A%22linear%22%2C%22comparisons%22%3A%7B%22SPY%22%3A%7B%22color%22%3A%22%23cc0000%22%2C%22weight%22%3A1%7D%7D%7D Link to comment Share on other sites More sharing options...
ERICOPOLY Posted October 22, 2014 Share Posted October 22, 2014 I think most of us know that KO hasn't been a good investment in quite a while. I looked at it again today...and man, it's pretty terrible. It's trailed "beverage - soft drinks" over the past 1, 3, 5, 10 and 15 years by -.85%, -.84%, -2.03%, -1.58%, and -2.69%. It's trailed the S&P 500 over the same periods, -17.52%, -7.31%, -4.96%, -1%, -1.33%. Ouch. The 10 year chart looks like KO is crushing the S&P 500. http://finance.yahoo.com/echarts?s=KO+Interactive#%7B%22range%22%3A%2210y%22%2C%22scale%22%3A%22linear%22%2C%22comparisons%22%3A%7B%22SPY%22%3A%7B%22color%22%3A%22%23cc0000%22%2C%22weight%22%3A1%7D%7D%7D But the 5 year chart shows the opposite. http://finance.yahoo.com/echarts?s=KO+Interactive#%7B%22range%22%3A%225y%22%2C%22scale%22%3A%22linear%22%2C%22comparisons%22%3A%7B%22SPY%22%3A%7B%22color%22%3A%22%23cc0000%22%2C%22weight%22%3A1%7D%7D%7D I know it does. I was merely correcting an error made in the post that claimed it had underperformed the S&P500 over 10 years. Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 29, 2014 Share Posted October 29, 2014 Possibility of Coke LBO, by Buffett & 3G http://www.cnbc.com/id/102132958?trknav=homestack:topnews:4 Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 31, 2014 Share Posted October 31, 2014 Wintergreen Advisers Poses Twelve Urgent Questions for Coca‐Cola http://www.wintergreenfund.com/downloads/Wintergreen-CocaCola-PR-20141020.pdf Link to comment Share on other sites More sharing options...
ERICOPOLY Posted December 3, 2014 Share Posted December 3, 2014 Just awesome! http://money.cnn.com/2014/12/03/news/companies/coke-milk-ads-sexist/index.html?iid=HP_LN Link to comment Share on other sites More sharing options...
peter1234 Posted December 3, 2014 Share Posted December 3, 2014 Coke Milk ??? Link to comment Share on other sites More sharing options...
KinAlberta Posted February 13, 2015 Share Posted February 13, 2015 Wintergreen Advisers Poses Twelve Urgent Questions for Coca‐Cola http://www.wintergreenfund.com/downloads/Wintergreen-CocaCola-PR-20141020.pdf I've followed Winters for years and can't recall him being so aggressive. In any past videos he was very mild mannered - so the "publicity seeking" accusations seem to me to incredibly ignorant. (Am I wrong on this?) Anyway, so in viewing the video, this now seems to be getting very interesting. The video gets quite interesting at the end. (I wonder if it's just a major screw up on Coke's part or deliberate, or just business as usual.) Most importantly, the way this has come to light highlights the need for small investors to be very wary of executive compensation share issuance provisions that are buried in documents. Coke hiding secret shares? Feb. 06, 2015 - 7:12 - Wintergreen Advisers CEO David Winters argues Coke is hiding secret bonus shares in their public statements. http://video.foxbusiness.com/v/4036136305001/coke-hiding-secret-shares-/?#sp=show-clips Institutional Investor David Winters Accuses Coke of Illegality Posted By: Mark MelinPosted date: February 06, 2015 "Wintergreen called on Coca-Cola to immediately claw back any secret bonus shares that have been granted and to pledge that none will be issued in the future. Wintergreen also requested the resignation of all board members, management and consultants or advisers who assisted in the 2014 Equity Plan debacle." "...One area in which we believe the Board failed utterly to protect shareholders’ interests is the introduction of secret “bonus shares.” Although Coca-Cola’s 2014 Proxy Statement contained only one ambiguous reference to these secret bonus shares, under the 2014 Equity Compensation Plan, Coca-Cola’s Compensation Committee may award secret unrestricted bonus shares that are not tied to any performance goals. We believe:..." "...In fact, the only reference to secret bonus shares in the 2014 Proxy Statement appears on page 87, when discussing the types of awards that may be granted under the plan: “…other stock-based awards, in the discretion of the Compensation Committee, including unrestricted stock grants.” [Emphasis ours]. It is far from clear to us what the term “unrestricted” means in this context. We think a shareholder could closely read the 2014 Proxy Statement and still not realize that the Compensation Committee could award secret bonus shares. In fact, shareholders would have to venture all the way to page 14 of the 2014 Equity Plan Agreement itself to fully appreciate the vast discretion afforded to the Board under the 2014 Equity Plan. " http://www.valuewalk.com/2015/02/institutional-investor-david-winters-accuses-coke-illegality/ Link to comment Share on other sites More sharing options...
petey2720 Posted February 14, 2015 Share Posted February 14, 2015 http://www.golfchannel.com/news/golf-central-blog/peter-lawrie-breaking-soft-drink-addiction-broke-my-game/ This gave me a laugh. Link to comment Share on other sites More sharing options...
rb Posted February 27, 2015 Share Posted February 27, 2015 Coke raises dividend by 8.2% to 33 cents. Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 19, 2015 Share Posted March 19, 2015 What Is Coke CEO’s Solution for Lost Fizz? More Soda Despite changing consumer tastes, Muhtar Kent pushes strategy to sell more cola http://www.wsj.com/articles/what-is-coke-ceos-solution-for-lost-fizz-more-soda-1426727708 Link to comment Share on other sites More sharing options...
HWWProject Posted September 7, 2015 Share Posted September 7, 2015 I've been reading Coca-Cola's annual reports from the 1980's, trying to see what Warren Buffett found so compelling that he placed nearly 25% of Berkshire Hathaway's net worth into the stock. The 1988 report is particularly eye opening and fun to read. I've posted it at the link below, for any Buffett/Coke history buffs: http://healthywealthywiseproject.com/2015/09/what-did-warren-buffett-see-in-coca-colas-1988-annual-report/ (hopeful the pdf viewer will work with your web browser) I can't think of a current company which is better positioned for profits than Coke was in the late '80's. Link to comment Share on other sites More sharing options...
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