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Colin Lea  

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  • Coca Cola: The Pause That Refreshes ... [View article]
    Great brand = great company = great stock. Thanks 'fiveoh'.

    Regards, Col
    Sep 4, 2013. 04:38 PM | Likes Like |Link to Comment
  • Coca Cola: The Pause That Refreshes ... [View article]
    Quality management and strong leadership underpins the long term sustainability of the brand. Thanks for raising 'CassandraSees' and appreciate the comments on management 'slam stocks', appreciate your perspective.

    Regards, Col
    Sep 4, 2013. 04:36 PM | Likes Like |Link to Comment
  • Coca Cola: The Pause That Refreshes ... [View article]
    Likewise I think that now is a good opportunity to accumulate and consolidate.

    Regards, Col
    Sep 4, 2013. 04:34 PM | 1 Like Like |Link to Comment
  • Coca Cola: The Pause That Refreshes ... [View article]
    KO is an exceptionally diversified brand, and will continue to develop and diversify to thrive, as 'slam stocks' comment below alludes to. One of the key product offerings of Coca Cola is bottled water - and two of the most prolific products you will find wherever you go in the world (including war zones and regional conflict zones) is Coca Cola and bottled water. But they are diversifying further in health drinks and snacks as well. Definitive a diversified brand, but not much as a one track pony as say Blackberry (previously Research In Motion).

    Great discussion point 'mdpath' and thanks for raising.

    Regards, Col
    Sep 4, 2013. 04:32 PM | 3 Likes Like |Link to Comment
  • What Next For Australian Resources? [View article]
    It's good to be back Bob, and I'm looking forward to covering some of the miners in more detail. I'm sure the BHP Bulls like yourself are accumulating while the price is good and the yield is better.

    Regards, Col
    Aug 27, 2013. 04:23 PM | Likes Like |Link to Comment
  • What Next For Australian Resources? [View article]
    Fortescue is always tricky to value and to be sceptical is a natural reaction. I am hoping that a deep dive of the latest results and forward forecasts will see what value is there, even if it is only for high risk tolerant investors with the capacity to weather volatility. A comparison to Atlas Iron Ore may be a useful 'apples to apples' comparison. Thanks for the feedback Caiman and glad you enjoyed the article.

    Regards, Col
    Aug 26, 2013. 11:30 PM | 1 Like Like |Link to Comment
  • What's A 25-Year Old To Do? (Introduction) [View instapost]
    Ended up here from your article's link. What Chowder said - Boring is good. Good luck with the investing Erik and I look forward to seeing future articles on your progress.

    Regards, Col
    Aug 25, 2013. 11:51 PM | Likes Like |Link to Comment
  • Medical Properties Trust Will Rise As It Proves Resilient In A Challenging Environment [View article]
    A well presented case on MPW Dane, backed by a few holders of conviction in the comments. Thanks for writing.

    Regards, Col
    Aug 12, 2013. 05:55 PM | Likes Like |Link to Comment
  • New Gold: A Value Investment Opportunity Offering Considerable Upside [View article]
    A rational look at what's happening with gold markets and opportunities trading well below value. The key aspect for many will be whether the current downward pressures on price have bottomed, or have further to go. Regardless this is a good independent analytical piece with a strategic look forward for investors looking to buy in this space. Thanks for writing Caimain.

    Regards, Col
    Aug 8, 2013. 06:33 PM | 1 Like Like |Link to Comment
  • Farewell For Now Seeking Alpha [View article]
    A great insight for those who might be thinking of joining the fray in the SA community - excellent article Sean. Thanks for writing and also for penning this final piece (for now). Congratulations and best of luck for the future.

    Regards, Col
    Jul 22, 2013. 09:29 PM | 2 Likes Like |Link to Comment
  • Get A 6.63% Yield On New York's Largest Office Buildings [View article]
    Interesting article Kraken, nice to see something a little different. Thanks for writing. Regards, Col
    Jul 22, 2013. 05:04 AM | 1 Like Like |Link to Comment
  • Westpac Is Overvalued By Around 30% Making It A Solid Short Candidate [View article]
    A globally unique policy, the committed liquidity facility is prudent planning by the RBA to ensure the viability of the Australian banking sector is maintained, underpinned by the robust regulation of the industry by APRA which is viewed favourably by the international finance sector. It also demonstrates forward strategic planning to ensure that it doesn't have to make up policy or develop solutions on the fly like the Fed during the GFC. Thanks for the link to the article Igor, it adds further dimension to Caiman's detailed analysis of the challenges facing Australian banks.

    On the property side, my personal impression is that there has been a recent cooling of price in the Australian market; this is driven by concerns over longer term performance of the resources sector and slowing growth in China, but also partly due to the usual pull back by investors in the lead up to a federal election (new date TBI). Whether the cooling off is enduring or not will remain to be seen, but growth won't be driven anymore by cashed up miners (the workers not the corporate's).

    Thanks for writing such a detailed analysis of the sector Caiman; your articles and the subsequent discussion in comment threads are always a pleasure to read, and demonstrate to Seeking Alpha's editors that analysis of issues beyond the borders of the continental United States are appreciated by readers.

    Salud, Col
    Jul 4, 2013. 04:27 PM | 1 Like Like |Link to Comment
  • Alan Abelson Died: Lives On Through A Generation He Defined [View article]
    A wonderfully reflective article on Alan Abelson, a pleasure to read and thanks for taking the time to pen James. I particularly liked the section on Jim Rogers and your suggestion to repay acts of kindness forward - the smallest actions can reap the biggest rewards.

    Regards, Col
    May 13, 2013. 05:43 PM | 1 Like Like |Link to Comment
  • Analyzing Why BHP Billiton's American Depositary Receipts Trade At Different Prices [View article]
    Excellent article Caiman which addresses the questions raised by investors and readers on Seeking Alpha whenever the BHP / BBL comparison is raised. Thanks for the link to the earlier piece on BHP, and it will be interesting to see how the company progresses its' strategy with Klopper's departure.

    Salud, Col
    Apr 29, 2013. 07:02 PM | Likes Like |Link to Comment
  • BHP Billiton: A Better Value Proposition Over Vale [View article]
    Interesting points you raise 'TDWelander' and you are right, the complexity of these issues are the very reason accountants and financial planners are required to answer these issues in detail. I'm currently traveling overseas and not in a position to follow up in detail, but I will consider these points for future articles. Thank you for your comments.

    Regards, Col
    Jan 28, 2013. 02:34 AM | Likes Like |Link to Comment