Coca Cola Company (The) (NYSE:KO) -- Semi-Monthly Update
Coca Cola has NOT been a leader within Dow 30 - Industrials composite Companies for about nine months. It is on a Strong Hold but my Fundamental and Technical Indicators are continuing breaking down. Recently I said: "Coke is down and looking anemic since May. The recent 10%+ Pull-Back (Peak to Trough) has partially recovered but at today's price it remains vulnerable to further downside! It's doing Ok, but just Ok is never good enough for me."
My previous articles on KO (just click) will provide you with the exact history of my Forecasting accuracy and much more.
Performance (my 5-Year Table) for Income Allocation Model Portfolios is available by clicking: Income Performance. I believe it accurately shares the rather positive results by first Forecasting and then making Investment Decisions. I hope you will agree.
I completed my weekly study of all my High Profile Consumer / Beverage - Soft Drink Companies. This is a study that is of particular interest to me because I have spent so much time and experience in the study of Companies like (KO). Working with these fine companies is a pleasure.
My objective is to identify changing trends for my Forecasting Analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group.
A Special Note for Seniors & Retired Investors - Dividend Yield for (KO): 2.77 %
I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission. Let me know when I can offer you support. Perhaps reading my support article will be of interest. Just Click - - > http://seekingalpha.com/instablog/121308-steven-bauer/2101922-income-investing-seniors-retirees-and-conservative-investors-deserve-better-service-as-well-as-profitable-direction-and-guidance
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My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.
Note: The Difference Between You and the Pros: Clearly you should be profitable and making money by owning Coke. Via my Emails, I have found that many Investors are struggling with other securities they are holding. I have offered direction to hundreds of Investors and can share with you why you are perhaps holding losing securities and provide a conservative and low risk remedy.
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Forecast, Opinion & Results -- from my 50+ Years of Work / Analytics:
Coca Cola Company (The) and other Consumer Staples Sector Companies are tracking well but not well enough. Up until the last six months or so my Forecasts have been near perfect and I am now loosing my Bullish enthusiasm. We will soon see if Coke should be Sold.
Forecast w/ Performance:
Note: The below Table is for your review, questions and perhaps thoughts. If you are seeking to "Invest Wisely" in my "Income - Asset Allocation Model" - - please Email me to open a dialog on how I go about providing super performance with a very low threshold of Risk.
Coca Cola Company (The) (KO)
Forecasted Bullish "Alerts"
Ascending - BUT - Topping. Read this Twice !
Profits all began with (KO) in June 2009 and other than the above remarks has produced an annualized profit - over the past few years of about +20%. (that's per year - not including dividends).
It is currently giving -- both Fundamental and Technical - - Bearish "Warnings" that if ignored will be costly.
Forecast Bullish "Alert" -- Initiated:
June, 2009 @ $20.00
Performance to Date: +95%
Click on the Green Arrow to read my Archive of my most recent and past Articles, on Coca Cola Company - - including my on going Forecasts and Opinions.
You might want to have a long look at the below 20 year chart and decide if you want to HOLD through another one plus year pull back and two years of peak to trough to peak again. This is a clue as to what I suggest you have in perspective when owning any Company or ETF.
Thanks for your interest in my Forecasts - work / analytics . . .
If you own or are considering owning Beverage Companies, the securities have definitely become a mixed bag of most the not so good. I have placed it on my Initial Bearish Forecast - "Warning."
My Current Opinion is to HOLD in anticipation of taking profits.
Fundamentally - ( weighting - - 40% ): My Analytics (weighting) for my Fundamental Valuation play a vital role in profitable managing money. At this time my Valuations of (KO) are not as positive as perhaps you are being told by other sources. Plainly stated they are Improving and look quite positive. This alone does not make for a positive Fundamental Valuation of any Company.
Technically - ( weighting - - 35% ): Even with this fine Company, my Indicators are notably breaking down. It is only currently slightly off its highs of $43 selling for $40. The October rally is one that is tell a compelling story as to the longer-term future direction of the price of (KO). That is not an indication of a profitable future.
Consensus Opinion - ( weighting - - 25% ): My third pillar of Research is one that is ALWAYS distorted to the Positive by most all financial analysts. That's because they are afraid of being Bearish. I Am NOT! My articles on "Reality" are supportive of the below 20 year Chart.
I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for (KO) !
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A Twenty Year Perspective of Coca Cola Company (The) (KO)
It has NOT always been like you are being told by so many who do not take the time to "Investing Wisely" and doing their homework well. Coca Cola Company (The) (KO) has taken some big hits over the years.
URL for (20-years of -(KO): http://stockcharts.com/h-sc/ui?s=KO&p=W&yr=20&mn=0&dy=0&id=p16436481460&a=312039537
Here are a number of the Component Companies / Peers in the Beverage Industry Group that I focus on rather frequently: KO, PEP, WWAV, CCE, MNST, DPS, FMX, COT.
If I can be of help just Email me. Serious Investors Only - Please!
Should you wish to read my latest article on the following Companies and ETFs - - Just Click on the Symbol. You will be taken (Linked) to my most current article as well at my last 20 articles on that Company or ETF. (It is an excellent way to gain insight into the accuracy of my Forecasts and Opinions).
I hope you will find my "stuff" very well worth your Time and very Accurate.
Thanks. . .
Smile, Have Fun, "Investing Wisely,"