Coca Cola Company (The) -- You Can Do Better Than Owning "Coke"!
Coca Cola (NYSE:KO) has not been a competitive leader within Dow 30 - Industrials composite Companies for a long time. It is on a Hold-Cash and 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." Today, I have moved it to a Sell
My previous articles on KO (just click) will provide you with the exact history of my Forecasting accuracy and much more.
My Performance please see the below table. I believe it accurately shares the rather tepid positive results by from my initial forecast and then making Investment Decisions. I hope you will see my point.
My management 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): 2.85%
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.
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.
Forecast w/ Performance:
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.
Note: The below Table is for your review, questions and perhaps thoughts. If you are seeking to "Invest Wisely" in my "Income & Growth - 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.
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 Strong Bearish Forecast - "Warning."
My Current Opinion is to HOLD-CASH 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.
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 $39. 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) !
- - -
A Twenty Year Perspective of Coca Cola Company
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 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), (NYSE:PEP), (NYSE:WWAV), (NYSE:CCE), (NASDAQ:MNST), (NYSE:DPS), (NYSE:FMX), (NYSE:COT).
For a Daily Input and Deeper View of my Work / Analytics you might want to Click, and scroll down to my "Thumb-Nail" articles:
Personal Blog. I post every day. Just Click - - > http://investingwisely-rotation.blogspot.mx/?spref=tw
If I can be of help with guidance and direction for your portfolio(s) just Email me. Serious Investors Only - Please!
Smile, Have Fun, "Investing Wisely,"
KO, PEP, WWAV, CCE, MNST, DPS, FMX, COT