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Steven Bauer
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My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula... More
My blog:
Investing Wisely
  • Coca Cola Company (The) -- You Can Do Better Than Owning “Coke” 0 comments
    Feb 15, 2014 11:39 AM | about stocks: KO, PEP, WWAV, CCE, MNST, DPS, FMX, COT

    Coca Cola Company (The) -- You Can Do Better Than Owning "Coke"

    Coca Cola Company 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 previously written articles on KO (just click) provide you the history of my forecasting, its accuracy and support for my performance. For over 50 years my management objective is to identify changing trends for my forecasting analytics. I simple want to have current notes to quickly refer to on the anticipated direction of this company and its industry peers.

    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 (NYSE: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/ 5 Year Performance:

    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.

    (click to enlarge)

    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 waiting for a better time to "Invest Wisely."

    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):


    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 - - >

    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,"

    Dr. Steve


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