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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
    May 31, 2014 11:31 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.

    $40. - $42. is going to be tough to beat. That remark has been clear for over a month.

    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.

    Look at the Profits for Coke - Over the Years

    It is simple, all Companies Cycle from "Favorable" to "Un-Favorable" and in between, they are "Also Rans." This horse-racing metaphor is the best guidance I have to explain how to know the Good / Bad and the Ugly for all securities on the planet.

    Coca Cola - has: a) UP in 20 years - - BUT - - (study the peak to peak and trough to trough); b) is UP over 100% in Favorable time-frames; is DOWN over 50% in Un-Favorable time-frames; and c) has spent years as an "Also-Ran." The Company - has: a) gone Up in 20 years (study the peak to peak and trough to trough); b) is UP over 100% in Favorable time-frames; is DOWN over 50% in Un-Favorable time-frames; and c) has spent years as an "Also-Ran." What a Waste of time and money during "Un-Favorable and Also-Ran time frames - don't you think?

    The Company like so many others has taken some big hits over the years!

    Have a long look at this Chart, it tells you a story about how to make and preserve your profits. Click on KO. It is not hard to understand how Bear Markets can cause financial set-backs for years and in many cases those set-backs are never recovered. I have over 50 years of successfully doing what I call "preventative maintenance."

    Make just a 5 - 10 minute Study of this chart and the others I provide in similar articles you will be convinced that "Being Selective" with the "What" and the "When" of investing your money you will become a very profitable Investor. It is my clear answer to being a Consistently Profitable for my Clients. If you are not "convinced" - - then - - stay with your mutual funds and remain an Investor willing to accept Up and Down performance similar to this Company over the coming years. I suggest that - You deserve Better . . .

    ( Please go-to my Wednesday - Thumb-Nail - for my articles on ""Sectors." )

    You can do better / have it all and I can teach you how !

    More Support for My Dow 30 Forecasting Accuracy

    The following article supports my Methodology of "Investing Wisely" and with superior and consistent annual profits. Just Click.

    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): 2.98%

    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 $42. 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) !

    Selectivity

    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).

    Note: Should you have interest in my professional guidance and direction for your Portfolios, please Email Me with your questions or thoughts: senorstevedrmx@yahoo.com.

    For Daily Updates and a Deeper View into my work / Analytics, you might want to Click and Scroll Down to my "Thumb-Nail" Articles within my personal blog.

    Please spend some time reading my articles for a perspective of their and also viewing my Bio before making inquiries. Sharing a bit about yourself and your financial and needs, goals and objectives would be appreciated.

    A relationship between You and Your Asset Manager must be a "Win / Win" affair. You get the Performance and the Education and I get paid for my Analytics / Work and Experience.

    Smile, Have Fun, "Investing Wisely,"

    Dr. Steve

    KO, PEP, WWAV, CCE, MNST, DPS, FMX, COT

    Stocks: KO, PEP, WWAV, CCE, MNST, DPS, FMX, COT
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