Comments on: Stock Analysis: The Coca-Cola Company (KO) An Excellent Value http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/ Dividend Investing & Value Investing For A Superior Portfolio Fri, 19 Mar 2010 01:44:04 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Dividends4Life http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/comment-page-1/#comment-2675 Dividends4Life Thu, 23 Oct 2008 23:31:00 +0000 http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/#comment-2675 Anon: You may be on to something. I read earlier that a lot of the downward pressure is coming from hedge funds. The only way they can raise cash is to sell.<br/><br/>Best Wishes,<br/>D4L Anon: You may be on to something. I read earlier that a lot of the downward pressure is coming from hedge funds. The only way they can raise cash is to sell.

Best Wishes,
D4L

]]> By: Anonymous http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/comment-page-1/#comment-2673 Anonymous Thu, 23 Oct 2008 19:22:00 +0000 http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/#comment-2673 Why did the bottom fall out of KO today? Liquidation by Mutual Fund mangers that need to raise cash for redemptions? Why did the bottom fall out of KO today? Liquidation by Mutual Fund mangers that need to raise cash for redemptions?

]]> By: Dividends4Life http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/comment-page-1/#comment-2670 Dividends4Life Wed, 22 Oct 2008 23:54:00 +0000 http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/#comment-2670 Jae: Yes, I always consider value and the entry point. As noted above, I look at 4 value calculations:<br/><br/> 1. Avg. High Yield Price<br/> 2. 20-Year DCF Price<br/> 3. Avg. P/E Price<br/> 4. Graham Number<br/><br/>It was was fairly valued compared to 1. and 3. The DCF I calculated was $36.04 vs. a closing price of $44.20. The Graham Number I calculated was $20.81.<br/><br/>Best Wishes,<br/>D4L Jae: Yes, I always consider value and the entry point. As noted above, I look at 4 value calculations:

1. Avg. High Yield Price
2. 20-Year DCF Price
3. Avg. P/E Price
4. Graham Number

It was was fairly valued compared to 1. and 3. The DCF I calculated was $36.04 vs. a closing price of $44.20. The Graham Number I calculated was $20.81.

Best Wishes,
D4L

]]> By: Jae Jun http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/comment-page-1/#comment-2669 Jae Jun Wed, 22 Oct 2008 23:01:00 +0000 http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/#comment-2669 I really like KO from a dividend point of view but in terms of value I just cant bring myself to buy it. Maybe my problem is trying to get the best of both worlds. Is this something you've considered yourself when it comes to div investing? I really like KO from a dividend point of view but in terms of value I just cant bring myself to buy it. Maybe my problem is trying to get the best of both worlds. Is this something you’ve considered yourself when it comes to div investing?

]]> By: Nurseb911 http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/comment-page-1/#comment-2667 Nurseb911 Wed, 22 Oct 2008 12:53:00 +0000 http://dividendsvalue.com/1447/stock-analysis-the-coca-cola-company-ko-an-excellent-value/#comment-2667 I'm in the process of writing a post comparing KO & PEP and one thing I've noticed right off the bat is the distance in margins (both gross & profit) between the two companies. Despite higher sales, higher dividend growth and higher book value growth for PEP, KO is kicking them in the teeth when it comes to margins. Their profit margins alone have historically been 50% higher than PEP.<br/><br/>That's not the sole reason why I own KO vs. PEP, but I think KO does one thing very well and possesses Enduring Value over its competitors.<br/><br/>Good analysis as always D4L! I'm in the process of writing a post comparing KO & PEP and one thing I've noticed right off the bat is the distance in margins (both gross & profit) between the two companies. Despite higher sales, higher dividend growth and higher book value growth for PEP, KO is kicking them in the teeth when it comes to margins. Their profit margins alone have historically been 50% higher than PEP.

That's not the sole reason why I own KO vs. PEP, but I think KO does one thing very well and possesses Enduring Value over its competitors.

Good analysis as always D4L!

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