Comments on: Progress Update – March 2009 * http://dividendsvalue.com/2722/progress-update-march-2009/ Dividend Investing & Value Investing For A Superior Portfolio Mon, 11 Apr 2011 13:45:49 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: KJ http://dividendsvalue.com/2722/progress-update-march-2009/comment-page-1/#comment-4056 KJ Sat, 04 Apr 2009 18:22:41 +0000 http://dividendsvalue.com/?p=2722#comment-4056 Great Thanks D4L, I was wondering if I was missing something there. I have to look for KO trading at a discount :) Great Thanks D4L,

I was wondering if I was missing something there. I have to look for KO trading at a discount :)

]]> By: Dividends4Life http://dividendsvalue.com/2722/progress-update-march-2009/comment-page-1/#comment-4055 Dividends4Life Sat, 04 Apr 2009 17:18:41 +0000 http://dividendsvalue.com/?p=2722#comment-4055 KJ: I chose KO over PEP based on valuation and allocation. At the time I purchased KO I held more PEP and needed to increase my position in KO. I purchased KO back on March 11th when it was trading 13.3% lower than where it is at today (PEP is up 11.1% over the same period). KO tends to drift into an "overvalued" state more often than PEP, so when it is undervalued, it is the time to buy. If I were buying today, it would be PEP. KO is back in an overvalued state again while PEP is trading at a discount. Best Wishes, D4L KJ: I chose KO over PEP based on valuation and allocation. At the time I purchased KO I held more PEP and needed to increase my position in KO. I purchased KO back on March 11th when it was trading 13.3% lower than where it is at today (PEP is up 11.1% over the same period).

KO tends to drift into an “overvalued” state more often than PEP, so when it is undervalued, it is the time to buy. If I were buying today, it would be PEP. KO is back in an overvalued state again while PEP is trading at a discount.

Best Wishes,
D4L

]]> By: KJ http://dividendsvalue.com/2722/progress-update-march-2009/comment-page-1/#comment-4051 KJ Sat, 04 Apr 2009 15:17:44 +0000 http://dividendsvalue.com/?p=2722#comment-4051 Hi D4L I see you purchased more Coke (KO). Why did you choose KO over Pepsi? On a pure technical basis, the MMA Diff using the (price appreciate = Dividend Growth) shows that Pepsi is much better. Pepsi has a Calc Div. Growth of 13.9% compared to Coke's 10.5% This makes up for the small difference in yield. Finally given the nearly same and flat Payout ratio in both companies, and Pepsi's higher EPS and revenue, I thought Pepsi would be the better of the two. What are you considering that I am not? Hi D4L

I see you purchased more Coke (KO). Why did you choose KO over Pepsi? On a pure technical basis, the MMA Diff using the (price appreciate = Dividend Growth) shows that Pepsi is much better. Pepsi has a Calc Div. Growth of 13.9% compared to Coke’s 10.5% This makes up for the small difference in yield. Finally given the nearly same and flat Payout ratio in both companies, and Pepsi’s higher EPS and revenue, I thought Pepsi would be the better of the two.

What are you considering that I am not?

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