One of the best value investors that I follow is Donald Yacktman.  I appreciate the way that he looks at risk-adjusted returns and takes a truly long-term perspective with only about 7% turnover, which is exceptionally low for a mutual fund.  Right now he is finding the most value in large consumer staples companies such...Read More

Here is Tim Travis’ research report on The Coca-Cola Company (KO) on Oct 2nd 2012.   http://seekingalpha.com/article/900171-manufacturing-a-better-entry-price-into-coca-colaRead More

Below is a link to our most recent article on Coca-Cola (KO). This is truly one of the best businesses around and the company’s competitive advantages are still incredibly strong. While it is difficult to get into the stock at an obvious bargain price, the strategy outlined is the type of thing that we do...Read More

Coca-Cola (KO) announced on Monday that it is organizing its operations around three divisions starting January 1st.  The 3 divisions are Coca-Cola Americas, Coca-Cola Eurasia and Africa, and the Bottling Investment Group.  I believe this is a very smart decision for Coca-Cola to avoid complexity and to attempt to minimize SG&A expenses.  I believe that...Read More

According to the Wall Street Journal Coca-Cola Co. (KO) is evaluating an $11 billion plus acquisition of Monster Beverage Corp. (MNST).  At over 30 times earnings I think this acquisition is not a good idea of Coca Cola.  While I’m sure Coke could increase Monster’s sales through improved distribution, this is too large of an...Read More

Coca-Cola (KO) came out with really impressive earnings today as higher prices and volume resulted in strong growth.  Coca-Cola’s leadership has been exceptional in a very difficult economic environment and their beverages business has really been eating Pepsi’s lunch.  No company matches Coca-Cola when it comes to an international presence and their are still attractive...Read More