Comments on Dividends4Life: Stock Analysis: The Coca-Cola Company (KO) An Exc...

Anon: You may be on to something. I read earlier t...

2008-10-23T18:31:00.000-05:00

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

Why did the bottom fall out of KO today? Liquidati...

2008-10-23T14:22:00.000-05:00

Why did the bottom fall out of KO today? Liquidation by Mutual Fund mangers that need to raise cash for redemptions?

Jae: Yes, I always consider value and the entry po...

2008-10-22T18:54:00.000-05:00

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

I really like KO from a dividend point of view but...

2008-10-22T18:01:00.000-05:00

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'm in the process of writing a post comparing...

2008-10-22T07:53:00.000-05:00

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