If something is cooking here, and now some people are saying a buyout of Coke by major players. It might seem that the new adjusted price hike to 90 is something that might hold some water. When you start doing cost cutting at a fast pace you let the sharks loose as they smell a potential takeover or buyout of a firm needing help big time. Holding at this time.
Although I do like the moves that they did with GMCR and Monster. I expect to see increases in buybacks, cost cutting measures, and other M/A's. Float will shrink big time. I would like them to purchase water companies as blue gold will be a major factor in the years to come.
I remember when they all laughed about CMG and their burritos. Same thing with NFLX so, I guess, the analyst's crystal balls were a little cloudy then. Do your research and put your money on the best of the breed.
I'm wondering if there will be an M/A or some new news. I like the coke news on the slurpee as it could be a winner. I think the market is reacting to these purchases.
It is not surprising that the growth of the soda industry is slowing down. With the first warning shot by Mr. Bloomberg, it should have resounded in the hearts of KO's executives that it must begin to strategize that the future might not be sodas any longer. In fact, Mexico's proposed tax in the sugary drinks should be blarring sign that KO need to redirect this stalwart defensive and consistently paying dividend company into another category marked: other than sodas. It is my opinion that if Mexico gives in,others will follow in the South American sector. What we are talking about here is KO's growth model. Sure China and India are new areas of interest but I hate to think of what will happen to KO when they are heavily invested in sugary drinks and do not equally pursue something like water or TEA. The game is ripe to move into this sector aggressively.For example, Starbucks has begun to open their tea portfolio, and I have no doubt that somewhere in ATL: KO executives are smirking. KO should take a large bite out of this by either acquiring or developing areas of growth. KO has the distribution channels. Let's not get KO, TKO'd. Pun intended.
Mr. Buffet was right that we should ask the question, "how did we fail?" I hope for KO's sake that this answer does not come too late. Fuse, KO's small tea market segment should be broadly developed and be given the marketing campaign as their other leading brands.
I am long on KO and enjoy my KO zero as well as my Fuse tea weekly.
M&A are certainly a possibility in any field; however, as you do not give any facts regarding how this will happen it therefore is a wish.
I do like the fact that PEP has gone with Frito Lay to diversify their exposure to downtrends in the beverage sector. And as much as I would like to see KO M&A with other companies with a cash buyout or leveraging of stock, their distribution channels are second to none. Let us not even forget their brand recognition.
A plausible idea would be that they might look at the coffee segment to add to their diversification which includes, soda's, tea's, H20, and, of course, OJ. I personally like Doritos with my Coke Zero but hey you can't have it all or can we? lol. I "wish" to see a KO recycling program with their vending machines or MP3's to boot! Yes, we can wish. Are you reading this R&D :-)
Keep the faith as we hope to see dividend increases in a solid defensive stock..
Same here. KO's brand recognition is second to none. As a pure beverage play, it has and will be around for some time. PEP has now left the arena as a pure beverage play with its Frito lay and other consumer snack goods. Both are outstanding companies battling it out by investing heavily in foreign markets and new product development. I can see why The Street is keen on KO.
I like KO's response to health issues by moving more into flavored water areas, and investing in orange groves in Florida for their orange juice sector amongst other things. Yes, we are still effected by commodity prices but you have to remember that a company such as KO or PEP do not just haphazardly survive but have long term strategic plans. As Mr. Buffet says, best way to learn is from mistakes is to explore what made a company fail.
Overall, both companies are prospering and will continue to do so. Even more so, there is room to grow in this area. Just ask the folks at Soda, Starbucks, and Dr. Pepper. I am long on KO and I prefer to drink Coke Zero as my favorite soda beverage. I like the fact that I can take my soda with me and pick up one anywhere I go. Unlike Soda where I have prepare my drink just to save a few pennies. Makes me think of those off brand sodas at the supermarket that try to be like KO or PEP but fall short on the taste quality of both beverages.
Let's see, I can still buy cigarette's in NYC without a ban, you probably can still get clean needles to inject yourself in NYC and get condoms to have intercourse etc, etc.....
But oh no, you get busted for having a big gulp of soda!
Mr. Bloomberg if you are so worried about our health then do blanket ban of everything in the city including being poor and give out quality food to the needy.
Starting to see ads pop on facebook.
Let's not forget the rumor mill on BIDU connection into China.
Hold on and see what happens.
Sorry you had so much trouble. I got mine to work fast and bought another plus for traveling. My brother didn't know if I was on MJ+ the other day as the line was working fine.
Racking up the savings on my minutes on cell phone.
by using MJ+ for 20 bucks a year and ported my old ATT # also.
Nice deal savings over 400 per year by switching to MJ+
Can't wait for the updated model.
NPB: Non paid blogger
Right I have been with both stocks since the IPO. Question will always be asked and it's legit to ask. Maybe on the shares but look for people to start valuing the stock now 400 compared to 117.
Too many shares I suppose.
Turtle and Rabbit. Same race different speeds. I look forward to the next decade with NFC tech being the non cash way to purchase and sell things.