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Back in 1988, Wall Street was embroiled in intense debate surrounding a company with which we are all deeply familiar, The Coca-Cola Company.Back then, many analysts were skeptical. They saw Coca-Cola...
$Coca Cola(KO.US) is forming a weekly base. I wonder why Coca-Cola out of all the names with this look. Do they drink Coke at Data centers? If $Caterpillar(CAT.US) is a DC play, then $Coca Cola(KO.US) and $Starbucks(SBUX.US) should be as well.
PT1: 90The growth to value rotation is becoming one of the most fascinating things in the market when you really read how fund managers are discussing it.
I'm going through $Deere(DE.US) Deere Q1 earnings. It's seen as an industrial part of the stock market. Sales are up 13% YoY. Net income is down 25% YoY. Operating profit is down 59% YoY.This stock trades at 35x earnings and is up 42% YTD.One fund manager who owns it from Gamco Investors:"It is important to note that companies like Deere make 'things,' tangible items that cannot be disintermediated by AI."Really? That's why you're paying 35x earnings for a company with declining EPS growth? Because they make 'THINGS' that are physical?$Deere(DE.US) is a great company and deserves a multiple but we are at the stage of this market where there is so much concern over AI commoditizing everything that now fund managers are plowing into companies that make physical things for the sake of not being in a sector that AI can replace.I think eventually this market wakes up and says that paying that much for negative growth does not make sense, AI is not going to destroy every sector alive, and worst case -- if AI is actually eating the world, then $NVIDIA(NVDA.US) should be much, much higher than now because all of that demand will come right back to the epicenter of AI. Verizon, Coke, Deere...all being preferred for negative/low growth vs $Meta Platforms(META.US), $Alphabet(GOOGL.US), $Amazon(AMZN.US). Have no idea when but it does feel like things will eventually flip.Source: amit
The company isn't going through or expecting a boom...
$Coca Cola(KO.US)reports before open tonight. The stock’s been on a nice run — up like 12% in a month and even hit $79+ last week. Kinda makes you wonder if all the good news is already priced in 😅
They’re expected to post around $0.57 EPS and just over $12B in revenue. Honestly, the number itself feels almost secondary — KO beats almost every quarter anyway. What I’m really looking for:
1. Guidance — new CEO stepping in soon, and with all the talk about consumer spending getting shaky, what’s the outlook for ‘26?
2. Dividend hike? They’re a Dividend King… could they sweeten the payout again?
3. Pricing power — can they keep passing on costs without losing customers? Pepsi’s been doing pretty well lately, so the pressure is on.
4. That Costco switch back to Coke — did it actually boost sales?
Also, side note: they just killed their frozen drinks line in the US. Not a huge shock, but makes you think they’re really pushing juice and core sodas now.
Analysts still like it (avg target around $87), and Wells Fargo just bumped their target up. But with the stock near highs, a “beat and raise” might already be expected.
$Coca Cola(KO.US)reports before open tonight. The stock’s been on a nice run — up like 12% in a month and even hit $79+ last week. Kinda makes you wonder if all the good news is already priced in 😅
They’re expected to post around $0.57 EPS and just over $12B in revenue. Honestly, the number itself feels almost secondary — KO beats almost every quarter anyway. What I’m really looking for:
1. Guidance — new CEO stepping in soon, and with all the talk about consumer spending getting shaky, what’s the outlook for ‘26?
2. Dividend hike? They’re a Dividend King… could they sweeten the payout again?
3. Pricing power — can they keep passing on costs without losing customers? Pepsi’s been doing pretty well lately, so the pressure is on.
4. That Costco switch back to Coke — did it actually boost sales?
Also, side note: they just killed their frozen drinks line in the US. Not a huge shock, but makes you think they’re really pushing juice and core sodas now.
Analysts still like it (avg target around $87), and Wells Fargo just bumped their target up. But with the stock near highs, a “beat and raise” might already be expected.
