A Coke and a Smile

Published on
August 24th, 2018
Duration
9 minutes

A Coke and a Smile

Trade Ideas ·
Featuring Erin Gibbs

Published on: August 24th, 2018 • Duration: 9 minutes

Erin Gibbs is making a bullish call on Coca-Cola. Even in the face of declining revenues and ho-hum earnings growth, Erin highlights strategic acquisitions as a key potential driver for the stock. In this interview with Justine Underhill, she also lays out her specific levels. Filmed on August 21, 2018.

Comments

  • AC
    Andrew C.
    29 August 2018 @ 11:34
    I love the analysis, particularly the historical fundamental charts of Fwd PE, Quarterly Rev, Quarterly Margins, and even the PPI trucking freight rates for the negative. I wish some of the other tree ideas would put up similar. That said, I concur with the comments below; this trade isn't for me.
  • NI
    Nate I.
    24 August 2018 @ 19:49
    The only thing growing at KO is their debt. KO may indeed eclipse $50 thanks to the everything bubble, but I can't see paying 33x for a shrinking company even if their brand is iconic. Dividend payout is already at 109% - what happens if interest rates tick up even a little? Thanks, but KO would need to trade in the high teens to even begin to get me interested.
    • AL
      Antony L.
      28 August 2018 @ 18:46
      Nate you are absolutely right, no way I would pay such a high premium either.