SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?


To: P. Ramamoorthy who wrote (3067)9/14/2002 10:58:34 AM
From: Shane M  Read Replies (2) | Respond to of 4691
 
I'm not familiar with either company and what agreements they have with Coke, but KOF would interest me much more than PB based on an initial look. KOF's numbers looks like those of a well run company with high ROE's and consistent equity growth for shareholders. As far as valuation, that'd require more work. PB has been destroying shareholder value with book value down almost half in the past 5 years.

Shane