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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: MCsweet who wrote (52469)	10/6/2013 7:37:07 AM
From: Dale Baker	Respond to of 78482

If you have any acid reflux issues, dropping diet soda could make a huge difference, it did for me. And it didn't take long at all before I could hardly drink the stuff, after dumping it a few months. There are some excellent naturally-sweetened zero-calorie vitamin and sports drinks out now, which will be a zillion times better for you.

To: MCsweet who wrote (52469)	10/6/2013 10:58:43 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78482

Re KO - I think the concerns regarding soda consumption are somewhat valid. The Spekulatius family does not consume much soda at all. The soda consumption in the US had been slowly shrinking for years, but KO has their fingers in a lot of different beverage categories, so a lot of it is just substitution. However, the US is only 20% of KO's business and the stock trades roughly at a market multiple. For a business with KO's inherent strength in terms of market position and predicability, a great balance sheet and strong management, that seems just too low. I do acknowledge that the emerging market slowdown as well as weaker Forex exchange rates are going to hit KO and the next earnings may be weak, but I am willing to look past past near term issues with a company like KO. In terms if their health focus, I like Nestle (NSRGY) more, but the stock is not a relative bargain right now. I still own some and think it is a hold.