Coca-Cola FEMSA (NYSE: KOF ) is one of the largest bottlers in the world and is mainly active in Latin America. Coca-Cola ( KO ) and other suppliers supply the syrup after whichI'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are growing in both revenue, earnings and free cash flo ...

文章核心观点 - 这些公司拥有出色的记录,能够持续支付和增长高收益的股息 [1] - 可口可乐、南方公司和Sun Communities等公司的股息收益率约为3%,是标准普尔500指数平均股息收益率的两倍 [1] - 这三家公司在长期支付和增加股息方面有悠久的历史,是追求可持续收益流的理想选择 [1] 可口可乐 - 可口可乐已连续62年增加股息,是"股息国王"俱乐部的成员 [2] - 可口可乐每年产生大量自由现金流(预计2024年为92亿美元),足以覆盖股息(约44亿美元/年)和资本支出(22亿美元/年),并有余力进行股票回购和战略性收购 [2] - 可口可乐预计长期每股收益将以高个位数的年增长率增长,并将90%-95%的利润转化为自由现金流,这将使其能够继续支付不断增长的股息 [3] 南方公司 - 南方公司已连续76年保持或增加每季度股息,连续23年增加股息 [4] - 南方公司的业务模式,包括受政府监管的费率结构和长期合同,以及电力和天然气需求的稳定增长,是其股息稳定性的重要驱动因素 [4] - 南方公司大量投资于维护和扩展其运营,包括建设新的核电机组和可再生能源项目,这将增加其收益,使其能够继续产生稳定和不断增长的股息 [4] Sun Communities - Sun Communities作为一家房地产投资信托基金(REIT),在其上市30多年的历史中从未减少过股息 [5] - Sun Communities专注于制造住房社区、露营地和码头等相对稳定和抗风险的房地产,其同店净营业收入自2000年以来一直保持增长 [5] - Sun Communities拥有良好的投资级别资产负债表,有财务灵活性来投资扩展现有物业和收购新物业,这将使其能够长期持续增加股息 [6][7]

文章核心观点 - 可口可乐公司(Coca-Cola)过去30多年一直未能战胜大盘,但最近3年已经超越了标普500指数的回报率,有望重拾市场领先地位[1] - 可口可乐公司在疫情期间做出了一些重要的战略调整,如精简品牌数量,专注于核心全球品牌,并通过收购新兴品牌来提升收入和利润[2][3] - 随着公司重回增长轨道,市场正重新认识其价值,未来有望继续战胜大盘,即使不能,其出色的股息也是投资者的另一大吸引力[4][5][6] 公司概况 - 可口可乐是全球最大的饮料公司,拥有46.5亿美元的营收[2] - 可口可乐品牌是公司的主要支柱,为公司贡献了大部分销量和稳定增长[2] - 在2018年新CEO接任后,公司业绩有所改善,但疫情爆发后再次受挫[2] 公司战略调整 - 公司将品牌数量从400个精简到200个,集中资源发展核心全球品牌[3] - 公司通过收购新兴品牌如Bodyarmor等,利用自身的全球分销网络提升新品牌的成本效率和盈利能力[3] 未来发展前景 - 公司重拾增长势头,展现了其作为饮料业巨头的实力,市场正重新认识其价值[4] - 公司未来仍有更多人口市场可开拓,以及更多品牌收购机会,这种模式有望维持多年[4] - 即使公司未能持续战胜大盘,其出色的股息也是投资者的另一大吸引力[5][6]

文章核心观点 - 可持有可靠公司股票作为长期财富积累的方式,而不是追求短期暴富 [1][6][7] - 可口可乐作为一家具有持续增长潜力和稳定分红的公司,是长期投资的良好选择 [2][3][4][5] 公司概况 - 可口可乐是全球最知名的品牌之一,旗下拥有众多饮料产品,包括碳酸饮料、水、茶、咖啡等 [2] - 公司自19世纪末就开始运营,有望在未来100年内继续保持领先地位 [2] - 公司在全球范围内拥有广泛的销售渠道,包括商店、自动售货机、餐厅、酒吧等 [2][3] - 公司仍有较大的增长空间,可通过营销、新品开发、价格调整、进军新品类等方式实现持续增长 [3] 股息表现 - 可口可乐是"股息王"之一,连续50年增加派息,目前股息收益率为2.7% [4][5] - 股息收益占公司总投资回报的一半以上,为投资者带来稳定收益 [4] - 公司预计未来几年的派息率将维持在收益的68%左右,保持稳健的财务状况 [5] 股价表现 - 可口可乐股票波动较小,beta系数为0.6,不易受到市场剧烈波动的影响 [6] - 相比追求短期暴富的高风险股票,可口可乐更适合作为长期稳健投资的选择 [6][7]

Coca-Cola (KO) closed at $70.17 in the latest trading session, marking a -0.5% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.9%. Elsewhere, the Dow gained 0.81%, while the tech-heavy Nasdaq added 1.22%.Heading into today, shares of the world's largest beverage maker had lost 0.91% over the past month, outpacing the Consumer Staples sector's loss of 2.37% and lagging the S&P 500's gain of 3.15% in that time.The investment community will be closely monitoring the perf ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Coca-Cola (KO) , which belongs to the Zacks Beverages - Soft drinks industry, could be a great candidate to consider.This world's largest beverage maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.67%.For the most rece ...

Here's a little twist for those who like to focus on fundamentals and economic forces when predicting the stock market. When inflation runs hot, it benefits stocks overall, and the opposite is true. Inflation brings on higher earnings through pricing power and margin expansion for most businesses, and the weakening impact it has on the dollar drives stock prices higher.However, not all stocks are made equal. Some actually suffer during inflation as they cannot keep up with economic growth. The same is true ...

Over the past twelve months, we have published a variety of articles focusing on the dominance of the technology sector and the corresponding concentration of the S&P 500. In the post pandemic era, growth has trounced valueREITer's Digest is a discussion forum for my thoughts on investments. I spent more than ten years working in the real estate industry, including an S&P500 REIT and a Big Four consulting group. I am light-hearted, open-minded, and a student of the game. Investing is not for the faint of he ...

The consumer staples sector is up big and is chock-full of safe stocks.Coca-Cola (KO 0.55%) and Procter & Gamble (PG 0.20%) are two of the most reliable dividend stocks on the market. Both companies are Dividend Kings -- which are companies that have paid and raised their dividends for at least 50 years in a row (Coke and P&G have done it for more than 60 consecutive years).Coke and P&G are also components of the Dow Jones Industrial Average -- which contains 30 industry-leading blue chip companies. And, pe ...

The stock continues to rise following a series a major changes under CEO James Quincey.Established industry giants don't usually make the cut for exciting, hyped-up stocks. But investors have been loving Coca-Cola (KO 0.55%) this year. The beverage giant is up 21% year to date, beating the S&P 500 and hitting new record highs along the way.Is it too late to buy the stock?The modelAlthough Coca-Cola is a longtime industry leader, it's been going through changes that have affected it in powerful ways. CEO Jam ...