02-22-2018, 05:10 PM
(02-22-2018, 03:35 PM)Kerim Wrote: After my super-long hiatus, I am finally getting around to updating my individual stock spreadsheets. I did KO last night, and was surprised at how poor the numbers are looking. Earnings have at best stalled out or at worst have faltered badly in the last couple of years. As a result, the payout ratio is unsustainable. Anyone have any thoughts about whether and how they're going to get earnings back on track? Are they sitting on a large cash pile to ride this out? How long can they ride before it starts being reflected in the share price.
From a dividend yield perspective, this would seem like a good time to buy, and one of my favorite strategies is buying best-of-breed companies when they are going through periodic troubles. Is this one of those opportunities?
I took a look around 3 months back and was equally shocked.
I don't feel there's any compelling reason to buy the stock currently but really don't know what I'd do if I was holding.
Plenty of better, growing stocks out there.