Canadian Natural Resources’ disciplined approach to capital allocation is about “as close to saintly as anything involving tar sands can get,” writes Charlie Garcia. - Getty Images Most investors spend their days glued to stock tickers like teenagers monitoring their Instagram likes. Warren Buffett, bless his Omaha soul, can’t be bothered. He’s figured out something the rest of Wall Street seems constitutionally incapable of grasping: that dividends are boring — which is precisely why they work. Most Re ...

Core Insights - Coca-Cola reported negative free cash flow for the first time in decades, with a net outflow of $1.4 billion, primarily due to a strategic acquisition rather than a decline in sales or brand strength [1][3] - The stock has declined over 6.4% since the Q2 earnings report in July 2025, prompting investors to consider alternatives for capital appreciation [2][11] - The acquisition of Fairlife, a premium dairy brand, involved a cash outlay of $6.1 billion, which would have resulted in a free cash flow of $3.9 billion if excluded, aligning with historical levels [3][4] Company Performance - Fairlife contributes only 2-3% of Coca-Cola's revenue, indicating that even significant growth from this acquisition may not substantially impact overall performance [4] - Coca-Cola's forward P/E ratio stands at 22.5x, representing a 31.5% premium over PepsiCo's 17.1x, attributed to Coca-Cola's global presence and cash-generating consistency [5] - Despite some institutional investors reducing their holdings, the overall sentiment remains stable, with a consensus price target of around $77, suggesting a 16% upside [6] Competitive Landscape - Celsius Holdings is positioned as a growth-oriented alternative, with a 12-month stock price forecast of $63.15 and a significant rally of over 26% in the past quarter [7][8] - Celsius has posted strong earnings momentum, with an EPS of 47 cents, exceeding analyst expectations, leading to upgrades from major analysts [10] - The energy drink market sees Celsius competing against established players like Monster Beverage, with a forward P/E of 65.9x, reflecting investor confidence in its growth potential [9] Investment Considerations - Coca-Cola remains a stable choice for investors prioritizing income and brand durability, with a reliable dividend yield of 3.09% [6][11] - For investors seeking growth, Celsius presents a compelling option with aggressive market expansion and increasing analyst support [12]

The Coca-Cola Company (NYSE:KO) is included among the 14 Best Food Dividend Stocks to Buy According to Analysts. The Coca-Cola Company’s (KO) Global Growth Story Strengthens its Case Among Food Dividend Stocks Warren Buffett’s favorite, The Coca-Cola Company (NYSE:KO) is one of the most popular beverage companies in the world. The company’s products include Coke, Sprite, Fanta, Minute Maid, and Schweppes, which are sold in 200 countries. Its footprint is huge, which gives it a solid advantage in periods ...

A key segment of the U.S. stock market, comprised of companies with strong balance sheets and stable earnings, is experiencing a period of underperformance relative to the rest of the market, drawing comparisons to the dot-com bubble of 1999.S&P 500 Quality Index Lags Broader Market By Most In 26 YearsAccording to the data pointed out by Jeff Weniger, the Head of Equities at WisdomTree, the S&P 500 Quality Index has lagged the broader S&P 500 by a substantial margin.This lag is the most pronounced since 199 ...

The New York Times’ Chris Wiggins and The Coca-Cola Company’s Pratik Thakar will open and close, respectively, the second annual conference on November 13.After a successful inaugural event in September 2024, Campaign, MM+M and PRWeek are collaborating once more on the second annual AI Deciphered conference.This year’s theme is “The Next Stage of Your Evolution.” The event will be a day of wall-to-wall sessions designed to not only inspire delegates, but also provide tactical counsel to advance communicator ...

Coca-Cola can provide investors like me with a growing stream of passive dividend income.I have a nearly unquenchable thirst for passive income. I desire to collect an ever-growing stream of passive income to help me achieve financial independence. That's leading me to steadily buy more dividend-paying stocks to help satisfy my thirst for income.One dividend stock I have been buying lately is Coca-Cola (KO -1.00%). This beverage giant is a top holding of Warren Buffett's company, Berkshire Hathaway (NYSE: B ...

Core Insights - The revival of Campa Cola by Reliance Consumer Products is disrupting the Indian soft drinks market, traditionally dominated by Coca-Cola and PepsiCo [1][2] - Campa Cola has achieved a double-digit market share across many states, breaking a 30-year duopoly in the cola market [2] - Varun Beverages, PepsiCo's second-largest bottler outside the U.S., is facing increased competition from Campa Cola, despite its plans for overseas growth [3][4] Company Developments - Reliance Consumer Products, led by Isha Ambani, has adopted aggressive pricing strategies, selling 200ml bottles of Campa Cola for 10 rupees, significantly undercutting competitors [1] - Varun Beverages is expanding internationally, having acquired PepsiCo's businesses in Tanzania and Ghana, but its stock has declined by 22% over the past year [3] - The Jubilant Bhartia Group has acquired a 40% stake in Hindustan Coca-Cola Holdings, indicating confidence in the long-term growth potential of India's food and beverage sector [4] Historical Context - Campa Cola was first introduced in 1977 and became popular after Coca-Cola exited India, but its sales declined when the market reopened [5] - Reliance is now taking Campa Cola to international markets, including the UAE and Nepal, in partnership with the Chaudhary Group [5]

Core Insights - The Coca-Cola Company (KO) has demonstrated resilient business trends, supported by a strong brand portfolio and revenue growth across its operating segments [1][9] - KO shares have increased by 7.3% over the past three months, outperforming the broader industry but underperforming the S&P 500 [1][2] - Despite recent stock performance, KO's valuation remains high compared to its peers, indicating potential overvaluation [21][24] Performance Analysis - KO's stock is currently trading at $66.79, which is 10.1% above its 52-week low of $60.62 and 10.2% below its 52-week high of $74.38 [6] - The stock is trading below its 50-day and 200-day moving averages, suggesting bearish sentiment and declining investor confidence [7][8] - Compared to competitors like PepsiCo, Keurig Dr Pepper, and Westrock Coffee, KO's performance has been relatively stronger, with those companies experiencing declines of 7.5%, 21.2%, and 29.8% respectively [2] Growth Drivers - The recent stock rally is attributed to solid organic revenue growth, margin expansion, and an optimistic earnings outlook [11][12] - Management has reaffirmed organic revenue growth expectations of 5-6% and an 8% growth in comparable currency-neutral EPS, indicating strong operational momentum [12] - Innovations such as AI-based pricing tools and new product launches have contributed to increased market engagement and share [13] Challenges and Headwinds - Despite ongoing strengths, KO faces challenges including a 1% volume decline in Q2 due to adverse weather, soft consumer demand, and tough year-over-year comparisons [14] - Management has noted pressures in key markets like North America and India, along with macroeconomic challenges in Africa and Southeast Asia [15] - Potential margin normalization and capacity constraints in high-growth segments may limit future growth [16][17] Financial Estimates - The Zacks Consensus Estimate for KO's 2025 EPS has decreased by a penny, while the 2026 EPS estimate remains unchanged [18] - For 2025, revenue and EPS are expected to grow by 3% and 3.1% year-over-year, respectively, with 2026 estimates suggesting 5.7% and 8.2% growth [18] Valuation Metrics - KO trades at a forward 12-month price-to-sales (P/S) multiple of 5.68X, above the industry average of 4.17X, indicating a premium valuation [19][20] - The stock's premium positioning is notable compared to peers like PepsiCo and Keurig Dr Pepper, which have significantly lower P/E ratios [20][21]

Core Insights - The unsung hero of Warren Buffett's long-term investing success is dividend stocks, which have significantly contributed to his nearly 20% annualized return over 60 years [2][3] - Buffett's retirement is anticipated to impact Berkshire Hathaway shareholders due to his exceptional track record and investment philosophy focused on value and long-term growth [2][4] Dividend Stocks Performance - Research indicates that dividend stocks have outperformed non-payers, with an average annual return of 9.2% compared to 4.31% for non-dividend stocks over a 51-year period [3] - Companies that consistently pay dividends tend to be profitable and provide a transparent long-term growth outlook, aligning with Buffett's investment strategy [4] Berkshire Hathaway's Holdings - Berkshire Hathaway's long-held stocks, such as Coca-Cola, American Express, and Moody's, have generated substantial yields on cost, with yields of approximately 63% for Coca-Cola and 37% for both Moody's and American Express [6][12] - The cost basis for these stocks is notably low, with Coca-Cola at $3.25 per share, American Express at $8.49, and Moody's at $10.05, leading to impressive returns from dividends alone [10] Dividend Income Generation - Berkshire Hathaway collects over $5 billion annually in dividend income, including traditional payouts and preferred income from investments like Occidental Petroleum [11] - Coca-Cola has increased its annual payout for 63 consecutive years, classifying it as a Dividend King, showcasing the benefits of holding high-quality stocks for extended periods [12] Future Potential - Berkshire Hathaway may continue to generate significant yields, particularly with its stake in Bank of America, which has been increasing its payouts since the financial crisis [13] - The focus on businesses with sustainable competitive advantages, such as American Express, contributes to long-term share price and dividend appreciation [14][15]

Dieter Haberl has been named as the new CEO of Domino’s Japan business. The appointment, effective from October 20, sees Haberl bring over a quarter-century of executive experience in Japan to the role.Haberl has a distinguished history of leadership in the region, having guided the fortunes of prominent consumer brands such as Toys R Us, Reebok, Lacoste, and Furla. He has also held high-level roles within The Coca-Cola Company in Germany and Japan.Domino’s executive chairman, Jack Cowin, expressed his plea ...