Coca-Cola HBC S.A. (ADR) (NYSE:CCH)

Like a good, risk-minimizing investor, CCH spreads its sales across established (well-off), developing (increasingly competitive) and emerging (now up-and-coming) markets. In 2010, CCH was able to offset losses in established and developing markets with a whopping 32 percent EBIT increase in emerging markets like Russia and Nigeria, which compose 44 percent of CCH’s total income. Russia in particular enjoyed an explosive 26 percent increase in Coca-Cola volume sold for 2010 alone. These gains indicate that CCH does not rely on the success of euro zone economies. That means - in a worst case scenario - if Greece continues to perform poorly, CCH will still profit. The EBIT numbers also show that emerging markets are amplifying their purchasing power and preference for Coca-Cola products; demand is just beginning to blossom. You will see a return on your investment simply because people in different areas of the world are drinking more Coca-Cola.

This is one Greek company that is going to outperform the market.

Value

Lose money with Coca-Cola? Not even in Greece. Not anywhere!

The world drinks it in good times and bad.

high yield; greece discount not justified

Easy Pick. Coca Cola, Way undervalued due greece worries, great fundamentals

ding dong going up!

15

meant to pick KO. healthy dividend, expanisve internation business and attractive stock price. may benefit from weaker dollar and a decline form the peak commodity prices of 2008.

It is a good and acceptable stock and it will continue to be present.

This is my odd hedge against an oil stock.

coke, sprite, fanta ... is it!

coca cola is a brand that will still be standing long after my great-great grandchildren and this is a buy at 14 bucks IMO

coke....TDRH pick

gtrinvestor

tdrh

This is the second largest coca cola bottler. It operates primarily in the rapidly growing markets of eastern europe, where demand for coca cola products is much lower than in the west, and has been growing profits rapidly (>15%) until the last quarter when they were flat. They have a reasonable debt, and I expect will be a safe place to keep money during these turbulent times, at a current PE under 7.

Emerging market exposure in staples like CCH at a reasonable P/E not available for a while again represents I think a key opportunity. May be volatile for a while, but mid-cap value in consumer staples is a reasonable way to maintain emerging market exposure during a meltdown.