Coca-Cola FEMSA, S.A.B. de C.V. (ADR) (NYSE:KOF)

CAPS Rating: 4 out of 5

The Company and its subsidiaries are engaged in the production, distribution and marketing of certain Coca-Cola trade beverages in Mexico, Central America, Colombia, Venezuela, Brazil and Argentina.

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Member Avatar swissfool95020 (< 20) Submitted: 10/23/2013 1:21:28 PM : Outperform Start Price: $122.64 KOF Score: -20.81

trend is pointing back up, strong brand growing markets

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Member Avatar udyr (< 20) Submitted: 2/10/2013 10:21:11 AM : Outperform Start Price: $152.96 KOF Score: -56.05

Emerging market + Coca Cola is a one two punch of awesome

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Member Avatar Priista (< 20) Submitted: 8/30/2012 9:06:39 PM : Outperform Start Price: $116.99 KOF Score: -42.98

Outperform

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Member Avatar PJR02 (68.34) Submitted: 5/24/2012 11:15:59 AM : Underperform Start Price: $105.60 KOF Score: +41.66

It appears this bottler for KO has been able to maintain particularly high margins, giving this bottler a much higher value compared with other bottlers. These margins have been dropping, and approaching the area where other bottlers have been averaging (working conditions in the countries where KOF operates have been improving possibly? I honestly don't know anything for sure), and with a lower dividend yield then both KO and CCE, I feel this company's higher valuation may drop as it loses it's advantage over other bottlers for Coca Cola.

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Member Avatar Dart65GTConv (< 20) Submitted: 12/14/2011 7:20:00 PM : Outperform Start Price: $83.43 KOF Score: -24.88

steady

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Member Avatar klabuskes1 (54.03) Submitted: 8/3/2010 11:38:44 AM : Outperform Start Price: $65.20 KOF Score: -1.89

The Coke brand is huge. The growth ahead seems great.

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Member Avatar ValuePEG (96.70) Submitted: 2/9/2010 3:10:40 PM : Outperform Start Price: $55.78 KOF Score: +18.84

Recent bond issue was 6 times oversold, this speaks volumes about KOF's ability to raise capitol and refinance it's large debt. KO's ability to slightly outperform market expectations in 4Q09 was largely due to overseas sales growth, this bodes well for KOF's upcoming earnings release:

http://www.mzweb.com.br/femsa/web/arquivos/KOF_ER_4Q09_20100204_ENG.pdf

Mexico just upgraded to "Overweight" by Citibank:

http://www.smartmoney.com/news/on/?story=on-20100208-000178&cid=1244&source=TheMotleyFool

Mexican Peso has leveled off, but still trading at almost a 20% drop to USD since the global depression started, look for at least a 10% retracement over the next year as economies improve:

http://www.fxstreet.com/rates-charts/live-charts/detach.aspx?idparell=9738

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Member Avatar smartSheep (99.85) Submitted: 4/9/2009 2:42:26 PM : Outperform Start Price: $34.48 KOF Score: +94.24

It's hot in Latin America. People will want soda.

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Member Avatar bejeweledfool (84.81) Submitted: 4/6/2009 5:28:53 PM : Outperform Start Price: $34.07 KOF Score: +92.42

Coke and Latin America....the only thing better is Walmart and Latin America which I am also buying.

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Member Avatar GuitarFool69 (< 20) Submitted: 3/18/2009 10:28:45 AM : Outperform Start Price: $30.11 KOF Score: +114.99

This is a border line call for me. I say they will out perform by just maybe a hair or two.

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Member Avatar Jerryskidz (29.36) Submitted: 12/30/2008 9:15:39 PM : Outperform Start Price: $39.07 KOF Score: +59.66

I drink Coke and I have travelled to latin america

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Member Avatar lllchicalll (79.63) Submitted: 12/9/2008 4:10:18 PM : Outperform Start Price: $34.47 KOF Score: +103.52

airforcefool

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Member Avatar basilclick (23.18) Submitted: 11/23/2008 9:59:32 AM : Outperform Start Price: $28.70 KOF Score: +146.39

The most productive part of FEMSA

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Member Avatar Theresewin (55.70) Submitted: 11/20/2008 12:00:04 PM : Outperform Start Price: $29.83 KOF Score: +122.87

It's hot in these areas and water is questionable sometimes; but coca cola is always a nice refreshing drink on a hot day! I waited a little long but it is going North IMO.

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Member Avatar RussDavis (42.97) Submitted: 11/15/2008 4:08:44 PM : Outperform Start Price: $30.96 KOF Score: +130.10

coke....TMFBrent pick

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Member Avatar ecilop (< 20) Submitted: 9/29/2008 3:12:56 PM : Outperform Start Price: $43.56 KOF Score: +78.89

I had this stock when it was 11 dollars share-unreal

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Member Avatar theRodge69 (44.99) Submitted: 9/3/2008 4:32:36 PM : Outperform Start Price: $52.56 KOF Score: +54.54

Lot's of thirsty people in Mexico

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Member Avatar doveld (< 20) Submitted: 6/13/2008 12:05:13 PM : Outperform Start Price: $52.90 KOF Score: +62.92

The largest Coke bottler in Latin America counts as its biggest stockholders FESMA at 53.7% & Coca-Cola at 31.6%. The Bill and Melinda Gates Foundation also owns 3.78 million ADRS along with Gates' Cascade Investment, owning another 77,000 shares.

The EBITDA compound annual growth rate in the last 10 years of 17%, with 80% of revenue growth outside Mexico and thhe Mexican business accounting for just over 50% of total revenue and other coming from Brazil, Colombia, Argentina, and Central America.

Revenue was up 6.4%, and operating income increased 15.7% in Q1 2008, ended March 31. Sales volume by case grew 3.8% to 517.7 million with the average case price increasing 2.0% in the quarter to $3.06. Gross margins increased 140 basis points year-over-year to 47.9% in the first quarter with operating margins improving 130 basis points to 16.3%. EBITDA earnings were up 11.8% year-over-year. Reported EPS of 80 cents per share, two cents better than the street's expectations. With a target price of $68.25, it currently trades at 1.68 times sales, 2.31 times book value and a PEG ratio of 1.2. It accounts for 10% of Coke's global sales, 40% of its Latin American business and is its second biggest bottler worldwide.

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Member Avatar CYBERMAN4 (< 20) Submitted: 6/13/2008 3:51:15 AM : Outperform Start Price: $53.80 KOF Score: +57.80

COCA-COLA HAS BEEN A FAVORITE BEVERAGE THE WORLD OVER AND IS STILL MY FAVORITE PICK TOO!

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Member Avatar greenlizard27 (44.21) Submitted: 6/6/2008 3:24:59 PM : Outperform Start Price: $53.89 KOF Score: +61.17

Coca-Cola and South America, it oughta work.

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