COCSF News and Press, Coca-Cola FEMSA SAB de CV From 04/18/22

At his 1989 Berkshire Hathaway annual meeting, Buffett discussed four traits that make a business a superior investment target relative to the general herd of businesses. We combine these with another trait he highlighted in his 1992 shareholder letter to complete our ideal investment...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2021 Earnings Conference Call February 25, 2022 09:30 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head-Investor Relations Conference Call Participants Alvaro Garcia - ...

Tweedy, Browne’s 13F portfolio value increased from $2.99B to $3.15B this quarter. They increased FMC Corp, Intel Corp, and Fresenius while decreasing Emerson Electric and dropping American Express. Alphabet at ~20% of the portfolio is the largest position. For furthe...

Tweedy, Browne’s 13F portfolio value decreased from $3.56B to $2.99B this quarter. They decreased Alibaba Group Holdings and Baidu while increasing Fresenius Medical Care. They also added FMC Corp. Alphabet Inc. at ~19% of the portfolio is the largest position. For fu...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q3 2021 Earnings Conference Call October 28, 2021 9:30 AM ET Company Participants John Santa Maria – Chief Executive Officer Constantino Spas – Chief Financial Officer Jorge Collazo – Head-Investor Relations Conference Call Participan...

KO is one of the great Dividend Kings that has grown its dividend payment for 59 years. KO boasts a wide moat business model thanks to owning one of the most valuable brands in the world and a strong global supply chain. That said, we are steering clear for three reasons. Fo...

Tweedy Browne’s 13F portfolio value increased from $3.44B to $3.56B this quarter. They increased Alibaba Group Holding and Fresenius Medical Care while reducing Bank of New York Mellon during the quarter. Alphabet Inc. at ~17% of the portfolio is the largest position. ...

We initiated our KOF position back on February 12th. Since then, the stock has crushed the S&P 500 while paying out a hefty dividend yield. We review Q2 results and share our outlook moving forward. For further details see: Coca-Cola FEMSA: An Underrated Dividend Gro...

KO is one of the great American Dividend Kings that for 58 years has been churning out ever-increasing dividend payments to investors. Its business model and balance sheet are very strong, positioning the company to grow dividends for years to come. That said, is the price compell...

Tweedy, Browne’s 13F portfolio value increased from $2.95B to $3.44B this quarter. They increased Alibaba Group Holdings while reducing Baidu, Cisco Systems, and ConocoPhillips. Alphabet Inc. at ~15% of the portfolio is the largest position. For further details see: ...