Coke delivered a solid quarter, but our long term-assumptions for the firm remain in place, writes Morningstar‘s Adam Fleck .
The narrow-moat brewer will continue to benefit from the ongoing craft-beer revolution, but the stock's current valuation is heady.
Bright spots in P&G and Coke earnings show their situations are stabilizing. Plus, Facebook gets a fair value hike, Chipotle shares get more appetizing, and more.
The recent wave of M&A continued this week, but some mergers look better than others for shareholders.
Rising input costs and global food consumption will be key factors in the coming years for agriculture-related stocks, according to Morningstar's Adam Fleck .
Improved volume and pricing has helped Coke grow operating income despite currency and other headwinds, says Morningstar’s Adam Fleck .
Savings at the pump didn't spur much other retail spending in January. Plus, narrow-moat Gap looks like a bargain, while Coke and Amex deal with headwinds.
Where we see values and uncertainties after a mixed bag of earnings from several big names this week.
A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.
Coke offers a better margin of safety, better international opportunities, and exemplary stewardship compared with its chief competitor.