Ya. The price is not cheap now.

Coca Cola and Johnson & Johnson also increase their dividends for the past 25 years.

I'm very impressive of your pick of TM, in fact one of my relative bought TM decades ago, this recent years only manage to see good profit from TM and Axiata.

Why didn't switch partially of TM to Digi, treat Digi as profit and let it run and work for u

Coca Cola i kind of worry for its VERY LONG TERM business since people nowadays are getting more into less sugar food, and diet coke taste like medicine!
I just think the risk is there for Coke, since it's a "super recipe" and so if this sugar concern really getting much more attention in future, how can it transform its business to maintain profitable?
For the same reason, I don't buy tobacco stocks. Since I always think its business can only get smaller each year. Although now still ok, but we are seeing increasing number of non-smoking young people(this is the important part). The trend is growing. However, I think there is nothing iconic on MacD. Only 1 thing, it's fast food. And fast food can also be healthy food. Nobody care about must get a BigMac in MacD, people just buy whatever they provide. So the flexibility is there for MacD.

Johnson & Johnson business I like very much. Is this company good as long term profitability? It's great to know it also 25 years dividend growing story! I'm gonna start monitoring MacD and JJ now.

LOL, What I observed is completely different from you.
Last time when I used to be in Australia, Coke still the most popular carbonate drinks.
Sometimes people tends to drink more coke than water.In china, Coke still have many empty room to grow somemore.And don't forget a lot of other beverage company is control by coca cola.

You know, Coke has pretty much diversified from just its main cola products. As for the diet (aka light) product, you know I liked this taste. I think it is much better than non-diet sugary product. Coke now also sell bottled water. This is a huge money maker for them.. just for selling distilled water. Anyway, coke dividend is safe.

Also, if you think fast food can be healthy food, then I'm all in MCD.. LOL! MCD is making huge money especially in China (tho, it has slowed down since last Q). MCD in USA now serves salad and salad menu is more expensive than meat burgers. Diet conscious customers willing to pay more for them, therefore huge profit margin. Also, their premium coffee beverage is taking share away from Starbucks. Nice!

All in all.. good divi stock play picked by Divi Warrior.

This post has been edited by danmooncake: Oct 6 2012, 10:24 PM

Thanks guys for your input!
So Coke has been diversifying its products, that's a very smart move. So I need to look at this company a different way now.
But diet coke taste better than coke? really? What about its sales? People like it too? Not for me though.
Wow, MacD with salad, cool! And ya, organic food restaurant, the ultimate "healthy" food, have the highest profit margin of any restaurant! Bravo MacD, great potential!

i small timer only. dont have so much TM on hand to diversify but good idea though. i never thought of that

in fact, all big telco in malaysia doing well. Axiata, Maxis, Digi, TM. hopefully one day, Yes, Umobile and P1 will be a big player and compete with them

Coca-Cola does has its own distribution network, so when they launch a new product, not much cost need to be incurred.

China Coca-Cola still under Robert Kuok control if i'm not mistaken, Malaysia Coca-Cola is under US one, last time used to be under controlled by F&N

Maxis - Slowly losing it's market share to Digi and Celcom, from what i'm observe, service still up to par but charges is slightly higher.
Digi - Focusing much on data revenue, started the price war and i'm afraid the data revenue might not have strong growth. Still a better pick compare to maxis, it's cost management is the best among all.
Axiata - Still able to show a good financial result despite loss in foreign exchange, starting to enhance it's branding by marketing and outlook of outlets. Potential growth in Indonesia, especially in data revenue.

UMobile - Able to focus on Niche market and focusing on city area.
Yes - A curse for YTL Power shareholder in term of wireless broadband, can consider in top 4, wide coverage and service is up to par.
P1 - Can forget this, too many negative point

So from the 3, which one do u think it is a huge potential of become a big player? I think u should have know the answer by now

Sales for diet coke is not as promising as normal coke.I don't like the taste and don't trust it is "diet" coke.

But when you compare the price itself to Pepsi its Competitor, People still prefer Coke over Pepsi despite the fact that Coke is more expansive than Pepsi.

Go to any western countries you can see the obvious difference between two.

In Malaysia, most people prefer local drink controlled by F&N and other company, so probably people thought coke are not doing so well.

This post has been edited by M.Bison: Oct 7 2012, 12:41 AM

I think Coke more sour and Pepsi more sweet.
I prefer Coke, I think its taste is more "dynamic", more "imaginative".
In Malaysia fast food restaurants, if you don't say anything, they will give you Coke.

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Added on October 7, 2012, 12:54 amIs it? Man! Robert Kuok has so many great businesses in hands. Too bad not much reflected in PPB's earnings. Well, I bet it's not under PPB's umbrella?

This post has been edited by yok70: Oct 7 2012, 12:54 AM

Is under Kerry group, not under PPB or wilmar. That Kerry group listed on HK and majority of the business focus on HK property and China market

Thanks!
Sounds like the "real" deal of Robert Kuok is in there!

Yup. Coca Cola has many other brands of beverages in its portfolio. 3,500 to be exact!
Check out their product list. Have fruit juices, mineral water, sports drink, energy drink, coffee and tea.

http://www.thecoca-colacompany.com/brands/brandlist.html

The original Coke is still the No. 1 brand in its portfolio though.

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Added on October 7, 2012, 1:28 amYup. MCD has revamped its menu in recent years. More healthier choices.

The McCafe concept has also boosted their profits.

This post has been edited by Dividend Warrior: Oct 7 2012, 01:28 AM

that's a lot!

New thread...

http://forum.lowyat.net/index.php?showtopic=2538715

To LATEX HOLDERS

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Propose take over RM2.30