From the 2015 Coca-Cola report

Getting Ideas from the 2015 Coca-Cola Report:



The Peer Group Index is a self-constructed peer group of companies that are included in the Dow Jones Food and Beverage Group and the Dow Jones Tobacco Group of companies, from which the Company has been excluded. The Peer Group Index consists of the following companies:

Altria Group, Inc., Archer Daniels Midland Company, B&G Foods, Inc., Brown-Forman Corporation, Bunge Limited, Campbell Soup Company, Coca-Cola Enterprises, Inc., ConAgra Foods, Inc., Constellation Brands, Inc., Darling Ingredients Inc., Dean Foods Company, Dr Pepper Snapple Group, Inc., Flowers Foods, Inc., General Mills, Inc., The Hain Celestial Group, Inc., Herbalife Ltd., The Hershey Company, Hormel Foods Corporation, Ingredion Incorporated, The J.M. Smucker Company, Kellogg Company, Keurig Green Mountain, Inc., The Kraft Heinz Company, Lancaster Colony Corporation, Leucadia National Corporation, McCormick & Company, Inc., Mead Johnson Nutrition Company, Molson Coors Brewing Company, Mondelez International, Inc., Monster Beverage Corporation, PepsiCo, Inc., Philip Morris International Inc., Pinnacle Foods Inc., Post Holdings, Inc., Reynolds American Inc., TreeHouse Foods, Inc., Tyson Foods, Inc., and The WhiteWave Foods Company.

Companies included in the Dow Jones Food and Beverage Group and the Dow Jones Tobacco Group change periodically. This year, the groups include Pinnacle Foods Inc., which was not included in the groups last year. Additionally, the groups do not include Lorillard, Inc., which was included in the groups last year.


Portfolio News:

I recently bought a small amount of Britvic shares.

I have currently an active order for whitbread plc (costa coffee and Premier Inn).



Quality Sources:

MMI from has postet a link about a British Investment Manager – Neil Woodford. I never heard of him before. He outperformed the FTSE (see pic 2 in the article). Since I’m interested in GB now, im very happy having a new source of information about britain. The guys at Woodford-Funds even run an own blog.

The Bloomberg article mentiond on valueandopportunity (link)

Woodford Blog (link)

Portfolio at hl (link) and at morningstar (link)

Woodford at Twitter (link)


Note: His Top holdings are well known British Blue Chips like AstraZeneca, GlaxoSmithKline and British American Tobacco.