More positives ahead, page-80

CCL was one of my past investment. It did not perform so well in my portfolio. However, given the recent sellout rout, its volatility is less than many other sectors, such as energy, mining and financial.

I am still unsure of the intrinsic value of CCL at the moment. While AUD depreciation is good for offshore earning, the dominant of AUS domestic market in determining CCL profit is a worry to me.
I am looking forward to how Coca Cola will perform in Australia.

I wish I could know more about how much Coca Cola people are drinking these days and whether how competitive it is against private-label drinks. If Coca Cola can still sell well without discount, I would definitely invest in CCL at fair price.