My only concern with ccl is that US coke will influence them to focus too much attention on the coke brand rather than non coke beverages. US coke make massive margins on coke syrup.
News.com.au featured a simplistic article about the death of coke. Obviously the author had no idea what ccl does or its product range. Ccl have a massive advantage in logistics and market penetration and I dont see that changing any time soon. CCL is a lot more than coke.
CCL Price at posting:
$8.56 Sentiment: Buy Disclosure: Held