Coca-Cola just set a new 52-week high at $95.86, topping its October 22 peak by 0.54%. A $412 billion defensive name is making fresh highs after a yearlong climb from the mid-$60s.
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$318.42 and you wrote all this like you're managing a family office, king shit the thesis actually makes sense but the position size absolutely sent me
A 2,000-word thesis on dark fiber feeding AI capex ends with the author's whole net worth deployed: $318.42. The growth to value rotation argument is worth arguing about, but the thread is a reminder that conviction writing is a separate skill from position sizing.
Volume, not just pricing, is driving the upside: global unit case volume grew 5%, with Coca-Cola Zero Sugar up 16%. Management raised full-year free cash flow guidance to at least $13.0 billion and lifted comparable EPS growth to at least 11%.
Coca-Cola closed at $92.00, a fresh 52-week high that clears its late-August peak. The $395 billion staples anchor has climbed roughly 40% from last October's $65.72.
Mad Money w/ Jim Cramer 10/2/26
- 29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
- PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
- Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
- Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
Five years of the cola wars left a $9,012 gap: $10,000 in Coca-Cola is now $18,689, while the same bet on PepsiCo is worth $9,677, still underwater.
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Hern's 99-trade filing is a near-wholesale exit from energy and industrials, with Devon Energy sold down in three separate blocks of $100,001 to $250,000 and a same-size Exxon trim, while the only buys are Oklahoma municipal bonds and defensive names like Coca-Cola and Chubb. A House Republican rotating out of oil into tax-free paper is worth noting as his own party campaigns on a trading ban.
Mad Money w/ Jim Cramer 9/24/26
- Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
- Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
- Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
- Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money
Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
Coca-Cola lifted its quarterly payout 3.9% to $0.53 a share, keeping the raise streak intact and the yield at 2.37%. Own it before the September 15 ex-date or the higher check waits another quarter.
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