David Winters On Coke, Value Investing And MoreVW Staff
David Winters has popped into the news with his harsh criticism of Coke. However, we have long followed the famous value investor here. It was an exciting week as Winters appeared for an interview on WealthTrack. Below are further details, and we will have more coverage on Monday (sign up for our free newsletter to ensure you do not miss the article).
More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett!
David Winters video and MUCH MORE below
Wintergreen Advisers holds over 2.5 million shares of Coca Cola stock. Based on Winters’ research, Coke “has all of the attributes of a wonderful long-term investment.” However Coke recently proposed a 2014 Equity Plan to shareholders, to be voted on at its annual meeting. As is his practice Winters and his team read the entire proposal, including the fine print, and discovered it had an executive compensation plan Winters describes as excessive and a “raw deal for shareholders.”
David Winters Stick with investors and companies that are built to last. video below
David Winters one investment
Canadian Natural Resources Ltd. (CNQ) Price $37.38
David Winters: Sweet Dreams
Most of our Great Investors live and breathe investing, but David Winters takes it one step further he sometimes dreams about companies he is investing in! Right now, one company in particular is putting a smile on his face.