Bill Schmitz


Last quote by Bill Schmitz

Consumer staples as an indiscriminate, yield enhancing asset class propped up by index funds is still long in the tooth, especially if, as we expect, outsized passive investments in the group head to perceived greener growth pastures better aligned with an improving U.S. macro
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Dec 13 2016 Coca-Cola
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Bill Schmitz is associated, including China and India. Most recently, Bill Schmitz has been quoted saying: “While there are justified growth concerns related to the fallen BRICs [Brazil, Russia, India and China], especially China (but modestly offset by Indian strength), we continue to believe Coke is building a much better mouse trap more closely aligned with the realities of consumption drivers in the different markets where it competes, even if it isn't readily apparent in recently reported results.” in the article Dow dog Coca-Cola to rebound by 19%, says Deutsche Bank.
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