PepsiCo, Inc.
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The Activist Train Rolls On
By Marshall Hargrave - May 23, 2013 | Tickers: MWV, MDLZ, PEP, TIF
Billionaire activist Nelson Peltz runs Train Partners, the hedge fund that manages some $5 billion and focuses on a select number of stocks, owning only ten stocks at the end of the first quarter. The latest big win for the hedge fund was when billionaire Warren Buffett announced the takeover of H.J. Heinz, which Train had a 5.4% stake in. Outlined below are Train's latest moves from more »
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Sorry...Your Savings Account Stinks
By Adem Tahiri - May 22, 2013 | Tickers: BH, CBRL, PEP, TIF
These days, it's tough to be a saver. Bonds, savings accounts, and CD's are paying paltry yields. For this reason, you need to be more informed about dividend stocks than ever before.
Great dividend stocks, unlike savings accounts, usually see their pay-outs go higher over time.
Yep, with savings accounts now yielding much less than 1%, it's no wonder that dividend stocks are more popular than ever more »
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Next Steps From a Mighty Activist Investor
By Federico Zaldua - May 22, 2013 | Tickers: BUD, MDLZ, PEP
Nelson Peltz, the Brooklyn, N.Y.-born activist investor, has been increasing his bets on two big consumer goods companies (CGCs): PepsiCo (NYSE: PEP)) and Mondelez International (NASDAQ: MDLZ)). Many analysts believe that the investor would be looking into a possible merger between the two companies. Let's take a look at what might happen going forward between these two consumer goods giants.
Pepsico & Mondelez: Potential synergies ahead.
Modelez is more »
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Asia Beckons PepsiCo
By Eshna De - May 22, 2013 | Tickers: KO, PEP
CEO Indra Nooyi often talks about the PepsiCo (NYSE: PEP) algorithm which calls for balancing out growth initiatives between developed, developing, and emerging markets. It is heartening to see that the management is delivering on this strategy. Over the last 7-8 years the company has increased its focus on more geographic diversion and has created a success story out of this.
In 2005 PepsiCo generated around 61% of its sales more »
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Will Sodastream Continue Fizzing?
By Lior Cohen - May 21, 2013 | Tickers: KO, PEP, SODA
The razor-blade model in the beverage industry, in which most of the profits are made on the complementary products that are sold to returning customers, is proving to be sustainable. This practice is the driving force behind Sodastream International (NASDAQ: SODA) that continues to rally in the stock market and keeps gaining more confidence from investors. Will this company continue to rally? Is it time to consider this Israeli company more »
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Activist Billionaire Nelson Peltz Loves This ‘Fab Five’
By Meena Krishnamsetty - May 21, 2013 | Tickers: MDLZ, PEP, STT, TIF
Trian Partners, known for its activist ways, is a hedge fund founded and managed by Nelson Peltz, Peter May and Edward Gardner. The fund generally meshes a value-based approach with their activist positions, with over $2 billion in 13F capital at their disposal.
Recently, Peltz and his team have opened large positions in consumer-centric companies, namely PepsiCo (NYSE: PEP) and Mondelez (NASDAQ: MDLZ). But first, let’s go over a more »
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Coke vs Pepsi: The Cola Wars Rematch
By Karin Hernandez - May 21, 2013 | Tickers: KO, PEP
About a year ago, I examined the pairing of Coca-Cola (NYSE: KO) and PepsiCo (NYSE: PEP) to determine which I thought was the better investment. Today I am revisiting them to evaluate how well my prediction worked out, and whether or not I will change my opinion at this time.
A year ago, I suggested that both companies held opportunity for investment, but Coca-Cola offered the greater potential gain. At more »
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What’s Not to Like About These 3 Beverage Companies?
By William Bias - May 21, 2013 | Tickers: KO, DPS, PEP
When studying the big three beverage companies, Coca-Cola (NYSE: KO), Pepsi (NYSE: PEP), and Dr. Pepper (NYSE: DPS) you realize that they all possess qualities worthy of your attention. Here’s why.
Everyone knows Coca-Cola
Coca-Cola owns one of the most recognized brand names in the world. The cursive “Coca-Cola” against a red and white backdrop provides an attractive color and font scheme that resonates with the consumer psyche at more »
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Is Pepsi Poised for a Bubbling 2013?
By John McKenna - May 21, 2013 | Tickers: KO, PEP
One of the best things about the US economy is that it fosters an environment of intense competition, both on the shelves of stores and in the boardrooms. There is probably no better personification of this competitive environment than the centuries-old rivalry between Coca-Cola (NYSE: KO) and Pepsico (NYSE: PEP). Whether it’s waged by the legions of die-hard fans of these soda empires, or in the office towers where more »
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Orange Growth for Coca-Cola
By Mark Morelli - May 20, 2013 | Tickers: KO, MNST, PEP
If you thought a key ingredient used by The Coca-Cola Company (NYSE: KO) was obtained only from the coca plant, you may have been barking up the wrong tree.
Juiced up
The Atlanta-based company is working out details with growers in Florida and Brazil to purchase oranges from them. Yes, oranges. It will spend about $2 billion in Florida alone over the next 20 years.
Many of the drinks it more »
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How Much Fizz Is There in SodaStream?
By Rahul Chattaraj - May 20, 2013 | Tickers: KO, PEP, SODA
SodaStream (NASDAQ: SODA), the world's leading manufacturer and distributor of home beverage-carbonation systems, reported record first quarter sales that provided it with a strong start to the year. The company enjoys a first mover advantage in this segment by providing a legitimate alternative to traditional soda. Now, the company is looking at ways to pull off a similar or better performance in the coming quarter as well. Soda Stream more »
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Will Stevia Provide a Sweet Return for Investors?
By Yagmur Kurt - May 20, 2013 | Tickers: KO, PEP, SBUX
With the growing obesity epidemic costing the U.S. economy over $150 B annually, the hunt is on for a viable solution. The FDA recently reversed its long held stance of outright rejecting anti-obesity meds last year, and actually approved two new drugs by Arena Pharmaceuticals (ARNA) and Vivus (VVUS), respectively. While this is a step in the right direction, it is far from a fix and does little to more »
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3 Big Names In The Soft Drink Industry
By Victor Selva - May 20, 2013 | Tickers: KO, DPS, PEP
Within the soft beverage industry, Coca Cola Co (NYSE: KO) and PepsiCo (NYSE: PEP) are undisputed worldwide leaders. As such, they offer compelling growth prospects for the long-term. Arising as a new leader, the energy drink company, Monster Beverage Corp. (NASD: MNST) is also worth a closer look as it could become a global frontrunner in the years to come. In this article we will do so; analyze these stocks more »
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A Solid Pick for Both Dividend and Value Investors
By siraj sarwar - May 20, 2013 | Tickers: KO, DPS, PEP
Even in economically depressed times, there are certain sectors that rarely feel the heat. In addition, there are some corporations so large and far-reaching that even if one of their products or service lines has a downturn, the overall company is savvy enough to be able to say, "Take a licking and keep on ticking."
The largest companies offer reliable dividends. In addition, they offer stock price stability, which is more »
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Can Non-Alcaholic Beverages be Fun?
By John Timmes - May 19, 2013 | Tickers: KO, DPS, PEP
While life's great debate has always been Coke or Pepsi, Dr Pepper is trying to make a name for itself in the competitive nonalcoholic beverage business. Despite issues surrounding health problems with sugary drinks, these companies provide interesting investment opportunities with appealing dividend yields.
Coke
The Coca-Cola Company, the world's largest beverage maker, engages in the manufacture, marketing, and sale of nonalcoholic beverages worldwide. The company's primary more »
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Why Pepsi Fails the Test
By Nauman Aly - May 19, 2013 | Tickers: KO, DPS, MNST, PEP
Despite the efforts of First Lady Michelle Obama and New York City Mayor Michael Bloomberg to get kids and adults to lay off the sugary beverages, soda continues to be a solid market for investors, depending on which company you invest in, of course. In the decades-old rivalry between PepsiCo (NYSE: PEP) and Coca-Cola (NYSE: KO), Pepsi fails the test on many dimensions, some of which you won’t hear more »
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Can PepsiCo Sustain its Returns?
By siraj sarwar - May 18, 2013 | Tickers: KO, DPS, PEP
PepsiCo, Inc (NYSE: PEP) is a snack, food, and beverage company and is one of the top players in the beverage industry. PepsiCo has enjoyed a long history of generating strong financial growth for its investors. With some the globe’s most-recognized brands and its commitment to sustainability, the company was able to generate long-term growth. Let’s look at the company’s ability to sustain its consistently increasing returns more »
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Is Monster Losing Its Energy?
By Eshna De - May 17, 2013 | Tickers: KO, MNST, PEP
Energy drinks maker Monster Beverage (NASDAQ: MNST) seems to have lost some of its growth momentum. Investors have always perceived this company as a fantastic growth proposition and have not been disappointed in the past. Monster has returned around 62.5% in share price appreciation over the last two years while the S&P 500 has only returned around 17.16%.
Things have been a little quieter of late, however more »
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Is this Stock Over-Caffeinated?
By Marshall Hargrave - May 16, 2013 | Tickers: KO, MNST, PEP
Monster (NASDAQ: MNST) is the largest U.S. energy drink maker by sales volume. It also fell farther than any of its competitors in the six months after a poor first quarter and slowing sales in April. First quarter earnings results showed a 17% decline year over year, and missed EPS consensus by 4.9%. Monster is now well off its 52-week high.
In November, the FDA noted that it more »
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5 Stocks This Multi-Billion Dollar Fund Is Bullish On
By Meena Krishnamsetty - May 16, 2013 | Tickers: CSCO, MSFT, NWS, PEP, PG
Since we are several weeks past the end of the first calendar quarter of the year, we are finding ourselves in the period when institutional investors are reporting their holdings in 13F filings with the Securities and Exchange Commission. One of the most recent 13Fs reveal the positions of Donald Yacktman's Yacktman Asset Management.
Monitoring 13Fs is beneficial because they reveal recent moves of the fund, and its favorite more »
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