STOCKCHASE

Hap (Robert) Sneddon FCSI

Not a bad company or stock, but tends to favor pepsi over coke because of the diversity of pepsi's business.

2011-11-23

BUY on WEAKNESS

65.950

Barry Schwartz

Fabulous company. Dividend has gone up for many years. Valuation is slightly higher than Pepsi (PEP-N). He would like to get in at 14-15 times earnings.

2011-11-21

BUY

66.400

Srikanth Iyer

50% of global beverage is owned by this company. Doesn't own because the yield pickup is not as great as some of the others in the consumer staples. In this volatile market, owning this is not a bad thing. 3% yield.

2011-06-22

Comment

65.120

John Zechner

Great brand on a global basis but getting more competition in the market, which they are adjusting to, but growth in the global market is probably slowing down a little. For a global play he would prefer and industrial or technology company. You won’t go wrong owning it but the stock will only go up with the rate of earnings growth, which is single digits.

2011-06-13

HOLD

66.040

In the right space. This is the period that consumers’ staples start to do well. Chart shows a nice upward trend. You could add more if it gets down to $63-$64.

2011-06-02

DON'T BUY

67.000

Pepsi (PEP-N) or Coke (KO-N)? Pepsi has better growth metrics going forward in the range of 10%-12% in earnings and cash flow versus 9%-10% with Coke. Less dependent on carbonated drinks. Has a food business in Frito Lay. Also trades at a lower multiple.

2011-04-27

Comment

67.270

Jeff Parent B. Eng. FCSI

Breaking out right now but he wouldn’t have high expectations. Not a growth stock. Recent breakout is very positive that it is breaking into a new high. Could go up another $3.

2011-04-08

Comment

67.630

Don Lato

Pepsi (PEP-N) versus Coca Cola (KO-N)? Both have similar growth rates. Coke trades at about 17.5X earnings while Pepsi trades at about 14.5X earnings. At a 3 point multiple Pepsi would be his choice. Pepsi is a smaller player but more diversified with their Frito Lay division.

2011-04-06

BUY

67.630

Norman Levine

Likes the emerging market exposure. International earnings are good when the US$ is coming down. Have commodity exposure to sugar, corn and aluminum but likes the growth in that are. Prefers Pepsi (PEP-N). (See Top Picks.)

2011-04-06

DON'T BUY

63.870

Benj Gallander

Strongly doubts it will be the strongest stock in the US in the next 5 years. It could be a good stock, given the dividend, but he things there are far better investments out there.

2011-01-04

Comment

65.590

The negative is that sugar prices are at an all time high. More and more sales are coming from out of North America. If the US$ drops, earnings could go up.

2010-12-22

BUY

64.610

Has done a great job. Good volume growth is coming from the BRIC countries. You are paying a higher multiple than with Pepsi (PEP-N) but you are getting good growth..

2010-11-25

SELL

62.550

Good time to take some profits. Done very well but getting expensive at 17X earnings.

2010-11-10

BUY

52.240

Don Lato

Well positioned for decent growth at a not too expensive multiple.

2010-06-23

BUY

51.540

Peter Brieger

The real growth over the next 2 decades is going to come from developing nations.

2010-05-20

HOLD

54.470

Barry Schwartz

Just-released good earnings numbers. Good international story with lots of growth in Asia and Latin America. Really benefiting from the low US$. Good dividend. Expects Cdn$ will go higher so he is not buying a lot of foreign stocks right now. Low growth.

2010-04-20

BUY

56.130

Coca-Cola. Growth is in their non-carbonated drinks. Prominently international and derive most of their revenue/earnings from overseas. A good play on the weak US$. 2.9% dividend.

2009-11-11

PAST TOP PICK

43.300

David Burrows

(A Top Pick Feb 15/08. Down 24.4%.) Sold his position last fall.

2009-02-19

BUY

42.310

Brett Hryb

Great company. One of the biggest international and most recognized brand names. Challenge has been to diversify their breakdown of assets from carbonated soft drinks into other beverages. Globally starting to get into water, teas and sports drinks, which are starting to show growth. Commodity prices will be declining, which should help them on the margins. 3.5% yield is safe.

2009-02-09

Comment

44.490

Gets an enormous amount of its earnings outside of North America. As the US dollar got stronger, the money it brought back was worth less. A recession resistant product.

2008-11-06

BUY

44.730

(Market Call Minute.) Probably the cheapest it has been in 10 or 15 years.

2008-11-05

DON'T BUY

46.030

Kevin O'Leary

Has been a relatively safe place to be. Supposedly one of the great China stories and one of the most significant areas to play the global brand. Thinks it's going to be tied to the markets. In terms of upside, there are so many areas that will give you a better yield.

2008-11-04

BUY

41.010

Brendan Caldwell

This is something that people use every day. Stock has come off like every other stock. Feels that going forward these kinds of companies will probably be market leaders. The only thing better would be financials.

2008-10-27

WEAK BUY

53.880

Alan Kral , CFA, CIC

Been very successful over the last couple of years because of international exposure, especially in China. Also benefited with the decline in the US$. Some question now as to whether the great growth overseas is going to continue. Dollar is becoming stronger so earnings will not be as strong.

2008-09-09

Comment

53.790

Charles Bobrinskoy

Trading at about 17X forward earnings, that is not nearly as cheap as many other companies. You won't be hurt by this long-term. Have been hurt by higher costs. Sugar is a huge cost factor for their products.

2008-08-27

DON'T BUY

55.350

Likes Pepsi more than Coke because of diversification.

2008-08-11

BUY

54.910

David Burrows

Likes the food and beverage stocks. This company is a beneficiary of the global growth in the consumer. Not the strongest stock technically in the group. Would prefer General Mills (GIS-N) or H. J. Heinz (HNZ-N).

2008-08-05

BUY

51.500

John O'Connell, CFA

Return over the last 10 years has only been 4%. A lot of growth in revenue recently because of the weaker US$ creating some currency gains. Concerned that bottled water margins are probably lowering. Good price.

2008-07-31

TOP PICK

51.570

Bruce Cooper

80% of earnings come from outside of the US. Has exceptional cash flow. Trades at about 15X earnings with a dividend yield of 3%.

2008-07-29

BUY

56.700

Peter Brieger

Likes this and is one that he would consider adding. If there is a more prolonged economic slowdown, lower priced beverages and fast foods will be more looked at for people trying to save.

2008-06-04

BUY

60.320

(Market Call Minute.) Prefers Pepsi (PEP-N). Probably has decent growth and good dividend growth.

2008-04-23

Comment

59.470

Kenneth P. Norquay, CMT

Has a positive long-term uptrend in a market that is not really positive long-term. In the last 2 months it sold off with the rest of the market from a new high in January. Now consolidating. If it broke through the recent highs of $60, that would be a bullish signal.

2008-03-11

BUY

62.750

David Burrows

Coca-Cola (KO-N) and Pepsi (PEP-N) are leaders and are attractive. Both are supplying a growing consumer base overseas. Prefers Pepsi a little bit better because it is less focused on soft drinks. Down side. If this market takes off, a lot of investors hiding in these stocks will sell and they will under perform.

2007-12-04

VAGUE

57.760

Great Francaise, wonderful company. Has an international present. (good with a weak US dollar). Thinks it might be a bit overvalued.

2007-10-16

BUY

54.570

Alan Kral , CFA, CIC

Have had some difficulties but is now turning around and this is his reason for owning it. Global exposure.

2007-09-10

BUY

53.690

Bill Carrigan

Stock has been out of favour for about 7 years. He thinks finally the tide is turning. This year was a rally after a long downtrend from 1999. There's probably a lot of foreign earnings and expansion in the price and into emerging economies. Probably the

2007-09-05

WEAK BUY

51.140

James Cole, BA, CFA

Trading around fair value. Is okay not very exciting. A low single digit grower with a positive dividend yield.

2007-06-12

Comment

48.250

Brad Willock

Doesn't particularly like the Company. With young people getting Type II diabetes, it is getting pulled from schools. The stock is a play on a weaker US dollar as most of their sales are outside of the US. If the US dollar is strong, he buys Pepsi (PEP-N) which is more US$ centric.

2007-03-22

HOLD

47.880

Norman Levine

Much better than it was.

2007-01-31

BUY

48.900

John Zechner

There’s been a resurgence of the US large cap multi-national based, consumer product stocks. Has always been an expensive stock.

2006-12-12

SELL

48.000

Likes Pepsi better, so would have this as a Sell.

2006-12-05

BUY

41.720

John Zechner

US growth stocks have gotten cheaper. Growth is not much higher, but the multiple has come down. Won't be a fast grower. Very defensive characteristics if the market rolls over.

2006-04-26

DON'T BUY

40.940

Historically, the stock has had 3 ups and 2 downs and is now into its 3rd down cycle.

2006-02-06

DON'T BUY

40.930

Doesn't feel they've had good leadership for 4/5 years. They’ve stumbled from one president to another. They've seen their leadership in American soft drink industry lost to Pepsi. Pepsi would be a better choice in this industry.

2006-01-19

SELL

40.880

Have announced some new products, but does not think this will bring growth to the stock. Pepsi is a much better bottler with much better growth potential.

2006-01-18

DON'T BUY

41.610

Has a great reputation, is a great company and a great brand but they've made a lot of errors along the way with not diversifying out of colas. Pepsi (PEP-N) now has a larger market cap! Would prefer Pepsi.

2006-01-09

DON'T BUY

40.780

Norman Levine

Has not been a fan for many years. Doesn't see any catalyst in the near term to change his mind. Has been losing market share to Pepsico (PEP-N) which he would prefer instead.

2005-12-28

DON'T BUY

41.210

Bruce Campbell

Prefers and owns Pepsi (PEP-N) which is outgrowing and has just passed Coca-Cola in sales. Like a lot of the US large caps, the multiples are a little bit high. The growth on this one doesn't match the multiples.

2005-12-21

DON'T BUY

41.420

Pepsi is eating their lunch. A pretty tired brand.

2005-12-19

DON'T BUY

42.460

Mark Jackson, CFA

Q: What is the potential for them in India? A: They have been in that market for some time already, so you are not going to see additional marginal growth. There are better ways to get exposure on a China/India play.

2005-11-15

DON'T BUY

43.330

Danny Tomka

Both Coca-Cola (KO-N) and Pepsi (PEP-N) are trading roughly at the same valuation. Coke has a lot of work to do. Pepsi has better momentum. A big part of their business is the snack food business. On the beverage side they have a better assortment of sports drinks and water franchise. Would Buy Pepsi over Coke at this point.

2005-07-20

DON'T BUY

44.780

Danny Tomka

Great brand internationally. However, growth is almost nonexistant. Missed on the power drinks, water, etc. People are not drinking as many soft drinks as before. Would buy Pepsi (PEP-N) instead.

2005-06-02

VAGUE

44.570

Jim O'Shaughnessy

Hasn't been an outstanding performer, but hasn't been horrific either. Check shareholder and dividend yield. If they're high, you've got a name brand, one of the bluest of blue chip stocks.

2005-05-09

DON'T BUY

41.120

Prefers Pepsi (PEP-N) which is in much better shape.

2005-03-28

TOP PICK

39.860

Nicholas Sargen

Feels there will be a rotation to larger caps in the US. Has lagged, but has about 70% exposure to the offshore market.

2004-11-26

TOP PICK

41.400

Brian Rogers

Interested in companies that are high quality and have struggled. Attractively priced.

2004-11-05

DON'T BUY

39.780

Have had problems at the top for the last four years. Losing market share.

2004-10-12

BUY

42.870

Bill Carrigan

A torpedo stock in that it was in a downtrend and then took a sudden drop. Probably at the end of its long decline.

2004-09-14

DON'T BUY

43.860

Brian Acker, CA

Stumbling badly. Try to get a new CEO. Model price has been deteriorating and is now $33. Earnings have been dropping. Top line growth is very tough for them.

2004-07-30

TOP PICK

50.580

Alan Blake

Powerful balance sheet.

2004-07-16

DON'T BUY

50.120

Mark Jackson, CFA

Well-run company. Margins are under pressure because of competition. Would prefer Cott.

2004-01-08

DON'T BUY

43.780

Benj Gallander

Not sure there won’t be a backlash against cola companies re: health problems.

2003-09-02

PAST TOP PICK

44.010

(Was a top pick on Mar 19/03. Up 5%.) Still likes.

2003-07-10

PAST TOP PICK

45.570

(Was a toppick on Feb 20/03. Up 11.4%.) Still likes. Will continue to hold it intil it reaches the $50/51 range and then will get out as their model shows that it will drop after that.

2003-05-30

BUY on WEAKNESS

44.520

Glenn Paradis, BA, CFA

A quality company. Trades at 22 X cash flow/26 X earnings, which is not cheap, but historically low for them. 75% of profits are international, so weaker US dollar is not a problem. Buy in the low $40's or high $30's for a long term hold.

2003-05-20

BUY

42.880