| BUY | 66.710 | Duncan Stewart | Stock has dropped almost 25%. International exposure. Long-term brand. | 2008-07-28 | |
| BUY | 64.450 | Norman Levine | (Market Call Minute.) Not a soft drink stock but a snack food stock. They are the premier one out there. | 2008-07-21 | |
| BUY | 67.930 | Norman Levine | This is a far better company than Coca-Cola (KO-N). Likes their product line. | 2008-05-28 | |
| DON'T BUY | 70.020 | Mark Grammer | Question is now a good time to buy in.
Has issues outside the US market like competition and bottling.
When he looks at staples of the consumer market, this one doesn't come to mind.
It's possible that they will expand into India and China, but would rather wait until there is traction before jumping in. | 2008-03-18 | |
| DON'T BUY | 78.090 | Gordon Reid | This is a good company and has been doing fairly well. The difficulty he has with this one and a lot of the consumer staples is that they are fairly expensive. | 2007-12-12 | |
| BUY | 76.650 | 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 | |
| TOP PICK | 68.460 | Alan Kral | Has good product diversification. The ability to extend those lines has been their strength for many years. Global exposure. | 2007-09-10 | |
| PAST TOP PICK | 68.500 | David Burrows | (A Top Pick Aug 23/06. Up 9.2%.) Large cap growth was coming into play at that time. Still a Buy. | 2007-08-09 | |
| BUY | 68.480 | John O'Connell, CFA | Doing the best it can to give more of a health-food outlook. Trading at about 22 X earnings. We'll probably grow its earnings at about 8%. Have been buying back stock. Would prefer more of international play such as Nestle. | 2007-05-29 | |
| BUY | 64.080 | David Driscoll | Between Pepsi and Coke (KO-N) this is the better quality company. Stock has gone sideways in the last year, but you are getting a rising dividend. Free cash flow allows them to make acquisitions to continue to build their brand globally. | 2007-02-15 | |
| BUY | 62.690 | David Driscoll | A wonderful long-term investment. Dividends continue to grow every year. Capital expenditures are only about one quarter of their cash flow. Lots of cash. Dividend of 2% and probably 5%-10% growth. | 2006-11-09 | |
| WEAK BUY | 62.680 | John Zechner | Has been a good growth story for the past several years. This is one of the long-term growth stories if you are going to be comfortable with a 10% annual growth. | 2006-10-16 | |
| TOP PICK | 64.070 | David Burrows | Only 20% of their revenues come from carbonated beverages. Well diversified. A very well managed business. They are focused on 10% cash flow growth a year, which they have been doing since 2001. If we have a slow economy, the public keeps on buying their products. Great brand names. | 2006-08-23 | |
| BUY | 63.380 | John Zechner | Still likes it. It's growing. Doing better than the competition. Diversified well. Earnings where a little bit ahead of expectations. Relatively inexpensive. | 2006-07-31 | |
| BUY | 59.050 | David Driscoll | A very good quality company. Generates tremendous free cash flows. Long history of increasing dividends. Doesn't own as they have a Mexican beverage company and won't have 2 companies in the same sector in the portfolio because that concentration would increase the risk too much. | 2005-11-03 | |
| BUY | 54.600 | 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 | |
| BUY | 52.350 | Paul Harris, CFA | Prefers and is in much better shape than Coca Cola (KO-N). Have diversified into snack foods. At a good level. Should continue to do well. Have a much better franchise going forward. | 2005-03-28 | |
| TOP PICK | 51.200 | Lou Holland | Reasonable dividend yield and growth in cash flow. Management turn around makes it interesting. | 2004-11-05 | |
| TOP PICK | 50.080 | Mary Farrell | Interested in companies that have very good earnings growth and visibility. Excellent management. | 2004-10-01 | |
| TOP PICK | 53.750 | Gene Henssler | Consumer staples is a good area to be in. | 2004-05-14 | |
| DON'T BUY | 46.010 | Mark Jackson, CFA | (A past top pick Dec 10/03. Up 10%.) Continues to gain market share in the states. | 2004-01-08 | |
| BUY | 43.560 | Brad Willock | This is their biggest holding. Reasonable price. Has new products coming out. A safe, defensive holding. | 2003-05-23 | |
| DON'T BUY | 40.970 | Mark Jackson, CFA | Trying to regain market share so costs will have to increase. | 2003-04-14 | |
| DON'T BUY | 43.610 | Gavin Graham | High multiple. | 2002-08-20 | |
| BUY | 52.290 | Noah Blackstein, B.A., CFA | Has done very well. | 2002-04-10 | |
| BUY | 48.450 | Noah Blackstein, B.A., CFA | Prefers over Coca Cola. Good growth rate and execution of business.Has growth products. | 2002-01-11 | |
| BUY | 49.380 | Michelle Calpin | Good long term. Steady, stable consistent earnings. Good diversity in food sector. | 2001-12-19 | |
| BUY | 47.250 | Brendan Kyne | Likes. Diversified product line. | 2001-08-23 | |
| DON'T BUY | 45.370 | Michelle Calpin | Too diversified and not global enough. Paid too much for acquisition. | 2001-06-27 | |
| BUY | 44.900 | John Sinkins, CFA | Better value than Coke. Frito Lay is a good asset. Well diversified. Buy as a long term. | 2001-04-26 | |
| DON'T BUY | 45.810 | John Zechner | A good company, but questions valuations. | 2001-03-01 | |
Experts that have talked about Pepsi
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