Comments for PEP - Stockpickr! Your Source for Stock Ideas

Comments for PEP

Added By	Comments	Type	Date Added
barrons3	PepsiCo has rallied about 34% since early March, to 63. Some fans think it could rise into the 70s next year, while one investor pegs its private-market value closer to 100 a share.	Love	November 28, 2009
barrons3	PepsiCo is expanding in fast-growing markets like Russia and China, and through the introduction of new products like naturally sweetened beverages, in an already-diverse portfolio, according to Bahl & Gaynor's McCormick. Its dividend, which represents a 2.9% yield, has risen at a 17.5% annual clip over the past five years. The stock trades at 15 times consensus EPS estimates of $4.22 next year, but the company is one of the fastest growers in this portfolio. Return on equity has consistently hovered around 30%, and earnings are "extremely stable," McCormick adds.	Love	November 21, 2009
barrons3	Q: Last but not least, what do you like about PepsiCo? A: We have a high degree of confidence in prospects for strong earnings growth over the next 10 years. It has very conservative accretion assumptions for the Pepsi Bottling Group and PepsiAmericas deals, an abundance of organic growth opportunities with a dominant global snacks business, and an excellent management team. Yet the stock sells at about 14.5 times next year's consensus earnings. That's in line with the [consumer-]staples group and a discount to its global peers.	Love	October 24, 2009
barrons3	Can you imagine where this market could go if oil were to go to $85? Vale (VALE) goes to $30, Freeport-McMoRan (FCX) to $90 (thanks for that dividend), and Procter & Gamble (PG) will go to $60 and Apple (AAPL) to $210 and Pepsi (PEP) to $65. Hold it, wait a second. Did he say Pepsi, Procter and Apple? Yep.	Love	October 22, 2009
rjbakken	world wide exposure good products	Love	October 19, 2009
Moneyguy	growth	Love	October 06, 2009
RhinoStocks	Don't be fooled by this perennial number two soda brand -- the company also owns 18 megabrands that lead their market spaces. Watch earnings on October 8.	Love	October 05, 2009
rjseigel	good dividends	Love	September 26, 2009
barrons3	Najarian also likes Molson-Coors (TAP) and Pepsi (PEP). Both stocks perform well during the fall.	Love	September 23, 2009
majsteve	No growth, need I say more	Hate	September 10, 2009
Bruce Forrest	solid performer in 09	Love	September 08, 2009
Vinsanity	Consistent Earnings growth/Price growth	Love	September 02, 2009
bbauer	DIVIDEND/G&I	Love	August 27, 2009
barrons3	In the latter theory the big durable good numbers and existing-home numbers are "in" the stock market. I say that because some of my hardest-hit names are directly linked to a stronger economy -- 3M (MMM), Caterpillar (CAT), Deere (DE), Fluor (FLR) and General Electric (GE) -- while the recession stocks are rocking: Procter & Gamble (PG), Celgene (CELG), General Mills (GIS), Pepsi (PEP), Coca-Cola (KO) and Abbott Laboratories (ABT). Worse, Dollar Tree (DLTR) and Family Dollar (FDO) are on the move.	Love	August 27, 2009
barrons3	It is not about the U.S. economy and what it means for factory orders to be up -- although conclusively (as my friend Matt Horween, he of the great series last week in the Opinion section on the flagship site, says) there were and are no jobs being created and the stimulus plan frankly isn't that kind of plan, good grief!). It is not about Procter & Gamble (PG) or Pepsi (PEP) or Johnson & Johnson (JNJ). It isn't even about Intel (INTC) and Microsoft (MSFT) and Cisco (CSCO). It certainly isn't about Apple (AAPL), Amazon (AMZN) and Google (GOOG), although there is some China expectation to the iPhone. Keep that in mind as everything comes down today.	Love	August 20, 2009
remingks1	Still a good recession proof stock.	Love	August 09, 2009
barrons3	Could someone pound General Mills (GIS) and Pepsi (PEP) more?	Love	August 06, 2009
roberto1971	up side after new year	Love	July 24, 2009
barrons3	Today's when the overload dawns on you. I am frantically looking at how 3M (MMM) made the quarter, how Apple (AAPL) finally moved the needle for AT&T (T), and how Union Pacific (UNP) was still able to cut costs even further, all the while re-evaluating the tech earnings from last night and the negative Pepsi (PEP) story -- which I disagree with -- in The Wall Street Journal.	Love	July 23, 2009
chrisn6179524	defensive, dividend, grouth	Love	July 11, 2009
Shinjuku	Not just softdrinks :)	Love	July 07, 2009
Stockpickr Staff	"The defensives, the Pepsis (PEP) and General Mills (GIS), remain incrementally positive for the quarter, so I do not foresee a lot of profit-taking occurring." <a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=27edc152-3aac-4d3e-940f-9c3800c5daa7#" target="_blank">"The Post-Mark-Up Could Sting Industrials," 6-30-09</a>	Love	July 01, 2009
sbelew	growth, dividend	Love	June 30, 2009
RazorEdge95	Capital Preservation stock in hard economic conditions	Love	June 15, 2009
stevencalvinhoward	I just love a cold drain.	Love	May 14, 2009
ElectionStocks	Cheap sugar.	Love	May 07, 2009
Kquayle	Consumers will always want Pepsi and Frito Lay	Love	May 06, 2009
Stockpickr Staff	"What's amazing about this one is it has created a bizarre confluence that has simultaneously lifted the soft-goods stories -- General Mills (GIS) and Pepsi (PEP) (although not the drug stocks, which remain in massive purgatory) -- without depressing the red-hot industrials or techs." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=27bba2e1-5ea2-4601-86ae-9bfb00975fe0" target="_blank">"Flu Panic Led Shorts to Lean too Far," 4-30-09</a>)	Love	May 01, 2009
barrons3	Of course, what isn't working you can buy a ton of: Abbott (ABT) and General Mills (GIS) and Pepsi (PEP) as usual are for sale, and I own enough of those for certain.	Love	April 30, 2009
Stockpickr Staff	"It's terrific to see the moribund stocks rally, Pepsi (PEP), General Mills (GIS), Bristol-Myers (BMY) and the like, but we have to be realistic that without the flu epidemic, these would be doing their same old 'off 27 cents a day' dance that has disheartened so many and caused so many to sell." <a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=65e69b61-f737-4c41-81fe-9bf800fc5f13" target="_blank">Read more here.</a>	Love	April 28, 2009