I actually like HANS as a Soda play..the PEG on KO has gotten too high. But HANS only sells to USA and Canada. It missed it's last qtr. and has been punished for it. It's PEG under 2.0..amoung other good fundies. For KO, There has been a drop in the number of families who rely on traditional food in Europe.. The advertising budget of Coke alone is a much more than Italy spends on food research. Yes, it is a great defense...and yes it has been mentioned a lot...but it is still a great play.

PEG OF MCD too high...The King is in Europe! BKC reports on Jan 31 it got knocked down bad after Wendy reported decrease same store sales in the beginning of Jan., p/e 19.84, PEG 1.16, 10.30% qtr growth. These are my notes from the Conf Call in September. Nymph Take Away:14th Consecutive Qt. of positive worldwide comps. Big thing is that 80% of the new resturants are opening outside the US. CEO Chidsey- 2007 A record year for BKC, yield revenues 590M v 533M, 11% increase. Spiderman 3 good. Breakfast 15% up, Late Night 12-13%. Those time frames continued to grow at a FASTER pase than overall sales. UK had failed resturants which they closed. Still waiting for permits for Germany and Middle East. Worldwide Sales 311,000...8% increase.Adjusted Net income of $40M, 60% improvement over the prior yr...which was helped by lower interest expense and lower tax rates. Adjusted EPS .24 v .18, 61% up. 100M share repurchase program. Retired 25M in debt. Higher commodity cost..primarily in beef. Latin America 17% revenues up. Income 29% up.Spicey Buger in Mexico. Food cost is LEVERAGED. Increase CAP spending 150 v 120. 50 M for new Companies...80% will be owned by company. Almost time for dinner.

They will be reporting tomorrow...the street is looking for .21. I think the $$$ is in it's Europe Play and I think it will do good when it reports. They are raising Hogs in Central Europe to feed China...I like the story...but we will see. * Since I wrote this SFD had reported with a 14.3% surprise..They report again on Feb 28, PEG 1.7, qtr growth 23.50% it has gave up all of it's profit since it last reported..In 2000 to 2002 it went from 7 to 23..maybe it might be a good defense.

Jan 17 they raise outlook. Upside surprise when they last reported. For the beer belly......What is Cheaper then Cheap Scotch for our floor... Jagermeister? Nope too good... for our floor I give you wholesale Vodka from Poland and now Russia.Even though they do Jager also...and beer, wine and everything else on the cheap side. Hey compare it for the year with STZ DEO and even SAM who is the only one that is giving it a run...but SAMS PEG over 2... Jan 17 (Reuters) - Poland's vodka producer Central European Distribution Corp (CEDC.O: Quote, Profile, Research) said it raised its full year 2008 outlook due to a strong Polish economy and the appreciation of the local currency. "This strong economic growth is fueling increased consumer demand for premium vodka brands and a wide range of imported spirits and wines. We look for the same positive trends to continue through 2008," Chief Executive William Carey said in a statement

This was in my Sexy Portfolio..but I liked it so much..and it has come back...I'll repeat it here.,,,these are my notes about a month ago on it... I give you this Frozen Meat Company out of Brazil. Smithfield on their cc really loved the fact that they send stuff to Central Europe. SDA exports most of their Meat....to ROW....so will they beat their meat...production...hard comps (roflol...I am having way too much fun with this). Anyway Here is the Bovinos...lol....trivia Sadia actually translates to "healthy" Market Cap 4.508B P/E (ttm) 16.56 EPS (ttm) 3.91 Div & Yield 0.475 (0.73 %) Income Statement Revenue (ttm): 4.24B Revenue Per Share (ttm): 62.64 Qtrly Revenue Growth (yoy): 31.40% Gross Profit (ttm): 758.56M EBITDA (ttm): 398.65M Net Income Avl to Common (ttm): 265.25M Diluted EPS (ttm): 3.91 Qtrly Earnings Growth (yoy): 522.40% It's twin company is PDA...but this has a better P/E...plus being a Healthy (Sadia) Female is a Trend..lol.

This one is SO SEXY. This is an ADR, it makes products and services Kidney Dialysis Machines. IT HAS VIRTUALLY NO COMPETITION IN THE USA SELLING ABOUT 95% of all the equipment. Nov 7 it bought Renal Solutions. It is in 25 Countries. 15.72 B Market Cap, p/e 23.60, EST NEXT QTR GROWTH RATE 20%, Divident RATE .21, Debt/Equity .91..DOJ has filed suit on Renal Solutions on 7/17/07 for Medicare Billing...Why does everyone talk about so many companies and totally miss this..darn sexy.