Wide Moat MNCs
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Created by pvholly
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Date updated:04-03-2008
These are my long positions in US equities. Expected holding period is over five years. These are augmented with long positions in commodities and emerging markets. Some short hedges are in place as well.
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MCD
Mcdonalds Cp - $54.18
- -1.72%
- $55.16
1. Sustainable Competitive Advantage 2. Simple Business 3. Growth in Emerging Markets 4. Ability to pass higher commodity costs to consumers 5. International operations hedge weak dollar and slowing US consumer
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YUM
Yum Brands Inc - $26.67
- -4.17%
- $27.60
See MCD Aggressive growth in China
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KO
Coca Cola Co The - $45.38
- -1.41%
- $45.60
1. Sustainable Competitive Advantages 2. Simple Business 3. Growth in Emerging Markets 4. Ability to pass higher commodity costs to consumers 5. International operations hedge weak dollar and slowing US consumer
-
PEP
Pepsico Inc - $53.64
- -2.47%
- $53.99
See KO
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PG
Procter Gamble - $58.76
- -6.07%
- $61.39
Same as MCD and KO. Strong brands.
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GE
Gen Electric Co - $18.96
- -6.83%
- $20.04
Infrastructure Growth. Green.
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AIG
Amer Intl Group I - $2.11
- -4.52%
- $2.17
Under Consideration
-
JNJ
Johnson And Johns - $61.42
- -3.52%
- $62.27
Under Consideration
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