The Faulty Thinking of Pepsi Bulls
Did anyone get the number of the truck that hit Pepsi (PEP)? I mean, what happened? If you compare Coca-Cola (KO) and Pepsi on a five-year chart, you'll notice that Coca-Cola is up 45% (plus dividends) while Pepsi only returned dividends (yawn).
Maybe the old school stock pickers out there can tell me. Wasn't Pepsi supposed to be the smaller of the two, with more growth opportunities ahead of it? Pepsi sold salty snacks, so it wasn't entirely dependent on case volume like KO. And wasn't that supposed to be a good thing? Pepsi had the cooler marketing. Coca-Cola had the polar bears that don't talk. Last week, Pepsi reported Q4 and fiscal 2011 year-end results. Is now the time to buy Pepsi or has the fizz gone flat?...356 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.
Already a Subscriber? Please login.