Pepsico, Inc. (PEP)
First Recommendation - BUY (03/05/2007)
Performance - ~ 6% gain in last 2 months
Reason behind excellent performance - The Street's tumble in late Feb-07 stressed increased market volatility; consequently investors are now turning to defensive stocks such as PEP.
Outlook - Positive. Pepsi should continue to benefit from its international business and broad product line. Also, in early May Pepsico announced 25% increase in its annual dividend; this should attract more investors.
Current Recommendation - BUY.
Coca-Cola Co. (KO)
First Recommendation - SELL (03/20/2007)
Performance - ~ 10% gain in last 2 months
Reason behind excellent performance - KO reported a phenomenal 2007 Q1.
Outlook - Positive. It looks like KO has been revived by its management. I still prefer PEP over KO because of its bigger product line that includes cereals and chips. But, I notice that people are appreciating Coke ZERO more and more every day.
Current Recommendation - Upgraded from SELL to HOLD.
Jones Soda Co. (JSDA)
First Recommendation - BUY (03/20/2007)
Performance - ~ 11% gain in last 2 months
Reason behind excellent performance - Strong marketing strategy; JSDA's management is doing a great job of marketing its product as healthy and by putting its consumer's picture on its bottles.
Outlook - Neutral. Though, JSDA's market share has been increasing, it reported lower than expected profits in 2007 Q1.
Current Recommendation - HOLD only if you can handle high risk. Also, JSDA is currently expensive with a PE of 116.
First Recommendation - BUY (03/05/2007)
Performance - ~ 6% gain in last 2 months
Reason behind excellent performance - The Street's tumble in late Feb-07 stressed increased market volatility; consequently investors are now turning to defensive stocks such as PEP.
Outlook - Positive. Pepsi should continue to benefit from its international business and broad product line. Also, in early May Pepsico announced 25% increase in its annual dividend; this should attract more investors.
Current Recommendation - BUY.
Coca-Cola Co. (KO)
First Recommendation - SELL (03/20/2007)
Performance - ~ 10% gain in last 2 months
Reason behind excellent performance - KO reported a phenomenal 2007 Q1.
Outlook - Positive. It looks like KO has been revived by its management. I still prefer PEP over KO because of its bigger product line that includes cereals and chips. But, I notice that people are appreciating Coke ZERO more and more every day.
Current Recommendation - Upgraded from SELL to HOLD.
Jones Soda Co. (JSDA)
First Recommendation - BUY (03/20/2007)
Performance - ~ 11% gain in last 2 months
Reason behind excellent performance - Strong marketing strategy; JSDA's management is doing a great job of marketing its product as healthy and by putting its consumer's picture on its bottles.
Outlook - Neutral. Though, JSDA's market share has been increasing, it reported lower than expected profits in 2007 Q1.
Current Recommendation - HOLD only if you can handle high risk. Also, JSDA is currently expensive with a PE of 116.
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