Seeking Alpha
Portfolio strategy, ETF investing, foreign companies
Profile| Send Message| ()  

roger nusbaumRoger Nusbaum submits: Barron's had an article about Starbucks (SBUX) (longtime client and personal holding) that was generally positive. The article concluded with something vague about Coca Cola (KO) or Pepsi (PEP) buying Starbucks.

A few weeks ago I posted about Dow Chemical (DOW) (another holding) being an acquisition target. I noted that to my way of thinking 30% today was not as good as a few hundred percent over time. This is another example. I don't think KO or PEP can grow anywhere near as much SBUX will.

If SBUX does get bought out maybe I'll look at Caribou Coffee (CBOU)?

Source: Starbucks Buyout? Yet Another Case of 30% Today vs. 100% Over Time