Pepsico Inc. (PEP)

All Comments on PEP

  • commenter
    Aug 04 02:53 PM
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    Safe Haven Investments Amid a Global Crisis [view article]
    Good review! Here's another reason why platinum is a good long term metal to own. Maybe cobalt as well? I know a lot of cobalt comes from Congo/Zaire. Where else?

    web.mit.edu/newsoffice...
    Reply
  • commenter
    Aug 04 12:17 PM
    My Website
    Safe Haven Investments Amid a Global Crisis [view article]
    Good article, and the kind we need to see more of. At least it gives us several things to do research on. Reply
  • commenter
    Aug 04 10:38 AM
    Safe Haven Investments Amid a Global Crisis [view article]
    just two major issues that the author conveniently ignores:
    first, just by looking at the share prices of swc and pal anyone can figure out that they do not exactly look like, uhm, 'safe heaven investments'.
    second, pal and to e little lesser extent swc have so far managed to abolutely screw up quarter after quarter after quarter. The auhtor should seruiously ask himself whether these two companies will ever be able to profit from a palladium bull that he envisages. chances are, palladium might indeed catch up with platinmum - while two companies will still make no money.
    so far, their mgmts suck and the fundamentals suck. it's yet to be seen what will happen when fundamentals go better. i for my part don't hold my breath to find out
    Reply
  • commenter
    Aug 04 09:57 AM
    Safe Haven Investments Amid a Global Crisis [view article]
    This is from one of the references given in the article: “Platinum is only obtained in the U.S. in trace amounts and therefore, the nation [the U.S.] depends 100% on other countries. South Africa contains 73% of the world reserves of platinum and virtually all of the United States need is met by this country.”

    Considering the above statement, I doubt that the platinum from SWC and PAL are not as high quality as platinum from South Africa.
    Reply
  • commenter
    Aug 04 09:04 AM
    Safe Haven Investments Amid a Global Crisis [view article]
    I have done as you suggested previously, Mark, and bought plenty of <del>SWC, PAL, PGM,</del> ...err Toilet Paper. Reply
  • commenter
    Aug 04 08:09 AM
    Safe Haven Investments Amid a Global Crisis [view article]
    I think capitulation in the PGM metal stocks will happen this tuesday.

    As a side note; the paper COMEX price of PGM metals is of course useless. Try buying a PGM metal at its quoted price! Ain't happening. You will pay much more to get the physical. That just shows you the total scam COMES plays.
    Reply
  • commenter
    Aug 04 05:23 AM
    Safe Haven Investments Amid a Global Crisis [view article]
    I agree to some extent on FSLR (don't think they're going down to $0, but believe they are greatly overvalued right now for a lot of reasons), but I also wonder if you've considered the possibility that they realize this and plan on eventually manufacturing their solar modules using different materials? It might make some sense to make as much money as they can right now, build up their cash flows, gain a foothold in the industry, and then alter their products if necessary later. Even if that were to happen, I imagine they'd have a painful adjustment period, but it also wouldn't mean that they're going to drop all the way to $0.

    One way or another, management must realize that they have rough times at some point in the future given some of the massive insider selloffs. I don't feel like calculating all the sales together, but from simply glancing at Yahoo Finance, it looks like Ahern has cashed in somewhere around $50 million worth of stock just this year! Either he's got a hell of a lot of bills or he knows the company is overvalued.
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  • commenter
    Aug 04 04:53 AM
    My Website
    Safe Haven Investments Amid a Global Crisis [view article]
    This is a very informative article, with one exception. According to the most knowledgeable scientists, nuclear fusion if possible, is decades away from coming to fruition.

    More important, nuclear fusion and most alternatives yield electric power, which is not the liquid fuel that we need for 18 wheel trucks, combines/tractors, trains, buses, cars, trains, and ships.

    Peak Oil will never "be behind us."

    According to energy investment banker Matthew Simmons and other independent forecasters, global crude oil production is now declining, from 74 million barrels per day to 60 million barrels per day by 2015. During the same time demand will increase 14%.
    This is equivalent to a 33% drop in 7 years. No one can reverse this trend, nor can we conserve our way out of this catastrophe. Because the demand for oil is so high, it will always be higher than production; thus the depletion rate will continue until all recoverable oil is extracted.

    We are facing the collapse of the highways that depend on diesel trucks for maintenance of bridges, cleaning culverts to avoid road washouts, snow plowing, roadbed and surface repair. When the highways fail, so will the power grid, as highways carry the parts, transformers, steel for pylons, and high tension cables, all from far away. With the highways out, there will be no food coming in from “outside,” and without the power grid virtually nothing works, including home heating, pumping of gasoline and diesel, airports, communications, and automated systems

    This is documented in a free 48 page report that can be downloaded, website posted, distributed, and emailed: www.peakoilassociates....

    I used to live in NH, but moved to a sustainable place. Anyone interested in relocating to a nice, pretty, sustainable area with a good climate and good soil?
    Reply
  • commenter
    Aug 01 08:50 AM
    My Website
    Positive on Pop - Cramer's Lightning Round (7/31/08) [view article]
    Embraer IS on fire as all of the world's airlines will be looking for short route planes highly efficient is fuel costs from 35-110 passengers and ERJ is the leader of the pacl in S AMerica. BUY the stock, ignore Cramer's tie-in w/Boeing-they don't rely on each other for movement up/down at all...ERJ will ascend greatly over the next 2 years and started to ascend over the past few months already-check the chart you'll see-LOX Reply
  • commenter
    Jul 30 05:00 PM
    Changes in Market Cap for Biggest U.S. Companies [view article]
    Yes indeed the handwriting is on the wall for Apple. This firm will be nearing the top of the largest market cap list in just a few years. The ultra-portable hand held computer market is going to explode and be absolutely HUGE, and AAPL will have a dominate market share not to mention an even much larger piece of the laptop and desktop PC markets. And keep in mind that Apple is also cornering the audio and video download entertainment markets as well. Talk about an outstanding business model.... WOW!! Reply
  • commenter
    Jul 30 12:31 PM
    Changes in Market Cap for Biggest U.S. Companies [view article]
    Go Apple, taking MSFT market away from them, both companies deserve this turn of events, and with iPhone, iPod, iTablet? (september?) where MSFT has absolutely nothing, it's only a matter of time.


    Reply
  • commenter
    Jul 30 11:54 AM
    Changes in Market Cap for Biggest U.S. Companies [view article]
    how about a percentage change column for change in market cap and alternating colors for the rows or at least some lines.... Reply
  • commenter
    Jul 30 11:20 AM
    Changes in Market Cap for Biggest U.S. Companies [view article]
    It would nice to see this overlayed wth some historical comparisions by industry group. For example, what isthe current weighting of each sector in the S&P, what was it last year, then what was it a decade ago and finally what is the historical average. Reply
  • commenter
    Jul 30 10:53 AM
    Changes in Market Cap for Biggest U.S. Companies [view article]
    nuclear power is great, except in geologically unstable areas. as China learned with hydroelectric power, you better build these things away from population centers. they're all safe by themselves. one bad earthquake and one meltdown near a big population will hurt investors, a lot, so they better do what they can to reassure us that they're PRIMARILY safe, then green and efficient. i'd like to see them use some of the Japanese earthquake resistant construction on everything like this, built here, even in places where it seems safe. i think that would be reassuring to investors who are savvy about this stuff. Reply
  • commenter
    Jul 29 02:15 PM
    Changes in Market Cap for Biggest U.S. Companies [view article]
    As long as I'm raving about GE in my last comment, I failed to mention that GE is also a leader in nuclear energy with many new systems and future ones coming on line going forward. As I understand it the newer nuclear power generating stations are very efficiant, safe and green. Reply