Roger Nusbaum submits: Barron's had an article about Starbucks (NASDAQ:SBUX) (longtime client and personal holding) that was generally positive. The article concluded with something vague about Coca Cola (NYSE:KO) or Pepsi (NYSE: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 (NASDAQ:CBOU)?