marco andretti knows. mplts your next guest, beverage analyst at csa. what are your top picks?hy bud? >> brilliant strategists, great execution, best at cost management across any consumer group i've ever seen. m and a core competency and i think they'll be on the hunt soo. >>for what? >> south african breweries. this are pros and cons. there is also speculation they'd be interested in a soft drink company but i think a brewer would be foremost in their minds. they're not in ever africa so south african breweries comes up a lot. >> what about monster? you have a target price of $86. but isn't this a sector, the energy drink sector, that's kind of slowed down? >> it has slowed down. but it's still growing at a mid single digit rate in difficult times which is right now. i think that could reaction sell rate. within monster's current stock price we think there's $14 of value for the international business. $14 to $16, possibly as much as $20 of value on international. the rest of the business is trading not much higher than the multiple on coke which has no growth at all in the u