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Aug 31, 2013
08/13
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when they say that pepsico is more expensive than coca-cola. they don't mean how it's trading, the share price tells you nothing about a stock's valuation, vis-a-vis another stock. to make comparisons you have to take a step back. when you buy a stock, you're actually paying for a small piece of a company's future earnings. so to value a stock look at where it's trading relative to the others in the earnings per share category, which is eps and that's what the multiple allows you to do. here's the basic algebra. not even math. any fourth grader can do. the share price, p, is equals to the earnings per share, e times the multiple m, the multiple tells you how much they're willing to pay for the earning. we don't care that coca-cola is at 55. we care that it sells for 15 times earning. pepsico may be at 5. the multiple is the special sauce of valuation. the main ingredient? growth. how much bigger the earnings will be next year than they were last year and the year after that and the year after that and so on. the stock with companies with faster
when they say that pepsico is more expensive than coca-cola. they don't mean how it's trading, the share price tells you nothing about a stock's valuation, vis-a-vis another stock. to make comparisons you have to take a step back. when you buy a stock, you're actually paying for a small piece of a company's future earnings. so to value a stock look at where it's trading relative to the others in the earnings per share category, which is eps and that's what the multiple allows you to do. here's...
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Aug 17, 2013
08/13
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second half of the pepsicos that are staples and can trade forever. a trading vehicle can make you a lot of money, not a lot of time. you have to take it off the table every now and then, if you let it ride, that vehicle will eventually crash, dropping 10, 20, 40, 50% in a matter of day, hours even. a staple can be earned long-term. the business can underperform. of course, we will find out about that ahead, we will sell it. it's very unlikely the stock will fall off a clip. in other words, when it comes to changing vehicles, you have to sell when it's time to sell. tech stocks are winners when a cycle is strong, smartphones, or tablet computers some companies find smartphones can make you a lot of money when times are good. you got to believe it can get you annihilated when business isn't hot. the only exception here is if there is no cycle. no hershey bar cycle. we don't talk about people using more kellogg's frosted flakes in the spring. there is no seasonality. but that's simply not the case. take the dot-com run, it was so fantastic. i got to tel
second half of the pepsicos that are staples and can trade forever. a trading vehicle can make you a lot of money, not a lot of time. you have to take it off the table every now and then, if you let it ride, that vehicle will eventually crash, dropping 10, 20, 40, 50% in a matter of day, hours even. a staple can be earned long-term. the business can underperform. of course, we will find out about that ahead, we will sell it. it's very unlikely the stock will fall off a clip. in other words,...
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Aug 16, 2013
08/13
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second half of the pepsicos thatry staples and can trade forever. vehicle can make you a lot of money, not a lot of time. you have to take it off the table every now and then, if you let it ride, that vehicle will eventually crash, dropping 10, 20, 40, 50% in a matter of day, hours even, a tame like altria will last long term, management can still mess up. the business can underperform. of course, we will find out about that ahead, we will sell it. it's very unlikely the stock will fall off a clip. in other words, when it comes to changing vehicles, you have to sell when it's time to sell. tech stocks are winners when a cycle is strong, smartphones, thatlet computers. some companies find smartphones can make you a lot of money when times are good. you got to believe it can get you annihilated when business isn't hot. the only exception here is if there is no cycle. no hershey bar cycle. we don't talk about people using more kellogg's frosted flakes in the spring. there is no seasonality. is not the kiels. take the dot-com run, it was so fantastic. i
second half of the pepsicos thatry staples and can trade forever. vehicle can make you a lot of money, not a lot of time. you have to take it off the table every now and then, if you let it ride, that vehicle will eventually crash, dropping 10, 20, 40, 50% in a matter of day, hours even, a tame like altria will last long term, management can still mess up. the business can underperform. of course, we will find out about that ahead, we will sell it. it's very unlikely the stock will fall off a...
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or so and a multi-billion dollar deal with russia will dumbs multibillion dollar sale to pepsico was not. turned around is continuing to prosper i could go on and on about the many investments that have been made since the incidents you talked about because business is interested in what predictability will it be in the economy what kind of welcome or access is there to him by the government and what is the potential for the economy and russia is very high on the list of major american companies and there are many other companies who are looking at the regions and is the regions where we are focusing our emphasis to american companies because regions are under the radar screen so to speak of the geo political federal issues and that's where the businesses and that's where the growth is i think it could be argued that these negative stereotypes that are still persistent within some parts of the arab political and lead damaging. the interest of american companies in russia too are comparable extent your the red tape and corruption that american investors are so fearful of i wonder if t
or so and a multi-billion dollar deal with russia will dumbs multibillion dollar sale to pepsico was not. turned around is continuing to prosper i could go on and on about the many investments that have been made since the incidents you talked about because business is interested in what predictability will it be in the economy what kind of welcome or access is there to him by the government and what is the potential for the economy and russia is very high on the list of major american...
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Aug 25, 2013
08/13
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i am proud to stand on behalf of all pepsico associates here today and on the shoulders of those whosible for me to stand before you. i am deeply honored and grateful for the opportunity. thank you. >> ♪ ♪ >> our next speaker is the grandson of mahatma gandhi. biographer, research prof. at the center for south asian and middle eastern studies, univ. of illinois, dr. gandhi. >> my grandfather never visited the united states, but his heart was fully involved in the struggle in this country. in february, 1936, after meeting four african-americans in western india, this is what he said. "if it comes true, it may be through the african americans that the adult trade of message of non-violence will be delivered to the world." in 1967, four years after the 1963 march, dr. king said this n new york city. "every nation must develop an overriding loyalty to mankind as a whole." dr. king added a warning against what he called the apathy of conformist thought. today as we underline america's enormous needs, dr. king's phrase of overriding loyalty to humankind also demands our attention. conformi
i am proud to stand on behalf of all pepsico associates here today and on the shoulders of those whosible for me to stand before you. i am deeply honored and grateful for the opportunity. thank you. >> ♪ ♪ >> our next speaker is the grandson of mahatma gandhi. biographer, research prof. at the center for south asian and middle eastern studies, univ. of illinois, dr. gandhi. >> my grandfather never visited the united states, but his heart was fully involved in the struggle...
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Aug 24, 2013
08/13
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i am proud to stand on behalf of all pepsico associates here today and on the shoulders of those whoble for me to stand before you. i am deeply honored and grateful for the opportunity. thank you. >> ♪ >> our next speaker is the .randson of mahatma gandhi biographer, research prof. at the center for south asian and middle eastern studies, univ. of dr. gandhi. d grandfather never visited the united states, but his heart was fully involved in the struggle in this country. meetingary, 1936, after four african-americans in western india, this is what he said. true, it may be through the african americans that the adult trade of message of non-violence will be delivered to the world. " in 1967, four years after the 1963 march, dr. king said this in new york city. develop anon must overriding loyalty to mankind as a whole." dr. king added a warning against what he called the apathy of thought.t fought -- we underlined america's enormous needs, dr. king's phrase of overriding loyalty to humankind also demands our attention. conformist thought stops us from time to assess. we must ask if we
i am proud to stand on behalf of all pepsico associates here today and on the shoulders of those whoble for me to stand before you. i am deeply honored and grateful for the opportunity. thank you. >> ♪ >> our next speaker is the .randson of mahatma gandhi biographer, research prof. at the center for south asian and middle eastern studies, univ. of dr. gandhi. d grandfather never visited the united states, but his heart was fully involved in the struggle in this country....
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Aug 25, 2013
08/13
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i am proud to stand on behalf of all pepsico associates here today and on the shoulders of those whostand before you. i am deeply honored and grateful for the opportunity. thank you. >> ♪ >> our next speaker is the grandson of mahatma gandhi. biographer, research prof. at the center for south asian and middle eastern studies, univ. of illinois, dr. gandhi. >> my grandfather never visited the united states, but his heart was fully involved in the struggle in this country. in february, 1936, after meeting four african-americans in western india, this is what he said. "if it comes true, it may be through the african americans that the adult trade of message of non-violence will be delivered to the world." in 1967, four years after the 1963 march, dr. king said this in new york city. "every nation must develop an overriding loyalty to mankind as a whole." dr. king added a warning against what he called the apathy of conformist thought. today as we underline america's enormous needs, dr. king's phrase of overriding loyalty to humankind also demands our attention. conformist thought stops
i am proud to stand on behalf of all pepsico associates here today and on the shoulders of those whostand before you. i am deeply honored and grateful for the opportunity. thank you. >> ♪ >> our next speaker is the grandson of mahatma gandhi. biographer, research prof. at the center for south asian and middle eastern studies, univ. of illinois, dr. gandhi. >> my grandfather never visited the united states, but his heart was fully involved in the struggle in this country. in...
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Aug 20, 2013
08/13
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CNBC
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no, i do not think pepsico or coca-cola is interested in buying monster.er is one of the greatest performing stocks of the last nine years. it's an expensive stock if the fda does something and cheap otherwise. i think it's fine. i'm not a momentum chaser. i'm more of a value guy and monster is not a value play. how about we go to jim in florida. jim? >> caller: boo-yah for boca raton, sunny florida. >> what's happening? >> caller: pardon my cold. but listen, i want to know about conagra. should i put my foot on the brakes, coast, or my foot on the accelerator? >> i like conagra, i'm trying to decide if my charitable trust should be a buyer. done a great job, yields about 3%, did that good raw buy of raw corp., i do think in the end you might be able to get that stock at $33. if you guys don't mind, i'm going to make it so that the hot dogs don't get completely scalded here. no, no, summer's not over yet, okay. it's just heating up. it's cookout time on "mad money." sitting at my table, how about yours? stay with cramer. >> tomorrow, kick off the trading d
no, i do not think pepsico or coca-cola is interested in buying monster.er is one of the greatest performing stocks of the last nine years. it's an expensive stock if the fda does something and cheap otherwise. i think it's fine. i'm not a momentum chaser. i'm more of a value guy and monster is not a value play. how about we go to jim in florida. jim? >> caller: boo-yah for boca raton, sunny florida. >> what's happening? >> caller: pardon my cold. but listen, i want to know...
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Aug 10, 2013
08/13
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pepsico --nts like pepco have had to spend a lot to recover from them. how many resources will be needed to protect against cyber threats and where will those resources come from? answer might be across the entire property. security is part of everyone's job. we have security awareness efforts. i am sure the other utilities to the same things as well to make certain everyone at the company understands the potential threats and what they can do to mitigate those. in terms of the level of resources required to solve a problem, i think the key is to first define the problem you are trying to solve. i think you have heard this said a few times. it is worthy of emphasis. it is beyond the scope of the industry or one company to stop the threats. you have heard who these potential threat actors are. it is clearly understandable why that would be beyond the capability of any company or industry. our job is to make sure we understand the vulnerabilities and do our best to mitigate those. there are many different types of investments made. i think it might be impr
pepsico --nts like pepco have had to spend a lot to recover from them. how many resources will be needed to protect against cyber threats and where will those resources come from? answer might be across the entire property. security is part of everyone's job. we have security awareness efforts. i am sure the other utilities to the same things as well to make certain everyone at the company understands the potential threats and what they can do to mitigate those. in terms of the level of...
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Aug 28, 2013
08/13
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CNBC
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and next on the list is pepsico wa and general dynamics who has seen their growth rate slow.aic, and peabody energy, and american tower are some of the companies that do business in india. and lastly china, and many companies do business in china, but however, winynn resorts and sad vanced micro and yum brands are dealing with a issue as well as china of the high debt to gdp ratio. and keep in mind with the backdrop, the exposure of these stocks when grouped together are underperforming on a three-month basis. tom lehman is recommending that the companies have low revenue exposure to the emerging markets, and higher expoet sure to europe as the economy na that region improve. some of the companies are gilead sciences, and ak mi -- akamai tech and priceline and biogen. >> thank you, seema. >> the dow is up 25 points after one of the worst sell-offs yesterday in quite some time. as the situation is growing increasingly tense, we are joined on post 9 here with the latest of the chatter on the floor. . (announcer) scottrade knows our clients trade and invest their own way. with s
and next on the list is pepsico wa and general dynamics who has seen their growth rate slow.aic, and peabody energy, and american tower are some of the companies that do business in india. and lastly china, and many companies do business in china, but however, winynn resorts and sad vanced micro and yum brands are dealing with a issue as well as china of the high debt to gdp ratio. and keep in mind with the backdrop, the exposure of these stocks when grouped together are underperforming on a...
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Aug 30, 2013
08/13
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we have a number of our members are the ones were engaged in direct contracting, cleveland clinic, pepsico with johns hopkins, wal-mart with six different centers of excellence. so we are wildly enthusiastic. do we have other questions? >> john forbes. i had a question about transparency, and we are seeing more articles, say, if in your times recently about how expensive i mean, a sailing trip can be, where one provider would charge 500 plus dollars and another one charges only 100 plus. these are things are going to be very difficult for consumers to see. the line item may not be easily broken out. may not see at all. and as you mentioned, we have, consumers need to redo your packages, but that's the package provided by the employee and not the provider. as you said this gets very complex, and some of the seas or something that going to be there. it's going to be very hard for the employee to control the costs. how are the employers going to help the employees with that? >> so, the good news is that most of health plans now, some including united, ethnic, cigna, and, a number of health pl
we have a number of our members are the ones were engaged in direct contracting, cleveland clinic, pepsico with johns hopkins, wal-mart with six different centers of excellence. so we are wildly enthusiastic. do we have other questions? >> john forbes. i had a question about transparency, and we are seeing more articles, say, if in your times recently about how expensive i mean, a sailing trip can be, where one provider would charge 500 plus dollars and another one charges only 100 plus....