FeedPosted Nov 4th 2009 1:00PM by Tom Johansmeyer (RSS feed)
Filed under: Internet, Time Warner (TWX), PepsiCo (PEP), General Motors (GM), Private equity, New York Times'A' (NYT), Nissan Motors (NSANY)
Vibe, the urban music magazine, is clawing its way back to life. New owners and editors are trying to make the magazine a success reality again, and they are making the web a priority ... which shouldn't be news but is for an ailing print industry.
The new editor-in-chief, Jermaine Hall, told AdAge that "Vibe.com is really the hub," and that everything needs to point back to the online presence. The print publication will be just one part of the Vibe Lifestyle Network, a move we're also seeing with the likes of Rolling Stone, where the website is being brought back into the fold (and may actually get some resources).
Continue reading Vibe makes a comeback, realizes internet is important
Posted Nov 2nd 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Coca-Cola (KO), PepsiCo (PEP), Market matters, Citigroup Inc. (C), CIT Group (CIT), Kellogg Co (K), General Mills (GIS), Cramer on BloggingStocks
TheStreet.com's Jim Cramer wonders whether the big selloff was caused by anxious managers locking in profits. What happens if it is was mostly lock-in action? What if the big themes that everyone so feared weren't so big, and that the selloff -- so ugly, with so much damage -- was just technical and remains that way?
Besides my oft-repeated statement that I don't expect a pullback to exceed 7%, I think this market didn't make a lot of sense last week.
Here were the big themes: dollar getting stronger, causing a decline in minerals and resources; industrials faltering; recession stocks roaring back.
Continue reading Cramer on BloggingStocks: Assigning blame after Friday's market plunge
Posted Oct 28th 2009 11:10AM by Steven Halpern (RSS feed)
Filed under: International markets, PepsiCo (PEP), Newsletters, Stocks to Buy, Recession
In Gordon Pape's Internet Wealth Builder, contributing analyst Tom Slee looks at "recession-resistant" global stocks. Here, he reviews Philip Morris International (NYSE: PM) and PepsiCo (NYSE: PEP).
Slee explains, "Philip Morris continues to benefit from rising tobacco consumption and 'uptrading' as people in the emerging countries switch to more expensive products.
"Almost recession proof, the international tobacco industry is prospering thanks mainly to new markets, strong cash flows, and reduced litigation.
Continue reading Play defense with PepsiCo (PEP) and Phillip Morris Int'l (PM)
Posted Oct 22nd 2009 2:00PM by Joseph Lazzaro (RSS feed)
Filed under: PepsiCo (PEP), Stocks to Buy

The emerging markets continue to shine for
Pepsico Inc. (NYSE:
PEP), which is why I'm Reiterating my Buy rating for the company's shares, first recommended
on March 13, 2009 at a price of $48.62. If you bought Pepsi then, you're up about 25%.
True, North American revenue will be flattish in FY2009, due to the recession, but investors should remain focused on the long-term and larger pictures: namely – Pepsi's emerging market growth opportunities (it has a presence in more than 200 countries) and its rebrand in health/sports drinks.
Continue reading Pepsi is in an uptrend
Posted Oct 10th 2009 12:10PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Coca-Cola (KO), PepsiCo (PEP), Alcoa Inc (AA), Clorox Co (CLX), Costco Wholesale (COST), Family Dollar Stores (FDO), Yum Brands (YUM), Marriott Intl'A' (MAR)
Continue reading Earnings highlights: Alcoa, Costco, Family Dollar, Marriott, PepsiCo, Yum! Brands ...
Posted Oct 8th 2009 4:00PM by Jon Ogg (RSS feed)
Filed under: PepsiCo (PEP), Alcoa Inc (AA), Lennar Corp'A' (LEN), Wells Fargo (WFC), Vonage Holdings (VG)
Continue reading Closing Bell: A great day that may feel empty (AA, PEP, VG, LEN, RPRX, PLUG, MMM, WFC)
Posted Oct 8th 2009 7:40AM by Melly Alazraki (RSS feed)
Filed under: Before the bell, International markets, Earnings reports, Dell (DELL), PepsiCo (PEP), Market matters, International Business Machines (IBM), Alcoa Inc (AA), Marriott Intl'A' (MAR), Economic data

U.S. stock futures climbed Thursday morning, helped by a surprise profit from aluminum giant
Alcoa (NYSE:
AA). Investors were encouraged by the news, hoping that it's a sign to come for the third quarter earnings season and that once again many companies will beat expectations when reporting earnings.
Despite hopes early Wednesday Wall Street was in for a third day of gains, stocks ended up mixed and basically flat. But since Alcoa's beat came after positive surprised from
Costco (NASDAQ:
COST) and
Monsanto (NYSE:
MON), stock market futures are pointing to a positively higher open.
Continue reading Before the bell: Stock futures climb after surprising results from Alcoa
Posted Oct 6th 2009 4:45PM by Elizabeth Harrow (RSS feed)
Filed under: Earnings reports, PepsiCo (PEP), Options
Snacks-and-soda stalwart PepsiCo, Inc. (NYSE: PEP) is scheduled to unveil its third-quarter results before the market opens this Thursday, Oct. 8. Heading into the report, analysts are expecting PEP to bank a profit of $1.02 per share, according to Thomson Reuters, fractionally lower than its year-ago earnings of $1.06 per share.
PepsiCo has a healthy history in the earnings spotlight, having exceeded Wall Street's consensus expectations in each of the previous three quarters. Judging by recent option activity, traders are speculating on another upside surprise from the Frito-Lay firm.
Continue reading Earnings preview: Shorts seem nervous ahead of PepsiCo's 3Q
Posted Oct 4th 2009 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Forecasts, PepsiCo (PEP), Alcoa Inc (AA), Family Dollar Stores (FDO), Yum Brands (YUM)
Alcoa Inc. (NYSE: AA) kicks off another earnings season this week, and analysts surveyed by Thomson Reuters are looking for another net loss for the third quarter. Can we take that as a sign of things to come, or as a bellwether for the economy? Well, barring a big downside surprise, this will be the third narrower quarterly loss for Alcoa. But while Alcoa beat estimates in July, it missed them in April. Alcoa's shares, on the other hand, are up 145.6% since the March low, which is well more than twice as much either the Dow or the S&P 500.
During its third quarter, New York-based Alcoa continued restructuring efforts, remained a part of the DJIA Sustainability Index, and declared a quarterly dividend. It is expected to report a net loss of $0.12 per share for the three months that ended in September. That compares to a profit of $0.37 in the same period of last year. Third-quarter revenue is forecast to have fallen 38.3% to $4.5 billion. Analysts so far expect to see a profit in the fourth quarter, but not for the full year. Alcoa has missed earnings expectations in three of the past four quarters. The long-term EPS growth forecast is 20.0%, again much better than the S&P 500. The First Call consensus recommendation is to hold AA; CNBC concurs that now is not the time to buy. At $12.82, shares are 30.0% higher than three months ago, but 33.4% lower than a year ago.
Continue reading The week in preview: Another earnings season begins: Alcoa, PepsiCo, Monsanto ...
Posted Sep 30th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: International markets, PepsiCo (PEP), Newsletters, Agriculture, Stocks to Buy
"There's a misconception out there about PepsiCo (NYSE: PEP); all too often, it's viewed as a stodgy soft drink company, fully reliant on its namesake soda line," says money manager and newsletter advisor Jim Stack.
In his InvesTech Market Analyst, he suggests, "In reality, PepsiCo owns some of the most sought after brands in the world, including Gatorade, Tropicana, Frito-Lay and Doritos." Here's his review of the company and its outlook.
"PepsiCo does business in more than 200 countries worldwide, including key emerging market economies like China and India and, perhaps most important of all, it's a growth company with analysts expecting long-term future earnings growth of 10-12% per year.
Continue reading PepsiCo (PEP): An 'under-rated' growth company
Posted Sep 29th 2009 8:00AM by Paul Foster (RSS feed)
Filed under: PepsiCo (PEP), JPMorgan Chase (JPM), Options
PepsiCo (NYSE: PEP) closed at $59.03. PEP is scheduled to report Q3 EPS on October 8. PEP expects to close on the acquisition of Pepsi Americas (NYSE: PAS) and Pepsi Bottling Group (NYSE: PBG) in early 2010. PEP October and January option implied volatility of 24 is near its 26-week average of 26, according to Track Data, suggesting non-directional price movement.
JP Morgan (NYSE: JPM) closed at $44.81. JPM is expected to report Q3 EPS on October 14. JPM October option implied volatility is at 44, November is at 40; below its 26-week average of 53, according to Track Data, suggesting decreasing price movement. Paul Foster
Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com.
Posted Sep 10th 2009 2:40PM by Steven Mallas (RSS feed)
Filed under: Coca-Cola (KO), PepsiCo (PEP)

As a
Coca-Cola (NYSE:
KO) shareholder, I was quite unnerved by recent talk centering on the issue of a soda tax. I'm sure
PepsiCo (NYSE:
PEP) shareholders were likewise frightened. According to
Bloomberg, President Barack Obama is apparently open to the concept. In theory, funds generated from such a tax could be used to help defray the costs associated with a new health-care paradigm.
Besides raising money, what would be the justification behind such a governmental strategy? Well, excess sugar consumption can be dangerous. It can lead to all kinds of complications. You know the drill: obesity, diabetes, etc. When health issues like those rise, the cost of health care increases as well.
Continue reading Please don't tax Coke!
Posted Sep 9th 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Apple Inc (AAPL), General Electric (GE), Wal-Mart (WMT), PepsiCo (PEP), Intel (INTC), Market matters, 3M Corporation (MMM), Caterpillar (CAT), Citigroup Inc. (C), Bank of America (BAC), Costco Wholesale (COST), FedEx Corp (FDX), Research in Motion (RIMM), Procter and Gamble (PG), Lennar Corp'A' (LEN), Toll Brothers (TOL), QUALCOMM Inc (QCOM), Palm Inc (PALM), Cypress Semiconductor (CY), Broadcom Corp'A' (BRCM), United Technologies (UTX), Wells Fargo (WFC), salesforce.com inc (CRM), Union Pacific Corporation (UNP), Cramer on BloggingStocks, Marvel Entertainment (MVL)
TheStreet.com's Jim Cramer says the action that is linked to the futures markets, such as oil, is distorting rational analysis. Maybe one day we can escape the commodity linkage and begin to trade on the fundamentals again, something that seems more distant now than any time I can recall. We are totally marching to gold, to oil, to copper, and not the fundamentals.
Throughout the era in which China has become a superpower and hedge funds have become the super arbiters or what goes up or down, we have been stuck with this fairly bogus linkage that corrupts trading and makes a mockery out of some of the most important financial analysis out there, the actual attempts to discover what's really happening at companies.
Continue reading Cramer on BloggingStocks: Fundamental distortion
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