Comments on: Update PepsiCo (PEP) http://jubakpicks.com/2009/10/08/update-pepsico-pep-4/ Sat, 11 Feb 2012 09:31:11 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: shiv139 http://jubakpicks.com/2009/10/08/update-pepsico-pep-4/comment-page-1/#comment-1270 shiv139 Sun, 11 Oct 2009 16:51:48 +0000 http://jubakpicks.com/?p=1561#comment-1270 I like RIG too. My price target is at least $120 which is based on a six year median EPS expected at end 2009 of $5.76. I think OFS is going to face revenue pressure as new vessel builds are completed in 2011-2013 at the same time limited resources will mean cost pressure continuing. But I have no doubt RIG can significantly raise its average cycle earnings. Over the period to 2014 I would look for at $165 on RIG with upside to $192 and a minimum price target of $120. I would keep an upper buy limit of $96 beyond which price it would not be prudent to add positions. My post on RIG is at http://maxkapital.blogspot.com/2009/07/racing-rig_27.html. I like RIG too. My price target is at least $120 which is based on a six year median EPS expected at end 2009 of $5.76. I think OFS is going to face revenue pressure as new vessel builds are completed in 2011-2013 at the same time limited resources will mean cost pressure continuing. But I have no doubt RIG can significantly raise its average cycle earnings. Over the period to 2014 I would look for at $165 on RIG with upside to $192 and a minimum price target of $120. I would keep an upper buy limit of $96 beyond which price it would not be prudent to add positions. My post on RIG is at http://maxkapital.blogspot.com/2009/07/racing-rig_27.html.

]]> By: shiv139 http://jubakpicks.com/2009/10/08/update-pepsico-pep-4/comment-page-1/#comment-1269 shiv139 Sun, 11 Oct 2009 16:37:00 +0000 http://jubakpicks.com/?p=1561#comment-1269 I like PEP too. Did a post on it on http://maxkapital.blogspot.com/2009/10/ode-to-pepsi.html. But I do not think I would be happy paying over $57 for it. I like PEP too. Did a post on it on http://maxkapital.blogspot.com/2009/10/ode-to-pepsi.html. But I do not think I would be happy paying over $57 for it.

]]> By: PaperBoyz http://jubakpicks.com/2009/10/08/update-pepsico-pep-4/comment-page-1/#comment-1267 PaperBoyz Sun, 11 Oct 2009 14:28:09 +0000 http://jubakpicks.com/?p=1561#comment-1267 I second the request for ideas in Canadian markets. I second the request for ideas in Canadian markets.

]]> By: Alan Lasak http://jubakpicks.com/2009/10/08/update-pepsico-pep-4/comment-page-1/#comment-1241 Alan Lasak Fri, 09 Oct 2009 18:26:33 +0000 http://jubakpicks.com/?p=1561#comment-1241 Jim, I am investing from Germany in Euros and between higher commissions and the declining dollar vs. the Euro it is wiping out most of the returns. As the dollar has fallen 10%+ and if the stock makes 10% with commissions it is a loss. Australian and Canadian investments have been the only ones keeping pace. I am really interested in your Canadian portfolio ideas. I would appreciate if you could follow up on this. Read you daily. Jim,

I am investing from Germany in Euros and between higher commissions and the declining dollar vs. the Euro it is wiping out most of the returns. As the dollar has fallen 10%+ and if the stock makes 10% with commissions it is a loss.
Australian and Canadian investments have been the only ones keeping pace. I am really interested in your Canadian portfolio ideas. I would appreciate if you could follow up on this. Read you daily.

]]> By: Jim Jubak http://jubakpicks.com/2009/10/08/update-pepsico-pep-4/comment-page-1/#comment-1236 Jim Jubak Fri, 09 Oct 2009 16:57:25 +0000 http://jubakpicks.com/?p=1561#comment-1236 Terry, $41 and change, which is where we are today. is a good price for adding to QCOM, I think. Terry, $41 and change, which is where we are today. is a good price for adding to QCOM, I think.

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