Thursday, December 07, 2006
Sector Spotlight: Food and Beverage
People love to eat and drink, so making money in a well managed food company is not very difficult. I have been long KO, BWLD, PEP, HANS, PZZA, FMX, WFMI, OATS and others for awhile-- rarely do they disappoint.
Granted, you are going to have to endure growing pains and corporate fuck-ups. But, for the most part, my Food and Beverage portfolio has been smooth sailing.
Out of all the Food and Beverage names, I like BWLD best. The food is great and the growth is phenomenal. Plus, they have seasonality working for them-- with the Super Bowl right around the corner.
NOTE: I don't understand why WBD (Russian Beverage company) goes up everyday-- but it does.
The following Food and Beverage stocks have mojo:
is going up up up...
but wait fer the pullback ... i actually shorted it yesterday for a small clip ... it is still going down locally - so SHORT in the very near term ...
or build a position in the longer term ... in any event - Yes she is gonna pop.
Links to this post: