4/25/25 :: VROCKSTAR :: 
PEP
ST trade... *again* low $130s
- have seemed to bottom tick entries in the past
- i "get" results "sucked", what's new in this environment for a co like this
PG results weren't much better IMHO
- but the global snack king is unlikely to be dethroned anytime soon
- 4.5% fcf yields legit
- mid teens PE too cheap, or closer to 20x debt-adjusted for great brands
- so swinging on the ST action
V
PEPST trade... *again* low $130s
- have seemed to bottom tick entries in the past
- i "get" results "sucked", what's new in this environment for a co like this
PG results weren't much better IMHO- but the global snack king is unlikely to be dethroned anytime soon
- 4.5% fcf yields legit
- mid teens PE too cheap, or closer to 20x debt-adjusted for great brands
- so swinging on the ST action
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.