Сигналы
1
u/ReviewerMaMan
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-0.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 авг
$140.79
-0.6%
PEP trades at 18.5 PE, yields ~4.12%, sits ~20% below highs, and is ~30% cheaper than KO with estimated 20-25% upside. Attractive dividend yield and relative valuation could draw income and value investors, supporting a price recovery. Long PEP as a value/dividend play if South America and revenue headwinds do not materially worsen. South America revenue weakness, other operational issues, potential dividend pressure, and broader consumer slowdown.
PEP trades at 18.5 PE, yields ~4.12%, sits ~20% below highs, and is ~30% cheaper than KO with estimated 20-25% upside. Attractive dividend yield and relative valuation could draw income and value investors, supporting a price recovery. Long PEP as a value/dividend play if South America and revenue headwinds do not materially worsen. South America revenue weakness, other operational issues, potential dividend pressure, and broader consumer slowdown.
Продукты питания
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/ReviewerMaMan на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: PEP.
