Ray Dalio (Trades, Portfolio) is the founder and Chief Investment Officer of the investment firm Bridgewater Associates. The success of the hedge fund made Ray Dalio (Trades, Portfolio) 84th richest person in the world, according to Forbes. On Dec. 31, he bought PepsiCo Inc. (PEP), and holds 293 stocks in total, in a portfolio valued at $12.5 billion.
Dalio revealed owning a stake of 286,977 PepsiCo shares, worth 0.19% of his portfolio. PepsiCo has a market cap of $119.7 billion; its shares are trading currently at around $78.65 with a P/E ratio of 18.3, which is below the industry average of 19.3; a P/B ratio of 4.9, which is above the industry average of 2.41; and a P/S of 1.9, which is above the industry average of 1.21.
Billions-a-Year Business
PepsiCo is a major international producer of branded beverage and snack food products, with several brands that generate more than a billion dollars in revenue apiece. The company sells beverages and food in more than 200 countries and territories.
Top 5 Heal Care Stocks To Buy For 2015: Montalvo Spirits Inc (TQLA)
Montalvo Spirits Inc., incorporated on November 18, 2010, is a development-stage company. The Company develops, markets and distributes alcoholic beverages with initial offering being the Montalvo Tequila, primarily in the United States. The Company sells its products through a network of spirits distributors, who are licensed to distribute alcoholic beverages throughout the United States. The Company intends to focus on growing the market share of its initial products, the ultra-premium Montalvo line of tequilas, whose expressions include Plata, Reposado, Anejo and Extra-Anejo. The Company owns the Montalvo brand trademark and have exclusive worldwide master distribution rights to the brands.
The Company�� portfolio of alcoholic beverage brands includes additional spirits categories, as well as beer and wine, through additional importation and distribution contracts of existing brands. In addition, the Company may choose to develop new brands or acquire existing companies with their own brand portfolios. The Company�� subsidiary, Casa Montalvo, has an exclusive worldwide distribution agreement with Destilidora Huerta Real, S.A. de C.V., the producers of Montalvo Tequila. Montalvo, an ultra-premium tequila brand, is a handcrafted, formulated tequila produced from blue agave plants from the Lowlands of Jalisco, Mexico. Montalvo is available in four expressions: Plata, Reposado, Anejo and Extra-Anejo.
The Company competes with Diageo PLC, Pernod Ricard S.A., Bacardi Limited, Brown-Forman Corporation, Beam Inc., Remy Cointreau S.A. and Constellation Brands, Inc.
Advisors' Opinion:- [By CRWE]
Today, TQLA surged (+10.80%) up +0.042 at $.431 with 1,344,844 shares in play thus far (ref. google finance Delayed: 1:09PM EDT� September 24, 2013).
Montalvo Spirits, Inc. previously reported they have entered into a sales and marketing agreement with Prestige International Exports, LLC (“Prestige”). Prestige will represent the Montalvo Spirits portfolio brands in certain international markets, as well as provide sales and marketing support for Montalvo Tequila and Broken Heart Gin throughout the state of California, and will assist the Company in attempting to secure distribution in additional markets in the U.S.
Top 5 Beverage Companies To Watch For 2014: Fomento Economico Mexicano SAB de CV (FMX)
Fomento Economico Mexicano, S.A.B. de C.V. (FEMSA), incorporated on May 30, 1936, is a holding company. The Company conducts its operations through principal holding companies, each of which it refers to as a principal sub-holding company. These companies are Coca-Cola FEMSA, S.A.B. de C.V. (Coca-Cola FEMSA), which engages in the production, distribution and marketing of soft drinks, and FEMSA Comercio, S.A. de C.V. (FEMSA Comercio), which operates convenience stores. The Company�� convenience store chain OXXO operated a total of 7,492 stores as of March 31, 2010. Compania Internacional de Bebidas, S.A. de C.V. (CIBSA) owns a 53.7% interest in Coca-Cola FEMSA. On April 30, 2010, FEMSA announced the closing of the transaction, pursuant to which FEMSA agreed to exchange 100% of its beer operations conducted by FEMSA Cerveza for a 20% economic interest in the Heineken Group. In February 2009, Coca-Cola FEMSA acquired with The Coca-Cola Company the Brisa bottled water business in Colombia from Bavaria, a subsidiary of SABMiller. Coca-Cola FEMSA acquired the production assets and the rights to distribute in the territory, and The Coca-Cola Company obtained the Brisa brand.
Coca-Cola FEMSA, S.A.B. de C.V.
Coca-Cola FEMSA is a bottler of Coca-Cola trademark beverages. Coca-Cola FEMSA operates in various territories, including Mexico, a substantial portion of central Mexico (including Mexico City and the states of Michoacan and Guanajuato) and southeast Mexico (including the Gulf region); Central America, including Guatemala (Guatemala City and surrounding areas), Nicaragua (nationwide), Costa Rica (nationwide) and Panama (nationwide); Colombia; Venezuela; Argentina, including Buenos Aires and surrounding areas, and Brazil, including the area of greater Sao Paulo, Campinas, Santos, the state of Mato Grosso do Sul, the state of Minas Gerais and part of the state of Goias.
Coca-Cola FEMSA produces, markets and distributes Coca-Cola trademark beverages, own brands and b! rands licensed from the Company. The Coca-Cola trademark beverages include sparkling beverages (colas and flavored sparkling beverages), water, and still beverages (including juice drinks, ready-to-drink teas and isotonics). Out of the more than 100 brands and line extensions of beverages sold and distributed by Coca-Cola FEMSA, its most important brand, Coca-Cola, together with its line extensions, Coca-Cola light, Coca-Cola Zero and Coca-Cola light caffeine free, accounted for 61.4% of total sales volume during the year ended December 31, 2009. Coca-Cola FEMSA�� next largest brands, Ciel (a water brand from Mexico), Fanta (and its line extensions), Sprite (and its line extensions), ValleFrut and Hit, accounted for 10.5%, 5.8%, 2.6%, 1.5% and 1.3%, respectively, of total sales volume in 2009. Coca-Cola FEMSA uses the term line extensions to refer to the different flavors in which it offers its brands.
Coca-Cola FEMSA produces, markets and distributes Coca-Cola trademark beverages in each of its territories in containers authorized by The Coca-Cola Company, which consist of a variety of returnable and non-returnable presentations in the form of glass bottles, cans and plastic bottles made of polyethylene terephtalate (PET). Coca-Cola FEMSA uses the term presentation to refer to the packaging unit in which it sells its products. Presentation sizes for its Coca-Cola trademark beverages range from a 6.5-ounce personal size to a 3-liter multiple serving size. For all of its products excluding water, Coca-Cola FEMSA considers a multiple serving size as equal toor larger than one liter. In addition, it sells some Coca-Cola trademark beverage syrups in containers designed for soda fountain use, which it refers to as fountain. It also sells bottled water products in bulk sizes, which refers to presentations equal to or larger than five liters, which have a much lower average price per unit case than its other beverage products.
In Mexico, Coca-Cola FEMSA�� product portfolio consis! ts of Coc! a-Cola trademark beverages, and includes Mundet trademark beverages licensed from FEMSA in some Mexican territories. Coca-Cola FEMSA�� product sales in Latincentro consist predominantly of Coca-Cola trademark beverages. Per capita consumption of its sparkling beverages products in Colombia and Central America was 92 and 146 eight-ounce servings, respectively, in 2009. Its product portfolio in Venezuela consists of Coca-Cola trademark beverages. Sparkling beverages per capita consumption of its products in Venezuela was 174 eight-ounce servings during 2009. Coca-Cola FEMSA�� product portfolio in Mercosur consists mainly of Coca-Cola trademark beverages, and the Kaiser beer brand in Brazil, which Coca-Cola FEMSA sells and distributes on behalf of FEMSA Cerveza. Sparkling beverages per capita consumption of its products in Brazil and Argentina was 214 and 359 eight-ounce servings, respectively, in 2009.
The Company competes with Pepsi Beverage Company, Grupo Embotelladores Unidos, S.A.B. de C.V., Grupo Jumex, Groupe Danone, Cadbury Schweppes, Big Cola, Consorcio AGA, S.A. de C.V., Postobon, Florida Ice and Farm Co. S.A., Cerveceria Nacional, S.A., Pepsi-Cola Venezuela, C.A., AmBev and Quilmes Industrial S.A.
FEMSA Comercio, S.A. de C.V.
FEMSA Comercio operates a chain of convenience stores in Mexico, under the trade name OXXO. OXXO stores are concentrated in the northern part of Mexico, but also have a presence in central Mexico and the Gulf coast. FEMSA Comercio is the largest single customer of FEMSA Cerveza and of the Coca-Cola system in Mexico. During 2009, a typical OXXO store carried 1,954 different store keeping units (SKUs) in 31 main product categories.
The Company competes with 7-Eleven, Super Extra, Super City, Circle-K and AM/PM.
Advisors' Opinion:- [By Dividends4Life]
Memberships and Peers: KO is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: Dr. Pepper Snapple Group (DPS) with a 3.2% yield, Pepsico Inc (PEP) with a 2.6% yield and Fomento Economico ADR (FMX) with a 1.7% yield.
- [By Jonas Elmerraji]
Fomento Economico Mexicano (FMX), better known as FEMSA, isn't another ascending triangle trade this week, unfortunately for shareholders. Instead, FEMSA is currently forming the bearish opposite of the pattern in Wells Fargo and Citi: a descending triangle.
The descending triangle is formed by downtrending resistance above shares and a horizontal support level to the downside. In this case, that price floor comes in just below $90. The lower highs that form resistance in FMX signal that buying pressure is waning above the $100 level as long-suffering sellers opt to take gains near the high-end of this stock's recent range. Once that glut of demand at $90 gets taken out, a lot more downside looks likely for FMX.
But now, MTB is forming a rounding bottom, a bullish setup that indicates a gradual shift in control of shares from sellers to buyers. The rounding bottom pattern looks exactly like it sounds, and even though MTB's pattern is actually at the top of its recent range, the trading implications are exactly the same. A breakout above $118 is the signal that the pattern is completed and it's time to be a buyer.
With high short interest in MTB right now, a short squeeze could add some fuel to the fire on a breakout. Support looks reasonably strong at $110 -- that's the spot to keep your stop.
- [By Robert Martin]
South Africa, China, Mexico and Brazil collectively make up 68% of ECON�� holdings. The top three holdings are Naspers LTD (NPSNY) at 10%, AmBev (ABV) at 8% and FEMSA (FMX) at 5.6%.
- [By Dividends4Life]
Memberships and Peers: PEP is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: The Coca-Cola Company (KO) with a 2.8% yield, Dr Pepper Snapple Group, Inc. (DPS) with a 3.2% yield and Fomento Econ (FMX) with a 1.7% yield.
Top 5 Beverage Companies To Watch For 2014: California Grapes International Inc (CAGR)
California Grapes International, Inc., formerly China Food Services, Corp., incorporated in 1992, conducts its primary business operations as an importer, exporter and distributor of staple, organic, specialty, and gourmet foods and beverages, catering to the Asian Pacific Rim. The Company owns and operates Golden Dragon Food & Beverage Import & Export Company of Hong Kong, Ltd. (GDHK) in central Hong Kong and Beijing Flying Golden Dragon International Trading Co., Ltd. in China (BFGD). Golden Dragon Holdings, Inc. has agreements with the United State food manufacturers. It acts as a buying agent for GDHK, negotiating vendor contracts and services with the United States food and beverage industry partners.
The Company focuses to offer wholesale food distribution to grocery chains and independent food stores throughout China. The Company focuses on purchasing goods directly from manufactures in the United States, Latin America and Europe, and distributes these products to distributors, grocery stores, supermarkets and hypermarkets throughout China.
Advisors' Opinion:- [By ovenerio]
As we can see in the next chart, the stock price has an upward trend in the five-year period. If you had invested $10.000 five years ago, today you could have $21.830, which represents a 16.9% compound annual growth rate (CAGR).
- [By ovenerio]
The stock price has risen over the past year. As we can see in the next chart, the stock price has an upward trend in the five-year period. If you had invested $10,000 five years ago, today you could have $17,426, which represents an 11.8% compound annual growth rate (CAGR).
- [By ovenerio]
As we can see in the next chart, the stock price has an upward trend in the five-year period. If you had invested $10,000 five years ago, today you could have $21,307, which represents a 16.4% compound annual growth rate (CAGR).
Top 5 Beverage Companies To Watch For 2014: SABMiller PLC (SBMRY)
SABMiller plc, incorporated on March 17, 1998, is a holding company, which has brewing and beverage interests across six continents. The Company together with its subsidiaries is engaged in the manufacture, distribution and sale of beverages. The Company is a brewer with more than 200 beer brands. The Company�� portfolio of brands includes international beers, such as Pilsner Urquell, Peroni Nastro Azzurro, Miller Genuine Draft and Grolsch, as well as local brands, such as Aguila, Castle, Miller Lite, Snow, Tyskie and Victoria Bitter. It is a bottler for the Coca-Cola Company in Africa and Central America. It operates in Latin America, Europe, North America, Africa, Asia Pacific, and South Africa.
Latin America
The Company�� primary brewing and beverage operations cover six countries across South and Central America (Colombia, Ecuador, El Salvador, Honduras, Panama and Peru). The Company is brewer in Argentina, and it exports to Bolivia, Chile and Paraguay. It bottles soft drinks for The Coca-Cola Company in El Salvador and Honduras, and for Pepsico International in Panama.
Europe
The Company�� primary brewing operations cover eight countries: the Czech Republic, Hungary, Italy, Poland, Romania, Slovakia, Spain (Canary Islands) and the Netherlands. A further 16 countries, including Russia, Turkey and the Ukraine are covered in a strategic alliance with Anadolu Efes through brewing, soft drinks or export operations. The Company exports volumes to a further seven European markets, of which the largest are the United Kingdom and Germany.
North America
The Company�� North America segment includes its 58% owned MillerCoors and 100% of Miller Brewing International and the its North American holding companies. The Company�� wholly owned Miller Brewing International business is based in Milwaukee, the United States and exports its brands to Canada and Mexico and throughout the Americas.
Africa
The Compa! ny�� brewing and beverage operations in Africa cover 15 countries. A further 21 are covered through a strategic alliance with the Castel group and it also has an associated undertaking in Zimbabwe. The Company bottles soft drinks for The Coca-Cola Company in 20 of its African markets (in alliance with Castel in 14 of these markets).
Asia Pacific
The Company�� partners with China Resources Enterprise, Limited in China. The Company is engaged in brewing business in India. The Company has operation in Vietnam and it exports to various markets, including South Korea and Singapore.
South Africa
The Company�� South African Breweries (Pty) Ltd (SAB) is South Africa�� producer and distributor of lager and soft drinks. It also exports brands for distribution across Namibia. Its soft drinks division is bottler of products for The Coca-Cola Company. The Company has hotel and gaming interests through its associate, Tsogo Sun Holdings Ltd, a hotel and gaming group in South Africa.
Advisors' Opinion:- [By Tony Reading]
I'm less familiar with South African-based SABMiller (LSE: SAB ) (NASDAQOTH: SBMRY ) , though its market cap is slightly larger than Diageo after its shares are up 50% over the year. I think of it as expensive, but a quick check on my data provider shows the two shares equally rated with prospective price-to-earnings (P/E) ratios of 19.7 and yields of 2.3% for Diageo and 2.2% for SABMiller. So maybe it's time to do a little portfolio rebalancing.
- [By Brianna Valleskey]
As Theron pointed out, many companies that are big global players also have South African roots, including SABMiller (OTC: SBMRY), Compagnie Financière Richemont (OTC: CFRUY) and BHP Billiton Limited (NYSE: BHP).
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