Saturday, August 30, 2014

Best Beverage Companies To Own For 2014

Shares of SodaStream (NASDAQ: SODA  ) opened higher this morning after an overnight report in Israeli's Calcalist daily business newspaper indicated that PepsiCo (NYSE: PEP  ) might be trying to acquire the company behind the fast-growing carbonated beverage maker.

Really? That doesn't make sense.

Sources were telling the paper that the world's second-largest soda company was working on a $2 billion deal that would cash out SodaStream investors to the tune of roughly $95 a share. Given the explicit details of the story -- down to naming Goldman Sachs as the investment banker presenting the offer on PepsiCo's behalf and SodaStream checking with Coca-Cola (NYSE: KO  ) to gauge interest before moving ahead on negotiations with PepsiCo -- it was just a matter of time before any of the named parties would squash the chatter.

PepsiCo did, denying that an offer was ever made. However, the story seemed ridiculous even before the denial.

Best Growth Stocks To Own For 2015: Fomento Economico Mexicano SAB de CV (FOMC)

Fomento Economico Mexicano SAB de CV (FEMSA) is a Mexico-based holding company engaged in the beverages industry. Through its subsidiary Coca-Cola FEMSA SAB de CV, the Company is active in the production and distribution of a variety of non-alcoholic beverages, bottled water and still beverages such brands as Coca-Cola, Fanta, Sprite, Powerade, Delaware Punch and other trademark beverages of The Coca-Cola Company in Mexico. Through FEMSA Comercio SA de CV, it operates the OXXO convenience-store chain in Latin America. The Company operates in a number of Latinamerican countries and in Philippines. Advisors' Opinion:
  • [By CanadianValue]

    Former Philadelphia Fed President Edward Boehne elegantly described the approach at a Federal Open Market Committee (FOMC) meeting in late 1989:

    ��ow, sooner or later, we will have a recession. I don�� think anybody around the table wants a recession or is seeking one, but sooner or later we will have one. If in that recession we took advantage of the anti-inflation (impetus) and we got inflation down from 4 1/2 percent to 3 percent, and then in the next expansion we were able to keep inflation from accelerating, sooner or later there will be another recession out there. And so, if we could bring inflation down from cycle to cycle just as we let it build up from cycle to cycle, that would be considerable progress over what we��e done in other periods in history.��/p>

  • [By Canadian Value]

    Also interesting is that the duration of rising rate environments is distinctly shorter after 1982. The average duration declines to 14 months from 40 months prior to 1982. A possible explanation could be changes in the monetary mechanism influencing interest rates. In 1982, the Federal Open Market Committee (FOMC) first referenced a targeted federal funds rate.7

Best Beverage Companies To Own For 2014: MOJO Organics Inc (MOJO)

MOJO Organics, Inc., incorporated on August 2, 2007, engages in product development, production, marketing and distribution of CHIQUITA TROPICALS. CHIQUITA TROPICALS are a 100% fruit juice, produced under license agreement from Chiquita Brands. The Company�� product flavors include Banana Strawberry, Mango, Passion Fruit, and Pineapple.

The Company�� juices are produced without preservatives and without added sugar. The Company produces and packages the CHIQUITA TROPICALS products through production facilities and services on a contract basis.

The Company competes with The Coca-Cola Company and PepsiCo, Inc.

Advisors' Opinion:
  • [By Lisa Levin]

    Catalog & Mail Order Houses: The industry gained 1.13% by 10:15 am. The top performer in this industry was Mojo Organics (OTC: MOJO), which gained 6.6%. Mojo Organics shares have jumped 361.54% over the past 52 weeks, while the S&P 500 index has gained 16.18% in the same period.

Best Beverage Companies To Own For 2014: Pernod Ricard SA (PDRDY)

Pernod Ricard SA is a France-based producer and distributor of spirits and wines. The Company offers such products as whiskies, aniseed spirits, liqueurs, cognacs and brandies, white spirits and rums, bitters, champagnes and wines. Its business is divided into three segments: Top 14 Spirits & Champagne, Priority Premium Wines and 18 key local spirits brands. Pernod Ricard SA�� flagship brands include ABSOLUT, Ricard, Havana Club, Ballantine��, Malibu, The Glenlivet, Chivas Regal, Beefeater, Kahlua, Martell, Royal Salute, Mumm, Perrier-Jouet and Jameson, among others. The wine category includes, Jacob�� Creek, Brancott Estate, Campo Viejo and Graffigna. It operates as a holding company, with the structure divided between brand owner subsidiaries, such as The Absolut Company, Havana Club International and Chivas Brothers and regional distribution subsidiaries, such as Pernod Ricard Europe, Pernod Ricard Americas and Pernod Ricard Asia, distribute local brands. Advisors' Opinion:
  • [By Charles Sizemore]

    But its current valuation��t trades at 31 times earnings��akes me pause. At that price, you are implicitly expecting one of two things to happen:

    The American whiskey boom continues unabated for years��nd isn�� replaced by something new and trendy. Brown-Forman will be acquired by a larger competitor (think Diageo or Pernod-Ricard (PDRDY)).

    The first assumption is one I�� be hesitant to make given the whims of fashion. And the second is even less likely. Brown-Forman is family controlled, and in the past the company has very adamant about preserving its independence.

Best Beverage Companies To Own 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 John Emerson]

    Open any Berkshire Hathaway (BRK.A)(BRK.B) annual letter and the first thing you see will be a listing of the yearly gains in the book value per share of BRK.A from 1965 to the present year. At the bottom of the year-by-year synopsis lies the compounded annual growth rate (CAGR) of those gains in equity. Later in the article I will show the mathematical formula for calculating those compound gains.

  • [By abirk]

    The smokeable products category (cigarettes and cigars) has grown income at a compounded annual growth rate (CAGR) of 4.2%. In 2013, income from smokeable products was $6.4 billion, up from $5.2 billion in 2008.

Best Beverage Companies To Own For 2014: Suntory Beverage & Food Ltd (STBFY)

Suntory Beverage & Food Limited is principally engaged in the manufacture and sale of beverages and food. The Company operates in two geographical segments. The Domestic segment is engaged in the manufacture and sale of various soft drinks within Japan, such as coffee drinks, mineral water, green tea drinks, tea drinks, carbonated drinks, fruit juice drinks, functional beverages, milk beverages, and food for specified health use, as well as syrup for general and business usage. The International segment is engaged in the manufacture and sale of carbonated drinks, fruit juice drinks, health food, seasoning, tea-based beverages and others, with operations in Europe, Oceania, Asia and the Americas. As of May 29, 2013, the Company had 80 subsidiaries and 10 associated companies. On October 15, 2013, the Company acquired Lucozade Ribena Suntory Limited. On December 12, 2013, the Company acquired Suntory Beverage & Food Europe Limited. Advisors' Opinion:
  • [By Charles Sizemore]

    Let�� start with Suntory Beverage & Food Limited (STBFY),which recently completed its acquisition of�Beam Inc., formerly the purest play on bourbon. Beam was the owner of the eponymous Jim Beam brand, as well as the higher-end Maker�� Mark and Knob Creek and the lower-end Old Crow.�Suntory is Japan�� leading spirits company, though most Americans will be unfamiliar with its Japanese whisky brands, such as Yamazaki and Hakushu. (Note for booze snobs: Japanese whisky��ike Scotch and Canadian whisky��s correctly spelled ��hisky.��American bourbon, Tennessee whiskey and Irish whiskey are correctly spelled ��hiskey.��

  • [By John Udovich]

    Whiskey has become increasingly cool and popular thanks to the whole cocktail movement, something that�� good for big whiskey stocks like Suntory Beverage & Food Limited (OTCMKTS: STBFY), Diageo plc (NYSE: DEO) and Brown-Forman Corporation (NYSE: BF.B) who�also produce a wide variety of�liquors and beverages. In fact,�a recent episode of the�Daily Ticker�cited these stats from a USA Today article:

Best Beverage Companies To Own For 2014: Celsius Holdings Inc (CELH)

Celsius Holdings, Inc., incorporated on April 26, 2005, is engaged in the development, marketing, sale and distribution of functional calorie-burning beverages under the Celsius brand name. The Company focuses to combine nutritional science with mainstream beverages by using its thermogenic (calorie-burning) MetaPlus formulation. The Company does not directly manufacture its beverages, but instead outsource the manufacturing process to established third-party co-packers. The Company provides its co-packers with flavors, ingredient blends, cans and other raw materials for its beverages purchased by the Company from various suppliers. Celsius, Inc. and Elite FX, Inc. are the wholly owned subsidiaries of the Company.

The Company�� Celsius is a calorie-burning beverage. Celsius is available in seven flavors, lemon-lime, ginger ale, cola, orange and wild berry (which are carbonated) and non-carbonated green tea raspberry/acai and green tea/peach mango. Its beverages are sold in 12 ounce cans, although it has begun to market the ingredients in powdered form in individual On-The-Go packets. The Company�� customer�� include on-the-go women, age 25 to 54, who are looking for a way to burn calories and gain energy with beverages and natural alternatives to diet sodas, as well as sports enthusiasts of both sexes, who are seeking low sodium, preservative-free alternatives. During the year ended December 31, 2009, the Company developed its MetaPlus formulation into a powder that can be mixed with water.

The Company competes with The Coca-Cola Company, Dr. Pepper Snapple Group, PepsiCo, Inc., Nestl茅, Waters North America, Inc., Hansen Natural Corp., and Red Bull.

Advisors' Opinion:
  • [By John Udovich]

    Monster Beverage Corp (NASDAQ: MNST), a mid cap marketer and distributor of energy drinks and alternative beverages, has been a monster of a performer since the end of the financial crisis as the stock is up around 308% over the past five years, but could new or overlooked players like small cap beverage stocks�Jones Soda Co (OTCMKTS: JSDA), Celsius Holdings, Inc (OTCMKTS: CELH) and Konared Corp (OTCBB: KRED) repeat that performance? A look strictly at the long term performance of all three small caps might have you thinking otherwise. After all, none of these small cap beverage stocks are profitable while�the beverage industry can be a long hard expensive slog just to increase market share by one or two points when you are competing for shelf space with industry giants like Pepsi and Coke. But past performance is just that���the past and only part of the story as there is much more to consider about these small cap beverage stocks which could also make them potential acquisition targets by larger beverage players seeking to expand their product line up with innovative products:

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