5 Comments
Oct 20Liked by Kroker Equity Research

The decline is intentional by Pepsi. They own a bit and want more. Once they get another piece of the pie you will see distribution change. When you see Pepsi get their additional slice of said pie is when it becomes a buy.

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author

Interesting thought! I think this confirms the high dependency on Pepsi.

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Oct 20Liked by Kroker Equity Research

Didn’t write this one up, but it quickly went into my “too hard” box. Nice job pointing out all the uncertainties.

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author

Many thanks!

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I sold $30 Nov 15th puts today for $2. I think I would be happy to own this stock in the mid 20s.

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