PepsiCo's recent underperformance and North American weakness mask the fundamental strength and global diversification of this consumer staples giant. Despite North American weakness and peaking margins, the market's fears are overblown. The company's global diversification provides a strong fundamental base. Management's revitalization strategy, international growth, and portfolio transformati...
My July 2025 watchlist focuses on high-yield, attractively valued stocks, aiming for a 12% long-term CAGR and outperforming benchmarks. Since its inception, my watchlist has a CAGR of 15.11%, performing in-line with SPY and VYM, while providing a superior dividend yield. The June 2025 watchlist includes 10 stocks with an average forward dividend yield of 3.54% and an expected return of 13.62%.
PepsiCo's stable global business, strong brands, and diversified revenue streams make it a core holding for most portfolios. Attractive 4.3% dividend yield, consistent dividend growth, and solid payout ratios underscore PepsiCo's shareholder alignment and financial strength. Current valuation is historically low, offering an appealing risk-reward profile with potential for 13% IRR as growth and...
Despite some volatility earlier this year, the S&P 500 has rallied about 10% over the last 12 months. However, while most stocks are up in the past year, several have missed the market's current rally.
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