* 2026 is already becoming a surprising year... * Though it is still early in the year, one of my surprises — that a basket of consumer staples ( ( PEP ) , ( KO ) , ( PG ) and ( KMB ) ) will materially outperform the Mag…
Read in context ›Coca-Cola Stock (KO)
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69 articlesDaily Diary Mentions
57 mentionsThe Revenge of the Nerds The Pigs Are Flying * PepsiCo's ( PEP ) shares are up again today — by +$2.83... A reminder and repost: Here's Why Pepsi Is My Top Stock Pick for 2026 * A 4% dividend yield and operating upside at only a 16x forward multiple "Cheeseburger,…
Read in context ›2026 Is Already Becoming a Surprising Year * Though it is still early in the year, o ne of my surprises — that a basket of consumer staples ( ( PEP ) , ( KO ) , ( PG ) and ( KMB ) ) will materially outperform the Mag 7 by a decisive amount in 2026 — appears to be…
Read in context ›Always Expect the Unexpected "To expect the unexpected shows a thoroughly modern intellect." -Oscar Wilde This is why I have done my Surprises List for the last 28 years: https://www.twitter.com/federalreserve/status/2010510130970849338 JAN 5, 2026…
Read in context ›My 10 Surprises of 2026 * This is my 24th year of Surprise Lists * My Surprise List reverts back to only 10 Surprises in 2026 from 15 Surprises in 2025 * Though precious metals and equities rise early in the year, "t here is no place to run, no…
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