现在,我们来说说百事股票,一只我开始怀疑大家是不是已经听腻了我谈论的股票。为什么?因为我收到大量要求我覆盖百事股票的要求。我不断在网上看到,说它是一个绝佳的机会,因为初始股息率是过去5年甚至10年里最高的之一。
除此之外,估值倍数也是10年来最低的。然而,我实际上在过去3到4年里一直在说百事的坏话。事实上,一年多前我在Seeking Alpha上写过一篇文章,标题是《买入还是警惕》。警示信号就在那里。而百事在过去一年、过去5年里表现并不好。
Now, we come to Pepsi stock, a stock that I'm starting to wonder if people are tired of me talking about. Why? Well, I get tons of requests to cover Pepsi stock. I keep seeing online how it's an incredible opportunity because the starting yield is one of the highest it's been really in the last 5 to even 10 years.
On top of this, the valuation multiple is the lowest it's been in 10 years. However, I've been talking bad about Pepsi for really the last 3 to four years. In fact, I wrote an article on Seeking Alpha over a year ago titled Buy or Beware.
The warning signs are there. And Pepsi has not done well over the last year or over the last 5 years.