Imperial Metals (IPM.T) Message Board

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Gold/Mining/Energy : Imperial Metals (IPM.T)

IPM 1.980

+2.1%

Nov 10 3:59 PM EST

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To: Italian Investor who wrote (812)	4/5/2011 8:03:42 PM
From: Italian Investor	Read Replies (1) of 1366

Yacktman PEP & KO gurufocus.com [Yacktman Managers:] We own both stocks and think both companies have bright futures. PepsiCo is a larger position than Coca-Cola for us because it is less expensive and, in our opinion, has a similar growth profile over time. The overlap between PepsiCo and Coca-Cola’s businesses is lower than it appears on the surface, as the majority of Pepsi’s value is derived from food businesses including Frito Lay and Quaker Foods, not beverages. [Yacktman Managers:] PepsiCo is probably the best combination of predictability and valuation, which is why it is our second largest position in each fund. We feel extremely confident that PepsiCo’s products will continue to be enjoyed and consumed for years to come. We think consumer brand companies generally offer a higher degree of predictability into the future than other businesses.

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