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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43965)	9/7/2011 2:46:45 PM
From: Paul Senior	1 Recommendation Read Replies (1) of 78530

Uh oh: stagflation. First mention by a corporation (PepsiCo) that we're in it and it's affecting consumer stocks. (First mention that I have noticed anyway.) "NEW YORK, Sept 7 (Reuters) - Developed markets like the United States are in a "stagflationary environment" that is creating hardships for consumer products makers such as PepsiCo Inc ( PEP.N), a senior company executive said..." reuters.com Beat down PEP might still be at a good buy price. I've added a few more shares to my position now. Had a few tracking shares of TAP (Molson Coors Brewing), which I've now sold at a small loss. finance.yahoo.com

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