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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (3048)	7/19/2002 9:17:08 PM
From: Paul Senior	Respond to of 4690

Added a little to my small position in Panamerican Beverages (PB), Latin America's largest soft-drink bottler. 89% of their revenue (year 2000) has come from Coca-Cola. As an "anchor" bottler, they're the 3rd largest bottler of KO products. Two negatives I'll note about PB are: 1) that KO could squeeze their bottlers by charging more for syrup, and 2) for being in a youth/growth market, revenues aren't growing much. A positive is that one can buy PB lots cheaper, on a p/e basis, than KO. I mention PB on this thread because KO is a Buffett stock. I'll bet that if KO is a moat stock, a stock that investors can envision being around 20 and more years, then PB ought to be in a similar (though not necessarily as strong) position. Eventually, I am betting... and hoping.., PB will recover from today's low price. Paul Senior