PepsiCo: A Wonderful Company Trading At A Fair Price

JHVEPhoto I spent the weekend performing due diligence on PepsiCo (NASDAQ:PEP) after its Q4 report, and I came away impressed. The quarter wasn’t perfect, but I think PEP offers a fairly compelling opportunity here to accumulate more shares. I’ve owned PEP shares for years. I’ve added to this position regularly, and my overall cost basis currently sits at $106.84 (pointing towards gains of approximately 60%). Currently, PEP is my 21st largest holding with a ~1.1% portfolio weighting. Because of the over ...