Como se combate o populismo? "Com eleições", responde Fukuyama

[novo_nisto]

Estou longo na Pepsi. Está há três dias a negociar em máximos e hoje com a apresentação dos resultados (ver notícia abaixo) continua a subir. Pode estar na fase final desta escalada (RSI quase a 70) mas pago para ver. Não tenho aqui o meu gráfico mas deixo estes dois, um diário e um semanal (para se ver a tendência ascendente de longo prazo).


PURCHASE, N.Y. (AP) -- PepsiCo Inc., the No. 2 soft-drink maker, said Thursday second-quarter profit jumped 14 percent, helped by sales of non-carbonated beverages.
Profit for the quarter ended June 17 grew 14 percent to $1.36 billion, or 80 cents per share, from $1.19 billion, or 70 cents per share, during the same period last year.

Revenue at the Purchase, N.Y.-based company climbed 12 percent to $8.6 billion from $7.7 billion last year.

Analysts, on average, predicted a profit of 77 cents on revenue of $8.3 billion.

PepsiCo's Frito-Lay snack division saw its revenue grow 8 percent, while volume was up 4 percent. Lay's, Cheetos and Tostitos sales rose, while Doritos sales declined.

Revenue at the North America division grew 13 percent, while volume was up 8 percent. North American volume growth was driven by a 23 percent jump in non-carbonated beverages, including Gatorade, Aquafina, Lipton teas, Tropicana and Propel. Carbonated soft drink sales declined 1 percent.

PepsiCo International snack volume grew 11 percent, while beverage volume was up 10 percent; revenue grew 14 percent.

Quaker Foods North America had revenue growth of 7 percent while volume was up 3 percent, helped by sales of Quaker Oatmeal and Cap'n Crunch and Life cereal.

The company said it expects 2006 earnings of at least $2.95 per share. Analysts predict a profit of $2.96 per share.

It expects cash provided by operating activities in 2006 to exceed $6.2 billion. The company also expects net capital spending of approximately $2.2 billion, and share repurchases of about $3 billion.