Amazon, Pepsi or Google

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Hi Dan, as a long term hold which company would be your choice for a long-term position? and which one would be a great second choice?

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Asked on March 17, 2025 10:00 am
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Hi Dan,

I see that Jeff B. sold 25 million shares of Amazon today. Is this a concern?

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Posted by djames105@shaw.ca
Answered on May 6, 2025 10:53 am
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At this price point, I do find Amazon the most attractive. Once my money gets over from Questrade, I will be purchasing more of the company. Second choice will probably be Google.

Pepsi falls to third, but I also do like the short-term valuation rebound the company could have. I do believe it is the cheapest of bunch relative to expected earnings next year, which is why it remained on the Foundational List. However, I am less bullish on it "long" term because of the overall decline in sugar consumption and awareness of how bad it is for you.

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Posted by Dan Kent
Answered on March 17, 2025 1:06 pm
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Thanks, excellent observation regarding sugar consumption as being a factor
(mike.repluk@gmail.com at March 17, 2025 1:24 pm)