PEP sees investment from investor

Activist investor Nelson Peltz announced an equity position in PEP on Friday, sending shares higher more than 3% before selling off slightly into the close.

PepsiCo, Inc. (NYSE:PEP) maintains that its strength lies in the fact that while its portfolio is diverse, it's also related. Consumers frequently buy chips and a soda. This, the company says, is complementary. It provides a natural hedge that allows the company to deliver good returns.

And it has delivered nice returns. Last year, core earnings were $4.10 a share. Organic revenue was up 5%. It saved $1 billion in the company’s first year of its productivity program and remains on track to deliver $3 billion in savings by 2015. Through repurchases and dividends, it returned some $6.5 billion to shareholders last year alon

Source: insidermonkey.com

AAPL bottoming finally?

From a low of $425 on Monday, to a high of $444 as of Friday the 15th of March, AAPL looks to be putting in a rally attempt after falling from the highs of September.

There is a possibility that we can start seeing money coming out of stocks that have had a good rally in the past three months, and redistribute those gains into lagging names like AAPL.

In the stock market today we are seeing the S&P and Dow push to new highs yet again, but signs of the rally weakening are starting to show.