Peter Brieger Pepsi Bottling Group PBG-N SELL Feb 20, 2006

One of his favourites. Potential reserves look good. Too expensive right now. Sell it and buy it back at a lower price.

Peter Brieger

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$29.310

Stock price when the opinion was issued

food processing

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Valuation is vastly better than Coke's. The new Mexico aquisitionlooks good. Good price.

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His largest energy holding because of its good performance.

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Looks like an awfully expensive name. Technology looks promising. Being affected a little bit by the royalty issue.

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Peter Brieger Pepsi Bottling Group PBG-N SELL Feb 20, 2006

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