David Burrows Pepsi Bottling Group PBG-N BUY Aug 09, 2007

His largest energy holding because of its good performance.

David Burrows

Owned

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$34.160

Stock price when the opinion was issued

food processing

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TOP PICK

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

SELL

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

DON'T BUY

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

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David Burrows Pepsi Bottling Group PBG-N BUY Aug 09, 2007

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