Steve Carlin Pepsi Bottling Group PBG-N DON'T BUY Oct 25, 2007

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

Steve Carlin

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$41.400

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food processing

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

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

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His largest energy holding because of its good performance.

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Steve Carlin Pepsi Bottling Group PBG-N DON'T BUY Oct 25, 2007

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