Joseph Carlson: PEP will rise

Said on Dec 18, 2023, at 17:02 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“I do think that this is a company that might have a decent 2024 and has relatively little downside I don't own the stock right now but this is a pick that I can get behind I like pepsic Co for 2024”
Watch at 17:02Top Ten Deep Value Stocks For 2024
PredictionPEPwill riseChecked at fixed windows, from 30 days to 5 years
What happenedafter 1 year
Incorrect

Entry price (first close after the video)

$167.95

Dec 19, 2023

Price at close

$156.14

Dec 17, 2024

Total return, dividends included

−4.1%

S&P 500 +28.5%

PEP closed at $167.95 on Dec 19, 2023. On Dec 17, 2024 it closed at $156.14, a total return of −4.1% (dividends included). SPY's total return over the same window was +28.5%. The call was that it would rise.

30 days

Incorrect

90 days

Incorrect

180 days

Incorrect

1 year

Incorrect

The window it was checked over

PEPWindow checked
$140$150$160$170$180$190$200Jun 2023Oct 2023Feb 2024Jun 2024Oct 2024Feb 2025Said on Dec 18, 2023
$140$160$180$200Jun 2023Jan 2024Jul 2024Feb 2025Said on Dec 18, 2023

PEP closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

Result at every window

All windows are shown, so none is picked
Result at every window
WindowResultAt the startAt the endChangeBenchmark
30 daysR-DIR v4Incorrect$167.95Dec 19, 2023$166.44Jan 17, 2024−0.9%Total return, dividends includedS&P 500 −0.5%
90 daysR-DIR v4Incorrect$167.95Dec 19, 2023$164.66Mar 15, 2024−1.2%Total return, dividends includedS&P 500 +7.7%
180 daysR-DIR v4Incorrect$167.95Dec 19, 2023$163.81Jun 14, 2024−0.9%Total return, dividends includedS&P 500 +14.7%
1 yearR-DIR v4Incorrect$167.95Dec 19, 2023$156.14Dec 17, 2024−4.1%Total return, dividends includedS&P 500 +28.5%
3 yearsR-DIR v4Pending——Dec 17, 2026——
5 yearsR-DIR v4Pending——Dec 15, 2028——
Why: 30 days

PEP closed at $167.95 on Dec 19, 2023. On Jan 17, 2024 it closed at $166.44, a total return of −0.9% (dividends included). SPY's total return over the same window was −0.5%. The call was that it would rise.

Why: 90 days

PEP closed at $167.95 on Dec 19, 2023. On Mar 15, 2024 it closed at $164.66, a total return of −1.2% (dividends included). SPY's total return over the same window was +7.7%. The call was that it would rise.

Why: 180 days

PEP closed at $167.95 on Dec 19, 2023. On Jun 14, 2024 it closed at $163.81, a total return of −0.9% (dividends included). SPY's total return over the same window was +14.7%. The call was that it would rise.

Why: 1 year

PEP closed at $167.95 on Dec 19, 2023. On Dec 17, 2024 it closed at $156.14, a total return of −4.1% (dividends included). SPY's total return over the same window was +28.5%. The call was that it would rise.

Why: 3 years

Not yet resolved. The window closes Dec 17, 2026.

Why: 5 years

Not yet resolved. The window closes Dec 15, 2028.

What was said around it

generated more than half the company's profits making Pepsi less dependent on sugary soda than Coca-Cola they believe the fair of oic's a little bit overblown and the company's going to have a great year next year and like I mentioned here Pepsi Co is a great company they say quote Pepsi is one of the most durable businesses in our coverage durable meaning they have a long-standing moat and a great growth path ahead with Pepsi trading at its 20 PE ratio almost 3% free cash flow yield paying a 3% dividend I do think that this is a company that might have a decent 2024 and has relatively little downside I don't own the stock right now but this is a pick that I can get behind I like pepsic Co for 2024 in number 10 we have U-Haul Holdings they say that there are few businesses with a stronger competitive position than U-Haul Holdings which dominates the do-it-yourself moving business with its Nationwide Fleet of trucks this is a company that I have not looked into much and I didn't realize their dominance U-Haul's Rivals including Pensky and budget are a fraction of its size it's the ultimate Network effect business given its 23,000 locations around the US and Canada and nearly 200,000 rental trucks

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.