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PEP vs KO

Over the last 5 years PEP stock is down 14%.

KO stock up 43% over the same period.

That is an astounding failure. That is 100% on Ramon. The global "headwinds" were the same for both. That utterly incompetent fool of a CEO has got to go. I don't understand how Elliott Management kept him. How the PEP BoD kept him. What is going on?


I am so happy the Tom Jenkins is laying off (firing) so many people to raise the stock price ...

I see the market was up again today, and the OpenText price ... oh, crud ... down again.

This company's outlook is bleak as long as Jenkins, his pupppet CEO, the so-called Board of Directors, Bell, Muhi, Rai, Berry, Cione, Acedo, and all the other Jenkins minions are in charge.

As a stockholder I demand change!


Stock rise was built on AI Infra hype

After the $130 all-time high, it has continued to fall and now is down for the past 1 month. How long will it stay above $100 until the street realizes Cisco is just rebranding the usual Switching orders as AI Infra? There’s no meaningful improvement in other BUs like Wireless or SBG - more than the traditional single digit growth.


lol, Fisv stock is only $50 now

I joined FDC back in 2016 in Omaha and took a low ball salary because it was nowhere and I had to stay in there for family. FDC got my super prof service at a low price comparing to other locations in Atlanta, or NYC, etc. In 2020 during Pandemic I moved to another state in MW and was able to work remotely. However, right after Covid, Mr Frank ordered RTO and I said goodbye to this company and quickly landed another remote work with a 40% pay increase offer - I didn't even bargain. I guess many people leaving FISV were in the same situation. I didn't specifically shop for other jobs as my family didn't need that much of my salary - I was just keeping myself busy. but thanks Mr Frank you made me make the right move. Now I landed another hybrid job in yet another state and got another 20% raise. lol. Fisv may never figure out why their stock su-ks so much. BTW, I sold all my employee stock at around $100 when I parted.


PEP Negative YTD Return #REALLYSAD

Good Job Team PEP, YTD Return for the Dow is positive 8.48%, S&P500 is positive 10.20% and the NASDAQ is positive 12.79% and then we have the big bloated hapless no-clue dinosaur PEP with a NEGATIVE 3% YTD return. The BS PowerPoint and cliche-based management culture isn't cutting it anymore.


Chris Leahy's "Building for Growth" email

what a joke, she blames a fast-changing "AI-first world" and the need to "invest in high-return opportunities" for wiping out 700+ jobs, but she forgot to mention who those high returns are actually for.

Just two months ago, CDW’s board authorized a massive $1 BILLION stock buyback expansion and approved yet another heavy cash dividend... all to artificially prop up the stock price for Wall Street (which didn't even work. The company has plenty of capital; they are just choosing to sacrifice the employees who "got them here" to protect corporate profit margins so don't fall for their "aw shucks" Tiny Tim act.

To top it off, while she claims these decisions are "never taken lightly," there isn't a single SEC filing showing that she or any other C-suite executive took a penny of a pay cut (yes, this is all public information). Chris Leahy’s $15 million compensation package (an increase of 20% from the previous year, mind you) remains completely untouched while we get to take 100% of the hit.


Stocks

My stocks are turning into ashes. What a bad decision it is in name of transition to AI and making employees as scape goats. I never received recognition, money, promotion, perks, hikes. All I was given was a little stock bonus over years. These stocks linger in lower 100's when META and other stock go beyond 500.
Useless management style going with adhoc decisions always. You layoff talented employees and work with ... .....
Stocks might come up but not employee morale. Its completely broken now. Even you stand up its going to take years to rebuild this. You build an empire in sky without a customer and without any money losing all your talented people.
If stock rises up again, I will sell immediately. All my years of blood shedding for this company has evaporated


Will Doreen's Dividend Aristocrat Plans Also be Booted out like the Dow?

Will the Board continue to increase the dividend in September, or keep it flat, now that the company is no longer part of the DJIA?

Maybe it is time to reinvest in 'the Network' instead of social justice warrior networks. Elon Musk solved the rural broadband issue, while this company bobbled the ball again.

Maybe they should keep increasing the dividend, as none of the strategy groups have come up with a single investment that has returned its cost of capital in more than a decade. See the stock price for details, should there be any doubters!


Google-Parent Alphabet to Replace Verizon in Dow Jones Industrial Average

Great! Verizon has been booted from the Dow!

Alphabet will join mega-cap tech peers Nvidia, Amazon, Apple and Microsoft in the blue-chip index.

Verizon had represented just around one-half of a percentage point in the index because of its low share price, S&P Global said. The Dow is a price-weighted index, meaning that each member stock is weighted based on its share price. As a result, a company with a higher price per share will have more sway over the index.

https://finance.yahoo.com/markets/stocks/article/alphabet-to-replace-verizon-in-dow-jones-industrial-reshuffle-021307109.html

https://www.wsj.com/finance/stocks/google-parent-alphabet-to-replace-verizon-in-dow-jones-industrial-average-d8dfe852


Lawsuit against Gartner from investors

How has no exec internally brought up the lawsuit about securities fraud. The silence is deafening.

E.g
https://www.ktmc.com/it-gartner-inc-class-action-lawsuit

Meanwhile the C level still have their off-sites with expensive food and drinks like the world is rosy. And the stock keeps sinking lower