$SBUX (Starbucks Corp) may be a good turn-around story. The innovative product (hello protein coffee!), caffe updates and a committed CEO should help this company to become the place and coffee of choice not just for the reward customers but for all. We started a small position and will keep adding for as long as the management continues to execute on their turn-around plans. With a current target stock price of $99 there is a potential of at least 18% price appreciation.
We also like $SBUX history of 15 consecutive years of raising the dividend pay. So we will continue to get paid whilst we wait for the turnaround to materialise.
What is your turn-around portfolio play?... Show More
Interestingly the activist investor (Elliott Investment Management) that pushed for the replacement of Starbucks' CEO last year is the same one that's taken a $4bn position in Pepsi and confirmed that they will be pushing an activist campaign there too. ... Show More
Yes, Elliott has been on a very aggressive takeover campaign in the last year. Let's hope SBUX and PEP will be able to push them off. $PEP (PepsiCo) an eye on $PEP too. ... Show More
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