Pepsico Inc (PEP) – As per the norm, PEP remains appears to be continuing is normalization trend after an uptick during the summer vacation months. The beverage industry itself remains volatile, with Coca-Cola Company (KO) increasingly looking to break into the overseas markets. Since KO already has more driving force with fewer employees, the addition of Stevia from S&W Seed Company (SANW) may just cause a significant drop in PEP stocks if KO can lead the pack in releasing their product both here and abroad. However KO has not sealed the deal, and the number of director changes for PEP since May indicates the company is undergoing major internal changes that may or may not lead to a higher volume of success. PEP’s minuscule quarterly revenue growth (13.70%) to net income (6.31 B) is troubling in light of KO’s 46.80% growth with only 12.58 B in revenue. We believe that PEP will need to lead the market in releasing a product with Stevia, and from there, marshal its customer base to buy more during times of the year when it is already experiencing a natural lull. From that perspective, selling some, but not all shares and reinvesting them in SANW until the early summer months might be a offer a better rate of return.