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<blockquote data-quote="Australia Sucks" data-source="post: 1214165" data-attributes="member: 11806">Godzilla I have to disagree with you on the part about Pepsi and Coca-Cola being good. There is a structural shift in developed markets away from sodas, etc towards premium/niche products like organic cold pressed juice, kombucha, glacier water, etc. You can see it when you compare sales growth figures for these types of products compared to products like Coca-Cola. While developing markets consumption of sodas, etc are rising this may not be enough to offset the stagnation in developed markets. Furthermore supermarket private label brands are gaining momentum for the working class/price conscious consumer.&nbsp; As to homosexuality even though what you are saying is true for a company the size of Gilead such drugs are likely to only be a modest portion of sales and it may be difficult to find quality pure plays on the theme. The rest of your points I largely agree with.</blockquote>

[QUOTE="Australia Sucks, post: 1214165, member: 11806"] Godzilla I have to disagree with you on the part about Pepsi and Coca-Cola being good. There is a structural shift in developed markets away from sodas, etc towards premium/niche products like organic cold pressed juice, kombucha, glacier water, etc. You can see it when you compare sales growth figures for these types of products compared to products like Coca-Cola. While developing markets consumption of sodas, etc are rising this may not be enough to offset the stagnation in developed markets. Furthermore supermarket private label brands are gaining momentum for the working class/price conscious consumer. As to homosexuality even though what you are saying is true for a company the size of Gilead such drugs are likely to only be a modest portion of sales and it may be difficult to find quality pure plays on the theme. The rest of your points I largely agree with. [/QUOTE]

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