Anheuser-Busch InBev’s unparalleled scale and experienced management team give the company a huge competitive advantage in capitalizing on long-term growth in emerging markets and turning the craft-beer headwind into a tailwind.
Whimsical humor may be an important component of this up-and-coming retailer’s branding strategy, but the management team is serious about driving outsized earnings growth and creating value for shareholders.
Although we remain cautious on equities because of the increased potential for a bear-market correction, we continue to highlight secular growth stories with an eye toward buying these names on a pullback.
The restaurant industry stands to benefit from the twin tailwinds of a strengthening US economy and lower fuel prices. Our favorite fast-food purveyor is set to reap the rewards from an impressive turnaround effort that has laid the foundation for future growth at home and abroad.
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