Coke's (KO) $4.1 billion dollar bid for the maker of VitaminWater last week caught the eye of athletes, nutritionists and investors alike. It underscores an undeniable trend: plain old soda is so not hip anymore. So, as your favorite celeb puts down the cola and reaches for a vitamin-infused energy drink, what pop-stocks will be the choice of a new generation?
Jeff Macke explains that Jones Soda (JSDA) was slammed by Barron’s and the stock slipped. He disagrees with the article and recommends getting long on the dip.
Pete Najarian adds Jones Soda is headquartered in Seattle – and he feels that’s a city where trends start.
Guy Adami likes Hansen Natural (HANS) in the space.
Dylan Ratigan asks the guys to pick between Coke & Pepsi stock.
Jeff and Eric Bolling like Pepsi for its fast food exposure.
Pete Najairan prefers Coke because they threw in the towel on Powerade.
Eric Bolling adds he also likes Brazil’s Companhia de Bebidas das Americas (ABV) because they have a licensing deal with Pepsi to market Pepsi and Gatorade and other drinks in Latin America.
Jeff Macke adds that he doesn’t think the trend suggests soda is out of favor; instead he thinks it means Coke and Pepsi (PEP) are seeking growth.
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Trader disclosure: On May 24, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders:
Najarian Owns (CLF), (EMC), (INSP), (KR); Bolling Owns (ICE),(NMX), Gold, Silver
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