Aside from increasing their critical mass, we're filling a CEO void at Whitman and that's a post that's been up for grabs for a couple of years.

Both Pepsi and Coke have tried to introduce sports drink products, but to no avail.

Coke is at an increasing disadvantage, ... Pepsi is locking up the non-carbonated segment. Coke is dealing with restructuring its internal problems while Pepsi is being proactive about growth.

I think they were being really conservative. I think there should be some growth from Gatorade.

They would take huge flack from shareholders if they did.

It's become the sterling growth stock in the large-cap beverage area, ... It has volume growth. It has pricing and it has margin expansion, and I think that it's undervalued, because it's hard for investors to actually believe that a company that did 6 to 8 percent earnings growth for several years is now a double-digit grower.