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$PEP 2Q15 Call – Hugh, CFO: For FY15, we continue to expect mid single digit organic revenue growth, core operating margin expansion should offset negative geographic mix & commodity inflation, which incorporates the impact of transaction-related foreign exchange headwinds & approx. $1Bil of productivity savings.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.