NEW YORK (Stockpickr) -- As Green Bay Packers and Pittsburgh Steelers fans are busy rooting for their respective team's victory in Sunday's Super Bowl, analysts and fund managers are busy making their Super Bowl stock predictions.
Stephanie Link recently recommended
she said she likes because after its "fabulous year" in 2010, it's lagged, presenting a "great opportunity."
She said it might be down, but "there's no reason for it being down" and mentioned catalysts such as a potential dividend increase on the horizon.
Dr Pepper Snapple
and Coke on his list of
As for the Super Bowl's effect on the stock market at large, general consensus seems to be that no matter who wins the big games, it's a win-win for stocks. Robert Holmes makes a
case for a Steelers win being best for the bulls
, based on data from Capital IQ.
At Stockpickr, we thought we'd dip into our large database of
to see who's been betting on
. Stockpickr's professional portfolios track the top 30 holdings of various professional investors, including
, according to their most recent 13F filings with the SEC.
According to Nielsen, American consume
166 million pounds of snack foods
on Super Bowl Sunday, or $644.7 million worth. With Fritos, Tostitos and Doritos,
Frito-Lay division all but has a corner on one of the staple snacks: chips. (Salsa lovers might consider serving their Tostitos with
Mexican Fudge, one of MainStreet's Super Bowl Recipes Under $10
.) Pepsi's got a
commercial on during the game
As of the most-recent reporting period, Pepsi comprises 1.5% of
. The position represents a 5.5% decrease in shares from the previous period. The stock also shows up in the portfolios of
: PepsiCo is a global food, snack and beverage company that manufactures, markets and sells a variety of snacks and beverages. It has traded in a 52-week range of $58.75 to $68.11 and was recently at $63.83. The stock is down 2.3% so far in 2011. It has a market cap of $101.7 billion and a 1.4 short interest ratio, it yields 3%, and it trades at a P/E of 16.2.
: Of 16 analysts covering the stock, 12 rate it a buy, three rate it a hold, and one rates it a sell. TheStreet Ratings has a B buy rating on Pepsi, earning it a spot on the
: Pepsi is slated to report earnings on Feb. 10 for the most-recent quarter. Analysts expect the company to earn $1.04 a share in the most recent quarter, compared with 90 cents a share in the year-ago quarter, and $4.12 a share for the year, compared with $3.71 a share for the prior year.
: Pepsi showed up in a list of the
, according to various fund managers.
Procter & Gamble
Procter & Gamble
produces Head & Shoulders shampoo, which might not have an obvious Super Bowl connection -- until you remember that it's endorsed by Pittsuburgh Steelers star Troy Polamalu, he of the luscious locks. Procter & Gamble has so much faith in Polamalu's mane that in 2010 it took out a million-dollar insurance policy on it.
Polamalu won't have the only famous head of hair on the field on Sunday. The Green Bay Packers' Clay Matthews sports his own fabulous tresses and was recently named a spokesman for
As of the most-recent reporting period, Procter & Gamble shows up in Stockpickr's most popular professional portfolio, that of
. We recently highlighted it as one of
. As of the most recent reporting period, Buffett holds 76.8 million shares of Procter & Gamble, which represented a 1.7% decrease in shares held from the previous quarter. The stock is his fourth largest holding and comprises 9.5% of the total portfolio.
Other major holders of Procter include
: Procter & Gamble is focused on providing branded consumer packaged goods. It markets its products in more than 180 countries. The stock has traded in a 52-week range of $39.37 to $66.95 and was recently at $63.55. It's down about 1.2% so far in 2011. Procter has a market cap of $176.2 billion and a 2.6 short interest ratio, it yields 3.1%, and it trades at a P/E of 17.1.
: Of 25 analysts covering the stock, 18 rate it a buy, six rate it a hold, and one rates it a sell. TheStreet Ratings has a A- buy rating on Procter & Gamble, earning it a spot on the
: Procter & Gamble
, up from $1.01 a share in the year-ago period and a penny above expectations for $1.1 a share. Estimates are for $3.98 a share in the full year ending in June, compared with $3.67 a share in the prior year.
: According to Jake Lynch, Procter is one of
as well as one of
. Credit Suisse included Procter as one of its
The airing of the Super Bowl is a unique television event in that viewers actually
to watch the commercials. Big-name companies debut their
more-creative 30-second ads during the game
, shelling out millions of dollars to do so.
Arguably the most famous Super Bowl ad ever was
1984 commercial, directed by Ridley Scott. An allusion to George Orwell's
, it introduced the Macintosh personal computer.
is expected to run an ad for its Xoom tablet during this year's game that alludes to that famed Apple spot without ever mentioning Apple by name.
As of the most-recent reporting period, Apple is one of the top holdings of
, at 1.1% of his total portfolio. Soros increased his shares by 13.4% in the period to 247,584.
Apple also shows up in the portfolios of
: Apple designs, manufactures and markets personal computers, mobile communication devices and portable digital music and video players and sell a variety of related software, services, peripherals and networking solutions.. It has traded in a 52-week range of $190.85 to $348.60 and was recently at $345.99. The stock is up more than 7% so far in 2011. It has a market cap of $316.4 billion and a 0.6 short interest ratio, and it trades at a P/E of 19.2.
: Of 47 analysts covering the stock, 44 rate it a buy, and three rate it a hold. TheStreet Ratings has a A- buy rating on Apple, earning it a spot on the
on Jan. 18, posting profit of $6.43 a share, compared with estimates for $5.37 a share, on revenue of $26.7 billion, up from $15.7 billion in the year-ago period and above expectations for $24.4 billion. Expectations for the full year ending in September 2011 are for $22.83 a share, compared with $15.15 in the previous year.
: Goldman Sachs named Apple on of its
, and Jefferies also included the stock as one of its
. According to Dan Burrows of
, Apple is one of
It'd be difficult for many football fans to imagine watching the Super Bowl without a cold beer in hand -- and what's a more appropriate choice than
Budweiser, whose regular Super Bowl commercials are some of the most-loved? Its "Whassup!" ad campaign, which debuted at the 1999 game, is a legend.
Budweiser has several ads planned for Sunday's game, making it the biggest advertising spender of the 2011 Super Bowl -- and the game's only beer advertise this year. Anheuser-Busch is one of the only companies that's
had an ad in every Super Bowl
Anheuser-Busch InBev comprises 1.9% of the
(VICEX), which invests in stocks tied to vices such as tobacco, gambling and alcohol. Other holdings include
: Anheuser-Busch InBev is engaged in the business of brewer and consumer products. It has traded in a 52-week range of $43.19 to $64.77 and was recently at $55.39. The stock is off about 3% so far in 2011. It has a market cap of $89.9 billion and a 2.3 short interest ratio, it yields 0.7%, and it trades at a P/E of 19.3.
: Of eight analysts covering the stock, 100% rate it a buy.
: Jonas Elmerraji recently featured the stock as one of his
The Super Bowl, which often ranks as the most-watched TV program of the year with as many as 90 million viewers, will be broadcast this year on
As of the most-recent reporting period, News Corp. is the third largest holding of
, at 15.1% of the total portfolio. Klarman owns more than 19 million shares of the stock. News Corp. also shows up in and
as its top holding, at 10.2% of the total. Donald Yacktman increased the number of shares owned by more than 25% in the most-recent period.
: News Corp. is a global media company with operations in filmed entertainment, television, cable network programming, direct broadcast satellite television, magazines and inserts, newspapers and information services, book publishing and more. It has traded in a 52-week range of $11.61 to $17.05 and was recently at $16.87. The stock is up a whopping 16% so far in 2011 and hit a new
on Feb. 3. It has a market cap of nearly $31 billion and a 2.3 short interest ratio, it yields 0.9%, and it trades at a P/E of 16.
: Of 16 analysts covering the stock, 10 rate it a buy, and six rate it a hold. TheStreet Ratings has a C+ hold rating on News Corp., earning it a spot on the
: News Corp. spiked on Feb. 3 after
reporting strong second-quarter earnings
of 24 cents a share, or $642 million, up from 10 cents a share in the year-ago period. Estimates for earnings for the fiscal year ending in June 2011 are for $1.12 a share, compared with 96 cents a share in the year-ago period.
: Frank Byrt recently included News Corp. in a list of
based on the industry's 29% growth in 2010, which is expected to continue this year.
In order to watch the Super Bowl, one needs a television -- and for an event this big, the bigger the TV the better. According to the National Retail Federation,
3.6% of Super Bowl viewers in the U.S. purchased a TV last year
. Not only is
a go-to destination for television shoppers, it's also scooped up a
Super Bowl ad spot for the first time this year
for a commercial featuring Ozzy Osbourne and fever-inducing Justin Bieber.
As of the most-recent reporting period, Best Buy shows up in the portfolios of
, comprising 0.5% of the total portfolio. Hillman holds 51,099 shares of the stock, a 2.1% share increase from the previous period. Best Buy is also owned by
, at 1.7% of the total portfolio.
: Best Buy is a multinational retailer of consumer electronics, home office products, entertainment software, appliances and related services. It has traded in a 52-week range of $30.90 to $48.83 and was recently at $35.18. The stock is up about 2.5% so far in 2011. It has a market cap of $13.8 billion and a 1.5 short interest ratio, it yields 1.7%, and it trades at a P/E of 10.5.
: Of 25 analysts covering the stock, 11 rate it a buy, and 14 rate it a hold. TheStreet Ratings has a B- buy rating on Best Buy.
: Best Buy is slated to report earnings for the quarter ending this month on March 24. Analysts expect the company to earn $1.85 a share in the quarter, compared with $1.81 a share in the year-ago quarter, and $3.31 for the full year, compared with $3.14 for the prior year.
: Forester Value Fund manager Tom Forester named Best Buy one of his
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-- Written by Rebecca Corvino in New York.
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Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.