6 Super Bowl Stocks the Pros Want to Win

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.

Action Alerts PLUS' Stephanie Link recently recommended Coca-Cola ( KO), which 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.

Louis Navellier of InvestorPlace included Dr Pepper Snapple ( DPS), Gannett ( GCI) and Coke on his list of five Super Bowl stocks that are already doing well and could get a boost from the game.

Related: Stock Smackdown: Lululemon vs. Under Armour

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 professional portfolios to see who's been betting on some of the Super Bowl-related stocks. Stockpickr's professional portfolios track the top 30 holdings of various professional investors, including Warren Buffett and George Soros, according to their most recent 13F filings with the SEC.

Pepsi

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, PepsiCo's ( PEP) 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, too.

As of the most-recent reporting period, Pepsi comprises 1.5% of Bill Miller's Legg Mason Capital portfolio. The position represents a 5.5% decrease in shares from the previous period. The stock also shows up in the portfolios of Steven Cohen's SAC Capital and John Hussman's Hussman Econometrics Advisors.

Stock Overview: 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.

Analyst Ratings: 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 top-rated beverage stocks list.

Earnings: 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.

More on PepsiCo: Pepsi showed up in a list of the best dividend stocks to play defense in 2011, according to various fund managers.

Procter & Gamble

Procter & Gamble ( PG) 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 Unilever's ( UL) Suave.

As of the most-recent reporting period, Procter & Gamble shows up in Stockpickr's most popular professional portfolio, that of Warren Buffett. We recently highlighted it as one of Buffett's Top 10 Dividend Stocks. 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 D.E. Shaw and Renaissance Technologies.

Stock Overview: 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.

Analyst Ratings: 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 top-rated household products stocks list.

Earnings: Procter & Gamble earned $1.11 a share, or $3.3 billion, in its most-recent quarter, 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.

More on Procter & Gamble: According to Jake Lynch, Procter is one of 16 Dow stocks selling at five-year discounts as well as one of 10 Dow stocks likely to boost dividends. Credit Suisse included Procter as one of its 18 best stock picks for 2011.

Apple

The airing of the Super Bowl is a unique television event in that viewers actually want 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 Apple's ( AAPL) 1984 commercial, directed by Ridley Scott. An allusion to George Orwell's 1984, it introduced the Macintosh personal computer. Motorola ( MMI) 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 George Soros, 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 Steve Mandel's Lone Pine Capital and Chase Coleman's Tiger Global Management.

Stock Overview: 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.

Analyst Ratings: 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 top-rated hardware stocks list.

Earnings: Apple reported blowout first-quarter earnings 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.

More on Apple: Goldman Sachs named Apple on of its top tech stocks for 2011, and Jefferies also included the stock as one of its 2011 tech picks. According to Dan Burrows of DailyFinance, Apple is one of six stocks to consider for revenue growth.

Anheuser-Busch InBev

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 Anheuser-Busch InBev's ( BUD) 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 Vice Fund (VICEX), which invests in stocks tied to vices such as tobacco, gambling and alcohol. Other holdings include Philip Morris ( PM), Altria ( MO) and Diageo ( DEO).

Stock Overview: 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.

Analyst Ratings: Of eight analysts covering the stock, 100% rate it a buy.

More on Anheuser-Busch: Jonas Elmerraji recently featured the stock as one of his technical setups for the week of Jan. 19. 

News Corp.

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 News Corp.'s ( NWSA) Fox network.

As of the most-recent reporting period, News Corp. is the third largest holding of Seth Klarman's Baupost Group, at 15.1% of the total portfolio. Klarman owns more than 19 million shares of the stock. News Corp. also shows up in and Yacktman Asset Management's portfolio 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.

Stock Overview: 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 52-week high 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.

Analyst Ratings: 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 top-rated media stocks list.

Earnings: 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.

More on News Corp.: Frank Byrt recently included News Corp. in a list of 5 media stocks to watch in 2011 based on the industry's 29% growth in 2010, which is expected to continue this year.

Best Buy

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 Best Buy ( BBY) 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 Mark Hillman at Hillman Capital, 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 Karen Finerman at Metropolitan Capital, at 1.7% of the total portfolio.

Stock Overview: 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.

Analyst Ratings: 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.

Earnings: 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.

More on Best Buy: Forester Value Fund manager Tom Forester named Best Buy one of his five best value stocks for 2011.

To see these stocks in action, check out the Super Bowl Stocks the Pros Want to Win portfolio.

-- 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.

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