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sikiliza (< 20)

October 2011

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Sodastream – A passing fad or a real business?

October 30, 2011 – Comments (0) | RELATED TICKERS: SODA , GMCR , PRMW

The concept of homemade soda has been around for a long time and it’s not a new idea. What Sodastream brings to the market is a simpler and cooler way to do it. The current management was installed in 2007 and they have been largely successful in building a sustainable business in Europe and the Middle East based on the razor/razor blade business model. That said, the United States poses the biggest potential market but also the most difficult market to navigate for a foreign based company.  [more]

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RIMM a buy at $20 or below

October 26, 2011 – Comments (1) | RELATED TICKERS: BBRY , AAPL , NOK

RIM has come under fire recently for poor management decision-makng, sub-par products and incredibly inept crisis management skills.  [more]

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Netflix - The devil in the details

October 25, 2011 – Comments (0) | RELATED TICKERS: NFLX , CSTR , DISH

Netflix is down 35% today as news of subscriber cancellations and looming losses hit the market. Some say that this is an overreaction while others state rather convincingly that the company is done.  [more]

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