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Bilifuduo (98.22)

Green Mountain Coffee Roasters

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18

November 10, 2011 – Comments (3) | RELATED TICKERS: GMCR

......just got roasted (couldn't help making that pun).

 

Whitney Tilson and David Einhorn must be patting themselves on the back for shorting this stock, as am I for getting the heck out of it a few weeks ago. The SEC investigation is probably scaring the crap out of investors and potential investors, as is this first sales miss in two years. 

3 Comments – Post Your Own

#1) On November 11, 2011 at 10:15 AM, leohaas (37.60) wrote:

Good call! Hope you made a bundle on this one.

Even at this price, I would not touch GMCR. Don't get me wrong: I love their coffee, think their Keurig is really neat (OK, only if you understand Dutch, you may get this pun). However, with a P/E near 40, they are still priced as a fast growing company. That is steep considering their market cap is $6.5B: there is really only so much coffee people buy.

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#2) On November 11, 2011 at 11:18 AM, portefeuille (99.43) wrote:

http://translate.google.com/#nl|en|Keurig

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#3) On November 11, 2011 at 3:35 PM, buffalonate (96.10) wrote:

I remember when their capitalization was around 20 billion which was just ridiculous.  Smuckers, the company the owns Folgers and a bunch of other stuff only has a market cap of around 9 billion.

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