See? Varchild TOLD YOU SO!!! (HANS) (DPS)
February 24, 2011
– Comments (3) |
RELATED TICKERS: DPS
, MNST
Waaaaaaay back sometime in Q4 2010 I wrote a post or three comparing Dr. Pepper Snapple against Hansen Natural Corp.
The point of the comparison was to show you statistic after statistic breakdown of the 2 companies and how it makes no sense for investors to be pricing (HANS) with a saidistic 23+ times earnings multiple...
People were about to price (HANS) at $60.00 a share almost...it came close to that...
Talk about ludicrous!!!
You have EPS comaparisons between the 2 stocks showing that Dr. Pepper Snapple was expected to produce far better earnings than Hansen in Q4 2010, as well as in Q1 2011....
The reality is that Stock Analysts were out there showing everyone the truth.... and big money investors seemed not to really give a hoot and kept merrily pricing up HANS into the stratosphere.
Duuuuuuuuhhhhhh (DPS) earnings are superior??? and expected to be against (HANS)??????
Duuuuuuuuuuhhhhh I don't care.... $49.00 a share.. $50....$51....$52.....$55...$56....$57.. yeeeeeeeeeeeeeeeeeeeeeehaw....
Seriously?? Sometimes it is super easy to see the absurdity in Wall Street..... Sometimes it is so darn easy to be RIGHT while others are absolutely wrong.
(HANS) just reported 53 cents.... That's uhm... 14 cents less than what (DPS) produced.
But....no... investors like (HANS) cause....cause.....cause......cause.....cause......it's GLOBAL!!
Hans has access to emerging markets and therefore it has access to better growth or something...
There isn't strong enough growth in Mature Markets..... yadda yadda boo boo poo poo on you you
Seriously..... (DPS) has better growth because they have better variety of top selling flavors and they have a smaller play ground to work with, thus much better control over expenses, profit margins, and distribution routes..
There are countless advantages in having the Smaller Playground....in a Mature Market...
Versus relying on Un-proven markets... with a limited portfolio of beverages.......
DO THE RE-SEARCH!!!!!!!!!!!!!!!!!!!!!!!
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