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Varchild2008 (84.02)

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 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. investors like (HANS)'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 a Mature Market...

Versus relying on Un-proven markets... with a limited portfolio of beverages.......

DO THE RE-SEARCH!!!!!!!!!!!!!!!!!!!!!!!

3 Comments – Post Your Own

#1) On February 24, 2011 at 4:27 PM, Varchild2008 (84.02) wrote:

She's Lump!   She's Lump!   Hans might be dead!

She's Lump!  She's Lump!   Overseas earnings Fled!!

She's Lump!  She's Lump!   Can't get the stock out of my head!!!


I love being right!!!

Drink more.....  Dr. Pepper!

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#2) On February 24, 2011 at 4:47 PM, Varchild2008 (84.02) wrote:

(HANS) Continues to want to be a  ONE TRICK PONY here folks...

The reason for this bloody miss job is entirely to do with Profit Margins and Expenditures.... and Much of that can be blamed on Monster Energy Drink.

One-Hit Wonder  Hansen shot up their expenses trying to promote and market and re-brand  the Drink in various Countries it never sold the drink in before....

This is fine if you have a backstop....which they do not....

HANS needs to have a few more products under its belt here so they do not continue to depend on the success of Monster Energy Drink in perpetuity!

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#3) On February 24, 2011 at 9:25 PM, Varchild2008 (84.02) wrote:

There's no Research and Development with these (HANS) people.

Except of course if it revolves around Monster Energy Drink in perpetuity.

Good Grief....  The names get longer and longer.

1)  Monster Energy Drink

2)  Monster Java

3)  Monster Turbo G3 Caffeine Thrust Bucket in a Spindle Cascading Sheets of Bullet Proof Thirsty Tastebuds Explosion Strawberry Energy Drink


Use some of your Cash  Folks for something ELSE!!!  Not names Monster Energy Drink.  You need more products.

And if you can not Research/Develop new products then buy out some INDIE Brands out there.... COTT Corp. was/is able to be successful in pushing INDIE branded products.

HANS is seeking to get itself sold... fine..whatever...  They should look to do some Acquiring as well though... Buy out soem companies that look like they have the next best thing in Beverages or Snacks.

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