+ Watch BREW
on My Watchlist
Competition is intense in the micro brewery. Craft Brew Alliance is a good story, but there is also a funeral parlor chain called "beer and story", proving not all stories have a happy ending...but you may as well celebrate the small victories along the way.Growth in the west needs ported east, but it's a different market. The KONA story looks interesting.Overall, the share price drop of 30% from $15 to $10.40 still factors in forward growth that may be awhile in coming.A P/S of 1.08 and a P/B of 1.82 seems more reasonable for a story that may take a few chapters to play through. Now if they provided a dividend of a case of beer each quarter, I'd price them a little higher.Low float, good institutional holdings, market cap $208M.Net sales +20%, net shipments +17% Margins 27% SG&A up 28% with a net loss of $0.01.Showing growth, needs to get it to the bottom line, (and to the East Coast).It's all on them...decent entry, will hold long if they continue growth and can get some to the bottom line.May need to sample the product more from time to time...
Nothing better than a Brew!
This includes a collection of high quality beer,. not just the watered down domestic beers. I have watched the sores carry more andmore of these local brands.
craft beers a rising tide of consumer interest
Need to keep an eye on margins and earnings, but looks like potential for a good growth story. Insider ownership and Buffalo Wild Wings tie-in a plus. (Widmer, yum!)
Long. Craft beers. 22x ttm, 11x fye. A fraction of the p/s ratios of SAM, TAP.
partnership w/ BWLD
Craft beer is taking over the market, and the brands that make up the Craft Beer Alliance are some of the bigger players in the rise.
Their brews are tasty and hopefully more consumers will gain access to their brands with the Bud distribution channel. I think the upside could be real good assuming the thirst for craft brews remains strong.
I like Brews long term potential, beer has always fared well during a economic downturn and I think this is no exception. The growth potential here is astronomical given that craft beer only makes up a meager 6% of the market. That number is on the rise and as long as Brew continues to make good choices in the acquisitions of its partners you should start to see it steal market share away from some of the big dogs...unless it gets bought out.
March312012 net sales 38,499 -gross profit-11,707- gross margin30.4%2011net sales-27.31-gross profit9,228-gross margin-28.6%increase in cash flow 2,690 last yr (69)
I'd rather be investing in Dogfish Head brewery but they aren't public and I doubt the beer industries other Sam is interested in going that route.However, the rise of craft beer should help Red Hook, Kona & Widmer brothers, the brands that are part of BREW, to do great things.
I am really good at picking stocks. Losing stocks, that is. Whenever I pick a stock, short it and you will make money.
This will outperform. When people are broke and with no job they still are able to somehow buy a beer or two even if they have to stand on the corner and beg for change to pay for it.
it's Friday, beer seems like a very fine and profitable idea today
Good product, growing segment.
Microbrews and craft brews are in. It makes sense too. With lowered distribution costs, why settle for a mediocre macrobrew when for a little bit extra you can upgrade to something tastier (and coming from a college student, your alcohol per dollar with the craft beers is about equal to that of the big guys minus the full stomach). This is the thinking of the young money making demographic, and the cheap valuation only confirms that this trend is not being widely watched on the street.
Great product, growing but nichey industry. (Plus I freaking love their beer, so this is a sentimental call...)
Great beer, good distribution. Craft brewer revolution!
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ratings and Key Statistics provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions