Green Mountain Coffee Roasters, Inc. (NASDAQ:GMCR)

The market is heating up a bit and this is starting to trend upwards, so I'll jump back in and ride the wave one more time.

I hate coffee stocks.

Keurig brewers are hot! I want it! I need it! I've got to have it! and that is the majority opinion.

Who has two thumbs and moronically (and unknowingly) red thumbs GMCR ahead of earnings? This guy.

this will be short upbounce.

The stores around me are overflowing with this product and none of it is being purchased. There is an entire section in the local big-box with maybe one box missing. It could brew the best cup of coffee in the world but I'm just not seeing it fly off the shelves.

They've positioned themselves to be a primary coffee supplier for years to come

This company sells a solid product but there is a huge problem for the future of this company: Starbucks. Starbucks Market cap is more than 4x that of this company. And as Starbucks begins to enter into the market of making small at home coffee cups, they will drive this firms profit down. That being said a lot of old retirees love this coffee maker/the flavors they offer, and it takes time (or death) to get old people to switch from something they love. And 10,000 people retire everyday in America so that's a pretty good gig.
Meanwhile younger generations love and are loyal to Starbucks, so that's why in the longrun of 5+ years I don't see this company being as successful and am willing to take the hit now if the stock goes up a little more.

ppt short squeeze

well managed, good product, good availability.

The company is about to lose its patent, and is a specialty player in a market that doesn't have a large upside. Lots of people drink coffee, but very few can afford, or desire to, the machine and all the cups required. Add in pressures from other companies making the cups and Green Mountain Coffee will continue to struggle.

Declining popularity of K-Cups and increased competition from Nestle which has a huge amount of advertising dollars to spend.

GMCR is extremely mis-understood. After today's drop the stock now sells at an implied forward P/E of just under 20. This for a company that has been growing earnings and revenue at better then 3 times that rate. GMCR has a lot of grass roots support as every coffee maker sold that uses K-cups causes conversation and the experience sells the machines. The higher margin made on the K-cups themselves is the much talked about razor and blade business model. In addition once a family or individual or business spends the money on a Keurig they have a strong financial incentive to continue using the machine. GMCR has grown largely without major advertising and just recently has started to air advertising spots which will bring up brand awareness even more. I am long GMCR and will continue to be, today's action is a perfect buying opportunity.

It's a successful company but not for the long term

O cheap not to buy

Even though the stock has fallen precipitously over the past month, GMCR has much further to fall as competitive pressures percolate to the top and its patent protections leave it tasting like day old joe.

$785,000 in annual operating cash flow for an 8 Billion market cap company?

Time to short this stock yet again as exchange data manipulation occurred on 11/11/11 to give the appearances of a price reversal thereby drawing in more sucker bids at these levels.

Christmas shopping is being to heat up and so is GMCR.

I believe Green Mountain Co will bring in 114.07 points considering a 15% S&P performance. My target is $ 0.66.