The Boston Beer Company, Inc. (NYSE:SAM)

Looks to be way beyond full value. Buy at 67 or lower. Good company, just too expensive now.

peg~3.3. maybe there is some growth out there that is not being factored in

Reading, Booze to Replace Sex
Related Tickers: AMZN, COST, SAM, FMX, GM,V,MA

With the coming spike in gas prices, folks will be more inclined towards internet purchases. Reading may just become a more popular indoor sport than sex.

As people realize that the bloom is off the economic rose, I expect an economic decline. As the decline progresses, people who have not yet learned to read, will turn to drink.

You'd have to be taking an ambulatory dirt nap not to know Sammy Adams tasty and heavily advertised beer. 2-year chart looks good though future performance shouldn't be expected from past yadda....

the beer is good, this just feels a bit expensive to me.

I think the beverage sector can be fickle. Sam Adams has gained a lot of success in their sector, but I think with the predominance of a lot of really good micro brews crowding the space that it may be more difficult for them. I don't expect them to go away, but I am interested in seeing the outcome when the smoke clears in a year or two.

buying good companies on earning misses...

good beer, overvalued.

beer is good, i like beer.

SS#11

I saw Sarahgen liked this, and I looked at the financials PE is higher than I like but the ROE is impressive. And they are buying in shares hopefully they were buying in shares at lower multiples. The free cash flow groth is impressive.
I am going to put this in CAPS and watch for a real world entry point

becoming too reliant on gimmick brews, the growth is unsustainable

Love me some beer. Don't love the recent price action.

I love the product, don't get me wrong, but the price is too frothy. Prepare for retrenchment.

Overvalued

It's hard to say anything against a good beer

The latest underestimates on earnings were largely due to the new Angry Orchard hard cider sales being more popular than expected. Well, with an ear to the ground from siblings a decade younger than I, I can tell you that the results will continue to outpace expectations. The Angry Orchard line has a growing group of young prophets. My brother in law and sister each independently brought a case of it for us when they came to visit, since it is the hot new drink for 25-35 year olds in Pittsburgh and Chicago. And I have to admit its good stuff, and I am a beer snob. I think this line will really help the stock to broaden its market and bring it greater than expected returns. This is all in addition to its great stats otherwise, good management, and 0 debt.

I see micro-brew pubs popping up all over the place. Sam Adams is good beer but how much competition on that level can they take.

Trends in beer "depreciation rates" look good, and SAM's going to grow a lot faster than projected. But the stock price still stinks. Sell.