+ Watch SODA
on My Watchlist
BIG SHORT INTERST
Whitney Tilson recently put together a very compelling investment case for SODA, likening it to a successful investment that he made in DECK last year. He believes that the company's business has staying power and is not a fad like many of the short sellers think. If that is indeed the case today one can but a market leader at a reasonable valuation. Deej
If it's good for Coke and Green Mountain, it's just as good or better for an established player. Even if the silly rumors of Pepsi buying them doesn't pan out. Even better when Soda had a 30% correction last month, putting it near realistic current earnings metrics. The $65 last fall was excessive, with hopes on Christmas sales that fizzled. The $40 at this point should be ready for some sizzle. Long term hold. (Rare for me).
Too much growth potential to just stay here. Lagging US sales, but most of their business is elsewhere. Rumors of a buyout by a larger company (Pepsi, someone else...) only provide a higher limit. Not a short, but a good long.
Earnings Next week. Betting on a beat Ahead of earnings. The stockprice is the same as it was 3 years ago, but since then the Company has grown solid all metrics.
Low P/E and increasing earnings reports makes the stock desirable. The deal with Welch's is huge. The deal with SkinnyGirl and the inevitable move into the adult beverage industry is massive. SODA has a huge jumpstart on Keurig and even once Keurig brings what is sure to be an overpriced set of hardware to market due to the name brand, SODA should be able to increase hardware price while still remaining reasonably below Keurig's asking price. These things will be in refrigerators. Exciting stuff.
The eventual move by PepsiCo into SodaStream will be the catalyst for a consistent growth of their revenue as well as their market demand.
SODA had some momentum from the GMCR deal, giving it a bump. But I think the 50% short interest might trigger a reverse crash. That short interest, plus the low valuation, made me do something I still feel dirty saying: I kinda am doing a little market timing by buying in here.
Beaten down unfairly and without merit.
MORE PEOPLE WILL USE ITS PRODUCTS , IT IS CHEAPER THAN BUYING SODA AT THE STORE.
Currently undervalued due to concerns of profit margins. There is still more room for momentum and growth in US markets.
No debt, lots of cash, established business in Europe starting to focus on US growth. Huge industry potential
environment ,super bowl, scarlet.
There have been carbonating devices around for years. I first saw one, just like the Soda Stream machine, in South Africa 20 years ago. It's a fad that will die....
It is unpractical technology. I think it is a gadget that may get people excited but after a while, people in it's day to day life is unpractical compared to just buying a soda when you go to the supermarket.
Concerns about sales are overblown.
1% penetration is US and similar low penetration in other places. These either go to zero quickly or slowly expand when new offerings come about. Alcohol push will get all those college people on board to spend their parents money on a cool new gadget to make concoctions on Friday night!
just can't get excited by SODA. I remember SODA wen i was a kid in Europe 20 years ago and it wasn't exciting then and soda as a drink is a shrinking category
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