Hedge funds have vastly under performed the market this year. This is largely because the funds have gone short on companies such as Soda. The trend is not in their favor. When will they change their strategy. It hasn't worked very well for them. Come on hedgies. This is a crowded short. Sodastream is not going away. They just raised prices on their own brands of syrup. Do you realize the significance of this? Sodastream has pricing power and strong demand. Not to mention, a Harvard MBA running the show.
Ladies and Gents, remember ALL of this new short interest came on the books PRE-GMCR Investor Day and Syria diplomacy efforts. Things are looking a whole lot clearer since that point and they're not looking anything like that side of the bet hoped it would. This could get very exciting, very quickly. Add the momo players to the mix and we could see fireworks. GLTAL
Sodacapmachine, member since September 11, 2013, yesterday, welcome to the internet and welcome to the SODA discussion. Unfortunately your post prompted simple mistrust in your motives rather than sober responses so I'll offer the latter, hopefully others will do as well. I'll give you the benefit of the doubt for the purpose of this post.
I'm sorry your initial experience raised questions about the company and their products but my experience was different. Two years ago I bought a simple Genesis machine, nothing fancy. I also bought a backup CO2 canister to avoid ever running out of gas. Since then I've occasionally had to replace the canister and have done so without event at Bed Bath and Beyond and several other retail outfits. No one was ever "out". In addition I will occasionally pick up a few flavors to toss in the cupboard and I never run out of pop. Prior to my SODA experience I would have to shop for Pepsi on sale and lug it home and deal with the recycling that results from that packaging model, a hassle i don't miss. For the last two years I've not bought a single can or bottle of pop from any of SODA's competitors. For me the SODA product is simply better, simpler and cooler. People who see it think it's pretty cool and several folks have bought one based on exposure to mine. I'm a typical guy and am convinced therefore that there are a lot of other folks out there just like me. So the bottom line is this, great product, apparently a great future due to minimal penetration of the sodapop market, and in my estimation one heck of a good investment.
Sorry fellow board members for the "War an Peace" sized post but the true story of this product is a good one and apparently some folks need to be reminded. SODA is a perfect example of an investment that Peter Lynch would make. Open your eyes folks, look at the facts, the simple facts. Those of us who own it love it and those of us who don't, will.
Have a great day.
Sentiment: Strong Buy
Ucbearcats doesn't post all day, then this new user id post here and 10 minutes later ucbearcats posts on gmcr board, geee I wonder!
If SodaStream doesn't want Castle Brands Starbucks or Green Mountain might. The fact that legendary billionaire investor Dr Phillip Frost owns 10 percent of Castle Brands ( rox ) makes it worth a look....imo
Yes, Sodastream raised prices on select syrups. My favorite, diet cranberry raspberry is now $6.99. It was a buck or two less a few weeks ago. The price is the same at Soda's website as in the stores. Some of the other flavors have gotten more expensive too.
Shop for the best price, clearly Pepsi is easy to find. I'm not only a student of Peter Lynch but also the Millionaire Next Door. With a little bit of planning a lot of money can be saved. It's the difference between retiring quite wealthy and dying on the job.
Wow Doc, didn't know that. That's a bummer since it's one of my favorites as well. The good news is that with the returns I expect on my SODA investment I'll still be able to afford it.
Sentiment: Strong Buy