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Keurig Green Mountain, Inc. Message Board

  • squeezetracker squeezetracker Nov 21, 2012 7:39 AM Flag

    Bryan Murphy's "research"

    While his mom may like his "research" on GMCR, it reads like a sixth grader's book report on the Company. The writing is void as to retail marketing, valuation and capital markets and there is not a single sentence that adds to the discussion here. Maybe he should apply to be a new panelist on Fast Money -- he'd fit right in there. LOL

    Our long position on gmcr is predicated on the new Vue being well-received, renewal of the important brands that were willing to pay licensing fees on the kCups on the new machine (which is IP extended), and the brand pile on continues as seen with additional Paul Newman (bags now), Dunkin Donuts, Snapple, and Costco. We also see that Green Mountain labels on bags of coffee are now showing up in sales displays in many national and regional retail chains; that will likely make further progress quickly as the private label business ramps. Further, we are encouraged by the push to international including the recent shifts in sales management. Good to see them ride winning horses. Finally, we are pleased to see the current ceo go as credibility will be enhanced overnight, and that they are replacing him with an experienced operational guy. If he can avoid losing the quality sales people that have made GMCR successful to date, the stock is seriously undervalued as the stars line up for a robust 2013.

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