Likely to be immediately after earnings. Nothing but growth here....the business models just aren't the same..and those that don't understand basic branding think competition is always bad. Many times, it just makes the pie bigger for all and validates the entire category. I guess that what happens when business school and a wall street cubicle are how you think a real business runs.
What are you posting about? GMCR hit a new high in august. Soda hit one in june and has been floundering ever since. Everyone says there is a correlation. If so, soda should of peaked out in September over 80. Stop fretting over GMCR. Soda is a big boy. It is on its own. They just need a new dynamic product that can take advantage of it's distribution system. I wrote a paper on this. I feel there probably is one in the works. You should hope there is. Not a LIKE product, new or improved. Something different.
It was interesting how much Soda went down. It will be exciting when Soda makes it move up. People waiting to get in on this one may miss alot because it will be a steep curve up. Surprised how much GMCR went down.
About two months agon, some fellow, don't recall who, said he'd short GMCR at its most recent presenations, conference. His reasoning, it turns out, was right on. Seth's comments, even MF's comments presaged this recent drop...Wish I had played along!