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SodaStream International Ltd. Message Board

  • attymdmnola attymdmnola Jun 17, 2013 11:01 PM Flag

    This Is What Will Propel Soda Well Over $150

    But, now, IMO, this isn't all that important because Soda already has so much buzz. LT, this-not Shorts!!! gets Soda well into triple digits. For now, however, market direction, runup on a rumor has to die down IMO:

    "The $2.8 billion Lord Abbett Developing Growth Fund is having a monster year.
    The fund's 22.34% gain this year going into Monday topped 96% of small-cap funds tracked by Morningstar Inc. Their peers averaged a 15.90% gain. The S&P 500 is up 15.21%.
    Over the past three years the fund's average annual gain is 20.03% vs. 16.23% for their direct rivals and 16.77% for the S&P 500.

    Managers Thomas O'Halloran and Arthur Weise look for businesses with competitive advantages. "We seek companies that disrupt the established economic order with new products and services, enabling them to grow at significantly faster rates than that of the general economy," O'Halloran said.
    MercadoLibre (MELI) disrupts established businesses by enabling customers to make payments online rather than by slower, more costly, traditional ways such as by checks through the postal service.
    "We think of MercadoLibre as the Amazon of the Amazon (region)," O'Halloran said. "Mobile e-commerce is boosting their growth as Latin Americans take to ordering more by smartphones."
    Shares of MercadoLibre are up 42% on the year.
    O'Halloran and Weise also believe their technical research gives the fund an edge.
    "We find it an extremely useful tool to help us determine how much of our fundamental view of a company has been recognized by the market," Weise said.
    Despite the fund's big move this year, O'Halloran and Weise are still finding buying opportunities. "Certain stocks that we bought at the beginning of the year got extended and we trimmed some," O'Halloran said. "There are plenty of alternatives to put money in."
    Tech Is Tops"


    Sentiment: Strong Buy

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    • The rest:

      "As of March 31, Developing Growth held 120 stocks and had an annual turnover rate of 195%. The fund's largest sectors were in technology, with nearly 29% of assets, and industrials, with almost 26%.
      The managers see Financial Engines (FNGN) as a major beneficiary of the big growth in retirement assets. "As a greater number of retirees utilize its services, we think the company's business model will result in substantial profit leverage," Weise said.
      The stock has rallied 64% so far this year.
      The convenience factor of the SodaStream (SODA) home beverage-carbonation system appeals to the Developing Growth team. "We think it can become a mass market consumer product," Weise said. "We have seen this type of blockbuster home product before with Green Mountain Coffee Roasters' (GMCR) Keurig machine."

      Sentiment: Strong Buy

23.96-0.67(-2.72%)3:59 PMEDT