Impressive growth continues. Just a matter of time before earnings follow and the stock moves back up to a reasonable valuation.
Results were as expected but management after being burned to death last year is now taking a very conservative approach on forward guidance. Wall st is all about revenue growth and that too was not strong. Projections are not helping and the stock may see the 50's before any sustainable uptrend occurs. This will take many quarters to move back up or MORE in a bad market. Acquisition remains the only immediate hope to a PT above $80. IF you can hold 3-5 years this will be well north of $100 but that's asking a lot in today's markets. Competition moves fast and there are other players now starting Mitravalve trials, mainly a small company associated with Opko Health.
would like to see an earnings beat based on new sales numbers in Japan. Would like to see increasing forward guidance. Demographics favor EW for many years to come and competition, while increasing is still behind in their technology.
Clearly MDT's valve infringes on EW's patents and this needs to be finalized already.
Longer term. EW will continue to sell product. If wall st doesn't see revenue growth, they will be forced to continue buying back shares as the only way to move the price up.
I think JNJ, SYK, or another bigger player should take them out (albeit at a much higher price). They would bring bigger distribution, more markets and better management.
Its all about sales growth for wall street. Computers and short manipulators may win in the short term but if EW management can focus and succeed on growing the business, the FCF will speak for itself. Either that or they should start losing billions of dollars a year like Amazon. That way the stock would be 400
To date they continue to increase distribution centers. Increase product lines. Increase sales channels. They blew it on EPS for Q4 so what? It never ceases to amaze me all the sad individuals looking to gloat short term when a company fails to meet short term wall street projections. If you listen to these fools, you would never own any of the great names in business.
Ignore the analysts. Barkley's just slashed their PT from $100 to 55. Do you think this gives them any credibility? If you can think out more than 6 months SODA will do just fine.
I don't buy the arguments that this is a fad. The company has so many possible ways to increase sales, products and services in front of them that a little patience will be rewarded.
The only real issue is the experience and ability of senior management here to monopolize on the opportunities in front of them. If you need your money so badly that a drop in stock price panics you, you should NOT be in stocks at all. This is just a long term opportunity to build a big solid position.
Call me in Jan 2017.
funny how you can pick apart a response. There is nothing wrong with repurchasing stock when the market over reacts to a HUGE miss in revenue ($5MM on $562MM in revenue???) What a joke. Margins fell slightly and they are still growing at nearly a 30% clip. To many short term investors and thinkers in today's markets. SODA continues to sell well around the world. Retail sales for many businesses in the US were weak in Q4, look at the clothing companies. Eventually the stock will be repositioned and long term investors will make money. If you don't have the liquidity and capital to hold than you should be in CD's anyway. I'll continue to build my position for the long term. I will stick with my opinion and analysis that this will eventually grow into a $3.5 Bl company before being taken over. User base continues to grow. Sales channels continue to grow. Product offering continues to grow. CO2 Sales continue to grow. To bad so many individuals like to come out from under their rocks when a company is either successful or they have a blip in sales . Must be tough to spend you're entire life being negatively focused and praying for the demise of others?
LONG AND STRONG.
Just buy more at lower levels and be patient. User base continues to grow. CEO is learning the ropes and they may need a stronger CEO to bring this forward. Record qtr but the street wanted more and shorts continue to pound it. The PE is getting to low here and IF the company can turn around the metrics wall street will fall in love again. They should repurchase some stock at this level.
SODA will just continue to plug along growing top and bottom lines. Inevitably they will generate enough FCF to start buying back stock or expanding products, services and markets.
Shorts can lose everything. Longs will just need to be patient and wait for the inevitable march to $150. Sure, it is tough to watch this fine stock be manipulated like this but in the end, longs will get the best laugh.
Surprised that Phillips, Siemans, GE medical or even Varian medical hasn't taken them out already. A bigger firm could increase sales of the product and increase worldwide distribution.
Too small to continue to make it on their own in a changing healthcare world. I see an end sale price of $12-15.
The analysts and negative press are doing every investor a terrific favor. It allows you to continue to grow your position at lower levels and add dividends at lower prices. Who cares about some weak WFC downgrade. Cantor has a 777 price target and my longer term target is $850, which is actually fair value today based on a reasonable multiple. The stock will take care of itself and Tim Cook is doing an excellent job.
Long term this is great for the shareholders. APPLE laughing at the traders manipulating their stock. Don't care where it is over the short term, They don't need the stock for acquisitions. Don't need wall streets approval. Just the love of their customers for their great products and services. The rest will play itself out.