Good discussion with all of the messages posted so far. I'm amazed with the markets strength (with the exception of the minor reduction) ignoring all of the world conflicts going on. i do have concerns with Putin's drive that will continue until someone grows some b----- . And yet the market coninues on its merry way.
What doesn't make sense is Soros pulling out when the stock is starting its move higher. maybe its the old billionaire bait and switch routine.
Wanted to add to my comment. Not certain the exact timing of this article today that you reference but Google finance had this article first thing this morning. Boycott Movement Finds New Ground Following Israel’s Assault On Gaza. Don't know if someone wanted to rain on our parade that Soda is moving out of the west bank to come up with article where they talk about ISrael companies in general and why soros got out. i guess it shouldnt' be a surprise to us board members there are always someone trying to bring down Soda stock price. i believe the longs should be in a favorable position.
Good input guys. Let's see the details of costs but you would think this has to be a positive for the stock price.
I was just making a general example. I didn't mean to imply the process is the same. I was just trying to make a quick point. The key is don't bank on a gov't ban . THE best arguement is cost savings and taste. If you want to go down the path of cancer concerns then the color additives used by the big boys should be top of the list. anyway if you look back over time on this message board we have had many exchanges spelling out the chemical process vs carbonation. I believe Seth has given some insight on another post. Anyway have a good day and make some money on Soda.
Do you think they will ban alka-selzer. come on. Yes it sounds bad but I believe you are wishful thinking
Any update on the new plant output. Will we see any margin benefit this qtr. Curious with the added expense of trying to boost US sales will we have something to offset this added expense. From an earlier posting it would appear we do have some price increase in syrups. Having a handle on this qtrs. margins and cash flow prior to reporting will be key. If Soda hits another foul ball it could get ugly. At the same time it might help support an internal buyout of $40.
you do know you can carbonate water chemically .
Your right GMCR was the horse to bet on, However the price on GMCR seems awful high for today's enviornment.
Probably do better. He'll do a 180 and recommend once we already have climbed. When it comes to technology you never know which leading edge company will outperform. Just looking at the number of employees and the number of openings it would appear FEYE has the upper hand for higher growth near term.
Is it rumors or some good old fashion positive news. Volume looks good too. Just curious do we do a quick profit and watch it pull back or is the up movement going to stick. It would be nice if it did.
interesting. time to back up the truck. IF no upward movement comes in the next 3-4 days then lighten up
Sorry guys been very busy with other stocks . My post was very cryptic but usually you guys can read in between the lines. Anyway don't have time to explain right now but someone should be concern on margins with this fire sale .
Has anyone did the math on these nationwide sales promotion for a 49 dollar machine and throw in 2 free flavors. This has to hurt the earnings for this quarter. Revenues should be ok. I believe Soda is probably doing the right thing to increase the base in the US. The consumers that are not health conscience have a hard time putting upfront money for a machine even though in the long run will save them money. But once they have the machine there hooked. Whereas the health conscience consumer has no problem with the money to pay for an upfront machine. So the next 2 qtrs might be lacking earnings but after that the base will support larger numbers. the question will be what will investors do with reduced earnings but ok revenues for the next 2 qtrs.