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SodaStream International Ltd. (SODA) Message Board

stkmkter 29 posts  |  Last Activity: Oct 28, 2014 10:03 AM Member since: Sep 6, 2006
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  • Reply to

    KO CMO resigning

    by stkmkter Oct 24, 2014 1:50 PM
    stkmkter stkmkter Oct 28, 2014 10:03 AM Flag

    I wouldn't expect you to be impressed! However, my apologies to you - "I am long and strong" -- apparently you DO HAVE a sense of humor!!!

  • Reply to

    KO CMO resigning

    by stkmkter Oct 24, 2014 1:50 PM
    stkmkter stkmkter Oct 27, 2014 3:29 PM Flag

    I'd like to let you get this, but the stupidity of your inference is astounding! Nowhere in that statement did I imply that the "marketing" director EVER had ANYTHING to do with the "investment"
    dollars spent or the decision.

    And, in the since you asked category -- my first boss was a man who served under 2 Governors of the State, later started his own business, while working for him, I served as Treasurer for him when he served as State Director for a Presidential candidate, and later as Treasurer for him when he ran for Mayor - which he won, stayed with him through several terms. He, through his business standing, sat on the Board of Directors for several corporations. When he passed away I was asked to fill his seat with 2 of them. One of which I currently still serve on, the Board of Trustees and Co-Executor to a charitable philanthropic foundation established for the purpose to distribute books and educational materials to schools in the state. The most rewarding thing we do though is to annually award 20 scholarships to outstanding students in the state to help fund their further education. And, maybe not as important or highly regarded, I also currently sit of the Board of Directors of the local Humane Society. What do you do?

    As for your short position, you don't need my help, you already have it -- a lack of sense of humor, frankly I don't see how people get through life without one. Why don't you start off your day by reading Dilbert - highly sophisticated, Scott Adams is a comic strip genius, and it's both intelligent and witty! Lighten up!!!

  • Reply to

    KO CMO resigning

    by stkmkter Oct 24, 2014 1:50 PM
    stkmkter stkmkter Oct 26, 2014 10:20 PM Flag

    OMG -- WHAT do you think KO invested 1.6B in - the coffeepot?!! I know I can hardly wait to have my first cup of Cokespresso in the morning. You seriously needed me to tell you that was not about your darling Keurig coffeemaker by expressly saying KeurigCold? With your depth of understanding and grasping the obvious -- you must think that the book Gone With The Wind is a story about a little girl and her dog from Kansas that landed in OZ!

  • Reply to

    KO CMO resigning

    by stkmkter Oct 24, 2014 1:50 PM
    stkmkter stkmkter Oct 24, 2014 3:45 PM Flag

    Number 1," I" DIDN'T say it is/was a fad - analysts have been pounding Sodastream down saying it's a fad that the American market hasn't warmed up to -- saying that we don't want home carbonated sodas since in contrast soda is so cheap and convenient to buy. So your premise is, that it's not a fad and all the world is just waiting for KeurigCold and then ALL this home carbonated soda will be all the rage?!! So which is it - do we want a home carbonation countertop appliance or not? And, especially when the "new" health hit list has sodas being as bad for you as cigarettes!!

    Number 2, who has been 20 years out in the public, certainly not GMCR's Keurig -- yes they bought a fledgling concept coffeemaker and did revolutionize the coffeemaker market - but that German company was going nowhere before that. Sodastream was a concept out there since the 1930s.

    Number 3, as for being here long after you and I are gone - speak for yourself :))). I've been around long enough not to underestimate the fast pace with which technology is evolving today -- and I also don't plan to be leaving anytime soon :))) And, just for full disclosure, since you may think I am panning GMCR -- I own both GMCR (purchased at $22+ after Einhorn tried to pound it into bankruptcy) and SODA.

  • Reply to

    The biggest news in Sodastream history!

    by drjohnlong Oct 24, 2014 12:04 PM
    stkmkter stkmkter Oct 24, 2014 3:16 PM Flag

    Curious isn't it?!! How many others/options do they have to "test" with - they can hardly go to GMCR when they are the biggest competitor to KO!! The stupidity with the rational and statements surrounding this is baffling in itself!!

  • Reply to

    The biggest news in Sodastream history!

    by drjohnlong Oct 24, 2014 12:04 PM
    stkmkter stkmkter Oct 24, 2014 3:12 PM Flag

    I don't know - but if you don't want any further deal - why test at all?!

  • Reply to

    The biggest news in Sodastream history!

    by drjohnlong Oct 24, 2014 12:04 PM
    stkmkter stkmkter Oct 24, 2014 2:50 PM Flag

    I think you are right. But, this just goes to show just what damage was done to this stock over the last year with the "rumors" that didn't materialize and then just died away with no further comment - this stock should be up 6 to 8 or more today. This is a phenomenal opportunity for PEP (one that they HAD a year ago) to get ahead of KO/GMCR. AND, I STILL say SODA has such a huge market here by more and further push with their deals with Samsung and their partnership with Kitchen Aid, owned by Whirlpool for their CO2 installed in refrigerators.

  • stkmkter by stkmkter Oct 24, 2014 1:50 PM Flag

    Just a thought, but I find this both amusing and interesting -- this guy appears (by his photo) to be a rather young guy heading the marketing division for KO and he is leaving by Feb, -- my first thought was that he probably doesn't want to be around to be responsible for marketing the 1.6B investment in a "fad"!

  • Reply to

    Options?

    by stkmkter Oct 20, 2014 11:32 AM
    stkmkter stkmkter Oct 20, 2014 9:10 PM Flag

    I got my answer. They used to have weekly options (haven't traded any for awhile, so I didn't take notice that they don't have the weekly ones anymore) however now they have gone back to just the monthly ones again. But thanks for your reply.

  • stkmkter by stkmkter Oct 20, 2014 11:32 AM Flag

    What has happened to options for ISRG?

  • Reply to

    stkmkter

    by attymdmnola Oct 10, 2014 2:25 PM
    stkmkter stkmkter Oct 10, 2014 3:54 PM Flag

    I'm trying to think back and I'm not sure that THAT was the stock - I'm wondering if it might have been Skechers, I had purchased it at @23 and then ALL THE brouhaha (and lawsuits) can out about their one fitness shoe (can't recall the name) AND despite the pounding and constant degrading they were taking, they usually came in with decent earnings. I lived with stock all the way down to @13 as I recall. Many were saying the same things at the time, one trick pony, going down the tubes, going to go bankrupt, etc. -- well, I sold that stock at 42+ to buy GMCR at 22 -- which, by the way, everyone was pounding the stock into the ground!

    You can substitute "bravery" for "stupidity" if you want LOL - because sometimes I do get dogmatic!!! My problem after being an investor for SO LONG and living through many bear markets and different times, it's hard for me to trade purely on emotions and the "psychological" games and warfare that are played out today in an attempt to move/make/destroy a stock! I'm also conservative, or try to be, in my investments and it is wise to cut your losses (and sell on what I believe are irrational gains purely on momentum). However, I believe in investing in the way Peter Lynch wrote on decades ago - buy what you know and where you spend your money. You should be able to explain it with a crayon!!

    Now, I don't know what will happen with SODA -- but my (simple) mind tells me that IF the American public hasn't gone all crazy over a countertop carbonation system (because we can buy sodas so cheaply/ conveniently or whatever) then I simply CANNOT believe the public is JUST waiting for the NEXT device to come along -- simply because it has KO or PEP on it!! I know that the KO/GMCR people think GMCR is the AAPL of the beverage world, but there is a HUGE difference from a smart phone and a cup of coffee and/or soda!! MY POINT IS, if the appliance is a fad for SODA,. SODA should move more to the frig & syrups!

  • Reply to

    If the home soda fad is fizzling...

    by stkmkter Oct 7, 2014 10:25 AM
    stkmkter stkmkter Oct 10, 2014 1:16 PM Flag

    Yes, apparently not!!!

  • Reply to

    If the home soda fad is fizzling...

    by stkmkter Oct 7, 2014 10:25 AM
    stkmkter stkmkter Oct 10, 2014 10:00 AM Flag

    Exactly! And if you read my earlier post on debunking Stockman's point on just who is pigeonholed (and it's up to you the reader or investor to agree or not) but SODA is already in the right markets - value in their syrups & CO2! I just wish their management and marketing would get a better handle on the US market.

  • Reply to

    If the home soda fad is fizzling...

    by stkmkter Oct 7, 2014 10:25 AM
    stkmkter stkmkter Oct 8, 2014 7:30 PM Flag

    You're wrong -- KO/GMCR (& PEP) are the ones pigeonholed - they NEED the appliance to CONTROL the content of their ONE serving of their soft drink. Read on....

  • Reply to

    If the home soda fad is fizzling...

    by stkmkter Oct 7, 2014 10:25 AM
    stkmkter stkmkter Oct 8, 2014 12:42 PM Flag

    Actually, you made me realize another point -- your premise is EXACTLY the OPPOSITE!! KO/GMCR (KEURIG COLD) has TOTALLY pigeonholed themselves and SODA has not!! If America is not big on the concept of a home carbonated appliance (for whatever reasons) then KEURIG COLD will also go down with the fad category. KO went with GMCR (let's toss out the buddy/buddy relationship with the head of GMCR coming from KO in this discussion) BECAUSE of the single serve "cup" concept. KO HAS to control the syrup. They CAN'T put out a bottle of their "SECRET" recipe syrup -- same with PEP - that would be detrimental to their bottlers and retail trade. KO (and PEP) must have felt they needed to get in that home market, but by doing that they NEED the appliance AND
    the pod/cup - whatever - to protect their "special secret" flavoring. If the public doesn't want the home carbonation countertop appliance, QED they won't need the KCUP either and QED pigeonholed!!!

    I can take a SODA syrup and add the flavoring to a glass of tap water if I want (carbonated or not) - control the amount - and have flavored water. The bottles of flavored water around here are @ $1 -- do the math yourself - how inexpensive is the alternative? Further, with their relationship with Skinny Cow and Stevia (natural sweeteners) they are healthier -- that IS the argument isn't it about the move from sodas?!! SODA has value in the syrups and the CO2 (in your refrigerator door) - guess the jury is out on the countertop appliance concept - but if they don't want the appliance - no need/desire for KEURIG COLD or whatever PEP's is -- pigeonholed in the wrong concept!!!

  • Reply to

    If the home soda fad is fizzling...

    by stkmkter Oct 7, 2014 10:25 AM
    stkmkter stkmkter Oct 8, 2014 8:51 AM Flag

    Where have you been? KO invested 1.6 billion in GMCR -- KEURIG COLD - their home carbonation soda machine -- and if that fizzles as well (in the fad category) then it was a bad investment. Having said that, KO can certainly take the loss, but they didn't invest in GMCR for the coffee or coffee machine -- unless they plan to save their investment by buying out GMCR down the road. This whole last blast in GMCR stock price was predicated on KO's investment and $s and the success of KEURIG COLD!

  • Reply to

    If the home soda fad is fizzling...

    by stkmkter Oct 7, 2014 10:25 AM
    stkmkter stkmkter Oct 7, 2014 7:02 PM Flag

    I agree with you on all that you say and if it's a fad for SODA it's a fad for KO & PEP and others as well - and if the consumer does not want a home carb system, it's the same for all other as well! If soda sales are declining for the big guys, a home carb machine is not going to change that - people apparently are drinking less soda over all. I know I don't drink soda, never did, even as a kid - if I drank 6 sodas year that would be a lot for me. I further agree with you that buying cans is still a lot cheaper -- I can buy 24 cans (2 12 pack cartons) of either KO or PEP anywhere around here for $10 and they can sit in the frig for infinity. I stock the frig with soda because others in the family (and company) do drink sodas and carbonated drinks for mixed drinks. And when we needed a new refrigerator we opted to buy the Samsung with the CO2 in the frig.

    You are also right that the way we buy soda now in the US is cheap -- and if it is cheaper than SODA -- it MOST CERTAINLY will be A LOT cheaper than either KO/GMCR (with yet another KCup to stock) and PEP!!

    I am just amazed to try to understand WHY so many want to pan SODA and all the while thinking and going all a-gaga that all the market is waiting to explode over KO/GMCR & PEP with, albeit different style/design, but same and yet another countertop home carbonator!!

  • stkmkter stkmkter Oct 7, 2014 1:34 PM Flag

    I KNOW everything is on sale at Kohl's!! And, it's GREAT marketing for them -- that's why I love to shop there - why would I be stupid enough to go buy the same product somewhere else and pay MORE money. AND what is the outrageous price on the Keurig 2.0 -- it was priced at the original price of $200 - just what GMCR said it would be priced at? So this business of hitting SODA all the time, making it seem like a big deal because it's on sale -- EVERYTHING EVERYWHERE IS ON SALE -- that's the retail economy we want!!

    The day I was there, I purchased 4 Vera Wang bath towels and 2 Chaps pillows - bottom line $29+ -- frankly, I don't care just what their "outrageous" prices are - I'm fine with the bottom line!!! And, I'm STILL not going to spend even $100 to replace something I already have just because it's the "new improved" model --- a "new" model has to do more for me than just make a cup of coffee!!

  • stkmkter stkmkter Oct 7, 2014 12:54 PM Flag

    Sorry missed a word there -"weren't" flying off the shelf!

  • stkmkter stkmkter Oct 7, 2014 12:51 PM Flag

    It's not hot here! Was in Kohl's 2 weeks ago and it was on sale at 30% off -- and if you use your Kohl's credit card you can get anywhere from an additional 15% to 30% off (which I had a 30% off flyer) AND if you have spent over $50 you get a $10 cash bonus card!! SO I could have paid less than half for a $200 NEW Keurig -- which I didn't -- and believe me they flying off the shelf even at 30% off!! I have better ways to spend $200 of my Christmas money than to buy another coffee maker to replace something I already have!

SODA
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