Typical of many micro issues.
Forum users are mostly long based on hope not history.
Only want to hear the positives.
Seeking Confirmation bias will adversely impact returns.
I know these are wasted words here but...
That being said MFool & SeekingAn@l are the worst source of info you could possibly base an investment decision on.
10K's or 20F's & Proxies & Form 4's ad nauseum augmented with a good look at the firms website & that of its clients & any industry user forums will be very telling...
I'll stick with a proven track record over a pig in a poke any day (don't bother responding as I won't be back.)
Haven't seen a form 4 sooooooo....
I heard he just bought 6 Keurig machines for the office & another 3000 for the next shareholders meeting!
Maybe he means if you factor in the money you won't lose in Brasil then you'll earn double digits?
Runup in inventories & receivables (maybe nothing but in Brasil this smacks of lousy front line management.)
I've been working in Brasil for the past 3 years & know all about poor management by front line individuals (just saying; be careful...)
Also a lot of goodwill & intangibles which coupled with unsalable inventories & questionable collections could indicate a suspect book value.
I'd stay away from Brasil except for quality issues in non commodity industries...
By the way PBR is a huge mess so don't be fooled by 52 week lows & apparent value.
This is getting ridiculous!
Either it's RoboPoster or some doosh is stalking us around Yahoo.
Has anyone complained to the YF overlords?
Just because we like curry does not mean we are obsessed with dots.................
That's not fair; just because I'm white, I can't get syph & pass it on to my baby?
The not so secret negotiations with China are for a new dual path noodle test...
Ther; I said it & I don't care is Chairman Mao rises from the grave to haunt me!
Hey send a few more (criticism by others be d@mn3d...)
My most recent high conviction purchase was EW & you can see my reasons at the msg board.
I have invited & would bite my keyboard in the presence of well crafted bear cases but the issue doesn't get a lot of quality attention on Yahoo! (Just a few guys who bought in without really understanding the company. I'm assuming that I do...)
I went long at $65 & have been shorting $62.50 puts every monh since Dec in an attempt to double up & average down but so far only managed to keep the premiums.
It's low beta & there is a strong catalyst which may drive it down again (fingers crossed.)
Even though I'm long $65 I'd LOVE to see it dive to sub $50 as long as my present thesis remains intact!
Who buys those Soda machines anyway?
Do they take up as much room in a closet as an Ab Roller?
I absolutely cannot believe that Coke bought into GMCR to gain access to trailer trash when they could have muscled a licensing agreement (sweetheart deal with GMCR CEO/ex KO big wheel?)
PEP has a strong franchise with bevs & snacks TOGEATHER!
No need to repeat the 90s (KFC, Taco Bell, Pizza Hut...)
Although if they spun snacks off (not gonna happen) I'd love to see a mishmash of cash/shares/warrants (hopefully no cram down resetable debt instruments.)
A stampede of warrant sales could ensue (could be a tasty snack...)
I am stil on the sidelines & was leaning towards KO but the GMCR thing makes me ill.
Gonna keep watching Pepsi (will that putz Icahn jump into the fray here?)
Tune in next week for:
Undigestible K-Cup Bubbles
Midnight Snacks that Give Me Gas
So you're saying that CaWineCountry & BlowBoatDeparting are 9 year old Siamese twins?
I just read an online paper about frequent forum participants seeking confirmation bias online & the resulting poor investment performances they experience.
Doctor: This x-ray shows you have a mass on your lungs.
Patient: I can't hear you because my fingers are stuck in my ears.
Doctor: Take your fingers out of your ears & look at this x-ray.
Patient: I still can't hear you & what the heck am I looking at?
Doctor: Go away; I have other patients to see (nurse; make sure this guy pays before he leaves...)