Green Mountain Coffee Roasters Brew Up Strong Returns

| About: Keurig Green (GMCR)

Hat-tip to Louis Navellier for a great profile of Green Mountain Coffee Roasters (NASDAQ:GMCR) Thursday morning.

This company has been on my radar screen for the last three months because of the abnormally high number of times I've seen it listed as a core long holding at some top hedge funds in their latest 13-Fs.

Brett Barakett's Tremblant Capital, Julian Robertson's Tiger Consumer Management, David Rosenberg's new firm Gluskin Sheff, DE Shaw & Co., and Ken Griffin's Citadel all own stakes in the company.

The company supplies coffee to a number of other brands, including Paul Newman's line (which is how I tried the coffee for the first time a few weeks ago and was blown away). It also owns Tully's, a big chain that runs from San Francisco to Seattle. It appears to be well managed.

The stock is up 35% YTD and appears to be well run. My biggest issue with the stock is its premium roast price: 31 times forward earnings. One to watch and perhaps wait for, but certainly one to drink.