Henry Kawabe

Long only
Henry Kawabe
Long only
Contributor since: 2012
The problem with that math is that current KO consumers are leaving for competition and healthier options. KO is not growing at the rate of population anymore.
Are you kidding me? I own STVF because of KO's problems, and the countless research reports that were issued in the last year alone calling sugar the next tobacco.
stevia received more focus in the last year than it had in the last decade. There is a reason. It's called getting ahead of a trend.
That's a good point, and if KO re-shifted its focus to include stevia it would have to make new investments and older ones would become less valuable. That return would drop sharply, short-term.
Why would he sell it? His dividends on KO are enormous. Besides, when he wants to divest in a company, especially one like KO that is associated with Warren Buffet, he can't simply go to his e-trade account and sell shares.
I'm sure he's thought about it, but is well protected, maybe even guaranteed as an investor.
A lot of IBM and AAPL investors said the same thing.
Don't forget, there are a lot of people who buy stock in KO just because it's KO. They don't really know why, but sooner or later the problems and fundamentals catch up.
Yeah they tend to suck
No, "Coke" is its trademark brand and is the focus of its company in terms of revenue. Coke merchandise, soft drinks, advertising, etc. It's bigger than just soft drinks, Coca-Cola has built its entire brand around "Coke". It would be like Phillip Morris changing its name to Tobacco. Coca-Cola needs to address this fundamental issue before it becomes the next tobacco, making its brand healthier in a health conscious world.
Another smart comment! That's two in a row.
I'm glad to see there is some logic in these comments.
I never said that Coke is going to face bankruptcy, and yet, they do sell bottled water, but I do think 20% upside given the problems noted is ridiculous.
I''d like to see a more diversified business.
Look at Coca-Cola's decline in case volume and total sales. Sugar is being called this generations new tobacco. As a result, KO is trying to innovate quickly, and now testing Coca-Cola Life, which replaces sugar with stevia.
Stevia is 200x sweeter and has no calories, and not one food and beverage company has a reliable system in place to grow stevia. The market is there for the taking and SANW was in the forefront.
Thank you. I agree. It seems that not one long investor is asking questions. This was a massive investment on the company, and because one applicator put herbicide on the plants they abandon the entire program?
Transparent? STVF is planning launch. If successful stock goes higher and if not stock goes lower. The goal for STVF is many products.
SANW has resources, manpower, and ecosystem to be very successful in a fast-growing stevia space. They had one bad harvest. They've also had several bad harvests with alfalfa seeds but haven't backed out of their entire production plan. It doesn't make sense. Read the 10-ks from 2012 and then now. The language is completely different. Alfalfa seeds can only take them so far. They need something else and I don't think they have a clue.
I never once said anything about Alfalfa seeds but did mention that U.S. harvests were weak and that Australia has been in recent years.
My suggestion is for SANW to have a back-up plan that they actually pursue. They acted like stevia was a huge piece of their plan but now try to avoid the conversation, expect in filings, which is where I obtained all of my information.
high fructose corn syrup = just as bad as sugar.
With a $172 billion market cap you better hope those people keep filling their cups (till their teeth rot).
This brings up an interesting question: If people can sue the tobacco industry (10 years ago) for marketing despite knowledge of health risks, then will people eventually be able to sue KO/PEP?
Have you ever heard the saying "own what you use?" Why own Coca-Cola is you don't drink their products?
Stevia First is the only company I've found to properly illustrate what Coca-Cola needs, nothing more.
PepsiCo's American beverage business was only 33% of total sales. Moreover, PepsiCo has a massive food and snack industry, including 22 different brands that all earn more than $1 billion in annual revenue. That equals $22 billion annually from food and snack
First off, bottled water doesn't count in the conversation, and second, when it the last time you saw someone drink a caffeine free coke? Also, just because it lacks caffeine doesn't mean that sugar or syrups aren't present.
Most of Coca-Cola's products either contain sugar or similar syrups. Coca-Cola Life is their first stevia product.
Coca-Cola will remain a global power. Coke is not not going bankrupt, but a rather large pullback over several years is highly likely given the number of changes that are taking place. As consumers become more aware, sale will decline. Coke simply needs to address the problem. Then, Coke will be fine!
If you don't notice paradigm shifts, then you are doomed to lose some of those large returns that you have gained. You will come out just fine, but the writing is all over the wall.
Not talking about last five years, I am worried about the next five years
I am not spooked by the downgrade, but I do think it is unprecedented for a company such as Coca-Cola to receive a sell rating.
KO is a non-cyclical company, like PG, and fundamentals for such companies are not effected by things such as the economy or weather!
To blame weather is the lamest excuse possible, and my comment about "in the past" is to show that a company can not blame a weak quarter solely on weather if that weather had been seen in the past, yet performance did not suffer.
Unless we are talking about a catastrophic weather event (Day After Tomorrow), I see no connection and view it as a scapegoat
I agree, it doesn't make sense that weather could hurt the quarter of a beverage company. Was it too hot, too cold, and had those exact weather trends not ever occurred in the past?
In my opinion, the competitive landscape no longer favors Coca-Cola. They have to innovate and make changes.
They just got a "sell" rating today! KO gets sell rating! When has that ever happened?
Do you really buy the whole "weather" thing?
I can’t speak for any other person who writes about Stevia First or any other company for that matter, but what peaked my interest in Stevia First as an investment was that there is a great profit potential for stevia products. I also use stevia in my own life. I buy Starbucks Refreshers as my energy drink and I drink Monster’s Blue Sky sodas at home. I think you may be missing the point on what direction Stevia First is going. They are planning on bringing stevia to market with two SEPARATE methods. An organic stevia, which is needed since according to Stonyfarm, which uses organic stevia in its sugar free yogurt, there is at this time only one organic stevia farm, and that’s in China. The second method they plan on bringing stevia to market is through an industrial size fermentation process. So yes, they don’t need to use organic stevia for its fermentation process, nor did I read anywhere where they were going to use organic stevia for its fermentation method. And BTW, a fermentation method in creating extracts is no mystery. Companies have been utilizing that method for years in creating extracts.
As for what the officers of the company paid for their stocks or how much they may or may not have been enriched is not what I focus on. I focus on what I see as the future of its product and whether it can be successful as a company once it begins to sell its product. This is a very speculative company, and I understand the risks, but if they can develop a stevia product in the US on an industrial scale they can be a very successful company. And given the price of the stock, once they begin to produce product I think the stock has a great chance to rise significantly.
The company has been very forthright in its disclosure of the relationship of the land lease. The Stevia First Corp website has pictures that seem much more recent than those that have been referenced by previous writers.
I like the prospects of all the stevia producers. STVF has a business model that separates themselves from the others though, and that separation is where I believe the long term benefits and gains will come into play. The lock down period is also very encouraging to me that was built into the last financing that you mentioned.
The fact remains that Galena has a product in NeuVax, that through multiple studies under the watchful eye of the FDA and under the supervision of some of the most respectful doctors and scientists in oncology, is a quality treatment and a breakthrough in medicine. The trial data has been released and peer reviewed by those in the medical field. As a successful investor in the stock market, attacks like this are nothing new to me. I will continue to remain long and add to my position.