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Henry Kawabe

 
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  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 11:03 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 11:03 AM | 1 Like Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 11:00 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 11:00 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 10:57 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    Yeah they tend to suck
    Jan 9, 2014. 10:57 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 10:56 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    Another smart comment! That's two in a row.
    Jan 9, 2014. 10:53 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    I'm glad to see there is some logic in these comments.
    Jan 9, 2014. 10:53 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    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.
    Jan 9, 2014. 10:53 AM | 1 Like Like |Link to Comment
  • S&W Seed Company: Avoiding What Should Be Its Main Focus [View article]
    I''d like to see a more diversified business.
    Nov 27, 2013. 09:07 AM | Likes Like |Link to Comment
  • S&W Seed Company: Avoiding What Should Be Its Main Focus [View article]
    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.
    Nov 27, 2013. 09:06 AM | 1 Like Like |Link to Comment
  • S&W Seed Company: Avoiding What Should Be Its Main Focus [View article]
    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?
    Nov 27, 2013. 09:03 AM | 1 Like Like |Link to Comment
  • S&W Seed Company: Avoiding What Should Be Its Main Focus [View article]
    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.
    Nov 27, 2013. 09:02 AM | Likes Like |Link to Comment
  • S&W Seed Company: Avoiding What Should Be Its Main Focus [View article]
    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.
    Nov 25, 2013. 01:44 PM | 1 Like Like |Link to Comment
COMMENTS STATS
59 Comments
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