You are missing a "yet" in your statement. Just like people were claiming 2 years ago that this product would never catch on as it was not in the big box retailers. The short arguments have been progressively taken down over time, with fad, Israel, European exposure, competition, etc. all providing buying opportunities as the company continued to execute.
The fact that I see comment after comment after comment going on with wrong numbers for the value proposition of the SODA machine itself is simple evidence that the product has yet to find its place in the US. Until it does, and I feel no major soda flavor partner is a major limiting factor, you will continue to see ignorant and uninformed shorts making wrong headed arguments against the stock.
Is SodaStream Preparing To Reverse? [View article]
Unlikely. Very little of their exchanges comes from households. They are trying to drive their exchanges into the stores to drive more syrup sales.
It is likely a non-issue as their business plan does not in anyway revolve around people being able to ship out their CO2 canisters from their own homes. It is all about the in-store exchange, which continues to grow.
I still don't understand why we are using the Wednesday open. That was not stipulated in the original post and is not the typical way performance is measured.
I agree that it should be based on 12/31 closing price.
Netflix: Earnings, Internet Traffic Look Promising [View article]
I especially liked the part where you completely ignored the fact that the spike in search for Netflix might be due to their world wide outage, instead attributing it completely to increased demand for the service.
Netflix: Earnings, Internet Traffic Look Promising [View article]
Since they hide the technology costs for running their streaming service in their R&D budget, the domestic streaming service is likrly even lower margin than they claim.
They are middlemen and middlemen get squeezed into extremely low margin businesses.
Sodastream Continues Its Growth Strategy In 2013 [View article]
I would think it would gradually clog up the injection system, but for $60 it might be worth a try.
SodaStream Is Here To Stay [View article]
SodaStream's Crazy Cheap Valuation [View article]
The fact that I see comment after comment after comment going on with wrong numbers for the value proposition of the SODA machine itself is simple evidence that the product has yet to find its place in the US. Until it does, and I feel no major soda flavor partner is a major limiting factor, you will continue to see ignorant and uninformed shorts making wrong headed arguments against the stock.
Is SodaStream Preparing To Reverse? [View article]
It is likely a non-issue as their business plan does not in anyway revolve around people being able to ship out their CO2 canisters from their own homes. It is all about the in-store exchange, which continues to grow.
Seeking Alpha Trading Survivor Contest [View instapost]
Seeking Alpha Trading Survivor Contest [View instapost]
Had me worried for a bit there, and said to see it fall apart so hard in the last two days. At least it worked off the overbought conditions.
I would like to change my call for Feb to long SODA.
Seeking Alpha Trading Survivor Contest [View instapost]
Also Jim Van Nauseum was SHORT FSLR (it's wrong in the listing) and would be green for Jan.
Seeking Alpha Trading Survivor Contest [View instapost]
Netflix Soars On Great Q4, Impressive Guidance [View article]
The gap at 100 will be filled at some point this year.
Amazon Gobbles Up More Lost Netflix Content [View article]
They are needlessly limiting their product offerings and making business decisions that to this day seem short sighted and business negative.
Amazon Gobbles Up More Lost Netflix Content [View article]
Oh wait. Netflix doesn't really offer much unique movie content and has no capability to rent/buy the new releases.
Talk about value!
Seeking Alpha Trading Survivor Contest [View instapost]
I agree that it should be based on 12/31 closing price.
Netflix: Earnings, Internet Traffic Look Promising [View article]
Netflix: Earnings, Internet Traffic Look Promising [View article]
They are middlemen and middlemen get squeezed into extremely low margin businesses.
Netflix: Earnings, Internet Traffic Look Promising [View article]
Sounds like a one time spike that will quickly deflate in Q1.
Much like the stock price after Q4 earnings are announced.