Seeking Alpha

The day's trading comes to a merciful end for Green Mountain Coffee (GMCR -39%), and some...

The day's trading comes to a merciful end for Green Mountain Coffee (GMCR -39%), and some analysts find the stock's crash inexplicable. Roth Capital's Anton Brenner calls the market’s reaction “ridiculous": Changes in some retailer inventory levels can be traced to K-Cup price increases; "if so, this implies absolutely nothing regarding future sales trends."
Comments (7)
  • Whats ridiculous is a stock rising 200% in less then a year and investors being surprised its going to coming crash back down when the music stops.
    10 Nov 2011, 04:33 PM Reply Like
  • You took my point ha
    10 Nov 2011, 05:10 PM Reply Like
  • True. But the music hasn't stopped. Projections going forward are still strong.
    10 Nov 2011, 05:54 PM Reply Like
  • 1 word. Einhorn.
    10 Nov 2011, 05:24 PM Reply Like
  • Two words: channel stuffing.....
    10 Nov 2011, 06:55 PM Reply Like
  • Aren't they losing some patent protections soon?
    10 Nov 2011, 05:46 PM Reply Like
  • No stock goes to $40 from $93 because of hearsay and opinions...Smart money sells when smoke is spotted...and Einhorn certainly warned the VIC attendees that he saw smoke...and usually when you see smoke, you later see fire.
    Yes, they have patent issues, and maybe they did channel stuffing?
    But, their projections of consumer adoption are far fetched as a Mr. Coffee cost from $29 to $100, depending on the gadgets you want with it; a high end Saeco or other cappacino/expresso machine over $1,000, and what true coffee lovers want.
    11 Nov 2011, 07:08 AM Reply Like
DJIA (DIA) S&P 500 (SPY)