Seeking Alpha
  • MoneyWalksStocksTalk
    Next week thinking of going SODA GMCR combo platter and riding that till Jan what use all think?
    12/7/11
    Reply (16)
    • sean.parmelee: I hate SODA. Terrible company with no future. I'm not convinced that it's bottomed yet.
      12/7/11
    • MoneyWalksStocksTalk: Holiday sales
      12/7/11
    • sean.parmelee: I confess I haven't studied the cyclicality of SODA's business. My guess is that 90% of their customers get the thing as a Christmas gift,
      12/7/11
    • sean.parmelee: try it for a week, then stop using it. So to your credit, December sounds like a great month.
      12/7/11
    • Josh Krause: Been long SODA for a while, love the product and giving them as gifts. US penetration still very low and soon to add Japan and India.
      12/7/11
    • Josh Krause: Sean, sounds like you haven't studied the business at all. 20% household penetration in most of Europe. SODA would be huge with same in US
      12/7/11
    • sean.parmelee: Hope "a while" is less than six months.
      12/7/11
    • Josh Krause: Yeah, but not much. Cost basis currently stands at $39. Selling calls to reduce it over time. Bullish until US penetration stagnates.
      12/7/11
    • harryjack: Agree, holiday buying has been huge according to retailer spot checks
      12/10/11
    • sean.parmelee: Krauser, I've heard that argument many times by SODA fanatics (not accusing you of being one). It's not convincing because there are quite
      12/10/11
    • sean.parmelee: literally hundreds of things that Europeans do that Americans do not, or vice versa. Americans like buying bottles and throwing them away.
      12/10/11
    • sean.parmelee: The only thing that would make me bullish on SODA is if they struck a deal with KO or PEP, but since that will never happen, my price target
      12/10/11
    • sean.parmelee: for SODA is exactly $0. It's nothing but a fad.
      12/10/11
    • sean.parmelee: And no, deals with stores so that fat people can drink 64 oz. SODA sodas instead of KO sodas in the store do not convince me.
      12/10/11
    • MoneyWalksStocksTalk: Yo sean I value your opinions but all I got to say is that people said theyd never see Starbucks coffee or TAZO tea inside K-cups, they der!
      12/11/11
    • sean.parmelee: True, anything can happen. Good luck with your investments.
      12/11/11