Seeking Alpha

GDW1

GDW1
Send Message
View as an RSS Feed
View GDW1's Comments BY TICKER:
Latest  |  Highest rated
  • Keurig Green Mountain Continues To Emit Poor Sentiment From Analysts And Investors [View article]
    Oh. And "Emit" is not the correct word in your title. "Elicit" may be what you meant.
    Jun 17, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Keurig Green Mountain Continues To Emit Poor Sentiment From Analysts And Investors [View article]
    "to all the gentlemen in the conversation thread, my apologies if I have assumed greater understanding and for possibly leaping or recognizing the data I have in hand as being common knowledge. Sincerely I apologize. But I have to ask you all not reason or excuse serious issues without deeply considered rational."

    Priceless. Said differently "to all those too stupid to understand what is obvious to me, I'm sorry if I've offended you." That other line, beats the hell out of me what you're trying to say. I presume the last word is rationale, and I'm not picking on typo's. That sentence makes no sense.
    Jun 17, 2015. 09:38 AM | Likes Like |Link to Comment
  • Keurig Green Mountain Continues To Emit Poor Sentiment From Analysts And Investors [View article]
    Seth, your analysis about the 40mm sold, 20mm in use, who is or is not repurchasing the system is factually incorrect. Insulting people just makes you incorrect and petty. 40mm sold and 20mm in use could mean that 20mm users all replaced their devices once. It could also mean that 15 mm users replaced their devices once, 5 million users bought and still use their device, and 5mm bought and retired their device. This is simple math. Technically there are limitless possibilities to this analysis, although certainly at the margins the numbers would become silly (1 user who bought all 40mm devices for example). Grow up. This is what you do. I've seen you put together some real good analysis, but then you go off the rails and try to sound more erudite than you are. Stick to what you know. You continued defense of yourself is embarrassing.
    Jun 17, 2015. 07:26 AM | 1 Like Like |Link to Comment
  • Keurig Green Mountain fades after BAML warning [View news story]
    Exactly what I thought once I saw the word tipped. Whether true or untrue, give me a break.
    May 4, 2015. 01:53 PM | Likes Like |Link to Comment
  • Battleground shifting for Keurig and SodaStream [View news story]
    Maybe GMCR buying a bunch of stock back from LaVazza is the first step before Coke just buys them out already and puts us all out our collective misery.
    Feb 24, 2015. 09:29 AM | Likes Like |Link to Comment
  • Keurig Green Mountain buys back shares from Luigi Lavazza [View news story]
    Maybe Coke "asked" them to?
    Feb 24, 2015. 08:23 AM | Likes Like |Link to Comment
  • Snippets from Keurig Green Mountain's earnings call [View news story]
    One day after a poor quarter? If you're a trader, that's the game. If you're an investor, time will tell. International expansion. Commercial expansion? Cold platform? Will Coke buy them out? All of these factors play into the decision, so who knows. But on a single day you now think they're going down the toilet?
    Feb 5, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • Keurig's Q1 - Going A Little Stale? [View article]
    kato, just curious. Of the older K-cups you have, are any of them unavailable for the 2.0? And, if available, has the price increased for the 2.0 versions? Thanks
    Feb 3, 2015. 08:29 AM | Likes Like |Link to Comment
  • SodaStream And Keurig Green Mountain Receiving Analyst Attention Today [View article]
    The Street upgraded in 2013, and again you're changing the rules. Now you say you distinguish between a registered analyst and not. Fine. Then your bullet should have said "First upgrade by a registered or affiliate analyst..." You still would have been wrong, but you would have been more precise. And what you did was worse. You claimed the reader didn't read your article, when in fact he was very specific as to the issue he was raising, and you went off on GMCR which was not what he was saying. Being snarky works better, if at all, when you're right, not when you're wrong. I don't find it distasteful at all. Only when you're wrong. Then it come across as how I said.
    Jan 23, 2015. 02:21 PM | 2 Likes Like |Link to Comment
  • SodaStream And Keurig Green Mountain Receiving Analyst Attention Today [View article]
    The 1st bullet refers to SODA, not GMCR, and the link provides details that this was not the first time SODA was upgraded in 2 years. It's just not. I'll go further than the reader who raised the issue. Initiating coverage with any rating isn't an upgrade. An upgrade is an upgrade. As the reader stated, Zacks also upgraded on 12/31/14, Barclays on 7/31/14, and even back in 2013. Your first bullet is inaccurate. Doesn't make you a bad person. Denying it makes you more incorrect than the initial error. Being snarky about it makes you no less wrong, just obnoxious.
    Jan 23, 2015. 12:54 PM | 1 Like Like |Link to Comment
  • Keurig Green Mountain And Dr. Pepper Snapple Group Extend Their Partnership As K-Cup Sales Decelerate [View article]
    Morgan Stanley just initiated coverage with a $160 price target.
    Jan 8, 2015. 10:20 AM | Likes Like |Link to Comment
  • Keurig Green Mountain's Litigation Situation Is Heating Up In The Consumer Space [View article]
    The author speaks out of both sides of his mouth at times. On the one hand, he says with regards to anti-competitive behavior: "Actually they don't if they connect two technologies which essentially form a noncompetitive barrier. They can't form anticompetitive supply agreements either. Read regulations." Then, right afterwards: "It's not as cut and dry as commentary offers which is why we have litigation." No sh*& Sherlock. We have litigation over the definition of the word "is."

    Saying "They can't" ..... (and it doesn't matter what comes after these words), followed by "which is why we have litigation" is kind of a contradiction. Unless you are a patent lawyer I don't want to hear what you read, what can or can't happen, what is or isn't allowed. Give us your opinion since that's all you have. My opinion is that I have no idea whether what they did with the 2.0 is permitted. It seems to me that anyone can make a single serve machine (we have at least 3 other types where I work), make a coffee pod that fits into it, and voila. One would think that GMCR has a lawyer or 2, and a consultant or 2 with whom they discussed the risk/reward of such a strategy. We'll all find out.
    Dec 23, 2014. 03:01 PM | 2 Likes Like |Link to Comment
  • Keurig Green Mountain's Litigation Situation Is Heating Up In The Consumer Space [View article]
    I don't know who's right or wrong. No one here does. I've got 2 kids and I tell them that one of the single most important things you can learn is when you don't KNOW something that you thought you did. There are things you know, like 1+1=2. There are things you clearly don't know, or that have no right or wrong answer, like is red a better color than blue. But, thinking you know something, when in fact after a little analysis and critical thinking, you realize that you have what turns out to be merely an opinion, even an extremely well thought out, reasoned opinion, but not definitive proof of certainly, and realizing it, will take you far in life. So, my opinion is that I find it incredulous that so many of the low ratings are due to the buyer not knowing that the 2.0 requires licensed k-cups. Not that the coffee selection is poor. Not that the coffee isn't tasty. And, for anyone to have that opinion who already had a non-2.0 Keurig, I find even more incredulous. Just one man's opinion.
    Dec 22, 2014. 05:11 PM | 5 Likes Like |Link to Comment
  • 6 Reasons Keurig Green Mountain Is Heading Lower [View article]
    Honestly, like Seth said, you're merely repackaging old news, nothing new, nothing original. Also, I'd be careful when you say:

    "In my opinion, the bulk of the consumers who have purchased a single cup coffee maker at this price point, have already purchased one."

    What you really mean to say is ..." essentially, in the US and Canada" It's a great big world out there, and with KO behind it, who knows how big they can get? That's the ace in the hole, or at least for me, that the great unknown. What's that worth? That's why we all play!
    Nov 21, 2014. 05:12 PM | Likes Like |Link to Comment
  • NeoStem: Changing The Goalposts Midgame And A Potentially Biased Analyst [View article]
    Neostem's response:

    http://yhoo.it/11DGXjC

    Everyone go fight it out some more.
    Nov 21, 2014. 03:55 PM | 1 Like Like |Link to Comment
COMMENTS STATS
73 Comments
96 Likes