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GDW1

GDW1
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  • 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 | 3 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
  • Keurig 2.0 Sell-In Results Will Likely Benefit Keurig Green Mountain [View article]
    Jeez. You intentionally pick the one that suits your narrative. Then you misrepresent Walmart. And, you do not mention BBB, Kohl's which averages above 3.5, nor Macy's (albeit small numbers) that has an average of 4+, Target. Do you think Amazon representatives a representative sample? Anything different about those shoppers vs. those that might shop at the other stores? And worst of all, it's "moot" not "mute."
    Oct 29, 2014. 11:22 AM | Likes Like |Link to Comment
  • Keurig 2.0 Sell-In Results Will Likely Benefit Keurig Green Mountain [View article]
    I don't know how this will play out, but you need to present accurate data. On Walmart.com, the K500 has 37 reviews, 3.5 average, with 14 rating it a 5, 11 a 4, 4 a 3, and 8 a 1. Bed Bath and Beyond has 63 ratings with 24 rating it a 5, 13 a 4, 6 a 3, 4 a 2, and 16 a 1. The vast majority of the very low ratings are due to now knowing you could no longer use non approved k-cups.
    Oct 29, 2014. 10:23 AM | Likes Like |Link to Comment
  • A Few Reasons Why Keurig Green Mountain Will Continue Outperforming [View article]
    Coke presumably thinks so. Why do you think Coke bought into them as they did, to stay a US/Canadian enterprise?
    Sep 5, 2014. 08:21 AM | Likes Like |Link to Comment
  • A Few Reasons Why Keurig Green Mountain Will Continue Outperforming [View article]
    Global?
    Sep 3, 2014. 09:08 AM | Likes Like |Link to Comment
  • Keurig 2.0 Launches To Mixed Consumer Sentiment [View article]
    The people who bought it and gave it a lousy review did so not necessarily because it is a closed system, but because they didn't know it was a closed system, were upgrading, and now can't use their remaining stock of k-cups or refillable cup. Sorry, but you'd have to be living under a rock not to know this was GMCR's strategy. I have no idea if it's a good strategy, and there are only 20 ratings on Amazon as of this morning, so we'll wait and see.
    Aug 29, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Keurig Green Mountain: Signs Of Trouble Ahead? [View article]
    So now you're responding with "timing." I should wait longer, until going global is closer at hand. Maybe the stock does go down before then, maybe a lot, maybe a little, and maybe it stays where it is and creeps up. If someone believes that the long term looks very promising as KO likely markets Keurigs to the rest of the world, and I'm looking out 5 years, it really shouldn't matter what happens temporarily. And remember, this recent increase wasn't due to an earnings beat, rather due to signing up an iconic, worldwide brand. Let's face it, we're all guessing and making our own decisions, but you have to admit, folks have been saying it's going to bust, lost patents, too expensive, competition, etc, etc. and we're sitting at $134.
    Aug 26, 2014. 08:23 AM | Likes Like |Link to Comment
  • Keurig Green Mountain: Signs Of Trouble Ahead? [View article]
    This sounds like all the right wingers and U Chicago type economists who predicted runaway inflation with all of our printing money, quantitative easing, stimulus etc. etc. And the 10 year treasury remains at about 2.4% and has been historically low since 2008/2009. Eventually you might be right, but who knows. One question. How do you factor in the fact that GMCR is essentially a US/CAD enterprise. How do you account for the likelihood that KO will take them Global? What's that worth? How is that playing into the share price? Domestically there is certainly a limit to how many people will buy the machines and pay top $$ for a pod. I'm cheap and use a French press. But there is a big world out there of coffee drinkers, so we'll have to see how it flies overseas, but that's what I'm waiting for.
    Aug 25, 2014. 11:19 AM | 1 Like Like |Link to Comment
  • The Keurig 2.0 Comes With A Bevy Of Risks For Keurig Green Mountain [View article]
    But how much $$ did GMCR make from you - the machine was basically at cost, so nothing since you didn't buy KCups. If you stop using it, they'll still make no money from you. What they should be concerned about isn't you (nothing personal), but whether the closed nature of the new system will cause new potential buyers to forego it. We'll all find out. What I still believe is that they're still just a US/Canadian firm. Let's see what happens if/when Coke brings them global. That seems to be the potential holy grail, but again we'll see. I just want Coke to buy them and put my out of my misery of whether I hold, or sell.
    Aug 22, 2014. 05:22 PM | 1 Like Like |Link to Comment
  • Green Mountain: Headlines Don't Tell The Whole Story [View article]
    But if I like Newman's own Extra Bold, and it goes up a few cents/cup while another unlicensed doesn't raise prices, why would I change? People who go this route for their coffee probably won't be swayed by a few cents/cup. Coke drinkers don't buy Pepsi when it's cheaper, nor generics because they are Coke drinkers for whatever reason. All coffee isn't fungible. Not much really is because people develop tastes, and loyalty for whatever reason, or no reason. They just do.
    May 13, 2014. 09:31 AM | 3 Likes Like |Link to Comment
  • Green Mountain: Headlines Don't Tell The Whole Story [View article]
    If you say something long enough, it might just come true. Of course I might be dead by then.
    May 12, 2014. 10:27 AM | 6 Likes Like |Link to Comment
  • Cisco's Turnaround Is A Pipe Dream [View article]
    I'm with Bryan. Cisco certainly isn't what it once was, but they pay 3.5% yield and still print money in the basement. Their downside is probably limited, great yield and lots of cashflow. Not a bad place to wait to see what happens.
    Mar 12, 2014. 10:48 AM | 6 Likes Like |Link to Comment
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