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Little Dude

Little Dude
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  • SodaStream: Restructuring Efforts Underway With New Flavors Coming Soon [View article]
    The bigger question to me would be, why hasn't SODA been acquired at these levels? Why wouldn't PEP, for instance, have acquired / invested in SODA in response to KO's investment in GMCR?
    Jul 28, 2015. 11:29 AM | Likes Like |Link to Comment
  • Coca-Cola Company: Overpriced With Poor Prospects [View article]
    "Drinks in general aren't that healthy" - I agree, and therefore expect people to simply stop drinking anything in the future. I mean, the human body is already 65% water, do we really need more liquid?
    Jul 17, 2015. 12:16 PM | 4 Likes Like |Link to Comment
  • 3 Reasons To Short McDonald's; We See Up To 25% Downside [View article]
    5.One of the more cluttered menus in the fast-food realm? Not as cluttered as BK or Wendy's
    Jul 15, 2015. 01:36 PM | Likes Like |Link to Comment
  • Does The Coca-Cola Company Still Have The Recipe For Out-Sized Returns? [View article]
    Healthy items to capitalize on? Like Doritos? PEP might have performed better than KO over a certain period, but its definitely not becasue they sell "healthier" products. Their snacks are worse for health than most of KO's beverage offerings.
    Jul 14, 2015. 09:18 AM | 3 Likes Like |Link to Comment
  • Coca-Cola Today Vs. 1998 [View article]
    Difference I see is that tobacco companies didn't really have anything to switch current customers over to, and people who stop smoking tobacco usually don't switch to smoking something else.

    However, if people stop drinking soda (and assuming they don't all switch to tap water), then they still need to drink something, and KO has the marketing and distribution might to address that need.

    I've heard that a decline in soda sales will kill KO because their best selling products are soda. But the only reason that soda is such a large part of KO's sales is precisely because people are still drinking them. If soda sales decline a lot more, KO will just sell more water, juice, tea, milk, etc.
    May 29, 2015. 04:01 PM | 12 Likes Like |Link to Comment
  • Whole Foods Market: Just A Grocery Store Now? [View article]
    Don't overthink it, buy it. It might go down a little more, but better to buy a little above the low than to miss getting in at a great company at a great entry point.
    May 29, 2015. 12:12 PM | 2 Likes Like |Link to Comment
  • Coca-Cola's Big Hedge Is Proving To Be Not So Great [View article]
    If consumers are becoming more "health conscious", Pepsi's snack division would negatively impact its results. Must be something else that explains Pepsi's better performance relative to KO.
    May 20, 2015. 02:14 PM | 2 Likes Like |Link to Comment
  • The Only Issue You Will Have With Visa [View article]
    What if it gets to the high 80s and only falls to the mid 70's?
    May 11, 2015. 10:11 PM | 2 Likes Like |Link to Comment
  • Is The Fall Of Whole Foods A Buying Opportunity? [View article]
    Yeah, but a good jockey will train that horse to keep running well even if the jockey falls off...or something like that. Anyway, WF is one of the few companies that is truly loved by its customers - others I can think of are Starbucks, Apple, and Disney, and I don't think you can go wrong investing in those companies.

    To me, the two types of companies that are best to invest in are those that are loved by their customers and those that are hated (but needed) by their customers
    May 9, 2015. 09:14 PM | 1 Like Like |Link to Comment
  • Whole Foods Market talks new value brand [View news story]
    They'll really have to balance the brand segmentation to ensure that cannabalization is minimized and that new store volume is as accretive as possible, ie, make sure that the customers they already got wouldn't be caught dead in the "new" store (keep / increase the cache of the Whole Foods brand) and that the customers of the new store couldn't afford (or didn't think they could afford) to shop at Whole Foods feel they can afford Whole Foods lite.
    May 7, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Whole Foods Market beats by $0.01, misses on revenue [View news story]
    Sprouts is to Whole Foods as ________ is to Starbucks

    a) Caribou
    b) Caribou Coffee
    c) all of the above
    May 6, 2015. 09:58 PM | Likes Like |Link to Comment
  • Whole Foods Market beats by $0.01, misses on revenue [View news story]
    Why do people pick Starbucks over other coffee shops?
    May 6, 2015. 09:54 PM | 4 Likes Like |Link to Comment
  • Whole Foods Market beats by $0.01, misses on revenue [View news story]
    I'm guessing there was a bit of overlap. When WFM was the only organic game in town, even the "price conscious" consumers who wanted organic had to go there. Now Walmart and Kroger have siphoned off this segment (a good portion of whom will probably return to Whole Foods after finding out what cheaper prices gets them), but Whole Foods still has a bright future as the leader in a growing market.

    I mean, how many companies are loved like WFM by their customers? Maybe Starbucks, Apple, and Disney? I don't think you can go wrong in investing in such companies.

    Also looking forward to how the new store concept works out.
    May 6, 2015. 09:53 PM | 4 Likes Like |Link to Comment
  • Disney's Dividend: Eliminate It [View article]
    You can send you dividend to me.
    May 5, 2015. 08:48 PM | 3 Likes Like |Link to Comment
  • Double-digit sales growth for organic food in U.S. [View news story]
    Buy WFM, disconnect your internet so you're not tempted to sell.
    Apr 15, 2015. 03:28 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
122 Comments
382 Likes