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richD3

richD3
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  • Why Keurig Looks Risky [View article]
    A decent and objective summary of current events, which are always overblown by the short interests profiting greatly from their negativism. Clearly, GMCR has blown the K2.0 rollout and the Kold Concept rollout, timeline, and has managed their message badly, being tone deaf to their core consumers. Maybe they deserve to be bought and managed by coke, having lost their star power. I was a big fan and found it a daunting challenge to understand the K2.0 cup sizes, why my large shelves full of k-cups were met with OOPS, why I had to wait for something I already had(VUE had 12-18oz already), and why the K-mug(which I really like) has about 10 brands. I am disappointed and am happy to say, got out. Where the bottom lies is anybody's guess, but I fear it is a long way down. As for Kold, I do think that the convenience trade-off(no more huge weight of carry and shelf space, will gradually convince customers of the utility of this new technology, in the long run.
    May 26, 2015. 09:41 AM | 2 Likes Like |Link to Comment
  • Investors weigh K-Cup shakeup [View news story]
    It is a win-win for all 3 companies. Selling the highly desired DD K-Cups in only the DD Retail store handicapped DD and Smuckers. With a wide distribution channel, the sales will skyrocket! Aggregate Single-Cup Sales are increasing, especially in Premium Brands, which are still cheap in comparison to their cost at retail!
    Feb 26, 2015. 10:56 AM | Likes Like |Link to Comment
  • Keurig Green Mountain's (GMCR) CEO Brian Kelley on Q1 2015 Results - Earnings Call Transcript [View article]
    So there are a few bumps along the way in Keurig 2.0...I love mine!
    Feb 5, 2015. 01:56 PM | Likes Like |Link to Comment
  • In Mature Markets, Innovation Is Key For Keurig Green Mountain [View article]
    I think the upside potential is huge:
    1. The short-sellers have it wrong that Keurig 2.0 adoption matters. "It's about the (cups), stupid," as Carville might say! I doubt they care if one buys K 1.0 or 2.0, as long as you buy the cups. Do not kid yourself, this is a tech company and Keurig 3.0, 40, and 5.0 are right behind the 2.0. They have the cash, the engineers, and the experience to get it right, whatever the glitches. Look at the shelf-space allotted to Brand X K-cups and the difference in price point between Keurig-licensed, and non-licensed cups (WHOOPS, THERE IS NO DIFFERENCE IN THE PRICE). Ask Target and B,B,&Beyond personnel how things are selling. I did, and they cannot keep K-cups stocked. The shelves sell out every day.
    2. Penetration leveled off? Not hardly! Target's biggest Christmas seller was, wait for it, Keurig Brewers.
    3. Keurig Cold a niche product? No! Picture this; Your spouse has a choice of bringing 3 cases of Snapple Iced Tea Home(or Coke, Diet Coke,.....) VS. essentially weightless little boxes of k-cups one-tenth the size. You live in the Northeast and the snow is falling and it is really slippery. If you think she will opt for cans and bottles, I have a Bridge for sale that goes from Manhattan to Brooklyn, and you are clearly drinking Koolaid!
    4. Coke? KO bought growth in purchasing GMCR. Own it or not, they won big! GMCR is one hot brewed growth machine!
    5. Brian Kelley? Clearly through my keyhole, he is the smartest guy in the room. Since he took over, GMCR breaks new ground every day! This guy has to be one of the best CEOs out there. I will not be surprised when Pepsi signs up to Keurig Cold, and it becomes the next new,new thing!
    6. Innovation: The shorts blew off the Bevyz Purchase, but they were dumb. Keurig is going to be in every refrigerator, and I bet GE is just the beginning! Did you notice that Bevyz makes MIXERS and that Wine and Beer are here now as single serve. GMCR has LOTS of cash! Hmmm, wonder what they will purchase next! I bet, and you heard it here first, within 2 years, there will be a Keurig that makes Cold, Hot, Wine, Beer, and Mixed Drinks. Doubt me? How many MIT engineers do they have?
    They can afford to buy every innovation and every competitor. How deep are their pockets? Coke-Deep!!!

    SHORT THIS GREAT, SUPERBLY MANAGED AMERICAN TECHNOLOGY, AT YOUR PERIL!
    Jan 28, 2015. 12:11 PM | Likes Like |Link to Comment
  • Keurig Green Mountain to report FQ1 results on Feb. 4 [View news story]
    Holiday sales will rock!
    Jan 21, 2015. 08:47 AM | Likes Like |Link to Comment
  • Keurig buying drink machine maker Bevyz for $220M [View news story]
    Didn't you write an article saying Bevyz would dominate over Keurig Cold? I think folks should review your articles as they always predict an opposite move for the stock than you predict!
    Dec 4, 2014. 06:58 PM | Likes Like |Link to Comment
  • Keurig 2.0 Sell-In Results Will Likely Benefit Keurig Green Mountain [View article]
    There is no question that the "immediate" ratings on Amazon are cooked and disconcordant with the rest of the retailers, as noted by the offended commenters. I love my Keurig 2.0 and the instruction book states that they plan to have all sizes from 4-32 oz soon, but chose to focus on the Carafe initially, which constituted the newest feature. Keurig 2.0 is selling briskly and will be THE Gift of the Holiday season!
    Oct 29, 2014. 02:35 PM | 1 Like Like |Link to Comment
  • Keurig Green Mountain: This Impressive Gainer Can Deliver More Upside [View article]
    Very thoughtful article and an excellent summary of the superb choreography of a well-run American Company. The comment is also well done. I think it is fair to say that short-term, moves are difficult to predict. Medium and Long-term, it is very clear that Keurig is going to deliver steady and powerful growth. All of the major initiiatives have a 1-10 year timeline. The short-termers who are trying to make a few bucks this morning, are obscuring the facts about the Keurig 2.0, which is a brilliant machine at so many analytic levels:
    1. It makes a perfect, silent 4-32 oz amount of coffee
    2. With the addition of Kraft and with the different sizes, Keurig owns the shelf space...everywhere.
    3. Internet is replacing the stores anyway.
    4. Soon, there will be no other viable choice than Keurig 2.0
    5. Even if the Knock-off guys fox the system for their one el-cheapo k-kup size, the others(where the fun really is)are patent-protected for a very long time!
    6. Coke=Worldwide Marketing and Distribution. Who cares if they buy Keurig. AS a stockholder, I hope they don't.
    7. Keurig Cold is a NEW,NEW Thing. It will change the game of life, especially if beer and wine get added!
    8. This Company is now stacked with the best and brightest people in the industry. I am not going to bet against them.
    9. I think the stock will go to >$300
    Sep 22, 2014. 08:14 AM | 1 Like Like |Link to Comment
  • How Keurig 2.0 Is Leaving A Bitter Taste In People's Mouths [View article]
    The K2.0 is flying off the shelves. The product is terrific. There is no stopping this freight train.
    Sep 16, 2014. 11:48 AM | Likes Like |Link to Comment
  • The Hidden Value In The Keurig-Kraft Deal [View article]
    Excellent article! I would like to write one called " The Hidden Value in Keurig 2.0! "The shorts, in their zeal to make a few temporary dollars, have totally missed the boat! I bought one last week and it is amazing:
    1. It made almost 3 cups lightning-fast, of perfect coffee for my wife and I this am, courtesy of the Carafe-Cup. Total of 6!
    2. It makes several sizes and strengths in a flash! It can do 4-32 oz in the time it takes to make cup, and each is fresh and perfect. It is almost silent!
    3. Everyone will want different sizes and the generic guys will have one, outdated loser size for what, a buck cheaper than Maxwell House, and no cheaper than 8'o Clock! This is the real sleeper! I bet K-GMCR could care less about the generics and their fabled market share will shrink faster than ol' George on that Seinfeld episode!
    I am a proud owner of a Keurig 2.0 and the stock! Can't we celebrate a great company with American ingenuity and brilliant executives that are firing on all cylinders and growing a few new ones?
    Sep 9, 2014. 08:28 PM | 2 Likes Like |Link to Comment
  • How Would Keurig Green Mountain's Distribution Deals Impact The Stock? [View article]
    Thank you for an excellent article
    Aug 30, 2014. 04:54 PM | Likes Like |Link to Comment
  • Enthusiasm builds for Keurig Green Mountain [View news story]
    Can't wait to see Einhorn's face at $200! At what point, does he declare, "I have no clue..."
    Jun 17, 2014. 07:17 PM | Likes Like |Link to Comment
  • Analysis: Starbucks deal with Keurig looks like a win-win [View news story]
    The juggernaut on the move......
    Mar 16, 2014. 12:14 PM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters: 9 Different Insiders Have Sold Shares This Month [View article]
    Of course they sold! Who wouldn't at 120. Short this stock at your peril Ask Einhorn, and all the pseudonyms he probably uses to write for Seeking Alpha(Great Article in Barrons today)
    Feb 14, 2014. 09:40 AM | 1 Like Like |Link to Comment
  • Green Mountain Deal With Coca-Cola Shows Desperation [View article]
    Bill Maurer and Seth Golden have hurt lots of people with their persisent short bologna in the face of a fantastic American Company, who just keeps getting it right. Someone really needs to investigate these guys. Maybe Einhorn pays their salaries
    Feb 6, 2014. 11:22 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
33 Comments
35 Likes