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Thomas Garrity

Thomas Garrity
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  • Reed's: 50% Potential Upside - Kombucha Is The Best Thing Since Craft Beer In Beverage Industry [View article]
    In order to grab onto Kombucha and other Reed's products, contact Reeds directly via their website for locations in your area. In the interim, here is a video from YouTube (hosted on Snoop Dog's (Lion/Cat/Tigers?) site)) to familiarize yourself with the Kombucha line.
    Nov 14 07:12 AM | Likes Like |Link to Comment
  • Multi-Bagger Potential As iCAD Nears A Pivotal Inflection Point [View article]
    Can you give a qualitative opinion on the competition both Mobetron and Intraoptic Medical vs IORT product?
    Nov 11 12:46 PM | Likes Like |Link to Comment
  • Zogenix Is Vastly Over-valued Even With FDA Approval [View article]
    Is it possible Zohydro w/o acetaminophen is a blessing for those who cannot tolerate Tylenol pain reliever overdosing /renal issue?
    Nov 10 04:58 PM | 2 Likes Like |Link to Comment
  • Reed's: 50% Potential Upside - Kombucha Is The Best Thing Since Craft Beer In Beverage Industry [View article]
    Subliminally, Reed's has pushed ahead with the ginger agenda with their new Kombucha products. To continually press down on the strings of the core ginger brands vs going after the more lucrative Kombucha market would be like choosing to take down an elephant with a pea shooter versus using a dart gun. Because the Kombucha beverage category, offers far better growth rates than ginger could ever expect to deliver and eventually, the K-line will contribute to Reed's earning expansion. Remember, Kombucha beverage is in its infancy. I can go into about any grocery store and ask where's the Kombucha hiding and get the same rolling eyes of unfamiliarity with the product. What's shocking is, these same blank responses to K inquiries are happening in stores that carry the product, On the whole, it will take time to build Kombucha product recognition. And the Reed's brand is not exempt from these Kombucha state of affairs, relative to consumer awareness of product existence and its availability. Since, Reed's has a huge distribution network for Kombucha already in place, inherently they have a leveraged opportunity to carve out the Kombucha niche, faster than say a new entrant without the same infrastructure. In addition, (in the not so distant future) Reed's will likely partner with a major beverage company in order to expedite widespread emptor attention to the Reed's name in Kombucha and also to educate the public's understanding of the Kombucha category in general. We've always known that behind each/every Reed's product development effort there is underlining genius at work. However, its time to summon a viable marketing force much larger than Reed's itself (a behemoth beverage company I.e Coke/Pepsi) to capitalize further on this superior product creativity and to bring the company faster/deeper into profitability.
    Nov 10 01:02 PM | Likes Like |Link to Comment
  • Lionbridge Still Not Living Up To Its Potential [View article]
    Crowd Sourcing looks huge!!
    Nov 10 12:44 PM | Likes Like |Link to Comment
  • Reed's: 50% Potential Upside - Kombucha Is The Best Thing Since Craft Beer In Beverage Industry [View article]
    There hasn't been extensive clinical work in the area of how
    Kombucha regulates the immune system? Certainly, the Chinese have observed/known (before BC time) about the ability of probiotics to destroy dangerous levels of harmful microbes in the digestive track. With $327 mil in sales for 2017, Kombucha is certainly a drink to own. Especially, when the CAGR for Kombucha probably exceeds growth rates in all of beverage categories combined.
    Nov 9 02:08 PM | Likes Like |Link to Comment
  • Reed's: 50% Potential Upside - Kombucha Is The Best Thing Since Craft Beer In Beverage Industry [View article]
    The Monster Beverage (AKA Hansen Natural) comparison to Reed's is accurate to the extent that Reed's is spearheading a category in which it plans to dominate completely or erode share gains away from the first mover in the space (AKIN to Monster going up against Red Bull). However, the opportunity for Reed's in Kombucha could in fact be greater than the Monster story ever was (high- risk speculation on my part). Reed's might end up being the master of the K-category and at the same time, serve as master to consumer soft drink market (the dying Coke likes soda brands). For point of reference, I was an early investor in Hansen Natural sub$5 the latent glory days post the internet bubble.
    Nov 8 03:15 PM | Likes Like |Link to Comment
  • Reed's: 50% Potential Upside - Kombucha Is The Best Thing Since Craft Beer In Beverage Industry [View article]
    We all can reckon with the reality that CSD's are on their way out. Therefore, at the very least Kombucha could easily fill that void (no really major mainstream beverages I.e soda ex ex. -out there that are good for you, except for yours truly). I only mention Kombucha going mainstream and toppling soda as a last resort to power growth forward. Kombucha is not a familiar drink to the masses. Personally, I absolutely love the Reed's Kombucha and could consume 4-5 bottles a day. Regardless, of my preference for Reed's Kombucha, it will still require a lot of marketing know how and thrust to make this brand a household nameplate. In order to put the Reed's kind of Kombucha up in neon lights (as a standalone vs a CSD category killer) dictates that the following actions must be taken by the company: service customers (this includes making product available and becoming the ears of both customer/prospect), implode the cost denominator in sales and get consumers taste testing product (akin to hooking chronic care hospital patients to IV's). Given the expedient nature of market dynamics, Reed's must actualize on these goals or the promise of Kombucha in sales dollars, would land in the lap of a more agile competitor or later category entrant. Before, such an unfortunate event such as the above could possibly transpire, Reed's would likely be enveloped into a larger entity. In summary, Reed's downside risk in my opinion at worse is being acquired at the current PPS or at other proximal price.
    Nov 8 02:42 PM | Likes Like |Link to Comment
  • MoSys: Rome Wasn't Built In A Day [View article]
    HI Josh-

    Your the ultimate proponent of BE. The design wins are falling nicely into place suggesting a pipeline (customer funnel) is building. In your mind, when does the ramp/roll-out of production with tiers happen?
    Nov 5 01:12 PM | Likes Like |Link to Comment
  • How Much Is Syntroleum's 50% Share Of The Dynamic Fuels Plant Worth And Who Wants It? [View article]
    Nov 2 04:23 PM | Likes Like |Link to Comment
  • DiaDexus: A Hearty Choice [View article]
    How does this test compare to Quest Diagnostics Lp-PLA2?
    Oct 14 10:19 AM | Likes Like |Link to Comment
  • Acquisition Target: CounterPath Corp. [View article]
    We're all waiting for this same event since the business model has never translated into revenues. However, it appears there exists other technologies out there which may eclipse the need for Bria.
    Jul 22 11:28 AM | Likes Like |Link to Comment
  • Sonus And AudioCodes: Your 1-2 Punch For Potential Takeovers [View article]
    OK Josh- Audiocodes really hasn't shown revenue growth in years. Please, pinpoint the catalyst engine under the hood that's going to amazingly transform revenues?

    PS Mosy- good call.
    Jun 19 10:27 AM | Likes Like |Link to Comment
  • Biodel Primed To Capitalize On Next Generation Treatments In The $10B Diabetes Market [View article]
    How about Halozyme as a better play?
    Jun 18 02:03 PM | Likes Like |Link to Comment
  • Why I'm Betting Big On MusclePharm [View article]
    IS this product 1 million miles away from DMAA?

    Jun 18 01:40 PM | Likes Like |Link to Comment