Josh Stern

Farmer Brothers: Brewing Potential

Ms. Kramer didn't mention that half of the market cap is cash (no debt) and coffee the commodity is weak, while McDonald's new coffee focus may induce institutions to spend up for more/better coffee. That said, this is a pretty generic business, and I wouldn't consider a stock like this unless I had some analysis saying it was either very cheap (it isn't) or it was improving its competitive position (dunno this market).