David Kretzmann_'s Comments David Kretzmann_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/99503/comments What's Behind Hansen's Smackdown? http://seekingalpha.com/article/83781-what-s-behind-hansen-s-smackdown?source=feed#comment-198790 198790
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The beverage industry has typically done relatively well in recessionary times, and given energy drinks' popularity (especially Monster) I'd say Hansen would be somewhat steady if a further slowdown were to occur. And if/when the company's international popularity rises, it should offset the downside presented here in the U.S. Plus, Monster hasn't nearly saturated all its possible markets and still has a ways to go to as far as market share compared to Red Bull. ]]>
Sat, 05 Jul 2008 00:22:39 -0400
www.pe.com/business/lo...

The beverage industry has typically done relatively well in recessionary times, and given energy drinks' popularity (especially Monster) I'd say Hansen would be somewhat steady if a further slowdown were to occur. And if/when the company's international popularity rises, it should offset the downside presented here in the U.S. Plus, Monster hasn't nearly saturated all its possible markets and still has a ways to go to as far as market share compared to Red Bull. ]]>
U.S. Elections: Both Tax Plans Would Add to Debt http://seekingalpha.com/article/81523-u-s-elections-both-tax-plans-would-add-to-debt?source=feed#comment-197594 197594 Wed, 02 Jul 2008 20:08:10 -0400 Oil Replaces Gold as the New Inflation Hedge http://seekingalpha.com/article/81086-oil-replaces-gold-as-the-new-inflation-hedge?source=feed#comment-185183 185183
You talk about supply and demand, yet you do not take this into account when talking about the dollar. The dollar is not backed by anything except the government's credibility (which is always a risky thing to rely on in and of itself), and the Fed is printing insane amounts of money, increasing the money supply, thereby decreasing the purchasing power of the dollar and creating the inflation that we see today. It's silly to think that the dollar can increase over the long run as long as the money supply is increasing. ]]>
Fri, 13 Jun 2008 15:23:44 -0400
You talk about supply and demand, yet you do not take this into account when talking about the dollar. The dollar is not backed by anything except the government's credibility (which is always a risky thing to rely on in and of itself), and the Fed is printing insane amounts of money, increasing the money supply, thereby decreasing the purchasing power of the dollar and creating the inflation that we see today. It's silly to think that the dollar can increase over the long run as long as the money supply is increasing. ]]>
Chipotle Mexican Grill: A Close Look http://seekingalpha.com/article/25890-chipotle-mexican-grill-a-close-look?source=feed#comment-108615 108615 Sun, 06 Jan 2008 20:37:42 -0500 Chipotle Mexican Grill: 4Q Expectations http://seekingalpha.com/article/52724-chipotle-mexican-grill-4q-expectations?source=feed#comment-108614 108614 Sun, 06 Jan 2008 20:35:59 -0500 Core Molding Technologies: 2Q Earnings Review http://seekingalpha.com/article/45386-core-molding-technologies-2q-earnings-review?source=feed#comment-94403 94403
Anyway, this will be an interesting business to follow over the next few years, it isn't perfect, but for a micro-cap I think it is an appealing business.]]>
Thu, 23 Aug 2007 10:37:22 -0400
Anyway, this will be an interesting business to follow over the next few years, it isn't perfect, but for a micro-cap I think it is an appealing business.]]>
Buffalo Wild Wings: Buying Opportunity at Hand http://seekingalpha.com/article/43448-buffalo-wild-wings-buying-opportunity-at-hand?source=feed#comment-92798 92798 Fri, 03 Aug 2007 11:59:31 -0400