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Opinions on SODA?


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2013 Jan 18, 10:03am   68,062 views  164 comments

by Patrick   ➕follow (55)   💰tip   ignore  

My wife bought me a Sodastream water carbonator and I like it because I can make fizzy water for about 30 cents a liter instead of paying $1 a liter in the store. OTOH I was kind of annoyed at their proprietary bottles and connectors which really do nothing more than hold and dispense carbon dioxide, but cost $15 to refill.

I'm getting kind of a good deal, but they're getting a really good deal because I know it can't cost more than $1 for them to refill that thing.

So... instead of being annoyed, I looked up the stock (SODA) and they have no debt, a P/E of 25, and seem to be growing rapidly. I bought some of the stock today. Mistake? What am I missing?

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17   marcus   2013 Jan 19, 1:08am  

Speaking of Soda, this is a really interesting store that's not too far from me in Los Angeles. he offers something like 500 different types of soda. In the video he talks about corn syrup versus cane sugar.

Seriously, watch this video

http://www.youtube.com/embed/gPbh6Ru7VVM

18   New Renter   2013 Jan 19, 7:09am  

robertoaribas says

but on the other hand, on hot AZ summers, soda drinks are pretty refreshing, like scotch and soda, or gin and tonic...

Carbonated water with a little citrus is just the thing!

19   New Renter   2013 Jan 19, 7:17am  

Patrick,

You could get a setup like this:

http://www.youtube.com/embed/3lZM3O6r4bc&feature=player_embedded

20   marcus   2013 Jan 19, 7:40am  

New Renter says

Carbonated water with a little citrus is just the thing!

Hey, I'm going to try that. "REal lemon" or other concentrated lemon" add sugar and keep in fridge, to add to bottled soda, or sparkling water.

Or if you have the machine, add to super cheap sparkling water.

21   New Renter   2013 Jan 19, 7:48am  

I have to agree with some of the previous posters here - the investment in do it yourself carbonation hardware may negate the savings - if any - over just buying soda.

Unless you drink a LOT of soda!

If you do, go whole hog! Get a kegerator and a few corny kegs. Great for draft beer, cider, soda, whatever.

22   swebb   2013 Jan 19, 11:41am  

robertoaribas says

I bought one, it broke, so i took it back to costco. Personally I'm trying to drink less carbonated beverages, not sure even carbonated water is that good for you...

I heave heard that carbonated beverages aren't good for you...something about phosphorus.

Here, I found this:

http://www.livestrong.com/article/514804-is-soda-water-bad-for-you/

Sounds like the phosphoric acid in colas can be bad for your kidneys, but just carbonated water alone doesn't have it. Other concerns seem to be minimal or unfounded...drink up your carbonated water, I guess.

23   New Renter   2013 Jan 19, 2:04pm  

swebb says

robertoaribas says

I bought one, it broke, so i took it back to costco. Personally I'm trying to drink less carbonated beverages, not sure even carbonated water is that good for you...

I heave heard that carbonated beverages aren't good for you...something about phosphorus.

Here, I found this:

http://www.livestrong.com/article/514804-is-soda-water-bad-for-you/

Sounds like the phosphoric acid in colas can be bad for your kidneys, but just carbonated water alone doesn't have it. Other concerns seem to be minimal or unfounded...drink up your carbonated water, I guess.

Give it time - another study will be published that refutes the claims of the first...

24   New Renter   2013 Jan 19, 2:04pm  

robertoaribas says

to hell with soda, kegerator all the way, and good quality beer!

WORD!

Maybe you could put a kegerator in each of your rentals...

25   New Renter   2013 Jan 19, 2:14pm  

New Renter says

robertoaribas says

to hell with soda, kegerator all the way, and good quality beer!

WORD!

Maybe you could put a kegerator in each of your rentals...

Come to think of it in your climate you might go with a keezer. Its a chest freezer with a modified thermostat. Much better in hot climates.

Here's a pic of my favorite. If I had the room (and the skill) I'd be drinking from it now...

26   AverageBear   2013 Jan 20, 12:15am  

I was intrigued w/ SODA as an investment in the beginning of last year, and passed. I read a couple of articles online about how the sales of the CO2 are not keeping up w/ the 'base' sales of the actual carbonator. To me, this is how I would measure growth, or acceptance of the product.

After one is bought, or given as a gift, is the new customer enthusiastic and happy about the product since? To me, CO2 sales is my barometer for future growth, and IIRC, these sales #'s were 'meh', so-so. If this were an explosive growth story, C02 sales would be much, much healthier.....Being the Dividend Growth Investor (DGI) whore that I am, I just assume buy KO on the dips, and call it a day.

Speaking of health, my current favorite concoction is 8oz of Wyman's 100% blueberry juice w/ about 4oz of Polar seltzer water. (or change up the ratio to your liking).... Sweet and healthy...Hey, Wyman's 'stole' my recipe ;)

http://www.wymans.com/recipes/fizz.php

27   New Renter   2013 Jan 20, 12:36am  

robertoaribas says

though tonight it has been red wine, followed by a good bottle of jamaican rum I brought back with me...

Sounds like a great way to spend the evening!

It's possible to dispense non-sparkling beverage from a beverage dispenser. Simply use a separate argon or nitrogen tank instead of CO2. Some people set these up to deliver a beautiful stout by using "beer gas (25% CO2/75% Nitrogen) through a special tap.

I'm telling you - no man cave is complete without one!

Of course there is a cheaper, even more convenient option for wine:

http://en.wikipedia.org/wiki/Box_wine

But where's the fun in that?

28   unstoppable   2013 Jan 20, 12:38am  

Their main competitor iSi made a product called the twist and sparkle, it is now being recalled due to exploding bottles. I would keep tabs on what iSi is up to, if they introduce a non exploding version of the twist and sparkle, it will cut into the sales of the soda stream.

29   New Renter   2013 Jan 20, 12:43am  

AverageBear says

I was intrigued w/ SODA as an investment in the beginning of last year, and passed. I read a couple of articles online about how the sales of the CO2 are not keeping up w/ the 'base' sales of the actual carbonator. To me, this is how I would measure growth, or acceptance of the product.

I'd agree with that. There is a convenience factor to just buying soda drinks, especially if one's consumption pattern is irregular.

31   Tenpoundbass   2013 Feb 18, 3:52am  

zzyzzx says

new Samsung refrigerator dispenses sparkling water

How cool is that, can the iPhone make seltzer?

32   varmint   2013 Feb 18, 6:03am  

New Renter says

Here's a pic of my favorite. If I had the room (and the skill) I'd be drinking from it now...

that's the fanciest jockeybox I've ever seen

33   zzyzzx   2013 Feb 18, 10:13am  

New Renter says

You could get a setup like this:

This one is likeable just for the Homer Simpson T shirt alone.

34   Patrick   2013 Feb 19, 8:50am  

zzyzzx says

http://news.consumerreports.org/appliances/2013/02/the-samsung-rf31fmesbsr-is-the-first-to-dispense-sparkling-water.html

new Samsung refrigerator dispenses sparkling water

This is good news for SODA actually, since the Samsung fridge will use a SodaStream-made dispenser!

35   Tenpoundbass   2013 Feb 19, 10:17am  

Phew what an ordeal, but it turns out I'm right, it's called Seltzer.

OK You Google "Seltzer Water" and you get one "Soda Water" wiki entries and 15,000,000 Alka Seltzer entries(I kid you not).
The Wiki Article makes no mention of Seltzer Water other than to list it as a disambiguation.

So now I'm really curious, how in the hell did Soda Water, come to become called Seltzer water, or visa versa.

I Googled Seltzer and got this limited Definition.

http://www.merriam-webster.com/dictionary/seltzer

and found this interesting entry under Seltzer origins.

modification of German Selterser (Wasser) water of Selters, from Nieder Selters, Germany
First Known Use: 1775

So I Googled Nieder Selters, and found
Niederselters in Selters was a well in Germany where the oldest known mineral water comes from.

But the Wiki entry for "Selters" and "Carbon Water" countradict each other.

http://en.wikipedia.org/wiki/Selters
Alexandra Selivanova was credited as a source though, it is a blog in German.

Artificial "selters waters" with added minerals have been created to make competition, thus helping to establish the fame of the original water as an international reference of soda water, e.g. by Torbern Bergman who made thorough analyses of mineral waters and in 1775 presented how to to make carbonated water to mimic genuine mineral waters

How ever the Wiki entry for Soda Water/Carbonated water/soda water states...

http://en.wikipedia.org/wiki/Carbonated_water
Citation needed...

In 1771, chemistry professor Torbern Bergman independently invented a similar process to make carbonated water. In poor health and frugal, he was trying to reproduce naturally-effervescent spring waters thought at the time to be beneficial to health

So which came first the Chicken or the egg?

So the best I can tell, Seltzer Water was a knock off Selter water.
Probably due to tough intellectual property laws in the late 1700s
they couldn't call it Selters water, because it wasn't natural and didn't come from Selters.
Because no where on the internet can I find anywhere, that will precisely claim when and how Seltzer became to be called Seltzer water.
The only time in either article that Seltzer is even mentioned.

The name and the water of Selters are the prototype of seltzer, a soda water variety well-known in the USA.

Not sure how far to the top this cover up conspiracy to deny Seltzer it's rightful place in history goes, but I'll get to the bottom of it.
And Sodastream will have to change their name to Helter Seltzer.

36   New Renter   2013 Feb 19, 10:29am  

I think the Captain has found his white whale...

37   zzyzzx   2013 Feb 20, 10:57pm  


This is good news for SODA actually, since the Samsung fridge will use a SodaStream-made dispenser!

Probably, but I personally wouldn't want something like that built into a refrigerator. I mean, unless it also stores cold water to use for it, what's the point of having it (and i have no idea if it does, but if it doesn't, it should).

38   FortWayne   2013 Feb 21, 2:31am  

I'm thinking of doing that too, they seem like a solid company. A lot rides on their marketing message now, if they can get people to switch it'll be fantastic.

Personally I'm thinking of DIY version of it. It's not hard and will be fun when kids visit.

39   zzyzzx   2013 Feb 21, 2:37am  

Their stock is on sale today!! $47.44/share right now!

40   Tenpoundbass   2013 Feb 21, 3:03am  

The word must have gotten out about Torbern Bergman's patent violations, that infringed on Niederselters's intellectual property theft.

41   zzyzzx   2013 Feb 25, 11:34pm  

Down to $45.62/share today, and the market is way up for the day right now.

42   FortWayne   2013 Feb 26, 1:07am  

zz you ever tried making your own soda using yeast? Or do you just pump gas straight from the tank into it?

43   zzyzzx   2013 Feb 26, 1:22am  

I don't make my own soda. I pay .75 for a 2 liter bottle at Big Lots.

44   Tenpoundbass   2013 Jun 6, 2:08am  

http://buzz.money.cnn.com/2013/06/06/sodastream-stock-pepsi-coke/?iid=HP_LN

SodaStream lost some of its fizz Thursday after PepsiCo debunked rumors that it might buy the soda maker.

Earlier this week, shares of SodaStream (SODA ) rallied on chatter that Coca-Cola might be interested.

Almost a 50% increase though since Patrick started this thread.
Of course that 50% increase was purely speculation.

45   MisdemeanorRebel   2013 Jun 6, 7:07am  

SodaStream is easily imitated by competitors, don't you think?

I imagine if this really took off, Pepsi and Coca-cola would offer their own versions.

46   RealEstateIsBetterThanStocks   2013 Jun 6, 7:20am  

soda's are bad. i don't drink any.

47   MAGA   2013 Jun 6, 11:22am  

Soda for the troops as provided by the DAV. Audie Murphy VA Medical Center.

48   JodyChunder   2013 Jun 6, 11:26am  

APOCALYPSEFUCK is Shostakovich says

pussy juice

Cunny juice is the preferred nomenclature, Herr Fuck.

49   JodyChunder   2013 Jun 6, 11:26am  

jvolstad says

Soda for the troops as provided by the DAV. Audie Murphy VA Medical Center.

If the bullets don't get you, the diabetes will!

50   New Renter   2013 Jul 6, 9:54am  

JodyChunder says

APOCALYPSEFUCK is Shostakovich says

pussy juice

Cunny juice is the preferred nomenclature, Herr Fuck.

I thought it was Clamato.

51   HydroCabron   2013 Jul 7, 6:07am  

APOCALYPSEFUCK is Shostakovich says

ASSHOLES drink soda. Real men drink beer, pussy juice and transmission fluid.

What goes best with bankster face? Ballantyne Ale?

And I assume it's proper form to eat the face off a bankster before shitting on the exposed bone and viscera which remain.

Even Neonazi cannibal anarchy has its customs.

52   puhim   2013 Jul 7, 6:09am  

sbh says

Aspartame is a WMD

Aspartame turns to formaldehyde in the stomach

Is that a conspiracy too? NO! It's a fact.

54   New Renter   2013 Jul 7, 7:12am  

robertoaribas says

http://www.snopes.com/medical/toxins/aspartame.asp

seems that formaldehyde is true but in such modest amounts as to not be a danger.

Disclaimer: I don't touch the stuff; I find it makes me hungry shortly afterwards, which defeats the entire purpose of a calorie free drink, if i go eat more! Also, there is some evidence that just the taste of sweetness in the mouth can cause a similar insulin response as real sugar does, which is not healthy.

drink water or unsweetened tea; learn to eat less sweet foods and drinks.

And cooked starchy foods:
http://en.wikipedia.org/wiki/Acrylamide

55   zzyzzx   2013 Jul 9, 2:13am  

Stock sharpy down on news that it wants to sell itself, but Coke and Pepsi aren't interested???

Does this make sense to anyone?

56   zzyzzx   2013 Jul 16, 1:18am  

I can't find any thread dedicated to KO, and at under 40, it looks interesting.

Any thoughts?

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