Opinions on SODA?


By Patrick   Follow   Fri, 18 Jan 2013, 6:03pm   5,663 views   123 comments
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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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  1. freak80


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    84   10:39am Wed 9 Oct 2013   Share   Quote   Permalink   Like (1)   Dislike  

    I'll take a 120 IPA from Dogfish Head Brewery in Rehoboth Beach, DE

  2. New Renter


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    85   9:43am Thu 10 Oct 2013   Share   Quote   Permalink   Like (1)   Dislike  

    freak80 says

    I'll take a 120 IPA from Dogfish Head Brewery in Rehoboth Beach, DE

    Just had an Olde School Barleywine the other night - NICE!

  3. zzyzzx


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    86   4:42pm Thu 31 Oct 2013   Share   Quote   Permalink   Like (1)   Dislike  

    Is SODA a buy now that it's down to ~$53.50

  4. bgamall4


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    87   6:22pm Thu 31 Oct 2013   Share   Quote   Permalink   Like   Dislike (1)  

    New Renter says

    I thought it was Clamato.

    I thought that was a disease.

  5. bgamall4


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    88   6:26pm Thu 31 Oct 2013   Share   Quote   Permalink   Like   Dislike (1)  

    I think that soda is declining as a preferred beverage. It could be that Tony is right about the alternatives but whatever. The decline of the beverage is a headwind for the company.

    The company is growing and the sodastream machine is a stable gift for Christmas, but Christmas gifts appear to be slowing in popularity.

    So, this is a difficult environment, but it probably has long term potential. This is not investment advice.

  6. coriacci1


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    89   7:40pm Thu 31 Oct 2013   Share   Quote   Permalink   Like   Dislike (1)  

    JodyChunder says

    What am I missing?

    it’s an isreali company.

  7. SoftShell


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    90   9:57pm Thu 31 Oct 2013   Share   Quote   Permalink   Like (1)   Dislike  

    Who's gonna pay the dentist bills?
    Patrick says

    I'm a little worried that the paintball CO2 tanks are not really food items. Could they have some contaminant in them?

    What about getting a giant food-grade CO2 tank like McDonalds uses, and some adapter for that?

  8. SFace


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    91   12:39am Fri 1 Nov 2013   Share   Quote   Permalink   Like (2)   Dislike  

    For a politcal activist type who has high moral standard, I am suprised you find this Isreali company with really questionable business practice investible.

  9. zzyzzx


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    92   6:54am Fri 1 Nov 2013   Share   Quote   Permalink   Like (1)   Dislike  

    Patrick says

    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?

    If there is anything that you are missing, it's that this is probably more if a trading stock than a buy and hold.

  10. AverageBear


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    93   9:56am Fri 1 Nov 2013   Share   Quote   Permalink   Like (1)   Dislike  

    Being an Israeli company shouldn't factor into any 'moral' decision making, when it comes to investing....

    Now, if you want to gamble/trade, and think SODA has some upside, then knock 'yerself out, and load up.

    However, if you want the closest 'sure thing' to 10% annual growth, Coca Cola (KO) is it. Buy/Hold and re-invest the dividends, and you'll be all set. Decades (!) of increasing dividends by 10% annually like clockwork (in February of each year, IIRC). Don't buy the hype of 'sugary drinks/obesity/blablabla', you are buying a distributor that happens to sell a handful of products (out of 200+) that's getting the knickers of the politically correct in a twist. If KO dives on temporary bad news by being under this temporary microscope, then you buy w/ both fists till you gots no more dry powder to spend.

    There is a reason why KO is one of Warren Buffet's top 10 holdings. It's a free cash-flow machine.

  11. SFace


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    94   11:00am Fri 1 Nov 2013   Share   Quote   Permalink   Like (3)   Dislike  

    AverageBear says

    Being an Israeli company shouldn't factor into any 'moral' decision making,
    when it comes to investing....

    The equipment is manufactured in the west bank region of the Israel/Palestnian conflict to take advantage of workers with lack of labor laws/protection for poor people with some of the most disgusting working condition and peanut wages in the world.

    It's exploiting labor at its absolute worst. You can support that, but I would not.

  12. bgamall4


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    95   4:08pm Fri 1 Nov 2013   Share   Quote   Permalink   Like   Dislike (1)  

    SFace says

    The equipment is manufactured in the west bank region of the Israel/Palestnian conflict to take advantage of workers with lack of labor laws/protection for poor people with some of the most disgusting working condition and peanut wages in the world.

    That is disturbing. Hard to support this business unless they paid a fair wage. I have no idea if that is true or not.

  13. AverageBear


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    96   8:22am Sun 3 Nov 2013   Share   Quote   Permalink   Like (2)   Dislike  

    SFace says

    AverageBear says

    Being an Israeli company shouldn't factor into any 'moral' decision making,

    when it comes to investing....

    The equipment is manufactured in the west bank region of the Israel/Palestnian conflict to take advantage of workers with lack of labor laws/protection for poor people with some of the most disgusting working condition and peanut wages in the world.

    It's exploiting labor at its absolute worst. You can support that, but I would not.

    So you are OK w/ your iPhone, where it was made, and who made it? Or if you don't have an iPhone, pick any of the many electronic gadgets and household appliances and housewares that you own...

    So picking on, and concentrating on an Israeli company because of its questionable labor practices, while turning a blind eye to the thousands of other MNCs (like Apple) that do the same thing is OK with you?

    Sounds like you want to talk more about Israel, than whether SODA is a sound investment. (Pat.net does have a section for politics for this).....

  14. bgamall4


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    97   11:23am Sun 3 Nov 2013   Share   Quote   Permalink   Like   Dislike (2)  

    AverageBear says

    So you are OK w/ your iPhone, where it was made, and who made it? Or if you don't have an iPhone, pick any of the many electronic gadgets and household appliances and housewares that you own...

    So picking on, and concentrating on an Israeli company because of its questionable labor practices, while turning a blind eye to the thousands of other MNCs (like Apple) that do the same thing is OK with you?

    At least the Chinese who are working on the Iphone are not prisoners to an occupation not unlike South Africa. It is a very different situation than China. Nice try though.

  15. AverageBear


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    98   6:19pm Sun 3 Nov 2013   Share   Quote   Permalink   Like (1)   Dislike  

    zzyzzx says

    AverageBear says

    ZZ, i picked up 25 shares today at around $40 a share. The P/E is a tad over 20x, but when you buy in w/ such a small chunk of money ($1000), it's not the end of the world. My 401K is a little light on KO and JNJ(heavy w/ INTC, PM, MCD) , so when I saw that the earnings was a little disappointing this morning, I picked up a small amount at 40...

    Would you still by KO today at ~37/share?

    ZZ, yes I bought another $1000 block around $37.25..... I'll buy KO when I have $$, as long as it's under a P/E of 20.... To me, t's worth the premium...

  16. AdamCarollaFan


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    99   6:50pm Mon 4 Nov 2013   Share   Quote   Permalink   Like (1)   Dislike  

    i found vita chocolate coconut water at the .99 cent store. 3 litres for .99 cent. just buy this instead. delish and healthier!

  17. mell


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    100   7:02pm Mon 4 Nov 2013   Share   Quote   Permalink   Like   Dislike (1)  

    bgamall4 says

    AverageBear says

    So you are OK w/ your iPhone, where it was made, and who made it? Or if you don't have an iPhone, pick any of the many electronic gadgets and household appliances and housewares that you own...

    So picking on, and concentrating on an Israeli company because of its questionable labor practices, while turning a blind eye to the thousands of other MNCs (like Apple) that do the same thing is OK with you?

    At least the Chinese who are working on the Iphone are not prisoners to an occupation not unlike South Africa. It is a very different situation than China. Nice try though.

    Almost as as bad as the TBTF American financial terrorists and the Fed plus their bought and paid for crony helpers in the government. But not quite ;)

  18. bgamall4


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    101   9:38pm Mon 4 Nov 2013   Share   Quote   Permalink   Like   Dislike (1)  

    mell says

    Almost as as bad as the TBTF American financial terrorists and the Fed plus their bought and paid for crony helpers in the government. But not quite ;)

    There is an anglo American Israeli connection.

  19. AverageBear


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    102   12:31pm Fri 8 Nov 2013   Share   Quote   Permalink   Like (1)   Dislike (1)  

    mell says

    At least the Chinese who are working on the Iphone are not prisoners to an occupation not unlike South Africa. It is a very different situation than China. Nice try though.

    THanks reminding me why I have bgmall on my ignore list... :)

    Because working conditions in China and South Africa will help the investor to decide if SODA is a good investment.... PFFFT.

  20. bgamall4


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    103   12:49pm Fri 8 Nov 2013   Share   Quote   Permalink   Like   Dislike (2)  

    AverageBear says

    THanks reminding me why I have bgmall on my ignore list... :)

    There are times when you have to take a moral stand, you dumb bruin.

    An occupation has traditionally been looked upon as a form of slavery.

  21. zzyzzx


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    104   4:05pm Fri 6 Dec 2013   Share   Quote   Permalink   Like (2)   Dislike  

    This stock took a big dump today, and on a huge up day. That and it has huge short interest.

  22. bgamall4


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    105   5:05pm Fri 6 Dec 2013   Share   Quote   Permalink   Like   Dislike (1)  

    zzyzzx says

    This stock took a big dump today, and on a huge up day. That and it has huge short interest.

    I am happy about that because they are liars according to reports that they produce in Palestinians territory not in Israel.

  23. zzyzzx


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    106   8:30am Fri 13 Dec 2013   Share   Quote   Permalink   Like (2)   Dislike  

    Down to 49.60 /sh

  24. zzyzzx


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    107   9:32pm Mon 30 Dec 2013   Share   Quote   Permalink   Like (1)   Dislike  

    Stock is below 50/sh again. I am not sure if it's year end tax loss selling or the beginning of the end for this stock as a high growth stock.

    PE is lower than when Patrick created this thread, and they have more competition.

  25. zzyzzx


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    108   7:02am Thu 2 Jan 2014   Share   Quote   Permalink   Like (1)   Dislike  

    Still going down, even after tax loss selling has presumably stopped.

  26. FortWayne


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    109   9:27am Fri 3 Jan 2014   Share   Quote   Permalink   Like (1)   Dislike  

    zzyzzx says

    Still going down, even after tax loss selling has presumably stopped.

    Companies usually take a lot of write offs at the end of the year. They get a lot of tax deductions this way. Most important to look at is the cash flow, everything else is just accounting gimmicks.

  27. zzyzzx


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    110   6:35am Mon 13 Jan 2014   Share   Quote   Permalink   Like (1)   Dislike  

    $39.76/sh Down 10.13(20.31%) 9:34AM EST - On lowered guidance.

  28. SFace


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    111   9:47am Mon 13 Jan 2014   Share   Quote   Permalink   Like (2)   Dislike  

    syrups are not selling in mature markets. (which reflects lower selling price of the machine and unfavorable mix "ie. lack of repeat customer).

    If you want to invest in SODA, you have to look at the growth or lack of growth in syrup sale layering out inventory build-out of more SKU and new market.

    Personally, I think SODA at home is quite stupid (anywhere in the world) when you can gets lots of them cheap in a million or variety cheap at Costco, supermarket or your local liquor store. Coffee for the adult at home --- yes, SODA at home --- WTF?

    And as a follow up question to Patrick, how much Syrup/CO2 have you purchased in the past 12 months?

  29. bgamall4


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    112   9:58am Mon 13 Jan 2014   Share   Quote   Permalink   Like   Dislike (1)  

    I am so happy that this Palestinian company (products made on Palestinian land), which claims to be from Israel instead, got a beatdown in the stock market today.

  30. SFace


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    113   10:29am Mon 13 Jan 2014   Share   Quote   Permalink   Like (2)   Dislike  

    Mgmt is guiding a flat Q4 and likely a loss in Q1. There it goes based on cheap PE argument, (it's now expensive because forward earnings are poof, lol)

    FY14 quarter estimate of 3.24 or so may be off by, I don't know, $3.00.

  31. zzyzzx


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    114   12:45pm Mon 13 Jan 2014   Share   Quote   Permalink   Like   Dislike  

    Down to $37.44/sh

  32. zzyzzx


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    115   9:37am Wed 5 Feb 2014   Share   Quote   Permalink   Like   Dislike  

    Down to $35.65/sh

    http://news.yahoo.com/canadian-minister-wades-sodastream-row-093112689.html

    Canadian minister wades into SodaStream row

    Ottawa (AFP) - The employment minister of Canada, a strong supporter of Israel, has waded into the spat over Oxfam breaking with US actress Scarlett Johansson for endorsing an Israeli soft drink firm that operates in the occupied West Bank.

    Minister Jason Kenney, who is also minister of multiculturalism in Canada, extended an ironic thank you to Oxfam for bringing the Israeli firm SodaStream to his attention.

    Last week Johansson made headlines when she quit her role as Oxfam ambassador after the NGO said her promotion of SodaStream was "incompatible" with her role at the international aid agency.

    SodaStream, which manufactures machines for making carbonated drinks at home, has 25 factories around the world, including one that operates in a settlement east of Jerusalem.

    "Bought a nice @SodaStream unit at the @HudsonsBayCo. Thanks to @Oxfam for the tip," the minister said in a tweet.

    Oxfam calls for a boycott of any Israeli firm operating in settlements in the occupied West Bank, which are illegal under international law.

    The minister's message also featured a photo of a SodaStream beverage machine with its brand name clearly visible.

    It also bore the letters "BDSfail" in reference to the campaign calling for "boycott, divestment, sanctions" of Israeli products and goods.

    Canada is a strong backer of Israel, and Prime Minister Stephen Harper visited Israel late last month.

  33. smaulgld


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    116   7:00am Thu 6 Feb 2014   Share   Quote   Permalink   Like (2)   Dislike  
  34. zzyzzx


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    117   8:39am Thu 6 Feb 2014   Share   Quote   Permalink   Like (1)   Dislike  
  35. zzyzzx


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    118   12:25pm Tue 27 May 2014   Share   Quote   Permalink   Like (1)   Dislike  

    Just hit with some more downgrades.

  36. clambo


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    119   12:40pm Tue 27 May 2014   Share   Quote   Permalink   Like (1)   Dislike  

    The Soda gadget may be fun to use but if you are interested in an investment, buy Coke.

  37. zzyzzx


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    120   7:49am Fri 27 Jun 2014   Share   Quote   Permalink   Like   Dislike  

    SODA Down to 33.35/sh

    clambo says

    The Soda gadget may be fun to use but if you are interested in an investment, buy Coke.

    So true. Coke is at 42.24/sh

  38. zzyzzx


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    121   10:32am Mon 14 Jul 2014   Share   Quote   Permalink   Like   Dislike  

    SODA down to $29.00/sh!

  39. Peter P


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    122   11:09am Mon 14 Jul 2014   Share   Quote   Permalink   Like (1)   Dislike  

    Most people drink soda NOT because they want fizzy water. It is a consumption of brand.

    Does Starbucks sell coffee? Or does it sell an emotion?

  40. komputodo


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    123   3:20pm Sun 20 Jul 2014   Share   Quote   Permalink   Like   Dislike  

    FortWayne says

    I'll probably buy their shares, have to look into P/E. They do have potential.

    FortWayne says

    komputodo says

    Does making or losing money in any way relate to stock prices?

    Long term... yes.

    Ah, to be so naive...My post was almost a year ago..what exactly is LONG TERM to you?

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