Opinions on SODA?


By Patrick   Follow   Fri, 18 Jan 2013, 6:03pm   8,922 views   138 comments
In Menlo Park CA 94025   Watch (2)   Share   Quote   Permalink   Like (1)   Dislike (1)  

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. 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!

  2. 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 ;)

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. zzyzzx


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

    Down to 49.60 /sh

  9. 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.

  10. 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.

  11. 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.

  12. 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.

  13. 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?

  14. 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.

  15. 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.

  16. zzyzzx


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

    Down to $37.44/sh

  17. 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.

  18. smaulgld


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


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


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

    Just hit with some more downgrades.

  21. clambo


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    119   12:40pm Tue 27 May 2014   Share   Quote   Permalink   Like (2)   Dislike  

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

  22. 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

  23. zzyzzx


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

    SODA down to $29.00/sh!

  24. 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?

  25. 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?

  26. zzyzzx


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    124   9:30am Thu 24 Jul 2014   Share   Quote   Permalink   Like   Dislike  
  27. jvolstad


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    125   9:52am Thu 24 Jul 2014   Share   Quote   Permalink   Like (1)   Dislike  

    Society of Demented (Real Estate) Agents?

    (SODA)

  28. zzyzzx


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    126   6:47am Wed 1 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    Back down to $29.16/sh

  29. zzyzzx


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    127   11:23am Wed 1 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    New 52 week low today!

    $27.85/sh - down by more then 5%!

  30. zzyzzx


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    128   6:28am Tue 7 Oct 2014   Share   Quote   Permalink   Like (1)   Dislike  

    Down in pre-market trading:

    $22.60 Down $4.97 (18.03%) 9:25AM EDT

    http://www.forbes.com/sites/samanthasharf/2014/10/07/sodastream-shares-plunge-to-all-time-low-on-53-income-decline/

    SodaStream Shares Plunge To All-Time Low On 53% Income Decline

    Shares of SodaStream International were down close to 18% in pre-market trading Tuesday setting up the stock to open below $23 for the first time ever. The stock’s previously low of $27.44 was hit on Monday as shares were down 42.7% year-to-date before the morning plunge.

    In a preliminary earnings report released Tuesday SodaStream estimated its third quarter revenue will come in at $125 million, down 13.5% from the same period last year and more than $25 million short of Wall Street analysts’ consensus call for modest year-over-year growth. The home carbonation system maker says its operating income will be approximately $8.5 million, down 52.8% from the same period last year.

    The Israeli company’s 2014 woes began in early January when, in a preliminary earnings release similar to Tuesday’s, it told investors 2013 earnings would be 23% lower than it had forecast earlier. Things appeared to be getting worse in February when Coca-Cola and Green Mountain Coffee announced a partnership to develop an at-home soda making system.

  31. Blurtman


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    129   6:58am Tue 7 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    SODA flat today.

  32. zzyzzx


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    130   8:57am Tue 7 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    Blurtman says

    SODA flat today.

    SODA lost it's fizzle months ago.

  33. bgamall4


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    131   9:10am Tue 7 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    zzyzzx says

    Blurtman says

    SODA flat today.

    SODA lost it's fizzle moths ago.

    It is fizz, not fizzle. :)

  34. komputodo


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    132   9:31am Tue 7 Oct 2014   Share   Quote   Permalink   Like (1)   Dislike  

    zzyzzx says

    The Israeli company’s 2014 woes began in early January when, in a preliminary earnings release similar to Tuesday’s, it told investors 2013 earnings would be 23% lower than it had forecast earlier.

    What's wrong with those israelis? Don't they know that all they have to do is a share buyback? They could buy back every outstanding share except one and then any sales they made would look great on their EPS statement.

  35. komputodo


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    133   9:33am Tue 7 Oct 2014   Share   Quote   Permalink   Like (1)   Dislike  

    bgamall4 says

    zzyzzx says

    Blurtman says

    SODA flat today.

    SODA lost it's fizzle moths ago.

    It is fizz, not fizzle. :)

    Fizzle is how Snoop Dog would say it.. Like "Sodizzle losts it's fizzle"

  36. Call it Crazy


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    134   9:36am Tue 7 Oct 2014   Share   Quote   Permalink   Like   Dislike (1)  

    zzyzzx says

    Blurtman says

    SODA flat today.

    SODA lost it's fizzle moths ago.

    "Moths" drink soda??

  37. komputodo


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    135   9:44am Tue 7 Oct 2014   Share   Quote   Permalink   Like (1)   Dislike  

    bgamall4 says

    zzyzzx says

    Blurtman says

    SODA flat today.

    SODA lost it's fizzle moths ago.

    It is fizz, not fizzle. :)

    Fizzle is how Snoop Dog would say it.. Like "Sodizzle losts it's fizzle"
    bgamall4 says

    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.

    How easy it is to take a moral stand by not buying a product that you wouldn't buy anyways...It looks good on paper though.

  38. zzyzzx


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    136   10:20am Tue 7 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    Down to $21.79/sh

    I still want to know if anyone here actually bought this POS stock.

  39. zzyzzx


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    137   10:41am Wed 8 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    Down some more:
    $20.58/sh Down 0.95(4.39%) 1:39PM EDT

  40. FortWayne


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    138   10:09am Sat 11 Oct 2014   Share   Quote   Permalink   Like   Dislike  

    I like their soda machine, but their syrups need serious work. They could be so much better if they improved on that. I'm going to send them an email as a consumer and as a shareholder (ha!).

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