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Opinions on SODA?

By Patrick   Follow   Fri, 18 Jan 2013, 6:03pm   1,885 views   54 comments
In Menlo Park CA 94025   Watch (0)   Share   Quote   Permalink   Like   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. swebb Follow Befriend (3) 29 threads 505 comments Denver, CO

   15   12:33am Sat 19 Jan 2013   Share   Quote   Permalink   Like (1)   Dislike   Patrick says My wife bought me a Sodastream water carbonator and I like it because I can make fizzy water for about 30 cents a liter I had one of those. I liked it for a different reason, though. You can carbonate milk, coffee, wine. You can even try to carbonate apple sauce a maple syrup if you get frisky. Come on, admit it...you've tried to carbonate anything that you can reasonably call a liquid. Shampoo? Have you tried that one yet?

2. SFace Follow Befriend (2) 61 threads 1,336 comments Premium

   16   12:34am Sat 19 Jan 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? Foreign stocks get discounted. There's a little issue of how the SEC can arrest fraudster located in other countries, especially for a small cap.

3. robertoaribas Follow Befriend (23) 56 threads 4,081 comments Scottsdale, AZ robertoaribas's website

   17   8:46am Sat 19 Jan 2013   Share   Quote   Permalink   Like (2)   Dislike   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... but on the other hand, on hot AZ summers, soda drinks are pretty refreshing, like scotch and soda, or gin and tonic...

4. marcus Follow Befriend (5) 171 threads 5,210 comments

   18   9:01am Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   How does in taste if you cut the amount of syrup ? I don't care for artificial sweetners, but I also don't drink much soda because of the amount of sugar. So I wondered about those machines, but using less syrup, and how it would taste. Also, as this advances (if it does) there should be competition for the makers of syrups, and for ones that only use cane sugar and not high fructose corn syrup should occur. IT seems to me that the syrup part is a big factor in the drink you end up with. I sometimes buy soda water or sparkling water and mix it with juice, such as cranberry, but this is not an inexpensive option.

5. marcus Follow Befriend (5) 171 threads 5,210 comments

   19   9:08am Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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

6. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

   20   3:09pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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!

7. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

   21   3:17pm Sat 19 Jan 2013   Share   Quote   Permalink   Like (2)   Dislike   Patrick, You could get a setup like this: &feature=player_embedded

8. marcus Follow Befriend (5) 171 threads 5,210 comments

   22   3:40pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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.

9. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

   23   3:48pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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.

10. robertoaribas Follow Befriend (23) 56 threads 4,081 comments Scottsdale, AZ robertoaribas's website

    24   7:22pm Sat 19 Jan 2013   Share   Quote   Permalink   Like (1)   Dislike   to hell with soda, kegerator all the way, and good quality beer!

11. swebb Follow Befriend (3) 29 threads 505 comments Denver, CO

    25   7:41pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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.

12. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

    26   10:04pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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...

13. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

    27   10:04pm Sat 19 Jan 2013   Share   Quote   Permalink   Like (1)   Dislike   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...

14. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

    28   10:14pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   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...

15. robertoaribas Follow Befriend (23) 56 threads 4,081 comments Scottsdale, AZ robertoaribas's website

    29   11:11pm Sat 19 Jan 2013   Share   Quote   Permalink   Like   Dislike   New Renter says 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... wow that looks cool! my one problem with the kegerator is sticking to just one beer until the keg is empty... looks like you solved that!!!! though tonight it has been red wine, followed by a good bottle of jamaican rum I brought back with me...

16. AverageBear Follow Befriend (1) 16 threads 395 comments Boston, MA

    30   8:15am Sun 20 Jan 2013   Share   Quote   Permalink   Like   Dislike   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

17. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

    31   8:36am Sun 20 Jan 2013   Share   Quote   Permalink   Like   Dislike   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?

18. unstoppable Follow Befriend 9 threads 86 comments Portland, OR

    32   8:38am Sun 20 Jan 2013   Share   Quote   Permalink   Like (1)   Dislike   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.

19. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

    33   8:43am Sun 20 Jan 2013   Share   Quote   Permalink   Like   Dislike   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.

20. zzyzzx Follow Befriend (9) 434 threads 4,247 comments Baltimore, MD

    34   11:30am Mon 18 Feb 2013   Share   Quote   Permalink   Like   Dislike   http://news.consumerreports.org/appliances/2013/02/the-samsung-rf31fmesbsr-is-the-first-to-dispense-sparkling-water.html new Samsung refrigerator dispenses sparkling water

21. CaptainShuddup Follow Befriend (1) 296 threads 5,269 comments

    35   11:52am Mon 18 Feb 2013   Share   Quote   Permalink   Like   Dislike   zzyzzx says new Samsung refrigerator dispenses sparkling water How cool is that, can the iPhone make seltzer?

22. varmint Follow Befriend 4 threads 122 comments

    36   2:03pm Mon 18 Feb 2013   Share   Quote   Permalink   Like (1)   Dislike   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

23. zzyzzx Follow Befriend (9) 434 threads 4,247 comments Baltimore, MD

    37   6:13pm Mon 18 Feb 2013   Share   Quote   Permalink   Like   Dislike   New Renter says You could get a setup like this: This one is likeable just for the Homer Simpson T shirt alone.

24. Patrick Follow Befriend (54) 5,239 threads 6,173 comments 46 male Menlo Park, CA Premium

    38   4:50pm Tue 19 Feb 2013   Share   Quote   Permalink   Like   Dislike   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!

25. CaptainShuddup Follow Befriend (1) 296 threads 5,269 comments

    39   6:17pm Tue 19 Feb 2013   Share   Quote   Permalink   Like   Dislike   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.

26. New Renter Follow Befriend (3) 14 threads 2,449 comments San Jose, CA Premium

    40   6:29pm Tue 19 Feb 2013   Share   Quote   Permalink   Like (1)   Dislike   I think the Captain has found his white whale...

27. zzyzzx Follow Befriend (9) 434 threads 4,247 comments Baltimore, MD

    41   6:57am Thu 21 Feb 2013   Share   Quote   Permalink   Like (1)   Dislike   Patrick says 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).

28. FortWayne Follow Befriend (13) 106 threads 3,863 comments

    42   10:31am Thu 21 Feb 2013   Share   Quote   Permalink   Like (1)   Dislike   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.

29. zzyzzx Follow Befriend (9) 434 threads 4,247 comments Baltimore, MD

    43   10:37am Thu 21 Feb 2013   Share   Quote   Permalink   Like (1)   Dislike   Their stock is on sale today!! $47.44/share right now!

30. CaptainShuddup Follow Befriend (1) 296 threads 5,269 comments

    44   11:03am Thu 21 Feb 2013   Share   Quote   Permalink   Like (2)   Dislike   The word must have gotten out about Torbern Bergman's patent violations, that infringed on Niederselters's intellectual property theft.

31. zzyzzx Follow Befriend (9) 434 threads 4,247 comments Baltimore, MD

    45   7:34am Tue 26 Feb 2013   Share   Quote   Permalink   Like   Dislike   Down to $45.62/share today, and the market is way up for the day right now.

32. FortWayne Follow Befriend (13) 106 threads 3,863 comments

    46   9:07am Tue 26 Feb 2013   Share   Quote   Permalink   Like   Dislike   zz you ever tried making your own soda using yeast? Or do you just pump gas straight from the tank into it?

33. zzyzzx Follow Befriend (9) 434 threads 4,247 comments Baltimore, MD

    47   9:22am Tue 26 Feb 2013   Share   Quote   Permalink   Like   Dislike   I don't make my own soda. I pay .75 for a 2 liter bottle at Big Lots.

34. CaptainShuddup Follow Befriend (1) 296 threads 5,269 comments

    48   9:08am Thu 6 Jun 2013   Share   Quote   Permalink   Like   Dislike   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.

35. thunderlips11 Follow Befriend (13) 61 threads 2,705 comments Premium

    49   2:07pm Thu 6 Jun 2013   Share   Quote   Permalink   Like   Dislike   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.

36. Mark D Follow Befriend 66 threads 538 comments Simi Valley, CA

    50   2:20pm Thu 6 Jun 2013   Share   Quote   Permalink   Like   Dislike   soda's are bad. i don't drink any.

37. APOCALYPSEFUCK is Shostakovich Follow Befriend (28) 182 threads 4,601 comments Premium

    51   3:54pm Thu 6 Jun 2013   Share   Quote   Permalink   Like (3)   Dislike   ASSHOLES drink soda. Real men drink beer, pussy juice and transmission fluid.

38. jvolstad Follow Befriend (4) 1,003 threads 1,146 comments San Antonio, TX jvolstad's website

    52   6:22pm Thu 6 Jun 2013   Share   Quote   Permalink   Like   Dislike   Soda for the troops as provided by the DAV. Audie Murphy VA Medical Center.

39. JodyChunder Follow Befriend (3) 21 threads 1,523 comments Victorville, CA Premium

    53   6:26pm Thu 6 Jun 2013   Share   Quote   Permalink   Like   Dislike   APOCALYPSEFUCK is Shostakovich says pussy juice Cunny juice is the preferred nomenclature, Herr Fuck.

40. JodyChunder Follow Befriend (3) 21 threads 1,523 comments Victorville, CA Premium

    54   6:26pm Thu 6 Jun 2013   Share   Quote   Permalink   Like   Dislike   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!

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