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Opinions on SODA?


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2013 Jan 18, 10:03am   69,581 views  181 comments

by Patrick   ➕follow (61)   💰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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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?

57   AverageBear   2013 Jul 16, 3:06am  

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...

58   FortWayne   2013 Jul 25, 2:54am  

I just saw one of their commercials yesterday. It seems like it's something that can take off if marketed to the right crowd. But their marketing message is just missing the mark.

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

59   Tenpoundbass   2013 Jul 25, 4:01am  

FortWayne says

I just saw one of their commercials yesterday.

I saw them hocking SS as a damn fine companion to your Koolaide. Lipton, and Countrytime powder drink mix.

60   MsBennet   2013 Jul 25, 3:51pm  

From John C. Bogle, Clash of the Cultures, 10 Rules of Investing:

#5. Forget the needle, buy the haystack. Buy the whole market and you can eliminate stock risk, style risk, and manager risk. Your odds of finding the next Apple (AAPL) are low.

From Larry Swedroe, The Quest for Alpha, Rules for Prudent Investing:
#17. Owning individual stocks and sector funds is more akin to speculating, not investing. The market compensates investors for risks that cannot be diversified away, like the risk of investing in stocks versus bonds. Investors shouldn't expect compensation for diversifiable risk--the unique risks related to owning one stock, or sector, or country fund. Prudent investors only accept risk for which they are compensated with higher expected returns....

#19. Before acting on seemingly valuable information, ask yourself why you believe that information is not already incorporated into prices. Only incremental insight has value. Capturing incremental insight is difficult because there are so many smart, highly motivated analysts doing the same research. If you hear recommendations on CNBC or from your broker or read them in Barron's, the market already knows the information it is based on. It has no value.

61   AverageBear   2013 Jul 26, 11:38am  

MsBennet says

From John C. Bogle, Clash of the Cultures, 10 Rules of Investing:

#5. Forget the needle, buy the haystack. Buy the whole market and you can eliminate stock risk, style risk, and manager risk. Your odds of finding the next Apple (AAPL) are low.

MsBennet, I agree that diversification is important. You CAN diversify with 15-25 carefully selected dividend growth stocks. It's very easy. However, when I read Bogle and the rants of his minions, I kinda laugh. I don't want to 'buy the haystack' because it is full of mediocre/crappy companies. And, i certainly don't to gamble to find another Apple. I don't diversify into duds. You will find it hard to find ANY of the talking heads on TV discuss individual investors managing their own portfolio of dividend growth stocks. You know why? Because Bogle, Goldman Sachs and all the other 'experts' won't make a dime off of you.....

I might have bought SODA 18 months ago w/a small chunk w/in the 25-30% of my portfolio that I set aside for growth companies. But I have close to 9% of my portfolio invested in KO. It pays a buck twelve in dividends per share. But KO also increases its dividends 10% per year like clock work. So the dividend now will double in about 7 years to $2.24, and i wouldn't have done a thing, but buy more shares w/ my dividends. This investment will EASILY outpace inflation too. Get yerself 12-24 more of these companies and you will start growing your own 'Money Tree'. If you are a good saver, your monthy dividend income stream will match and exceed your monthly expenses.

The link below is a good distilled 'manifesto' of a Dividend Growth Investor....

http://www.dividendgrowthinvestor.com/2013/07/frequently-asked-questions-faq-about.html

62   Shaman   2013 Jul 26, 4:14pm  

DOn't drink soda, that's bad for you. Drink beer!

63   New Renter   2013 Jul 27, 1:48am  

Quigley says

DOn't drink soda, that's bad for you. Drink beer!

Preferably homebrew.

64   MsBennet   2013 Aug 8, 6:11pm  

AverageBear says

The link below is a good distilled 'manifesto' of a Dividend Growth Investor....

http://www.dividendgrowthinvestor.com/2013/07/frequently-asked-questions-faq-about.html

Thanks for the tips and the link. But the Dividend Growth Investor says you need to spend minimum 10 hours a week researching. Well, I have neither the desire nor the patience, nor the intelligence to do that. I will stick with my way. There is enough proof out there to conclude that professional managers of funds rarely do better than index funds. But if you think you can do better, go for it. I do like the idea of dividend funds, though.

65   FortWayne   2013 Aug 9, 7:53am  

CaptainShuddup says

FortWayne says

I just saw one of their commercials yesterday.

I saw them hocking SS as a damn fine companion to your Koolaide. Lipton, and Countrytime powder drink mix.

They might be solid, I'll have to run some numbers to see if they are within the value range. My biggest problem with them is that I don't know anyone (other than Patrick) who buys that stuff.

If making soda at home becomes a fad though... they'll make a lot of money.

66   leo707   2013 Aug 9, 9:13am  

Quigley says

DOn't drink soda, that's bad for you. Drink beer!

DOn't drink beer, that's bad for you. Drink Whisky!

67   New Renter   2013 Aug 9, 12:07pm  

leo707 says

Quigley says

DOn't drink soda, that's bad for you. Drink beer!

DOn't drink beer, that's bad for you. Drink Whisky!

Whiskey IS (distilled) beer.

http://www.whiskyadvocate.com/whisky_resources.asp

68   zzyzzx   2013 Oct 6, 11:01pm  

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?

69   MershedPerturders   2013 Oct 7, 12:18am  

ahem, I've analyzed the markets and I think golf club manufacturers are a good investment. big market as far as I can tell and I have degree in that.

70   FortWayne   2013 Oct 8, 8:47am  

komputodo says

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

Long term... yes.

71   leo707   2013 Oct 8, 8:49am  

New Renter says

leo707 says

Quigley says

DOn't drink soda, that's bad for you. Drink beer!

DOn't drink beer, that's bad for you. Drink Whisky!

Whiskey IS (distilled) beer.

http://www.whiskyadvocate.com/whisky_resources.asp

Yes! ...And the distillation turns it into a healthy drink.

72   New Renter   2013 Oct 8, 9:26am  

leo707 says

New Renter says

leo707 says

Quigley says

DOn't drink soda, that's bad for you. Drink beer!

DOn't drink beer, that's bad for you. Drink Whisky!

Whiskey IS (distilled) beer.

http://www.whiskyadvocate.com/whisky_resources.asp

Yes! ...And the distillation turns it into a healthy drink.

Healthy as an antiseptic maybe.

73   leo707   2013 Oct 8, 10:04am  

New Renter says

leo707 says

New Renter says

leo707 says

Quigley says

DOn't drink soda, that's bad for you. Drink beer!

DOn't drink beer, that's bad for you. Drink Whisky!

Whiskey IS (distilled) beer.

http://www.whiskyadvocate.com/whisky_resources.asp

Yes! ...And the distillation turns it into a healthy drink.

Healthy as an antiseptic maybe.

But, oh so much more delicious, and as a bonus a strong cask strength whisky can double as an antiseptic!

All kidding aside, if you look up just about any list of "healthy" alcohols whisky will be right up near the top, but never beer :( -- well depending on the criteria of the list sometimes Guinness is an exception.

Whether straight, over ice, or with a little water (flat or soda) whisky is a low calorie, zero carb, and zero gluten (for those that care about that) drink.

74   New Renter   2013 Oct 8, 10:09am  

leo707 says

Whether straight, over ice, or with a little water (flat or soda) whisky is a low calorie, zero carb, and zero gluten (for those that care about that) drink.

I'll remember that next time I pour myself a nice shot of Bulleit Rye

75   leo707   2013 Oct 8, 10:15am  

New Renter says

leo707 says

Whether straight, over ice, or with a little water (flat or soda) whisky is a low calorie, zero carb, and zero gluten (for those that care about that) drink.

I'll remember that next time I pour myself a nice shot of Bulleit Rye

I am not a fan of the Bulleit Rye, but if you like a good rye you should consider WhistlePig it is the best rye I have ever tasted, and at 100proof it comes close to antiseptic alcohol levels. ;)

With all this talk about health I must admit that *ah-hem* I do occasionally enjoy a Bulleit and coke. The 10 year Bulleit is very drinkable straight -- sans unhealthy coke.

76   New Renter   2013 Oct 8, 12:47pm  

leo707 says

I am not a fan of the Bulleit Rye, but if you like a good rye you should consider WhistlePig it is the best rye I have ever tasted, and at 100proof it comes close to antiseptic alcohol levels. ;)

$70/bottle is well over my budget but maybe for a special occasion.

77   freak80   2013 Oct 9, 3:39am  

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

78   New Renter   2013 Oct 10, 2:43am  

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!

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