SodaStream

  • This Disruptive Growth Company Still Has Upside Potential

    By Andrés Cardenal - August 9, 2013 | Tickers: KO, GMCR, PEP, SODA

    SodaStream (NASDAQ: SODA) exploded 15% last week after the company crushed earnings expectations and increased its guidance for the rest of the year. But, even after this move higher, the stock is trading at reasonable valuation levels considering its growth opportunities. As long as the company continues to deliver solid performance, there is still plenty of upside potential for investors.

    Sparkling performance

    SodaStream is trying to revolutionize the carbonated drinks more »

  • This Company Beat Estimates and Raised Guidance...Yet Again

    By Brian Shaw - August 8, 2013 | Tickers: KO, GMCR, SODA

    SodaStream International (NASDAQ: SODA) has done it again. By "it," I mean beat analysts expectations, raise guidance for the remainder of the year, and continue to strengthen its position as a disruptor in the largely complacent carbonated beverage industry. So much for Oppenheimer's recent downgrade citing valuation concerns and a "choppy" second quarter. This article will take a look at how recent developments have impacted the long-term investment thesis more »

  • Are the Beverage Giants Worried About This Upstart?

    By Robert Hanley - August 7, 2013 | Tickers: KO, PEP, SODA

    The top two U.S. global beverage giants, Coca-Cola (NYSE: KO) and PepsiCo (NYSE: PEP), have annual advertising budgets that are larger than SodaStream’s (NASDAQ: SODA) annual sales total.  However, growth in their unit sales volumes have stalled out, including in the important North American market, as more consumers search for healthier options than the traditional sugary carbonated beverages.  While the beverage giants have added fruit juices and premium more »

  • SodaStream May Have its Own Grocery Aisle Sooner Than You Think

    By Michael Carter - August 6, 2013 | Tickers: KO, GMCR, SODA

    The typical U.S. supermarket consists of meat, produce, dairy, baked goods, coffee, and other dry food sections. Worldwide, over 66 billion gallons of carbonated beverages are consumed annually. Even though SodaStream (NASDAQ: SODA) has just 1% of this enormous market, and soda consumption in the U.S. is actually declining, SodaStream is on pace to become a standard product in all U.S. supermarkets and may have its own more »

  • SodaStream Is Sparkling

    By Eshna De - August 5, 2013 | Tickers: KO, PEP, SODA

    SodaStream (NASDAQ: SODA) seems to have escaped the wet and chilly spring in the US that dented volumes of big soda makers like Coca-Cola (NYSE: KO) and PepsiCo (NYSE: PEP). Demand for the company’s soda machines, flavors, and refills are as strong as ever.

    SodaStream has just reported a dazzling second quarter and boosted its full-year revenue outlook, a move that has sent its stock soaring. the company is more »

  • Pepper, Soda, Cott make for a perfect cocktail

    By Rashmi Singh - July 27, 2013 | Tickers: COT, DPS, SODA

    With the size of the global beverage market expected to reach $ 1350 billion by 2017, I believe there is tremendous scope for the players in the beverage industry.

    Considering the industry potential, I have identified three stocks which I believe are set to outperform in the medium to long term horizon.

    The global beverage industry has been a witness to the rivalry between the two major players viz. Coca-Cola and more »

  • Are These Events Game Changers?

    By Jayson Derrick - July 24, 2013 | Tickers: DDD, BIDU, GMCR, SODA

    The stock market is full of stories and events that often go unnoticed by shareholders, and sometimes, it can be overwhelming. These are three events that investors need to follow closely as they can be considered game changers, and can drastically transform the direction the company is heading in.

    A $1.9 billion acquisition by this Chinese company

    China-based Baidu (NASDAQ: BIDU) acquired Websoft, a Chinese mobile app distributor, for more »

  • Coffee House Soda Doesn't Taste Any Better

    By Reuben Brewer - July 23, 2013 | Tickers: MCD, SODA, SBUX, YUM

    Starbucks (NASDAQ: SBUX) is testing out soda in its coffee stores, latching on to the trend made popular by SodaStream (NASDAQ: SODA). It's a nice idea, but this fad can only last so long and isn't likely to turn the company's afternoon business around.

    Bubbles!

    Jones Soda shares are up over 100% since February. The company makes fancy sodas like Strawberry Lime, Green Apple, and Blue Bubblegum more »

  • 5 Game-Changing Companies to Watch

    By Robinson Greig - July 22, 2013 | Tickers: DDD, NFLX, SODA, TSLA, Z

    In his 1997 book, "The Innovator's Dilemma," Clayton Christensen defines a "disruptive innovation" as an innovation that creates a new value network and by doing so, disrupts an existing market value network.  For investors, disruptive innovations make for appealing opportunities.  Whether it be a small startup hitting a giant at the knees, or a giant undercutting another giant, disruptive innovations create opportunities for significant increases in market share.  In more »

  • Buying Opportunity in This Disruptive Growth Stock

    By Andrés Cardenal - July 17, 2013 | Tickers: KO, PEP, SODA

    There have been strong rumors about an acquisition of SodaStream (NASDAQ: SODA) by a major soda company like Coca-Cola (NYSE: KO) and Pepsi (NYSE: PEP) over the last few months. But those rumors have been running out of steam lately, and SodaStream is down by more than 20% from its May highs due to investors' disappointment.

    But the long-term fundamental story for this disruptive growth stock is still intact, so more »

  • The Story Behind SodaStream's Recent Volatility

    By Brian Shaw - July 16, 2013 | Tickers: PEP, SODA, WHR

    Shares of SodaStream (NASDAQ: SODA) have shown significant volatility in the past month after surging to a 52-week high and then falling over 20% to just below $60 per share. It isn't surprising at all that a high-growth small-cap stock would provide investors with this type of roller coaster ride; what is surprising is that the spike and then subsequent fall in share price wasn't actually driven by more »

  • Why Do Analysts Keep Getting SodaStream Wrong?

    By Mark Holder - July 16, 2013 | Tickers: GMCR, NDLS, SODA

    As quickly as SodaStream (NASDAQ: SODA) finally gained some strong interest from the market, the analyst community smashed the stock with downgrade after downgrade. The company continues to under promise and over deliver, with results beating expectations quarter after quarter. The stock, though, has plunged $18 in the last month and now trades at less than its growth rate that has been reaching over 30% lately.

    The company is a more »

  • Is This Beverage Stock a Good Buy?

    By Meena Krishnamsetty - July 16, 2013 | Tickers: KO, DPS, MNST, PEP, SODA

    Coca-Cola (NYSE: KO) is hoping to report better results for the second quarter of 2013 after starting the year off poorly during Q1. According to the company’s 10-Q, revenue was down only slightly, but with very little absolute change in costs operating income fell by 4%. That’s hardly a dramatic decline, but with Coca-Cola currently trading at 21 times trailing earnings the valuation is pricing in moderate to more »

  • Is This the Next Gillette?

    By Kyle Farrah - July 11, 2013 | Tickers: AAPL, FB, PEP, SODA, ZNGA

    In 1904 King Gillette (that’s a real name!) filed two patents for a new style of shaving device that packaged the blade and the handle (razor) separately.

    The story goes that Gillette decided to sell customers the razor for less than the cost of producing it, and then Gillette would make its money back by charging slightly higher prices on the disposable blades, thus insuring a lifetime customer.

    While more »

  • Do Couponers Know Something We Don't?

    By Kelli Bhattacharjee - July 10, 2013 | Tickers: GMCR, PEP, PG, SODA, SBUX

    For the past several years, it has been hard to avoid the couponing trend. As someone who runs a freebie and coupon blog, FreebieFindingMom.com, I can attest to the popularity of coupons; however, the question is, can we learn something from couponers besides how to build a stockpile of laundry detergent, toilet paper and razors? You bet!

    Some of the most highly coveted coupons are those offered by Procter more »

  • The Importance of Dispelling Confirmation Bias

    By William Bias - July 8, 2013 | Tickers: KO, MCD, SODA, DIS

    When you are convinced of a certain investment thesis you can bet that a great deal of information can be found in the vast virtual universe known as the Internet to support your notions. This results in confirmation bias. Consequently, I decided to try to find information or notions that will dispel my own viewpoints. Hopefully, you can benefit by following my lead in dispelling any confirmation bias you may more »

  • Rosetta Stone vs. SodaStream: Which Is a Better Investment?

    By Brian Shaw - July 1, 2013 | Tickers: KO, RST, SODA

    When looking to make an investment, investors are often presented with making a difficult choice between multiple investment candidates. This decision is often further complicated when the candidates operate in completely different industries or have other significant differences (size, growth prospects, risks, etc.). For example, a reader recently asked the question of whether Rosetta Stone (NYSE: RST) or SodaStream International (NASDAQ: SODA) is a better long-term investment; this is a more »

  • The Bearish Case for This Beverage Company

    By Mohammed Shaaban - July 1, 2013 | Tickers: KO, PEP, SODA

    In part one we looked at the strong side of Sodastream (NASDAQ: SODA); In this post we will take a look at the empty half of the glass (no pun intended). After all, Sodastream has its own share of critics and disbelievers, is headquartered in a volatile part of the world, and has some pretty scary competition to go up against.

    Weaknesses

    Generic nature of many soda syrups

    Branding is more »
  • The Bullish Case for This Beverage Company

    By Mohammed Shaaban - July 1, 2013 | Tickers: KO, PEP, SODA

    Sodastream (NASDAQ: SODA) is an interesting company -- no doubt.

    This small company from Israel is challenging two titans The Coca-Cola Company (NYSE: KO) and Pepsico (NYSE: PEP). Coca Cola and Pepsi may be, in the words of Steve Jobs, only sugar water, but the companies behind them are so large and influential that they have become globally recognized icons of American culture and have been featured on the Fortune 500 more »

  • M&A Activity Is Making Movers Out of Shakers

    By Michael Mandala - July 1, 2013 | Tickers: ACAR, ADVS, HON, PEP, SODA

    It seems to be a distant memory when the titans of Wall Street pulled in multi-million dollar merger and acquisition deal fees. It almost seems to be out of style. But then why are we hearing rumors of wars rumbling the Street all the way uptown through Park Avenue?

    The easy answer is that merger and acquisition activity is back. The first quarter of 2013 dialed in $542 billion in more »

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