Tag Archives: Part
Ready To Invest In SodaStream For The Long Haul: Part 2
By Brian Schmeer:
Summary Recommendation
SodaStream’s (SODA) management is executing their strategy at all aspects of their business. Having sought aggressive expansion in the United States, the company has now established a large and impressive distribution network that limits future competition. American revenue is growing at over 100% year over year and the company has routinely crushed earnings estimates. Analyst recommendations have been positive and are continuing to improve. My valuation of the company yielded an implied stock price of $ 48, confirming the stock as a strong buy. Potential successful product developments and expansion in Asian markets, particularly Japan, represent opportunities for further revenue growth not incorporated in my valuation.
The Business
Warning: Your Portfolio May Not Be as Safe as You Think (Part II)
Today’s piece is the second in our year-end series on the dangers of a “super-concentrated” portfolio…
Daily Trade Alert
Value Investing Conference 2010 – Part 2
James Grant, Founder of Grant’s Interest Rate Observer, gives a kynote on “Reset or Recovery? The Macroeconomy and Value Investing” at the 2010 Value Investing Conference at the University of Virginia.
Video Rating: 5 / 5
