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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (41940)3/24/2011 10:57:20 AM
From: Jurgis Bekepuris   of 78746
 
EKS,

Thanks for your review.

I looked at their website. Here are my thoughts. IMHO, the bottles are pricey for disaster stricken 3rd world countries. The pump might be more economic depending on how long it lasts and how much water it can process. Obviously NGOs can decide to spend money on Seychelle products regardless of price (Jim Rogers accuses them spending money on luxury SUVs, etc., so what's the price of couple bottles?). I am also not an expert in post-disaster work, and I don't know what alternatives exist and how much they cost. It's possible that anything "Made in USA" has similarly high costs.

On the other hand, like you said, it's unlikely that the "domestic" market for hikers/etc. will flourish unless they have a great experience with their product.

Also still thinking. No position.
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