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Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

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Aug 1 5:00 PM EST

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To: Good Fundamentals who wrote (1101)	5/10/2012 11:21:56 PM
From: batman10023	1 Recommendation of 1876

i take it your not invested in gmcr ---at least i hope not. they make more than 100% of the profits from the K Cups the brewer is sold at a loss. the problem comes when the patent expires is anyone can make a k cup for 1/5th the cost.. that's how 15B market cap evaporates. this story has been out there for a while. the company just did some stuff to make the evaporation faster. it's always been about the patents.

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