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Strategies & Market Trends : Turnarund Investing -- Ignore unavailable to you. Want to Upgrade?


To: Good Fundamentals who wrote (1060)5/10/2012 1:27:54 AM
From: Covenant3 Recommendations  Respond to of 1876
 
What are your thoughts about the impending patent expirations on K-cups, the profitable part of the business which will become competitive with no royalties this year?

The business model is hitting major headwinds and management has shown a predisposition to making the financial statements look better than reality. Bad management and a struggling business is not a good combination.



To: Good Fundamentals who wrote (1060)5/10/2012 8:51:31 PM
From: KirbyJF1  Read Replies (1) | Respond to of 1876
 
Good Fundamentals- Howard Schults of Starbucks was on CNBC today & said their partnership with GMCR was still on & things going well. Picked up a few shares today.

Kirby