SODA SodaStream International: Fizzy Water to rule the world!

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	David Sachdev
	Washington, DC User since Dec 2009	38
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Fizzy Water to rule the world!

So I was a bit hesitant to close my coverage yesterday....but there were nice profits, and it had hit a bit of resistance. SODA has cleared that resistance today, and there is talk of a Wal-Mart deal on the table that they "can't talk about" that I hope will help this stock move back up. Adding in a fairly conservative coverage on the long side.

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What People Are Saying...

Ginger Gal said at 12/7/11 12:46 PM Price action was $35.04 1.15 (+3.4%)

A Wal-Mart deal would lift the stock. SODA is already in COSTCO now.

David Sachdev said at 12/9/11 3:03 PM Price action was $36.11 0.15 (+0.4%)

Wow, nice jump there....

David Sachdev said at 12/23/11 9:38 AM Price action was $33.64 0.00 (0.0%)

Go SODA Go! I lucked out, and moved my TIBX money and profits here yesterday.....need to look into what is causing today's pop, or if it is a continuation to the licensing issues from yesterday.

David Sachdev said at 1/4/12 11:33 AM Price action was $37.07 2.21 (+6.3%)

What a nice gap fill!

Mike Barkett said at 1/4/12 2:41 PM Price action was $37.80 2.94 (+8.4%)

Some really interesting stuff going on in some PT favorites so far in 2012.

David Sachdev said at 1/5/12 8:11 AM Price action was $37.75 2.89 (+8.3%)

Co-branding deal with Kraft

David Sachdev said at 1/5/12 10:04 AM Price action was $40.89 3.14 (+8.3%)

I believe these are coming from CNBC's talk with the CEO of SodaStream:

"Not seeing Impact on Europe Crisis; Wal-Mart Deal will come. Satisfied with Costco Holiday Sales. US is our Fastest Growing Market"

Mike Barkett said at 1/5/12 10:41 AM Price action was $39.84 2.09 (+5.5%)

Are the Kraft and WMT deals one and the same, or two separate efforts?

David Sachdev said at 1/5/12 10:42 AM Price action was $39.84 2.09 (+5.5%)

Two separate efforts

David Sachdev said at 1/13/12 8:57 AM Price action was $37.30 -0.70 (-1.8%)

After meeting with SodaStream's management, Oppenheimer is more confident in the company's outlook and maintains a $55 target and Outperform rating on the stock.

David Sachdev said at 2/28/12 7:45 PM Price action was $47.50 2.44 (+5.4%)

3rd (and final) attempt at making this comment:

SODA has run far, and is up in after hours. This is your chance for a safe exit. Earnings are tomorrow. I still have to decide what I'm going to do - but historically the stock still has upside. If I were an analyst I'd tell you to sell half so I could be right either way....

David Sachdev said at 3/12/12 2:29 PM Price action was $37.21 2.65 (+7.7%)

Nice move today!

David Sachdev said at 1/22/13 11:19 AM Price action was $48.75 0.09 (-0.6%)

Nice move after options expiration!

David Sachdev said at 1/25/13 11:05 AM Price action was $51.75 1.34 (-0.6%)

Can we get a short squeeze? Holding Feb calls, and have to make sure not to get too greedy on them!

On the subject of food(ish) stocks, has anyone looked into gluten free companies? Was telling a friend to pick a stock to follow in an effort to learn the market, and she is very into natural foods - so I mentioned that Annies was public, but they are suffering from a recall at the moment. Need to check and see if Red Mills is - but as I said to her:

"But as far as maybe picking a stock to follow to learn the market - I bet one of these gluten free companies would be really good to watch (and invest in) as the trend spreads like wildfire"