I was perusing the top ranked stocks in Exodus, and this motherfucker registered #1.
Fizz trash
I know this company from many years ago, when it was $10. They used to issue special dividends as a method to ingratiate insiders. It was one of those soda pop companies, like Jones Soda, that tried to be cool — but always ended up with the retard shelf space in stores.
According to the company, those days have ended.
This is from their latest cringeworthy press release, written by an obvious psychotic.
National Beverage Corp. does not possess a patent which, by the way, is the most
formidable moat, but has the closest audacious back-up moat . . . a cult-led, tech charged
millennial with ‘change’ power, an extremely passionate and proven
innovator, healthier mandatory incentives pushed by society plus a powerful
army of highly-competent professionals drinking the plan! Throw in the team
called Team National and that moat becomes . . . nuclear.
Ok, so what the fuck is going on here? Apparently, the country loves flavored carbonated soda pop, because we can’t just drink plain old water.
Sales of La Croix have taken off and with it the share price.
Health beverage for morons
Chartfags will continue to delude themselves and you by saying FIZZ merely broke out of a multi-century flag, totem poling up the ramparts towards Elysian. In the after life, technical analysts will pay for their sins. For now, let’s just show them that numbers, more specifically earnings, actually do matter.
Notice how the PE of FIZZ has barely moved over the past 3 years, while the stock price has gone up 435%? That’s because the share price moved in lock-step with reported earnings.
Hindsight is 20/20, I get that. Most of you are wondering, how do we find the next FIZZ?
Financial modeling, something I intend to explore and expand upon, vigorously, now and in the future.
Let’s review the fundamentals for FIZZ and then input that data into a strong screener and review the results.
PE: over 10 (ensure profitability)
QT earnings growth: 27%
QT revenue growth: 13%
Free cash flow: $59m
Gross margins: 38%
Now if we’re going to find a company on the come up, we need to reduce the threshold for free cash flow, since many high growth companies use it to reinvest into their business.
I built this screen inside the hallowed halls (members only, sorry).
I limited the market cap to a maximum of $10b, in order to find younger narratives.
Here are some of the names that caught my eye.
LITE, PEGA, FOXF, OLLI, TCX
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FIG
I agree customers of designer water may not be using good judgement. I used to feel the same way towards the bottled water crowd. That was when I lived with the county water utility which happens to be excellent quality.
Now I’m living with crappy well water, and solving this is complicated. I was wrong, not everyone is drinking bottled water because they are fools. Some are doing it because they are concerned about the safety of water. I took one look at the hillbilly water treatment system in this house and that was it. Won’t even give it to the cats.
Never move into a house with well water. Time to move.
Is it a crock well or a drilled well? The crock wells around here need a submersible pump followed by filtration and UV unit. Not a huge issue but needs done right. The drilled wells are more trouble-free and often not treated at all.
soupbone- house was built in 1933. County has no test report on well because well predates record keeping or was not documented. It’s a drilled well, but who knows how deep. Could be 50 feet or 150 feet. Water table here is 1 to 6 feet below the surface, so you see the problem. County person says the best aquifer is 400+ feet down, past several impervious layers.
If the well is deep enough the water should be fine to drink. But is is hard water said to require processing for pipes and appliances. This leads to a dual system. Right now the whole house is on a processed system that looks like a health risk to me.
What a pain.
The water table you can forget immediately. The drilled well is quite possibly superb water. The water sample which will be needed has to be after enough time that your taps are turned cold. The very end of the fawcet used to collect the sample has to be sanitized before sampling. Take out the strainer and burn the end with heat i.e. lighter. Draw the sample and keep iced until delivery to lab same day. That will guide you as far as bacteria. The inorganic tests will cost circa $200 more, lead, arsenic, manganese, iron are worth knowing and remotely become an issue.
Oh, a water softener is in play? I would not use such a device myself. Hard water is very tastey, but one can forget a dishwasher appliance in that case wash dishes by hand.
I finally broke free of the carbonated beverages early last year. Water, black coffee, and lightly salted water (pink Himalayan). Never felt better.
Humans have been drinking beer since millenia, same with coffee. I indulge in both to high and hopefully correcting amounts.
I feel a flashy top atmosphere is present, what with Bitcoin and hugely expensive “brands” in beverages and other foods. The top is always accompanied by such frivolities and speculation. I figure I’ve seen enough so unload 25% Monday whilst you are holidaying.
I think the psychology is the consumer usually does not see it as marked up water. They have committed to spending $2 or $3 on a beverage. They decide to be healthy instead of getting a Coke or whatever. So they get vitamin water.
Of course the truth is Coke and other sodas are just sugar flavored water as well. If these companies can’t make money they are incompetent.
Increased H2O content goes hand in hand with shrinking product quantity and deceptive packaging. Less product for the same or slightly higher price.
Nearly everything is watered down. Even toothpaste for God’s sake. You can practically pour it out of the tube now. I remember when toothpaste could be used as a mild household abrasive…
Grew up on that generic soda. Cheap and all. Only way they are selling so much is illegal aliens with the junk food EBT kicker. Along with the 0cal student loan stuff. Then again. Do not anything.
Illegal aliens will drink anything. Do you know about the water in Mexico? No esta pura.
No, soccer moms after their 4th venti charamel whatever the shit from Starbucks. iPhone in one hand, overpriced drink the in the other. Touching the steering wheel intermittently, while driving their fuck face kids around.
Nihilism is shitty.
Joshua you forgot: driving them hideous Caravans and monstrous SUVs!
Parents have monthly orders of that shit
I think the better question is who buys vitamin water for 4.2 billion
I bet crossfit does. There is probably some subliminal code in that crazy ass release that’s says it’s also paleo.
I’ve been out of healthcare for a couple years, but I can tell you that PEGA is going to be a major force in terms of healthcare IT, specifically on the managed care side…look at growth of Medicare Advantage as % of total Medicare, combined with 10k boomers aging in every DAY = PEGA has room.
Of course, if we obliterate the current system and move to single payer, all bets are off.
PEGA isnt young, which was part of your screen. Salesforce wanted to buy them but the CEO owns 51%.
You mix it with gin and its ????
Very good
Anything makes gin better
agreed
We’ve been drinking the Kroger generic (4 cases for $10) for years, usually lemon, lemon-lime, and orange. No sugar, just a slight flavoring of the carbonated water. I love it but won’t pay up for the branded stuff.
____
I drink the shit out of La Croix. I love it.
I can’t live without it. Topo Chico is my favorite
Topo Chico is powerful stuff. The Mexicans have great beers too.
Dasani Sparkling Lime
Pure Upper Michigan well water here. 105′ well. 26′ of blue clay over the aquifer.
12 grains hardness so I installed a softener and plumbed it into the lines for kitchen sink, laundry a bathrooms.
Having sampled most all the fancy shmancy bottled brands, I’ll take my tap water any day.
Downstate wells… mmmm not so much. Soil isn’t right for filtering out undesirable minerals, tannins, etc. Up here in glacial moraine county… can’t beat it.
Nestle is in a big war with a community about 30 miles south wanting to double their well capacity. The town is saying NYET! This is all you get. Going to court last I heard.
Jebus, I don’t see how you put up with these people, including myself. Thanks Le Fly.
Who drinks la croix? Literally everyone with a brain. Enjoy.
Carbonated flavored water is the new lulu. A young woman simply will not fit in without it.
La Croix for the boys! Also, Topo Chico is liquid gold with the hip-types.
Fuck La Croix. You faggots are closet soda drinkers.
Coffee, earl grey tea, martinis, wine, coconut water, orange juice and WATER.
Those are the only liquids humans should ingest.
No love for milk? It’s nature’s nectar, unless you were born a vampire.
I’d wager excluding CO2 and flavoring La Croix is 95 percent water. If there is a joke it is on customers unaware of the mark-up, and on stock and business people who don’t know what a great business this is, providing the imaging and marketing war is won.
Topo Chico? A name that reminds an older person of a puppet.
This brand of commercial comedy is so last century, last week and tedious too. (Why do I always have to be the party pooper?)