十月五日盘后，十月六日瞎猜计划
- 主题发起人 nepean_01
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lazycatcat
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lazycatcat
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I didn't have chance to look into its 10K. Will do over the weekend and share.
JVA is probably a long-term holding if fundamental is good ...
lazycatcat
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Took a quick look at JVA. JVA is actually a coffee distributor and thus is in a type of commodity business ...
Green Mountain was also in distribution business if I recall correctly. In the early years, however, earnings were quite consistent and the stock was trading around ~10 - 14 earnings. The Kue cup concept helped Green Mountain a lot ...
So, not too sure about long-term of JVA. Profit margin is a bit low.
If you take a look at other drink companies, like Lassonde, Fizzle etc, the profit margin is much higher ...
Maybe great for trading but seems to be doubtful for long-term holdings.
Any insight I probably missed ?
Green Mountain was also in distribution business if I recall correctly. In the early years, however, earnings were quite consistent and the stock was trading around ~10 - 14 earnings. The Kue cup concept helped Green Mountain a lot ...
So, not too sure about long-term of JVA. Profit margin is a bit low.
If you take a look at other drink companies, like Lassonde, Fizzle etc, the profit margin is much higher ...
Maybe great for trading but seems to be doubtful for long-term holdings.
Any insight I probably missed ?
我大约会在14-14.50反手做空JVA! But I wi=ould like to red dog reversal day to come first!!!!!!!!!!!
Good luck.
In terms of long term on JVA? I do not really care because this trade has been almost doubled! I leave the fundamental study to Cat by then...:blink:
Good luck.
In terms of long term on JVA? I do not really care because this trade has been almost doubled! I leave the fundamental study to Cat by then...:blink:
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