IB Net Payout Yields Model

Widespread Stockouts of Sodastream Machines

Don't know anything about Monness, Crespi, Hardt $ Co., but according to StreetInsider.com the company issued a note today indicating that Sodastream (SODA) had a great Christmas.

This shouldn't be too surprising to anybody that follows SODA. The company has been reporting blowout numbers all year, but the stock cratered due to conservative guidance for the 2H of '11. The company already blasted past estimates in Q3 though it didn't help the stock.

According to the report, Monness issued a report showing a recent survey of more than 1,500 retail locations around the US including Target, Staples, Best Buy, JCPenny, and Macy's showed very little supply in stock. The items were evidently selling lot hot cakes.

The analyst estimates $.28 in Q4 which is above street estimates, but considerably below Q3 of $.42. Don't be shocked if SODA reports more mind boggling numbers this time as well.

The stock has plunged this year from the $80s to currently around $34. Incredible when considering that the company hasn't skipped a beat. The only issue remains estimating future results.

SODA ended up 6.5% today. Chart is starting to look positive for a breakout back to the July highs.

Disclosure: Long SODA. Please review the disclaimer page for more details. 


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