Out Fox The $treet

SodaStream recently hit all-time highs following strong Q2 results. Pepsi agreed to buy SodaStream at $144 per share in cash. The premium valuation offers an ideal time to exist a winning position. Only a few weeks ago,   SodaStream   ( SODA ) exploded above $100 after strong   Q2 results . The manufacturer of home beverage systems benefited from strong quarterly sales and incredible leverage in the system to boost earnings. The company has now accepted an offer for $144 in cash allowing investors an opportunity to quickly exit on the top after a massive rally from the 2016 lows. Read the f ull article on Seeking Alpha.  Disclosure: No positioned mentioned. Sold SODA on the deal announcement. Please review the disclaimer page for more details.   

SodaStream reported mixed Q315 results. The results were hit hard by currency headwinds and a domestic transition. The stock trades at a compelling valuation, especially considering the likelihood that currency eventually turns into a tailwind. A day after a big bounce from Q3 results, SodaStream International (NASDAQ: SODA ) gave back all of those gains. The perception is that some analysts were not happy with the holiday sales forecasts after recalculating the numbers. The reality is that the home-beverage maker had some solid results for a stock only worth $320 million. Read the full article on Seeking Alpha. Disclosure: Long SODA. Please review the disclaimer page for more details. 

SodaStream ( NASDAQ: SODA     ) released preliminary full-year 2013 numbers prior to the recent ICR XChange Conference that sent the stock crashing. The company ran into some headwinds in the U.S. market along with currency fluctuations that affected sell-in prices and increased costs. The combination worked to smash the gross margin during the domestically important fourth quarter, but there are several reasons for investors to calm down and think long term. Read the full article here . Disclosure: Long SODA and SHLD. Please review the disclaimer page for more details. 

Anybody following the market on Monday probably saw that SodaStream International ( SODA ) had an ugly warning that sent the stock plunging 26% for the day. The manufacturer of home beverage carbonation systems continues to struggle to obtain investor confidence, even though, it generated nearly 30% growth for 2013. The stock is down roughly 50% from the early 2013 highs so is now the time to load up on the stock at around $37? Read the full article at Seeking Alpha. Disclosure: Long SODA. Please review the disclaimer page for more details. 

The sky appears to be the limit for SodaStream ( NASDAQ: SODA     ) , but investors would never know that based on the market average multiples applied to the stock. While SodaStream provides fast growth and unlimited potential, the stock trades at pedestrian multiples, including less than 19 times its 2013 earnings estimates and 13 times its adjusted EBITDA forecasts. Remember that beverage industry giant Coca-Cola  ( NYSE: KO     ) trades at 20 times its earnings, and related home beverage market participant Green   Mountain Coffee Roasters ( NASDAQ: GMCR     )   trades at 21 times its fiscal year 2013 earnings. SodaStream remains the unquestioned leader in home beverage carbonation systems, yet the market tends to stress on the smallest of details. In the last quarter, it was the lackluster reported flavor sales growth of only 7%. Remember that Coca-Cola would be happy with even 7% growth considering the e...

While shareholders typically cheer the inclusion of their stock in a major index such as the NASDAQ-100 ( QQQ ) , research and history tells a different story. Not only is inclusion typically based on a few years of excellent results, but also the process of being included in index funds can create a temporary peak in the stock. In the case of Green Mountain Coffee Roasting ( GMCR ), the specialty coffee and single serve beverage innovator had soared over the last year and comes amidst continuing questions regarding accounting procedures. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

As with any Israeli company, the threat of war in the Middle East always causes investors to pause on investments in the region. Recent threats of military action in neighbor Syria only add to those fears. Possibly this is part of the reason that, despite all the positive news, SodaStream ( NASDAQ: SODA     ) continues to trade at market low multiples, even compared to slower growing Green Mountain Coffee Roasters ( NASDAQ: GMCR     ) and Monster Beverage ( NASDAQ: MNST     ) . While threats of war probably won't ever go away, the market for home beverage machines has plenty of catalysts to reach its goal of $1 billion in revenue by 2016. Read the full article here . Disclosure: Long SODA. Please review the disclaimer page for more details. 

As quickly as SodaStream (NASDAQ: SODA ) finally gained some strong interest from the market, the analyst community smashed the stock with downgrade after downgrade. The company continues to under promise and over deliver, with results beating expectations quarter after quarter. The stock, though, has plunged $18 in the last month and now trades at less than its growth rate that has been reaching over 30% lately. The company is a more » Disclosure: Long SODA. Please review the disclaimer page for more details. 

With all the recent news regarding the potential buyout of SodaStream (NASDAQ: SODA ) by the beverage industry giants PepsiCo (NYSE: PEP ) or Coca-Cola (NYSE: KO ) , one needs to keep an eye on whether or not that is even desirable. The home beverage machine maker still has tremendous growth left in the Americas, where soda consumption per-capita leads the world and greatly exceeds its home base of Western Europe. SodaStream’s more » Disclosure: Long SODA. Please review the disclaimer page for more details. 

The old saying, "where there's smoke, there's fire" applies mightily to the news on SodaStream ( SODA ) today. According to an Israeli website , PepsiCo Inc. ( PEP ) is exploring a deal that values the company at nearly $2 billion . The company is a leading manufacturer of home beverage carbonation systems sold at major retailers around the world with a primary target on growing in the Americas where soda usage is significantly higher than in Western Europe. The reports suggest that SodaStream is attempting to engage in a discussion with Coca-Cola ( KO ) in order to obtain the highest potential valuation. With so many details, it suggests that some form of discussion must be taking place. Typically though, the real facts get confused during the rumor spreading phase so a denial by PepsiCo might just be an indication of confusion on the actual suitor instead of a lack of a deal. Read the full article at Seeking Alpha. Disclosure: Long SODA. Pleas...

Now that SodaStream ( SODA ) has finally regained some interest from the market, the analyst community can't wait to downgrade the stock. The company continues to under promise and over deliver with results beating expectations quarter after quarter. The stock though recently stalled at $65 or only roughly 20x this year's "real" earnings estimates. The company is a leading manufacturer of home beverage carbonation systems sold at major retailers around the world with a primary target on growing in the Americas where soda usage is significantly higher than in Western Europe. The stock has historically traded at sub-growth rate multiples for various reasons whether from the company reporting in Euros or the current focus away from adjusted earnings. The question is whether the stock will reach multiples compared to its historical and forecasted growth rates or will it remain at a cheap valuation that appears crazy. Read the full article at Seeking...

Great interview on Bloomberg with the SodaStream (SODA) CEO Daniel Birnbaum. While the interview talks about a ton of growth at SOD, the title is very intriguing suggesting that the company is ok with eroding profits for growth. The CEO was very clear that any profit erosion was very minimal in order to service huge growth. Disclosure: Long SODA. Please review the disclaimer page for more details. 

Prior to the open on Wednesday, SodaStream (SODA) posted earnings that handily beat analyst estimates and initially sent the stock soaring nearly 10% in pre market trading. Revenues soared 49% year-over-year and net income soared 43% from last year. The company is a leading manufacturer of home beverage carbonation systems. Even though the company also raised guidance, the stock ended the trading day in negative territory. Read the full article at Seeking Alpha. Disclosure: Long SODA. Please review the disclaimer page for more details. 

This shouldn't be a shock to anybody following this blog and our articles published on Seeking Alpha. Not only has SodaStream (SODA) consistently beaten earnings estimates, but the market had priced the stock for a absolute collapse. Even with the stock up 26% today, it trades at absurdly low multiples. The company could easily earn $3 in 2013 yet the stock only trades at $36 now with 30% growth. This is a recipe for strong stock gains. It was also the first quarter with the report in US Dollars (USD). To most investors, this didn't make a difference but at the edge alot of investors didn't realize that main finance websites reported numbers in Euros. Just something that adds a tailwind to the stock price at this point. Couple of very interesting points from the conference call. First, Western Europe had 50% growth or 38% excluding a one-time benefit. Considering it is the largest and most established market, most of the shorts probably counted on the ongoing European...