Out Fox The $treet

After the close, Aurora Cannabis ( ACB ) announced a proposed offering of $250 million convertible senior notes due 2034. Such an offering is a likely sign that Coca-Cola (KO) isn't offering the company a ton of cash to invest in their international cannabis expansion.

Alkaline Water Company reported strong sales growth for March and positive financial expectations for the current quarter. The company is riding a trend away from acidic beverages toward those high in pH. The past and recent dilution of investors has left a bad taste with the market. The recent retail agreements could finally reward shareholders as the company is on pace to reach cash flow neutral. After years of fits and starts,  Alkaline Water Company ( OTCQB:WTER )  is finally making some great headwinds into the growth phase despite missing original targets. The stock remains a high risk with lots of skepticism in the market, but a unique opportunity exists. Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

The New Dogs of the Dow had substantial Q3 losses similar to the benchmark Dow. The average stock in the Net Payout Yields based list has a yield of 9.1% to start Q4. Even after a small gain in Q3, Travelers continues to top the list with a 12.1% yield. This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see The New Dogs Of The Dow - 2015 ) back in January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha. Disclosure: Long AAPL, CAT, IBM, TRV. Please review the disclosure page for more details....

Summary The New Dogs of the Dow had Q2 returns that exceeded the gains of the DJIA, but it failed to match the rebound of the Dogs of Dow theory. The average stock in the Net Payout Yields based list has a yield of 8.3% starting Q3. After a large loss in Q2, Travelers tops the list with a 12.3% yield.    This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see The New Dogs Of The Dow - 2015 ) back in January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha .   Disclosure: Long AAPL, CAT, IBM, T...

Summary Coca-Cola Enterprises offer investors a strong capital return program. The European bottler offers a better value than Coca-Cola Company. Investors should buy alongside the company while getting paid 2.5% to wait for a European rebound.    Coca-Cola Enterprises (NYSE: CCE ) is a mostly under the radar investment opportunity not followed by many investors. The company acts as the distributor of Coca-Cola products in most European markets including Great Britain and France. Despite better growth prospects than Coca-Cola Company (NYSE: KO ) , it trades at a discount to the better known Coca-Cola.  Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

SodaStream ( NASDAQ: SODA     ) continues to offer the promise of providing a home beverage maker solution for the U.S. market, yet the company struggled through a difficult couple of quarters that has the stock at multi-year lows. After decades of solid growth in Europe and continuing success in the first quarter, the Americas were suppose to offer unlimited growth with the ability of the home beverage maker to take market share from Cola-Cola 's   ( NYSE: KO     ) and PepsiCo 's vast soda operations. The recent seasonal summer display by retail giant Wal-Mart Stores ( NYSE: WMT     ) offers some hope for reinvigorated growth in the very important U.S. market. For various reasons including an inventory overstock and a brutal winter that greatly damaged the whole retail sector, revenue for the Americas  plunged 28% to a meager $34.8 million for the quarter. For investors following SodaStream this news was right in line wi...

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...

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...

SodaStream (SODA) just released a new commercial today attacking the likes of PepsiCo Inc. (PEP) and The Coca-Cola Company (KO) . As a long time investor in SODA my only hope is that it doesn't attract the angry of the sleeping giants. SODA doesn't have the balance sheet to fend off these companies yet. Though a buyout around $100 would be nice. lol See the new commercial below: Definitely an innovative story that should get the attention across regarding the ability to save the environment in the process of using the soda maker. One advantage to SODA is that the product can also be cheaper providing less incentive for PEP or KO to compete against them. Disclosure: Long SODA. Please review the disclaimer page for more details. 

A few days back, an interesting debate took place over whether investing in Coca-Cola (KO) or gold was a better long-term investment. Jim Grant made the point that gold had been the better investment since 1996, against an argument by Warren Buffett. Grant suggested that Coca-Cola was now the better option. That comment just about shocked me as he pointed out that it has a current PE of 19. Slow growing Coca-Cola with a $160B market cap is a value? Read the full article at Seeking Alpha. Disclosure: Long SODA. Please review the disclaimer page for more details.