孙和声的评述，实在贴切不过。全面应该赶紧醒悟，不应继续梦游。

Shares of Keurig Green Mountain fell nearly 30% Thursday after the company reported plunging sales of its at-home brewers, a disappointing outlook and a proposed fix that one analyst said offered “telling” signs of a company struggling to turn around its business.

While Keurig GMCR, -29.75% still believes it can reach long-term earnings goals despite vastly underperforming expectations last quarter, Stifel analyst Mark Astrachan disagrees.

The analyst reduced his earnings estimates for fiscal 2015, 2016 and 2017 and said slowing sales for hot coffee brewers, worsening margins and “considerable questions” surrounding Keurig Kold, the company’s SodaStream SODA, -2.95% rival expected to hit stores shelves in October, will “likely result in continued underperformance” of Keurig’s stock.

Shares of Keurig tumbled 29.5% to $52.80 in recent trade, leading the S&P 500 laggards. Its shares are down 51% over the past three months.


Canaccord Genuity analyst Scott Van Winkle was equally as skeptical, downgrading the stock to hold from buy on Thursday and axing his stock price target by 46% to $65.

In a note to clients, Van Winkle said he “can’t forecast meaningful growth at the company” and “can’t recommend buying the stock” until Keurig either proves a market for Kold, or competitive pressures dissipate. Keurig’s away-from-home commercial business is also “at risk,” he said, despite facing little competition.

Keurig’s attempt at a multiyear fix did little to offset these concerns. The plan includes merging Keurig’s U.S. and Canadian businesses and cutting 5% of workforce to save $100 million in costs this year and $300 million over the next three years.

Van Winkle said the cost cuts, combined with the company’s already tempered expectations for hot brewer sales, signals “significantly moderated” internal growth expectations.



http://www.marketwatch.com/story/keurigs-turnaround-plan-a-telling-sign-of-a-floundering-business-analysts-say-2015-08-06

oil and gas counters all sinking,like no gos-stan, pity those investors

date etc, always check from bursa site. Gadang is sound investment counter,undervalued already, in better time ,price will adjust upward quite substantially,now have to wait for awhile as public sentiment is definately no good,patience is the vital word for investment.

何启斌说：“令吉下降会促使我国入口通货膨胀，但目前并未见此情况发生。”。阿叔说；傻啦，样样物品都在涨阶。这不是通货膨涨？难道只是滞涨。何某到底懂经济的吗？

啊呀，研究股票的英文书，多如牛毛。很多更为金融界行业经典啦。多阅读，自然得益。不过最重要的明白马国特殊政治和经济关系，和其他国家不同，不能照搬理论。实际上，关键时候，不照牌理出牌的

欠缺嘛，就是欠缺；不那样完美之意啦。逻辑是坚实的。

出口挣美元的企业，如电子业，其他出口的，现在正发的不清不楚。他们说采你都傻。欧洲和美国经济全面复苏。小小希腊根本不影响大局。中国经济低迷，原因出于自己造孽，通胀严重，成本过高，竞争力尚失。国际经济运行亮丽；而他们采你一馬發展公司，或者两马（1MDB)都傻。
马国不是今日才出现如此严重问题。国家石油收益大幅度减少，才加大凸显此类问题。

没有 vs, cmsb, 只能说存在很多欠缺。

to johnny cash, as Sarawak economy has very large room for expansion , and many Singaporeans also invest alot in this State,the future sure to be positive, long term bullish is the right words.

why are you seeing the commodities price readjusting to more reasonable price as collapsing,to0 subjective lah, be more objective,that will do you more good.

long term bullish,some profitaking for awhile , due to some psychology stress spilt over from national political uncertainty.

who does not know your mother is a women??

see the VS yearly earning growth ,and the final take-off,that coincided with strong economy recovery and expansion in US and Europe. i would start to worry ONLY if US and Europe begin to show weakness,or enter anothr round of recession or oil price shot up, which is unlikely .

who does not know your mother is a woman !Kian Leong Lim is repeating KCCHOONG outdated thesis, refer few weeks back , sorry lah ,stock price is still strengthening
30/07/2015 10:29

sorry lah my friend, kc has already been proved wrong,as he only see the past , and not the future,. he has not realised the strong economic recovery in Europe and America, and declining China structural industrial competitiveness.

so next time , ask them to name their blog articles under the name of OTB/KYY , not just KYY alone, that could make you happy.

like I said before , there are many weakness in KYY theorectical ,analytical scheme, it could be over simplification,that could lead to flip and flop,and possible encountering lots of unexpected uncertainty.

i saw a evil,tacit campaign ,trying to belittling KYY,it has nothing to do with investment or stock selection etc , it is personal grudges ,or political..

like i said before , there are many weakness in the KYY methodology,which need to be improved and strengthen ,that we all agree.

whatever happens, these will not affect the price of JAKS,by having JV in Vietnam , you need to maintain a decent price level in Bursa , otherwise foreigners would not respect you, nor offering more infra-structures projects to you.
26/07/2015 14:33

look at the quaterly financial reports , they tell the truth, if you don't refer to them and barked like dogs , sorry lah, nobody will believe in you, KYY is right by asking people to look at the quarterly financial reports of respective companies.these are the real price movers , not any 'goring stuff ' which just can't sustain
for longer duration .

what is the real hidden motive of this johnny cash, unwilling to learn from mistakes of the past?

anyone not happy with this, oversea got no GREAT gst, 1mdb, najib ,rosma, hudud, nep ,etc,etc

after the split , the price should be 2 rm, agree or not? so some people may find psychological comfort on it.

one who follow blindly, and lost money, he himself is to be blamed , not others.KYY did not advertised or claimed himself as great investment guru, he just shares own past experiences, and past mistakes, so that we can learn from them,identified the flaws ,and not to repeat them.

once being bullish on plantations was not wrong,but KYY failed to realise the changing competative scenario in agriculture sector, the new player is Indonesia which massively enlarged her planting acreage,production almost going to duoble; as compare to malaysia, thus created a largely oversupply situation, globally speaking , so price have to fall , no so profitable as such, unless the scenario change again,

there is no need to doubt KYY's intention which could be very sincere in deed,the truth is nobody know everything , especislly about the future,which is a flux,keep changing complexity

Warren Buffet’s value investing principle cannot apply in Malaysia because we do not have well established companies like Coco Cola, McDonalds or Gillette Razor ....the logic is not the companies are young , it was because we have different type of government, which pursues NEP,or its modified forms or whatever,companies need to keep low profile ,or else ..haha.

local stocks are dying,export stock rising ,vietnam join-venture stocks are flying

there are still many loopholes in koon's methodology,for example, the lack of focus on respective political melieu and global macroeconomic climate analysis,his happy experience in Hongkong,as happened because DENG, a pragmatic was in charge of political affair, if Mao was still around at that time, sorry lah, just another sad story, in those tumultuous days.

Vietnam will be the next economy tiger ,many manufacturing businesses are moving out from China and relocate in Vietnam,JAKS entered the strategic sector of power supply is a right move,

no more backyard herbal tea lah , upgrade to generate drugs now.first in Malaysia

GORENG ? if up is based on solid earning, then there is no-bubble exist,--- so no goring ..-- not like boom-bust Chinese BUBBLE stock-mkt

ckchong was the most pessimistic,his articles filled with ancient/past data of the company to,but failed to see the recent economic and market expansion in Europe and America

Najib: Pan Borneo Highway boost for Sarawak economy
Posted on July 2, 2015, Thursday

KUALA LUMPUR: Datuk Seri Najib Tun Razak yesterday expressed optimism that the Sarawak stretch of the Pan Borneo Highway would trigger intensive economic growth and transform the life of the people in the
state.
The prime minister said the highway would also help realise the government efforts to bring development to the people as the road links the major cities in the state and connects to a highway in Sabah.
“It is my dream to see balanced development and a reduction in the development gap among Peninsular Malaysia, Sabah and Sarawak become a reality,” he said in his latest post on his blog, www.najibrazak.com.
Najib on Tuesday witnessed the signing of an agreement for construction of the 1,090-km-long Sarawak stretch of the Pan Borneo Highway among the federal government, Sarawak government and Lebuhraya Borneo Utara Sdn Bhd (LBU) in Putrajaya.
The accord was signed by Works Ministry secretary-general Datuk Seri Zohari Akob; Sarawak state secretary Tan Sri Datuk Amar Mohamad Morshidi Abdul Ghani and LBU chairman Tan Sri Abang Ahmad Urai Hakim Abang Mohideen.
Sarawak Chief Minister Datuk Patinggi Tan Sri Adenan Satem, Works Minister Datuk Seri Fadillah Yusof and Chief Secretary to the Government Tan Sri Dr Ali Hamsa also witnessed the signing of the agreement.
The first phase of construction of the highway involves a 773-km alignment, and work on it is expected to begin in September.
The Sarawak stretch is part of the 2,239-km Pan Borneo Highway that will eventually link the major cities of Sarawak and Sabah.
Najib said that just like the North-South Expressway in the peninsula, the Pan Borneo Highway would open up development opportunities and improve inter-city links.
The Pan Borneo Highway is being constructed at a cost of RM27 billion and it is expected to be completed in 2020.— Bernama
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Read more: http://www.theborneopost.com/2015/07/02/najib-pan-borneo-highway-boost-for-sarawak-economy/#ixzz3eiYQZUXD

Hovid behaves like modern generate medicines phamacist company , not a backyard traditional herbal tea packer.

anyway , there is a need to wait until greedy 1MDB regime is replaced , before we see brighter days.

hovid's western generic drugs is a right direction,with right technology in place ,will certainly do well,moreover Asean market is reasonably big

alert:Keurig Green Mountain Has More Downside Ahead
http://www.gurufocus.com/news/338524/keurig-green-mountain-has-more-downside-ahead

don't venture blindly, even if you may have gain ,and without knowing why, for u may not able to keep your gain for a period of time.One important factor must observe is that the company you invest must show good ,successive, profit results, otherwise forget it.

the reason for price moves, the company must make good money,good financials records; will attract investors to buy for value-investment,in the process , price adjust higher,shit company with no profit, investors will seek for exit fast ,fast.

he he, your eyes are sharp, see values , will pursue

last few years global economy was weak, after repeated QE , QE here , QE there ; now travels on clear,and strong recovery path, and electrocs sector is experiencing a boom, if you mere look at the past lack lustre records , you for sure would miss the future.

Gadang corporate strategy is sound and solid ,in times , should do very well.

but i stll like Luxchem,chemicals company used to have a team of chemists helps to innovate new products,generate (copy) people's products,oleo-palmoil-chemicals,etc ,etc

to promote economic growth in Sarawak is much simpler, just utilize the large land mass, set up large "Free trade Zone ", invited Singaporian enterprinuers, and global participations , the economy will rocket sky high.

can any one enlighten me , why this"share option expense " costs the company such money, i thought it was the investors who exercise those share options , purchase those allocated shares ,paying the money??

profit not drop lah, but extra item called (share option expense), amount to 8.4m , don't really figure out what it is.

Luxchem shooting up like rocket,last time i said buy buy buy ,last time i said sell sell sell, ai ya ,all simply said one.

please be fair to KK,the announcement of new esos, and private placement ,were not expected before,these latest developement caused certain uncertainty and price instability,nobody was to be blamed