LA Times Article
Thanks to b_r_i_e_t_t_a on the Yahoo boards for the link.
http://www.latimes.com/business/la-fi-hansen12nov12,1,2225901.story?coll=la-headlines-business&ctrack=1&cset=true
I don't think Lo-Carb was included in the percentages. Certainly Lost was not.
posted by sjh5569 @ 9:16 PM
44 Comments:
ScopeOutTheMonster said...
NAVALLIER RECCOMENDATION::::::::::
Re: Louis Navallier..ya baby!!
by: packerboy1325
Long-Term Sentiment: Strong Buy 12/04/05 08:30 am
Msg: 47600 of 47656
Hey all you freaks. see Louis's thread below.
====================
Hope all is well. This is about to go global not to mention sky-high. Louis just changed his buy price from the $60's to $95/share!!!
I am a deciple and he has been spot on, but to change the buy below price that much? My thought is Louis knows what we all have known for sometime...this is moon bound...but what else does he know??
FYI..I am placing a buy in the morning...1000 more shares maybe more. I'd buy more but I have no more room in the truck! :)
=========
....louis says "... Continuing with Top 10 Moderately Aggressive stocks, Hansen Natural (HANS) remains on fire. It’s just incredible, now up over 500% since its inception on our list, and it’s still charging forward."
Posted as a reply to: Msg 47599 by gmlamb2
REPORTS::::::::::::::::::::::
Equity Reports dated 12/05
by: LI_SHARK (67/M/Long Island Sea Shore) 12/05/05 12:17 am
Msg: 47664 of 47665
Market Edge Research - Rating BUY: "This stock's fundamental characteristics meet the criteria of a Growth Stock. The current financial condition of HANS is very strong as evidenced by the large number of positive fundamental factors." Trend Line Support 75.63
Support Range 76.32-77.70
MACD Long-Term Bullish
Chart pattern indicates a Stong Upward Trend
Up/Down volume pattern indicates that the stock is Under Accumulation.
The 50 day SMA is rising which is Bullish.
The 200 Day SMA is rising which is Bullish.
Thomas White.. Rating BUY
Business Outlook... With strong growth in its energy drink business, Hansen Natural is poised to see improved performance in the next couple of Years.
Callard Research..Rating BUY
We decided on Hansen's Buy rating by incorporating several factors, which our experience has shown to be powerful indicators of future price performance. Our decision was based on (1) valuation, which compares the firm's intrinsic value against the price of its stock (2) intermediate and long term price momentum (3) other measures of fundamental trend and (4) qualitative analysis.
Channel Trend.. Rating HOLD
The research team at Channel Trend projects that Hansen will perform in line with the market over the next 6 to 12 months. Our decision reflects a disciplined analysis of the stock's relationship to its projected future price and its estimated fair value.
Ford Equity Research...Rating HOLD
In Line Performance Expected.
Columbine Capital..Rating SELL
Underperformance Expected. Columbine evaluated Hansen by comparing the company to its peers on a series of individual analytical tools that represents proven measures of a firm's business value, its long-term growth characteristics, and the behavior of its investors.
VENDING MACHINES W/"MONSTER":::::
#1
by: tjlab
Long-Term Sentiment: Strong Buy 12/04/05 11:26 pm
Msg: 47661 of 47666
Today, I talked to the owner of a vending machine company. Monster is his #1 selling energy drink, and I asked him specifically about Red Bull. He said he thought the reason was that Monster was a drink, Red Bull was a quick fix. For that reason, there is a place in the energy market for both products. Monster still has a huge market share for growth! Going up?
WHISPER #'S::::::::::::::::::::::
Q4'05 "Whisper#'s"
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 11/24/05 08:46 pm
Msg: 46049 of 47666
Sirs:
- I am not ready to start recording your EPS guesstimates or to pay off the Q3'05 winner //// .... I am rather covered up right now in busyness ... & returning to the Hermitage Ranch soon ...
- BUT ....
- I would encourage you to start your calculations ...
- Right now I am thinking we'll be around $1.06-$1.07
- Happy Thanksgiving !
- Sam Hill, Wazoo on the Brazos, TX
Posted as a reply to: Msg 45996 by sokariskefalonia
This comment has been removed by a blog administrator.
REMINDER, STOCK BUY BACK PLAN:::::::::::
Re: Does anyone know how much
by: jcw31356 12/05/05 01:31 am
Msg: 47665 of 47666
The Board did not publicly set any specific strike price for purchase of shares. They can purchase "as conditions warrant". It gives Hansens the option to buy shares but they could elect not to purchase any shares. The stock price was at around $68 per share at the time of the announcement. See portion of the news release below.
November 14, 2005 -- Hansen Natural Corporation (NASDAQ:HANS) today announced that its Board of Directors has approved a share repurchase plan. Under terms of the plan, Hansen Natural Corporation is authorized to repurchase up to $50 million of its shares of Common Stock in the open market or otherwise from time to time as conditions warrant.
Posted as a reply to: Msg 47602 by b_r_i_e_t_t_a
WHISPER #'S :::::::::::::::::::::::
Re: DAVE: Whisper Numbers Q4'05
by: monster_jedi
Long-Term Sentiment: Strong Buy 12/04/05 10:20 am
Msg: 47603 of 47666
Scope,
Welcome back. Based on everything that has been happening with HANS in the last month or so, please put me in for $1.07 for Q4 Whisper numbers. I know this may be a little too high, but let see if my "gut" is right...
Thanks,
M
Posted as a reply to: Msg 47586 by scopeoutthemonster
Re: Whisper Numbers Q4'05
by: dfriedman1978 11/26/05 11:37 pm
Msg: 46150 of 47666
Hi Mr. Scope,
I have a bullish number for q4 2005 of $1.05, based on the same percentage increase from q3-04 to q4-04.
I was fortunate to win the contest you have been nice enough to sponsor. I am looking forward to the book you offered to send out about crowd psychology, and a case of low carb is always appreciated.
You thought best to communicate via email. My email address is dfriedman@emeraldinvestment.com
Look forward to hearing from you.
Dave Friedman
Posted as a reply to: Msg 46113 by scopeoutthemonster
Re: Q4'05
by: maitssm 11/26/05 12:55 pm
Msg: 46141 of 47666
Scope,
thanks for the remarks.
My guesstimate is based on 93% revenue growth over Q4 04 (why 93 and not 86 as stated in the cc is a bit arbitrary. Last year October was 70% up and finally Q4 04 revenue was up by 83% over Q4 03). I then slightly improved the margins.
So far I have been positively surprised. I will be very happy if hans does .76 eps for Q4; if it does better than that I'll be delighted.
If Khaos, Rumba, and Assault keep increasing the distribution channel penetration rate without cannibalizing much of Monster sales, all the better.
maitssm
Posted as a reply to: Msg 46136 by scopeoutthemonster
MARKETING::::::::::::::::::::::::
Sales/Promotion update: George, WA
by: onthebeachwa
Long-Term Sentiment: Strong Buy 12/03/05 03:53 pm
Msg: 47568 of 47666
About six months ago I stopped at the Exxon c-store at, no kidding, George, Washington, during the heat of July. It is located along I-90 between Seattle and Spokane, in the arid and sparsely populated east/central part of the state.
The mart had the usual display of HANS products in the cooler which had many missing. In addition to travelers, I noted many field workers coming and going.
During Thanksgiving, I stopped in on my way to Spokane. This time of year it is mild to cold/snow.
TALK ABOUT PROMOTING MONSTER!!!!
In addition to the cooler, about 20' away near a fast food outlet was a vertical floor display that had wheels on it. If that wasn't enough, on the sales counter was another stack of Monster cans on display.
I was astounded why Monster/variations were overwhelming the business in such an isolated area.
It finally dawned on me one obvious reason:
Eight miles away is the outdoor Gorge Concert Arena along the scenic Columbia River. From May to September they have 20+ events with a capacity of 20,000.
Sparse retail + hot + target age group + potential 400,000 or more thirsty concert goers also needing an uplift.
Very perceptive of Hansen!
TECHNICAL ANALYSIS THOUGHTS::::::
Re: Scope
by: tarnopol2001 12/03/05 06:53 pm
Msg: 47578 of 47666
Scope,
Nice to see you back on the message board. Given that we are $6 and three weeks ahead of schedule on your prediction (overshooting it again similar to the one in July) do you think we are in for a short term consolidation/correction? or do you think there is more juice in this HANS rally?
tarnopol
Posted as a reply to: Msg 47566 by scopeoutthemonster
ANSWER TO QUESTION::::::::::::::
Re: Scope
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 12/03/05 09:15 pm
Msg: 47581 of 47666
- I'd actually prefer consolidation ASAP ...
- The closer that we get to 50% above the 50dema the more risky things become for a precipitous correction to the regression line ... which is at around $68 ....
- However ... I will not be surprised if we do not get consolidation 'til January '06 which is after (1)-year end window dressing by mutual funds who need to have the year's top performer on their printed year end prospectus in order to look good ... but also because .. (2)-Shareholders that sell in January do not have to pay taxes on gains 'til April 2007 ...
Posted as a reply to: Msg 47578 by tarnopol2001
MONSTER SELLING EVEN IN COLD WEATHER::::::::::::::::::
JEDI:.....WHAT STATE ?
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 12/05/05 03:50 am
Msg: 47667 of 47667
REFERENCE:
Subj: Re: Longdogger.... I don't think you
By: monster_jedi
Date: 12/03/05 08:49 am
finny_fl,
My observations exactly. I just dropped my wife at work and on the way back stopped at an Exxon to pick up a Monster Blue, guess what I got the last one. There was three rows of Hansen prods (Green and Blue). While competitor,s racks are always full, I talked to attendand and she said Monster is selling much more and they are having hard time keeping up.
What is amazing is it has been cold here lately (28-32 F) so I thought that the cold tempratures would slows down the sales...
I am telling everyone here, SOME (including me) is truly enjoying their Monsters.....even soon to be Artic temperatures.
M
JEDI .... ET. AL. ::::::::::::
- THANKS & PLEASE KEEP US ALL POSTED ON STORE CKS & LOCAL COLOR ...
- I'M THINKING THAT COLD WEATHER GROWTH IN "MONSTER" SALES OVER SUMMER WILL BE JUST AS GOOD AS IT WAS IN 2004 ...
- SAM HILL, WAZOO ON THE BRAZOS, TX
Posted as a reply to: Msg 47531 by monster_jedi
Re: DAVE/JEDI: Whisper #'s Q4'05
by: stockpickersteve (55/M/SW Minnesota) 12/05/05 06:42 am
Msg: 47673 of 47699
I've been crunching the numbers over the weekend. I came up with something between $1.08 & $1.09. I'm pulling for the up side so lock me in at $1.09 I've got a feeling that still a couple of pennies low, but I'll take $1.09.
I'm guessing we will also have options and a split by the end of Q1-06
Posted as a reply to: Msg 47656 by scopeoutthemonster
___VOTED BEST ENERGY DRINK____
Bevnet's pick of the best energy drink
by: temmperest 12/06/05 12:51 pm
Msg: 48028 of 48029
Bevnet picks Khaos as the best energy drink of 2005:
http://www.bevnet.com/news/bestof2005/
__________________________________
EXCERPTED::::::::::::::::::::::
__________________________________
BEST ENERGY DRINK
Monster Khaos
Behold the power of the energy juice! With Khaos, Monster energy took a brave step into the world of the living, a world in which decisions about which energy drink to consume will actually be made according to their taste. And in that world, Khaos comes out way ahead of any other broadly distributed energy drink, because of its almost nectar-like blend of juices that mask not just the energy drink components, but those of the calorie-reducing sucralose that’s been added into the mix. Wrapped in a bold package, this is a bold experiment of a drink that could succeed on many levels: as a morning pick-me-up, an afternoon beverage or a great mixer for an evening in the clubs.
Hansen Natural Corporation; http://www.monsterenergy.com; tel: 866-322-4466
___"KHAOS" VOTED BEST ENERGY DRINK OF 2005___
***_see previous article & link_***
_____TECHNICAL ANALYSIS PROGNOSTICATIONS______________
Looks like the consolidation period
by: LI_SHARK (67/M/Long Island Sea Shore) 12/08/05 02:28 pm
Msg: 48744 of 48867
is under way. The P&F Chart should be moving back to the O's side once again. Would like to see the chart look something like the chart at the beginning of Nov, where there was a consolidation of about 4 days, but a bit longer. My take is that between now and 12/16 HANS will be running in a trading range from 87 to 82, moving back and forth between the Demand (X's) and Supply (O's) column to sent up next up trend. The next up trend will not be as steep due to the contraints of the PE of around the 40 mark. Since Hansen's Q4 does not get released until the beginning of March I would not be suprised to see that trading range extend to March when they released numbers, (which should be better than the Street estimates), reduces the PE to below the 35 mark. Then the trend will start to get the PE around 40 again. Then in April Q106 release come out, once again reducing the PE below 35 or more, allowing the next up trend to bring the PE once again around 40. When Q4 comes out then the PPS will move to 100 or more with 05 EPS of 2.50 or more. Hansen runs in the PE range of 40, harder to keep it above that number for any length of time. It would be great if the PPS would be 100 by 12/30, but that I feel is alittle unreasonable because the PE would be to high. As soon as the Q4 comes out, I see no problem of hitting the 100 mark, could even be a few weeks before if investors feel that Q4 will be another great qrt and bid it up right before release time to get ahead of the curve on the PPS.
Once again 2006 wil be a banner year for Hansen as they continue to expand distribution all around this great US of A and Khaos starts to take hold more and more.
Just my thoughts.
SHARK: __consoldtn pd.
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 12/08/05 11:43 pm
Msg: 48867 of 48867
- I told a (Triathlete)Med School buddy on Tuesday that "Khaos" had been voted #1 Energy Drink of 2005 & w/in an hour he called me back to tell me that he was sipping a "Khaos" before his swimming workout .. He really liked it ... He thought that it tasted like a cross between "Rumba" & "Monster" ...
- I think that "Khaos" will catch on nicely & it will (Net) expand our mkt potential versus cannibalizing other sales ..
- I have similar targets but I have no idea what sort of gyrations we'll go through on the way there ...
- Last year we had a humdinger of a "Monster" coaster ride along the way thru Q1 .... It shook a lot of folks out of (HANS) ..
- I'm expecting to see us atleast bounce off of the 13dema soon ... The plateau for my same New Year's target of $76 ... Then on to $100 by March .. Possibly even late February ... Then on to $150+ by around 4th of July .. aka: Spirit of 2x$76 by 4th of July'06 ... Should be easy to remember ... I also expect a basing period afterwards ... Who knows exactly when ... Then another wait for Halloween & a turn upwards again ... DeJavu all over again ..
- We could hit $200 Fall/Winter of '06 which is the magic:::::
- EVERY 2500(pre-plit) SHARES OF (HANS) = $1M W/IN 2YRS .............
- God Bless & Good Hunting ....
Posted as a reply to: Msg 48744 by LI_SHARK
____(HANS) = #1 PERFORMER OF THE NEW MILLENIUM____
16 best stocks of the decade MSN MONEY
by: RainManInFlorida (37/M) 12/10/05 09:39 am
Msg: 49097 of 49132
16 best stocks of the decade
Company 1/2/2000 12/2/2005 Market cap 6-yr pct chg.
Hansen Natural (HANS, news, msgs) $2.16 $82.76 $1.8 billion 3,739%
KCS Energy (KCS, news, msgs) $0.81 $27.24 $1.3 billion 3,251%
IRIS International (IRIS, news, msgs) $0.75 $25.11 $428 million 3,248%
Amedisys (AMED, news, msgs) $1.38 $45.11 $712 million 3,181%
Quicksilver (KWK, news, msgs) $1.33 $40.29 $3.06 billion 2,929%
American Healthways (AMHC, news, msgs) $1.58 $45.92 $1.5 billion 2,801%
Cheniere Energy (LNG, news, msgs) $1.38 $39.13 $2.1 billion 2,746%
Chico's FAS (CHS, news, msgs) $1.80 $44.40 $8.02 billion 2,367%
XTO Energy (XTO, news, msgs) $1.75 $43.10 $15.6 billion 2,363%
Palomar Medical Technologies (PMTI, news, msgs) $1.50 $34.87 $592 million 2,225%
Quality Systems (QSII, news, msgs) $3.75 $84.08 $1.1 billion 2,142%
Ceradyne (CRDN, news, msgs) $2.06 $44.05 $1.08 billion 2,038%
Central European Distribution (CEDC, news, msgs) $2.22 $43.09 $877 million 1,841%
Holly (HOC, news, msgs) $3.40 $62.96 $1.8 billion 1,752%
Tractor Supply (TSCO, news, msgs) $3.96 $55.15 $2.17 billion 1,293%
Titanium Metals (TIE, news, msgs) $5.00 $64.15 $2.06 billion 1,183%
____SMALL CAPS LIKE (HANS) ARE ATTRACTIVE IN SELECTIVE STOCK MARKET___
Hans & Small-Cap taps Hans
by: LI_SHARK (67/M/Long Island Sea Shore) 12/13/05 09:14 am
Msg: 49368 of 49580
Small-cap manager taps Hansen, DiamondCluster, Arris
12:03 a.m. 12/13/2005 By Jonathan Burton Provided by
Small-cap manager taps Hansen, DiamondCluster, Arris
SAN FRANCISCO (MarketWatch) -- Good small companies are hard to find. Successful small-cap stock investing typically demands close investigation.
Such old-fashioned gumshoe work is the preferred buying strategy for Ken Mertz II, co-manager with Stacey Sears of the Forward Emerald Growth Fund (HSPGX), the $148 million small-cap growth portfolio he's run since 1992.
Mertz and his colleagues drill into more than 1,500 businesses each year, meeting management and poring over financial reports and industry research. About 125 stocks ultimately will catch the fund's eye as underappreciated companies offering robust earnings-growth potential and trading at earthbound prices.
"The biggest opportunities are ones that are underfollowed or out-of-favor, or have some controversy," Mertz said. "It gives you an opportunity to prosper by your insights into that business."Click here to watch interview with Mertz.
Forward Emerald Growth has prospered lately as growth stocks return to vogue. The portfolio's Class A shares, which carry a 4.75% front-end sales charge, rose 14.6% in the 12 months through Dec. 8, versus 11.3% for its peers, according to fund researcher Lipper Inc. The fund's three-year annualized 18.3% gain is about average for its category.
Mertz is optimistic about prospects for small-growth stocks. "A profit led economy is back," he said. "People are really looking at the best earnings-growth companies -- that's the type of market environment you're going to see in 2006."
Hansen Natural Corp. (HANS) is a business that Mertz expects to lead in such a growth-driven climate.
The Corona, Calif.-based beverage company has staked out the market for high-octane energy drinks. Hansen's Monster brand is looking to go gulp-for-gulp against rivals such as Red Bull, and Mertz said one of Hansen's advantages is that its products haven't saturated the market.
"The real opportunity is they still lack the penetration of some of their competitors," Mertz said. For instance, he added, while Red Bull is sold in about 95% of retail convenience stores, Monster is found in about 60% of these outlets. Plus, Mertz said, Hansen's business is growing more than 80% year-over-year -- a torrid pace he expects will continue.
Hansen's stock has been energized as well, rising an astronomical 365% this year through Friday. The rapid appreciation has attracted a swarm of short-sellers hoping to profit from an eventual share-price collapse, but Mertz said the short-interest is actually another positive for Hansen's stock.
"The short community gives you an opportunity," Mertz said. "At some point in time they're going to have to cover their positions," leading to further gains for the stock. On Monday, shares of Hansen Natural rose $2.06 to $86.71.
_____MORE PRESS ON (HANS)____
Beverage makers should bolster R&D
by: LI_SHARK (67/M/Long Island Sea Shore) 12/13/05 09:24 am
Msg: 49370 of 49584
Beverage makers should bolster R&D spends-analyst
8:29 p.m. 12/12/2005 Provided by
By Anupama Chandrasekaran
NEW YORK, Dec 12 (Reuters) - Top soft drink companies need to pump up their innovation dollars besides reorganizing bottlers to handle a bigger basket of brands, Morgan Stanley analyst Bill Pecoriello said on Monday.
If the lack of complete control of bottlers is an obstacle to change then concentrate-making companies may need to take the bottlers back into their wraps, Pecoriello said speaking in New York at a conference organized by trade magazine Beverage Digest.
"The rules of success are changing rapidly," he said.
Analysts have said that the keys to the future of Coca-Cola Co. (KO) and PepsiCo Inc. (PEP), the world's No. 1 and No. 2 soft drink companies, is in capturing more consumers who have moved away from sugary soft drinks to diet versions, or to healthier low-or no-calorie beverages such as water and orange juices with reduced sugar.
In recent years, innovations in new categories such as the fast-growing, high-margin energy drinks have come from smaller companies such as Austria-based Red Bull GmbH that makes energy drinks under the same name and Hansen Natural Corp. (HANS), which makes the Monster energy drink.
"It is hard to get people to be creative," said Manny Goldman, a beverage industry consultant. "But it is not how much you spend but how smartly you spend it."
STEPPING UP INNOVATION
Bigger beverage companies are trying to play catch up with Coke launching 1,095 products worldwide in 2005 and also planning a slew of product launches in 2006.
But all these actions also lead to a rise in the number of stock keeping units, or SKUs.
The number of SKUs held by bottlers has risen to 300 in 2005 from 200 in 2004 and is expected to hit the 1000 mark in 2010, according to the Morgan Stanley analyst.
"Are our bottlers ready? Yesterday? No. Tomorrow? Yes," said Dave Burwick, PepsiCo's chief marketing officer, at the conference. "We are on are way to get there."
If Coke and Pepsi don't smoothen the rough edges in manufacturing and distribution with the bottlers, then it may be inevitable that concentrate companies and bottlers recombine. If that happens it would be the reversal of the spin offs of bottlers effected by Coke and Pepsi.
But Goldman and some other analysts disagree with Pecoriello and don't see either Coke or Pepsi merging with their bottlers.
Meanwhile, soft-drink makers are saying that the bottlers are in the process of getting their act right.
"We have best in class bottlers and are capable of dealing with multiple SKUs," said Mary Minnick, Coke's marketing chief. "For those who aren't yet capable of dealing with it they know that mass volume carbonated soft drinks are not their only business and they will rise to the challenge."
___(HANS) IN REUTERS 2005/12/06____
Monster in a Can
05 Dec 2005
Hansen Natural's energy drink is pushing sales up.
Please read this first: Following is an independent investment commentary and analysis from the Reuters.com investment channel expressing views that are not connected with Reuters News.
--------------------------------------------------------------------------------
Hansen Natural (HANS) has recently seen phenomenal sales growth, primarily for its energy drink, Monster Energy. Hansen, perhaps alone among the competitors in the energy-drink market, seems capable of increasing its sales and market share further, though not at the previous rate. Recently, the company appeared on the Reuters Select Relative Momentum screen. Though the growth rate will certainly decline, the value of the stock looks interesting right now.
Taurine, a compound found primarily in bull bile, seems to be an essential ingredient in extreme sports. Its use as an ingredient practically defines the category of "energy drinks." It appears that there is some belief that taurine intake simultaneous with caffeine enhances the effects of the latter. (Based on my quick research, it looks like there is little clinical evidence for this, but a whole lot of anecdotal evidence.)
Today's company, Hansen Natural, is a key player in the energy-drink market through its primary product, Monster Energy drink, which contains, per can, 2000 mg of taurine. (By the way, though Hansen Natural has a Web site, it is totally separated from Monster Energy's. Trust me, it's the same company.)
Monster lives up to its name, sales wise. I couldn't find an actual breakout of the Monster brand separated from, say, Hansen's-branded apple juice, but the company does report its direct-store delivery sales channel apart from its other channels. Since direct store sales are almost entirely energy drinks, its 160% growth in net sales (gross sales less promotions) should be indicative of the rising strength of the Monster.
What is all the more interesting is that energy drinks as a category apparently grew 50% year-over-year, according to management. Considering that Hansen's berth on the Relative Momentum screen partially stems from sales growth being above the industry average, it's instructive to note that not only did HANS outdo the non-alcoholic beverage industry as a whole, its sales grew faster than its fastest-growing subcategory.
I'd describe this as a great failing of Coke (KO) and Pepsi (PEP): Both have energy drink products in various brands, but neither dominates the market. Personally, I think it's because they, at least partially, hitched their energy-drink wagon to pre-existing brands like Mountain Dew and Gatorade. That looks good on paper, and I'd be loathe to call the strategy a failure, but on most retailer's shelves the energy drinks are in one place and the Coke/Pepsi displays are in another, so a customer looking for one is going to not see the other. Instead, the big animal in the energy-drink zoo is Red Bull, a product of an Austrian company. (Near as I can tell, it's privately held.)
During Hansen's conference call, the company said that it had distribution in about 62% of locations, compared with 90% for Red Bull and Coke and Pepsi's brands in the high 70s or so. (We're talking about energy drink distribution as a percentage of retail locations that carry them, by the way; both Coke and Pepsi have the luxuries of their distribution networks, but still must battle for shelf space at franchised retailers with the others.) Monster's distribution is growing, and there seems to be, based on these numbers, some natural expansion available to it on shelves. It should also be noted that Coke, Pepsi and Hansen have been capturing market share from Red Bull, which probably has nowhere to go but down.
Sales growth for Hansen is also coming from new product introductions. One, in particular, was hailed as a success on the third quarter conference call: Monster Khaos, a version of Monster Energy that sports a different flavor (citrus, to be specific) and is 70% fruit juice. (Apparently it's also a good drink mixer, which suggests that this "alternate" use could increase consumption going forward.) It is nigh impossible to project the potential for these energy drinks; the market is too immature for that.
The one thing that I was unable to find in my readings was a description of the taste of Monster Energy, which was simply described as "unique." Considering that management has also stated that it was using it as a differentiator, I thought that was vague, so I set out to find a can of Monster. It took about seven delis here in the Times Square area, but I finally nabbed a can. To put that search in context, the area was awash in Red Bull and, interestingly, Everlast Nutrition's Citrus Blast, with various Coke, Pepsi, Snapple and Arizona energy-drink brands also being well represented. RockStar, a brand marketed by Coke and a major player in the market, was also only sighted at one deli. Furthermore, bear in mind that Hansen's distribution is decidedly weighted toward the West Coast. (It derived 36% of its revenues in the third quarter from California, down from 44% in 2004.)
My opinion: Monster Energy tastes kind of like St. Joseph aspirin. But let me qualify that: I am what is described by Hansen management as a traditional consumer, which is to say that I get my caffeine hits from coffee. So, I let other members of the Reuters Investment team try it as well. One person remarked that it tasted like Flintstone's vitamins. Another opined that it would be great with vodka, which is apparently also true of Red Bull. (Hence the quotes on "alternate" use, above.)
Most people in this small, unscientific poll preferred it to Red Bull, though. (No one preferred Red Bull, and only one of my co-workers had no preference, noting that both are so sweet that you think that your teeth will shatter.) If this is the case, and it seems to be, then the relative lack of distribution, particularly in light of the sales growth rate, becomes a positive, because there's much geographic territory to be won, and certainly there's the potential for a higher rate of return than one would find for Coke or Pepsi.
That said, the rate of growth is going to decline. (Tripling earnings each year can’t continue. Sorry.) My analysis indicates a potential 20.3% long-term earnings growth rate, based largely on management efficiency ratios. The share price seems to reflect a 7.4% growth rate when using the trailing-12-month price-to-earnings ratio. The P/E-to-growth (PEG) ratio becomes distorted for high-growth, high-risk companies, and so seems less relevant to me. Nonetheless, I'll note that it seems to indicate a 15.7% growth rate, which would be much more fairly valued, but still at a significant discount, even following a spike in the share price after the third quarter announcement. While the risk-averse should probably steer clear, value and growth investors might both want to take a look at HANS.
___ARTICLE IN MSN'S MONEY CENTRAL MENTION'S (HANS)___
SuperModels
Spotting the next super-stocks
The best stocks of the decade thus far, like soda maker Hansen Natural, still fly under the radar. Here are the leaders -- and a few potential superstars.
By Jon D. Markman
It's mid-December 1999. The stock market is rockin', and you're kicking back at the bar after work with your pals, throwing around ideas for stocks that will lead Wall Street over the next six years.
On your list are probably the usual Internet heroes, like eBay (EBAY, news, msgs), and maybe a biotech, like MedImmune (MEDI, news, msgs) or a fast-growing store, like Starbucks (SBUX, news, msgs).
But boy, oh boy, would you have been wrong. The leading stock over the past six years, according to my calculations, makes just about the least exotic product you can imagine: soda pop. It's Hansen Natural (HANS, news, msgs), which is up 3,739% since Jan. 1, 2000. And the next four best aren't exactly household names, either. They are:
KCS Energy (KCS, news, msgs), a Houston-based natural gas producer, +3,251%;
IRIS International (IRIS, news, msgs), maker of automated urinalysis systems, +3,248%;
Amedisys (AMED, news, msgs), a home nursing care provider, +3,181%;See the news
that affects your stocks.
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new News center.
Quicksilver Resources (KWK, news, msgs), a Texas-based natural gas producer, +2,929%.
The incredible success of these unassuming businesses provides investors with valuable insights into the character of our age and what makes stocks go up.
It's obviously not glamorous CEOs, hyped-up investor-relations campaigns or sexy products, although none of those things will actually hurt. It's mainly about finding an underappreciated niche that's small enough to be ignored by much larger players -- and then developing a pipeline of products that can be sold for many years at relatively high margins to an increasing number of customers. All of these market-leading companies crush their peers on returns on capital and pricing power: business fundamentals that allow them to continually grow into valuations that seem perpetually cheap.
____(HANS) = IBD's TOP TEN HIGHEST RATED STOCKS____
From IBD's 10 Highest Rated Stocks
by: nuuinvestor 12/19/05 08:53 am
Msg: 50738 of 50767
As energy drinks grow in acceptance, the company's sales growth is ramping higher.
Hansen Natural Earnings per share growth has been outstanding, from 120% to 500% the last eight quarters. The number of mutual funds holding its shares has more than doubled since a year ago, and is now about 90. Return on equity is a solid 44%. Earnings are expected to increase 180% this year, an estimate that has been bumped up.
GOTTA LOVE IT!!
__________TARGET $118 INITIATED COVERAGE_______
Initiated at BUY - Tgt $118.00
by: BONAN99 12/19/05 09:22 am
Msg: 50740 of 50783
Live In Play
19-Dec-05
09:16 Longbow initiates select beverage companies
Longbow initiates HANS with a Buy and $118 tgt; initiates PBG with a Buy and $38 tgt and initiates PAS with a Buy and $29 tgt. Firm also initiates CCE, COT and FIZ with Neutrals.
WHAT IT TOOK TO WIN" ... (IN 2005)
(HANS) excerpt from article is as follows ...
Market Features
What It Took to Win
By Nat Worden
TheStreet.com Staff Reporter
12/30/2005 7:08 AM EST
URL: http://www.thestreet.com/markets/marketfeatures/10259493.html
Get Jim Cramer's picks for 2006.
In 2005, fortune favored the brave.
Stock investors who played it safe in 2005 had lackluster results, with the S&P 500 headed for a 3.8% gain for the year -- well below the current 4.4% yield on the 10-year Treasury bond. Meanwhile, the stars were aligned for risk-takers who made the boldest bets and lived to tell about them.
The get-rich-quick crowd found the stock market's monster returns in drug development, oil speculation and energy drinks, among other things.
Two obscure drugmakers, ViroPharma (VPHM:Nasdaq) and Myogen (MYOG:Nasdaq) , staged eye-popping rebounds as their prospects improved after suffering rejections in the government's high-stakes drug-approval process.
Elsewhere, a little-known oil and natural gas company, GMX Resources (GMXR:Nasdaq) , became a gusher as oil prices skyrocketed. And with Congress calling for oil companies to build more refineries, Dynamic Materials (BOOM:Nasdaq) caught a bid, not all of which can be attributed to its ticker symbol.
A better-known moonshot was Hansen Natural (HANS:Nasdaq) , which, with its caffeine-laden drinks, took on Coke (KO:NYSE) and Pepsi (PEP:NYSE) . A large band of speculators went along for the ride.
Amped
Great expectations are also evident in the energy beverage market, where Hansen Natural's Monster Energy drinks are challenging the likes of Red Bull and others with giant doses of caffeine and sugar and it slogan, "Unleash the beast."
Great expectations are also evident in the energy beverage market, where Hansen Natural's Monster Energy drinks are challenging the likes of Red Bull and others with giant doses of caffeine and sugar and it slogan, "Unleash the beast."
In 2004, Hansen's energy-drink sales increased 162%, more than three times Red Bull's growth rate. This year, distribution gains in East Coast and the Midwest could lead to an estimated 100% to 150% growth. Meanwhile, gross margin rates on the Monster drinks are expected to be up around 60%, twice as much as the gains posted by its competitors.
The performance has sent its shares up 357% this year, but analysts caution that its spectacular growth rate will be fleeting, since it's only a matter of time before giants of the beverage industry come up with an effective competitor.
Longbow Research analyst Alton Stump remains bullish on Hansen (he does not own shares of the company, and his firm has no investment-banking arm).
"We still only see the brand right now in about half the overall U.S. retail channel," Stump said. "They can double their presence right now just by expanding distribution more. Also, the competitive risk has been diminished since Monster already has the attention of national distributors and consumers. That's the big hurdle for little guys, and they've already cleared it."
"THE MARKET'S 10 BEST STOCKS" ... (of 2005)
The Market's 10 Best Stocks
http://www.fool.com/news/commentary/2005/commentary05122902.htm
By Tim Hanson (TMF Mmbop)
12/29/2005
The greatest stocks of the past decade are not the ones you'd expect. Microsoft isn't on the list. And Starbucks doesn't crack the Top 50. I wouldn't have been able to name any of the Top 10 on the spot. Which just goes to show, we probably haven't even heard of the best 10 stocks of the next 10 years. But I'm getting ahead of myself.
Without further ado, the 10 top performers:
Company
Current Market Cap*
Return Since 1/1/96
Hansen Natural(Nasdaq: HANS)
$1,850
24,185%
Chico's(NYSE: CHS)
$7,780
17,600%
NVR(AMEX: NVR)
$4,360
7,150%
Christopher & Banks(NYSE: CBK)
$650
6,795%
MeritageHomes(NYSE: MTH)
$1,800
5,860%
American Eagle Outfitters(Nasdaq: AEOS)
$3,140
4,850%
ComtechTelecommunications(Nasdaq: CMTL)
$715
4,315%
SCP Pool(Nasdaq: POOL)
$2,000
4,090%
Engineered Support Systems(Nasdaq: EASI)
$1,730
3,800%
Jos. A. Bank(Nasdaq: JOSB)
$580
3,790%
Total Average Return
8,240%
Total Annualized Return
55.6%
*In millions. Historical price data provided by Capital IQ.
There are more than a few things that are shocking about this list. First, these companies are obscure. Hansen Natural -- the greatest stock of the past decade -- has sold all-natural juices and sodas since the 1930s. Chico's sells clothes to women in their 30s, and 10 years ago it had fewer than 250 stores. SCP Pool -- a company with 45% annual returns -- wholesales swimming pool supplies and chemicals!
Second, there's only one "tech" firm on the list. And it's not one of the famous ones. Only four analysts are currently following Comtech.
Ten years ago, none of these companies were heavily followed by the pros on Wall Street, and even more incredibly, some still aren't.
Finally, none of these companies were worth more than $200 million 10 years ago. And even after 10 years of incredible growth, seven of them are still small caps! Only Chico's, NVR, and American Eagle have moved comfortably into mid-cap status.
The Foolish bottom line
The greatest stocks of the last decade were:
Obscure
Ignored
Small
Now how many investors are searching for market-beating returns among the Microsofts and Starbuckses of the world? Twenty-nine and 16 analysts follow each of these stocks, respectively. But these companies can't beat the market -- they are the market!
So if you want to find the 10 best stocks of the next 10 years, you need to start small -- as in small caps. These are exactly the types of companies that we're following at Motley FoolHidden Gems. We don't care about Microsoft. Instead, we follow Blackboard, an $800 million software firm that supplies 2,225 educational institutions with 90% product renewal rates.
But an $800 million company is probably still too big to be one of the 10 best when we look back in 2016. That's why we also offer Tiny Gems -- promising companies capitalized at less than $200 million. One of the next 10 best will likely come from there.
To take a look at the 60 small caps we're following and the Tiny Gems we've dug up, click here to take a free trial to Hidden Gems. You may not have heard of our companies, but that's exactly the point.
Tim Hanson owns shares of Blackboard. Microsoft is an Inside Value recommendation. No Fool is too cool for disclosure ... and Tim's pretty darn cool.
FROM BUSINESS WEEK::::____"HOW MONSTER MAINTAINS ITS BUZZ"
2006 01 04 (HANS) Business Week On-Line
JANUARY 4, 2006
HIGH & LOW
By Alex Halperin
How Monster Maintains Its Buzz
It's thriving in the exploding energy-drink market, thanks to smart marketing from owner Hansen Natural, whose stock has had plenty of pop
How's this for juiced-up stock? In the midst of a mediocre year for the major U.S. stock indexes, beverage outfit Hansen Natural (HANS ) had a monster 2005. The explosive growth of its Monster Energy drink propelled Hansen to the top-performing slot in the Standard & Poor's Composite 1500 index. The stock climbed 333% from a split-adjusted $18.2 per share to end the year at $78.81.
The lesson of Hansen's success? When it comes to performance beverages, image is everything. One readily identifiable brand with "buzz" can boost a company's fortunes at a time when a typical convenience-store customer has hundreds of drinks to choose from.
According to a November Securities & Exchange Commission filing, Hansen's sales climbed to more than $250 million in the first nine months of 2005, up from $130 million during the same period in 2004. In the same period, gross profit climbed from $58.5 million to $130.4 million.
CROWDED FIELD. Though Hansen's product lines include juices and natural sodas, Longbow Research Senior Analyst Alton Stump attributes the overwhelming majority of the growth to Monster. (Stump doesn't own shares in Hansen, which couldn't be reached for comment for this story).
Stump says through the end of November, sales in the wildly profitable energy-drink sector had increased about 80% on the year. Monster almost doubled that growth rate, as its availability expanded from approximately 25% to more than 50% of the U.S. market.
Several factors make Monster's growth appear even more impressive. First, the U.S. market alone has more than 1,000 brands, Stump says. Of these, he says Monster and the Rock Star Energy Drink brand each command about 17% of the market. Red Bull, which like Rock Star is privately held, is the market leader with about a 50% share, he says.
FUNCTION-DRIVEN . Energy drinks are typically highly caffeinated, carbonated drinks with a syrupy texture. Frequently produced in unnatural colors, they can contain other ingredients designed to help consumers to focus or stay awake. Monster contains extracts of ginseng and guarana.
Like medicines, these potions are valued more for what they do than for their flavor. "These products are sold on function more than taste," says John Sicher, editor of the trade publication Beverage Digest. And given their sales patterns, they seem to be valued even more for the images on their cans.
So how did Hansen build the brand? Monster's claw-shaped M logo is planted on a variety of "action sports" athletes like surfers and motorcycle racers, effectively targeting energy drinks' prime demographic, the sort of sports-obsessed young men long courted by PepsiCo's (PEP ) Mountain Dew soft drink. Mountain Dew markets its own energy drink, called Amp. Coca-Cola (KO ) markets a similar offering called Full Throttle.
SPREADING WAVE? Through this sort of targeted advertising, Monster has become something like a top-shelf liquor for the under-21 set. As with Red Bull, Stump says Monster's bona fides with the extreme-sports crowd enable it to charge about $2 per can. And the company is "still not seeing any pricing pressure" while an army of competitors must sell for less. Customers think of competitors, which often sell for half the price, as "value brands," Stump says.
Sicher says Monster, like the rest of the business, has grown on the strength of "granular" marketing that has included word-of-mouth and point-of-sale campaigns. He predicts energy drinks will maintain their breakneck growth for another year or two, as they ooze out from bars and nightclubs until they become a more common coffee substitute. "There are probably a lot of consumers who have just discovered energy drinks," he says, forecasting that Monster will keep pace with the sector.
Stump is less optimistic about Hansen. "Of course you're dealing with the law of higher numbers," so it will be harder for it to keep up 2005's torrid pace of growth. Still, he estimates that the energy-beverage segment will grow about 30% in 2006, which should keep Hansen buzzing.
HANSEN IN NATIONAL REVIEW ..........
2006 01 05 National Review Tom Nugent Editorial
Tom Nugent, NRO Editorial, Contributing Editorial ...
January 05, 2006, 8:57 a.m.
Small-Caps Are the Place To Be
Think twice before handing more of your savings to the big-money managers.
Professional investors are still pining over the weak performance of large-cap stocks while calling for an eventual rally in this category of big names. Of course, the great majority of these professionals shepherd billions of dollars in equity investments, so all they can do for their clients to justify their high fees is to play musical chairs among these big-cap names.
The irony in the world of professional investing is that the big guys with all the marketing muscle and slick sales forces cannot overcome the fact that big stocks, the only game in town for big money, haven’t been performing well relative to smaller stocks. For example, the S&P 500 is essentially flat, rising only 0.64 percent per year for the five years ended November 30, 2005, while the S&P MidCap 400 and the S&P SmallCap 600 are up 10.07 percent per year and 13.57 percent per year, respectively, over the same time period. For the last ten years, the S&P 500, with a push from indexing, is up 9.28 percent per year, while the S&P MidCap 400 has increased 14.25 percent per year. (The S&P SmallCap 600 was not around for the entire time period.)
When you get into the really big names, the data deteriorate. The S&P 100, the 100 largest stocks by market capitalization (and 55.2 percent of the S&P 500), has actually declined by 2.09 percent per year over the past five years. Remember, this five-year period occurs after the technology boom and reflects a period when many of the so-called riskier small companies should have done worse, not better.
The delirium surrounding the initial public offering of Google and the subsequent price performance of the stock is another example of how the big money managers find themselves in a limited world for making above-average profits. Since Google started out as a big-cap stock (at IPO, the market cap was about $25 billion; today it’s $127 billion), it provided a reason for the big-cap stock lovers to marvel at the company and the related performance of the stock. However, the downside for many big-cap managers this time around is that the gales of creative destruction are blowing harder than usual, with the drug and auto companies, the old big-cap names, becoming thorns in the side of big-cap performance. One Google can’t make the difference.
Investors may think twice about handing more of their savings to the big-money managers who have little flexibility in adding value. These “mega-tanker” investment firms have little ability to turn left or right when the need arises, and they can’t invest enough of their money in small- and mid-cap stocks to make a difference. A better alternative might be to seek out smaller investment advisors who can and do provide meaningful access to the universe of small- and mid-size companies. But one may ask, “Why invest in the smaller-cap sector since it has done so well for the past five years? Isn’t it due for a slide?” Here’s why the sector still makes sense:
Big-cap companies have never been wealthier. As the better small- and mid-cap companies emerge, big companies will spend some of their wealth on acquiring these companies. This is a great exit strategy for small- and mid-cap investors.
The mid- and small-cap universes are constantly changing, with the good companies going up and the bad companies going down. By actively managing a portfolio to hold the winners and sell the losers, investors should be able to add value to index performance. Since there is less efficiency in this segment of the market, thoughtful analysis should produce better results than trying to outsmart 15 analysts who are all recommending Microsoft as a great company but making no money in the process.
Investors who choose smaller investment advisors won’t be constrained by being forced to sell their winners. Imagine what would happen to a money manager who held a large position in a stock that did extremely well? Here is an example:
One of my favorite stocks has been Hansen’s, a small beverage company that has done very well in the manufacture and sale of energy-related drinks. While the big boys are fretting over the performance of Coca Cola and Pepsi, Hansen’s has been benefiting from strong demand for their specialty beverages. One seldom hears the name Hansen’s on the network finance shows because it is a small company with a market capitalization of only $1.8 billion. Of course, none of the big guys can capitalize on Hansen’s because of its size; they just can’t buy enough. When I compared the performance between Google and Hansen’s I found the results interesting. Since Hansen’s has been around a lot longer than Google, I compared the performance of these two stocks from the time of Google’s IPO to the present, and I was surprised to see that Google rose 309 percent since inception while Hansen’s climbed 615 percent over the same time period.
Some investment managers are constrained by being able to hold only 10 percent of a position. Once appreciation takes a stock beyond that level, a planned reduction in that holding takes place. For Hansen’s, investors would not be able to fully benefit from the enormous rise in the stock price if they hoped for a big gain from the big guys.
The large 1990s move in the S&P 500 is probably over, given the trillion-dollar implementation of indexing over the past 15 years. As a result, investors may very well find that investing in smaller companies — even the less-than S&P 100 companies — will prove more rewarding than investing only with the big-cap managers who can only espouse the benefits of big-cap stocks.
— Thomas E. Nugent is executive vice president and chief investment officer of PlanMember Advisors, Inc. and principal of Victoria Capital Management, Inc.
MODESTO BEE__&__LA TIMES ARTICLE:
2006 01 02 Modesto Bee LA Times (HANS) Article
Energy drinks give Hansen a boost Industry growing rapidly along with consumers' demand for beverages
Monster Energy is the No. 2 energy drink seller behind Red Bull and is fueling Hansen Natural's rapid growth.
LOS ANGELES TIMES
By JAMES F. PELTZ
LOS ANGELES TIMES
Last Updated: January 2, 2006, 04:24:52 AM PST
CORONA — A small company here has created a monster in the pumped-up market for energy drinks.
Hansen Natural Corp., once an obscure seller of fruit juices and sodas, is growing at a furious pace thanks to its Monster Energy line of beverages. It has been a welcome jolt for Hansen's investors and spawned multimillion-dollar stock gains for its top two executives.
Monster has become the second-best selling energy drink behind industry leader Red Bull, which is battling with several new rivals that hope to capture the market's surging sales.
Industrywide, U.S. sales of the caffeine-laced drinks were expected to climb to nearly $3 billion last year from $2 billion in 2004, and they should keep growing at least 50 percent annually this year and next, predicted John Sicher, editor and publisher of trade journal Beverage Digest.
One reason: Consumers love the instant gratification of an energy boost, and "that is a growing component of the popularity of energy drinks," he said.
Hansen is growing even faster than the industry. The company said its net sales for the first nine months of2005 nearly doubled from the same period a year earlier, to $251 million from $130 million.
Nine-month profit more than tripled, to $44 million, or $1.84 a share, from $13 million.
All of this is getting Hansen noticed even though it is much smaller than privately held Red Bull of Austria, which had 2004 sales of 1.7 billion euros, or nearly $2billion.
When Forbes magazine published its annual list of the 200 best small companies in October, Hansen was No. 1. In November, Citigroup analyst Gregory Badishkanian joined the few analysts who follow Hansen, with an initial "buy" rating on the stock.
But Hansen's skeptics also are paying close attention. An unusually large amount of Hansen's stock has been targeted by short sellers, those traders who hope to profit from a stock falling in price. The short selling is a big bet that energy drinks are another fad, that Hansen's growth will slow as competition heats up, and that its stock price will tumble.
New energy-drink rivals include such giants as Coca-Cola Co., which is distributing Rockstar and Full Throttle, and PepsiCo Inc., which sells SoBe No Fear and SoBe Adrenalin Rush.
Although some analysts and Hansen executives acknowledge that sales growth for en-ergy drinks undoubtedly will slow from its feverish pace, they contend that sales still will manage double-digit annual gains in the coming years — enabling Hansen to keep growing as well.
Hansen chairman and CEO Rodney Sacks, when asked if the short selling concerns him, replied, "Not at all." He also rejected the notion that energy drinks in general, and Monster in particular, are merely a fad.
In an interview, he noted that Red Bull continues selling well eight years after hitting the U.S. market. Energy drinks also should keep enjoying strong demand because their appeal is spreading to different consumers, Sacks said.
The drinks initially were bought mostly by men ages 18 to 30, especially at night, when the drinks also are used as cocktail mixers, he said. But that age group has widened to 13 to 50, he said, and women now account for one-third of Monster's customers.
The Monster line has benefited from Hansen's ability to secure widespread distribution for the drinks, and the product's savvy marketing campaign, analysts said. The company's sponsorship of "extreme" sports such as skateboarding and motocross also helped.
Hansen also sells juice, fruit smoothies
Monster is sold in black cans with neon-green claw marks on the side, and Hansen describes the mixture as "the meanest energy supplement on the planet." Hansen also sells such wholesome drinks as apple juice, fruit smoothies and "natural" sodas.
The company dates back to 1935, when Hubert Hansen started a juice business in Los Angeles.
After a trip through bankruptcy in the late 1980s, the company was sold in 1992 to two South African businessmen — Sacks and Hilton Schlosberg, Hansen's vice chairman and chief financial officer — for $14.6 million.
They targeted the energy drink market after Red Bull — popularized by marketing executive Dietrich Mateschitz, who began selling the drink in his home country of Austria in 1987 — rapidly expanded in Europe and plunged into the U.S. market.
Red Bull, which made Mateschitz a billionaire, is now sold in 130 countries, and the company said it has no fear of Monster and the other new entrants.
For now, Sacks and Schlosberg are enjoying the financial rush from Monster. The pair lead a group of Hansen insiders who own 25.6 percent of Hansen's stock, according to the most recent proxy, a stake now worth nearly $400 million.
___SURF TV ... MONSTER XXL BILLABONG ... LARGEST WAVE CONTEST .. CUSTOM CAN SUPPLIES____
TV
by: tjlab 01/09/06 12:37 pm
Msg: 53139 of 53166
I understand the Monster/Billabong wave competition has made the news on all the surf and extreme news channels. The leader at this point stands to win 500K. Great news coverage and advertisement for Monster! The surf crowd has made products like Corona, Quicksilver, Vans and many-many more!
MonsterBillabongXXL(BALL)tjlab
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 01/09/06 03:17 pm
Msg: 53166 of 53166
__tjlab:__________
- BALL corp custom "Monster" can supply must be tight due to heavy sales ...
- Last "Monster greens that I bought had the "M" cut out in the tab .. New blue ones that I just got do not .. Need to look to see if new greens still have it .. Good indicator that can supplier(BALL) is having a hard time keeping up w/demand for "Monster" ....
- Another good sign is that there is not a custom can w/Billabong or SurfPro or Hawaii Pipeline on it other than the XXL which was pretty new still around Halloween .. It may be planned to only promote surfing on that XXL can though in order to use the 16oz for the Kawasaki Triple Crown of MotoCross &/or other events ..
- It was very clever of "Monster" to do a tie in between Billabong & the "Monster"XXL & the largest wave contest .... Very Very Clever Mktg ...! ...
- Here is the contest & news link ...
http://www.billabongxxl.com/06/index.asp
- Person who is able to ride the largest wave gets the prize .. I think that the winner gets announced in April as he was last year when this contest may have kicked off w/the new XXL product ... Very Very clever of MonsterEnergy(TM) ...
- Last year's cans had this quote:
- "The Billabong XXL Award annually goes to the surfer who successfully rides the single best wave of the year."
- " The rules are simple & the result is spectacular, any break, any day, any qualified surfer - the biggest wave wins. "
- " And w/a prize of $1k per ft. the XXL is the single biggest award in surfing every year. "
- " Find out who will claim this year's award April 22, 2005 at the 5th annual Billabong XXL Global Big Wave Awards presented by Monster "
- "At Monster we know bigger is better in support of the Billabong XXL Award, for a limited time only, get Monster times 3 in our jumbo Billabong XXL collector's can."
- Collector's can ? ... Shazam ? ... I guess I shouldn't have given in to temptation & drank that XXL can dry ? ...! ...Oh Well /??? ...
- I am wondering if (HANS) 8oz still has the SurfPro cans ? ... I was thinking that "Monster"16oz had taken over the Hawaii Pipeline SurfPro Contest .. I am too lazy to do the research today .. Congrats to all longs ...! ?...
- I know that the 2005 XXL cans mention 5th annual contest but I think that the contest was sponsored by "Monster"16oz. back then ... I do not think Rodney Sacks metioned the large sizes earlier .. nor did I see them ... unless tthey were being test marketed in So.Cal. ....
- "Monster"XXL is also still not common in the resealable can ... Another sign of tight supplies of can supply w/sales demand outstripping can supply ..
Posted as a reply to: Msg 53139 by tjlab
EVERY 5K SHARES = $1M W/IN 2YRS
EVERY 5K SHARES = $1M W/IN 2YRS
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 01/11/06 03:04 am
Msg: 53526 of 53526
lox:____
- Reuters has nearly ... & finally .. chosen the same $1M-maker-target from 2004 that I set for 2006 & was severely rebuked for ... Son Of A Gun ?! ...
- original shot gun target pre-WilliamTell-split was $400 but is now only $200 since every 2500 shares are now 5K shares ...
- amazing ... Oh the humanity ! .. Oh the folks who said it could never be hit ..! ... Oh the (HANS)wringing ..! ... Targeting requires Vision & that is what Scopes are for my fellow target hunters ... ! ...
- Good Luck, God Bless, & Good Hunting in 2006 ... !
- RE: below ...
Subj: "Hansen Natural Price Target $171"
By: lox154
Date: 01/10/06 10:04 pm
From Reuter's 1/9/06: PriceTarget Research
Hansen Natural Corp has a current Overall Rating of A (Highest Rating). Power Rating (97) is very high; appreciation potential (80) is high. Relative to the S&P 500 Composite, Hansen Natural Corporation has significant Growth characteristics -- its appeal is likely to be to Capital Gain-oriented investors. HANS is of the highest investment quality. Hansen Natural Corp's current technical position is very strong. Hansen Natural Corp's Power Rating is 97. The recent trend in HANS's earnings estimates has been extremely favorable. Hansen Natural Corp's Bottled & Canned Soft Drinks, Water comparison group is in a slightly weakened position currently. Hansen Natural's return on equity reached a new post-1996 high in 2005. Hansen Natural's historical income statement growth and balance sheet growth have diverged. Revenue growth has paralleled asset growth; earnings growth has exceeded equity growth. Hansen Natural's current Price Target is $171 (+415% from the 2004 Target of $33 and +100% from the 01/06/06 price of $85.66). This dramatic rise in the Target is the result of a +124% increase in the equity base and a +138% increase in the price/equity multiple.
If you are willing to shell out $25, the full report can be found here:
http://shoppingcart.reuters.com/ecommerce/Catalog/ReportDetail.aspx?id=35159906F 20050818&search=HOMS.O
Interesting.... may have accounted for some of the price appreciation past 2 days.
Posted as a reply to: Msg 53476 by lox154
REUTERS INTERVIEW - CEO - JAN'06
2006 01 15 Article via Reuters @MSN_MoneyCentral
January 15, 2006 02:12 PM ET
Hansen's CEO confident of energy drinks' growth
All Reuters News
NEW YORK (Reuters) - Hansen Natural Corp.'s Chief Executive Rodney Sacks does not need to sip his company's Monster energy drink to be revitalized -- a glance at his company's stock graph should do the trick nicely.
The stock of the No. 2 energy drink maker behind Austria-based Red Bull GmbH emerged as the clear winner on the Standard & Poor's 1500 index, rising 333 percent in 2005 with an average daily share volume of more than 1 million shares.
"There's no exact science or answer as to why we have been successful," the South-African born Sacks told Reuters. "What we did to make ourselves different was we created an aggressive personality and in-your-face image for the brand."
Earnings more than tripled in the third quarter of 2005, while sales doubled over the year-earlier quarter.
And in more good news, industrywide U.S. sales of caffeine-laced drinks are expected to jump 75 percent, to $3 billion, in 2006, says industry magazine Beverage Digest.
Hansen Natural, which promotes its brand through sports such as desert racing, motocross racing, surfing and skateboarding, plans to introduce an 8.4-ounce can for its Monster energy drink targeting women and older consumers.
Sacks added that his company, which was considered a lucrative takeover candidate before its stock soared, would be open to making an acquisition.
The beverage company's stock is trading at more than 30 times expected forward earnings compared with Coca-Cola Co.'s multiple of 18 times and PepsiCo Inc.'s 20 times.
GETTING A BOOST
The market for energy drinks, which typically contain caffeine, vitamins and other ingredients to boost energy, has grown rapidly since the 1990s.
Red Bull is the market leader with about 39 percent market share, according to Beverage Digest. Hansen's Monster is in the No. 2 position, with a 16.3 percent share.
PepsiCo -- with SoBe and Amp -- has a 13.3 percent share and Coca-Cola's Full Throttle has an 8 percent share.
But Corona, California-based Hansen is outpacing the industry, according to Citigroup analyst Gregory Badishkanian. The average analyst rating for the stock is "buy."
Badishkanian on Friday raised his price target on the stock to $130 from $88, pushing the stock up nearly 14 percent to a new life high of $104.79.
"Energy drinks are enjoying phenomenal growth and Hansen has done a terrific job with its brands," said John Sicher, editor of Beverage Digest.
At one time, Hansen was considered an attractive addition to the portfolio of Coca-Cola or PepsiCo, which are facing sluggish sales in their soft drink businesses.
However, at current levels the company looks prohibitively expensive although it is well positioned to make an acquisition itself.
"It wouldn't make sense for the buyers to buy Hansen at its current value," Sacks, a former lawyer, said. "We are looking for opportunities. We would be interested in buying if we found the right brand."
SHORT-SELLERS BEWARE
The success of Hansen Natural, which was listed as the No. 1 company in Forbes magazine's 2005 list of 200 best small companies, and other energy drinks has attracted many players into the market.
But some analysts have said that energy drinks are a fad, adding that Hansen will lose share from increased competition.
As a result nearly 23 percent of the company's outstanding shares have been shorted as of December 8.
Short-sellers borrow shares of a company and then sell them in anticipation of a decline. They profit when the stock falls since they can buy back the shares at a lower price and pocket the difference.
Still, the stock has already risen 32.3 percent over the first 13 days of this year.
"The shorts-sellers were banking on the industry not continuing to grow and us losing share with Coke coming in with Full Throttle. But they just got it wrong," Sacks said.
Copyright 2006 Reuters
____#1 SELLER__________
#1 seller
by: tjlab
Long-Term Sentiment: Strong Buy 01/14/06 04:05 pm
Msg: 54764 of 55018
Monster is #1, Red Bull #2 at the 7-11 in Moreno Valley Ca.. The owner says it sells like "crazy"! You gotta love it! I also saw Stater Bros. is selling the Monster 4-packs.
"SMITH BARNEY INITIATES"
Just read that Smith Barney initiates
by: LI_SHARK (67/M/Long Island Sea Shore) 01/16/06 10:57 pm
Msg: 55066 of 55107
coverage for Hansen Natural Corporation with BUY recommendation. Dated 1/13/06 4:00PM
Provided by Investars.
_______LINGERIE BOWL______
Coke Pushes Full Throttle at SuperBowl
by: drhgolfer (M/Los Angeles)
Long-Term Sentiment: Hold 01/19/06 03:45 pm
Msg: 56039 of 56044
http://biz.yahoo.com/prnews/060119/clth039.html?.v=39
While Coke pushes Full Throttle before the SuperBowl, Hansen's pushing Monster Energy at the Lingerie Bowl www.lingeriebowl.com
______LINGERIE BOWL LINK______
Re: Coke Pushes Full Throttle at SuperBo
by: b_r_i_e_t_t_a 01/19/06 03:50 pm
Msg: 56042 of 56045
http://www.lingeriebowl.com/index.htm
After the intro, look for the monster logo, then click it!...oakley is another sponser!
:
Posted as a reply to: Msg 56039 by drhgolfer
_______ACTIVE INGREDIENTS______
Re: Which ingredient provides energy?
by: formerreguy (M/Richmond, VA) 01/19/06 04:16 pm
Msg: 56045 of 56045
Let me help a brutha out: Taurine is an essential amino acid found in all complete proteins that can and does cause mental alertness when carbs are kept relatively low...which the Monster has done with 27 grams. It is the opposite of Tryptophan basically. If carbs are low, Taurine shuttles past the blood/brain barrier to stimulate alertness. If carbs are high when you take tryptophan, then Tryp activates seratonin and causes drowsiness...think about Thanksgiving dinner with the stuffing and taters....Snoozeville. If you eat turkey without carbs, no snoozeville.
If this were "sugar-water", then it would not hve any effect other than the caffeine and L-Carnitine, which is another amino acid that can help transport fatty acids and helps the body use fat for energy. Most bodybuildrs know this. I'm paraphrasing of course...LOL
Posted as a reply to: Msg 56034 by b_r_i_e_t_t_a
____"MONSTER" ON NBC'S "THE OFFICE"___
Monster in Hooters in NBC's The Office
by: el_rumbalero (33/M/Portland, OR)
Long-Term Sentiment: Strong Buy 01/20/06 12:49 am
Msg: 56161 of 56170
Was just watching NBC's The Office and noticed a big Monster M advertisement on the wall of a Hooters restaurant where a scene took place (a very funny scene). Nice to see the Monster M on TV. I guess they have Monster in Hooters now. So who wants to volunteer to do a HOoters check to verify?
Posted as a reply to: Msg 56159 by scopeoutthemonster
Re: Monster in Hooters in NBC's The Offi
by: gonzaga51@sbcglobal.net 01/20/06 01:17 am
Msg: 56162 of 56170
I will research it thoroughly. It's the least I can do.
Posted as a reply to: Msg 56161 by el_rumbalero
Re: Monster in Hooters in NBC's The Offi
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 01/20/06 02:18 am
Msg: 56170 of 56170
- I have it(NBC's "The Office") on VHS tape ...
- As best I know, this is the 1st ever appearance of the "Monster"LOGO on regular broadcast TV ... Which reaches a very broad audience ...
- Can you say "sublimmminnnable" ... ?
Posted as a reply to: Msg 56161 by el_rumbalero
(HANS) IN IBD'S "INVESTOR'S CORNER"
HANS ARTICLE TODAY. NICE
by: peluso_mr
Long-Term Sentiment: Strong Buy 02/01/06 07:00 am
Msg: 58420 of 58420
http://www.investors.com/editorial/editorialcontent.asp?secid=1100&status=articl e&show=1
___(HANS) ARTICLE___ IBD "INVESTOR'S CORBER"
- for full graphics visit IBD's www.investors.com website ...
--------------------------------------------------------------------------------
View Archive | Printer Version
Don't Fret Over Pennies During The Breakout
BY CHRISTINA WISE
INVESTOR'S BUSINESS DAILY
Posted 1/31/2006
So you've done your homework and found a good investment prospect.
It has a strong earnings and sales track record, hails from a good industry group and is building a base. You calculate the ideal buy point, then sit back and watch. But on the day the stock breaks out, life intervenes — an errand to run or any little thing that can pull your attention away from your computer.
When you check back on the stock, you find that it's already moved past its buy point. Is it too late to buy? No.
Quibbling over pennies during a breakout can cause you to pass up stocks that go on to yield big gains.
As long as a stock hasn't climbed more than 5% past its buy point, it's a viable buy target. The buy point is determined by adding 10 cents to the point of resistance in the stock's base. Calculate the buy point and a 5% limit ahead of time so you'll be ready when a stock breaks out.
Where that resistance level occurs depends on the chart pattern. In a cup with handle, it's the top of the handle. In a double-bottom base, it's above the middle of the W shape. In a flat base, it's the top of the left side.
If a stock breaks out by gapping up, grabbing shares 5% to 10% above the buy point is acceptable, since such stocks are usually leaders.
Take Hansen Natural. (HANS) The maker of Monster energy drink etched a 3 1/2-month base starting in July. It tried to run toward a new high in early September, but failed. When Hansen hit a low of 39.57 on Sept. 21, it undercut its prior base attempt and reset its base count 1. The stock rebounded, then showed quiet price and volume action 2. On Nov. 2 it gapped up 17% in huge trade, blasting out of its base 3.
View larger image
The stock's buy point was 54.10, 10 cents above its prior point of resistance near 54. When it closed at 58.19 on the day of its breakout, it was 7.6% above its buy point. But Hansen was a fundamental power that exploded out of a base with a breakaway gap. That made it a viable buy. Hansen pulled back to 54.12, prolonging the buy chance 4.
The stock gapped up again, surging 13% Nov. 9 5. It surged twofold from its breakout to its Jan. 13 high. Hansen found support at its 50-day moving average Tuesday, producing another possible buy point.
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© Investor's Business Daily, Inc. 2000-2006. All Rights Reserved. Reproduction or redistribution is prohibited without prior authorized permission from Investor's Business Daily. For information on reprints, webprints, permissions or back issue orders, go to www.investors.com/terms/reprints.asp.
___ARTICLE IN SMART MONEY - PUBLICATION OF WALL STREET JOURNAL / DOW JONES IRWIN:___
___ARTICLE IS PAGE ONE/COVER PAGE OF THE WEBSITE WWW.SMARTMONEY.COM TODAY THURSDAY 2006/02/09___
- ARTICLE HAS A PICTURE OF A CAN OF HANSEN NATURAL SODA - EYE CATCHING -
Hansen, Naturally
By Jack Hough
February 9, 2006
IT'S TIME FOR another look at Hansen Natural (HANS1). We made a case for shares of the maker of Monster Energy drink in a June 2005 search for companies with accelerating sales growth (see "A Star in the Fizz Biz2"). Readers who bought shares then are up 88%.
Through the middle of January, though, shares were up more than 140% since our June story. Is the recent dip a sign the momentum is slowing, or a chance for those who don't own shares of Hansen to imbibe? We'll look into that in a moment. The company turned up recently on our Efficiency Experts screen.
To judge management efficiency, our screen relies on a measure called return on equity. Simply put, it's equal to a year's worth of a company's earnings divided by its average net worth, or total assets less total liabilities, during that period. So a company that generates heaps of earnings using very little by way of tangible resources will have a high ROE.
Less simply put, ROE is the product of three ratios: earnings/sales (profit margin), sales/assets (asset turnover) and assets/equity (leverage). If you remember your fraction multiplication (just nod), the two "sales" cancel each other out, as do the two "assets," leaving earnings over equity, or ROE. That's important for more than just nerdish amusement. It means managers who are looking to boost their company's ROE — and many are paid according to how well they do just that — can do so by boosting any of its three component ratios.
Spotlight Stock
Hansen Natural (HANS3)
4 Markets, sells and distributes "alternative" beverages such as noncarbonated ready-to-drink iced teas, lemonades, juice cocktails, single serve juices, ready-to-drink iced coffees, energy drinks, sports drinks, soy drinks and single-serve still water.
Wednesday's Close $84.11
Market Value $1.9 billion
Trailing 12-Month Sales $302 million
2006 P/E 23
Proj. Long-Term EPS Growth Rate 20%
Additional Data:
Earnings5 | Financials6 | Key Ratios7 | Ratings8 | Insiders9
Boosting profit margin through, say, better advertising is good. So is juicing asset turns by, for example, making a new flavor of Cheerios using your existing, um, Cheerioscilator. But increasing leverage by simply borrowing more may or may not be wise. To make sure our screen isn't turning up companies that are inflating their returns by overborrowing, we require leverage for each screen survivor to be below its five-year average. We also look at a measure called return on invested capital, or ROIC. Whereas ROE subtracts debt from the bottom side of the ratio, flattering the heavily indebted, ROIC adds it, penalizing aggressive borrowers.
Companies with high ROEs and ROICs show they're generating the plump internal returns that can lead to generous stock returns. To see that in action, check out our past stories on women's clothier Chico's FAS (CHS10). Its shares are up 187% since we featured the company in a May 2003 Efficiency Experts screen ("Models of Efficiency11") and 67% since we highlighted it in another Efficiency Experts search last May ("You Again12").
Use our stock screener13 and Efficiency Expertsrecipe14 anytime to run our search for yourself. Recently it turned up 10 companies15, including Hansen Natural.
It's not that Monster is all Hansen sells; it's just that nothing else matters right now. The company got its start in 1990 selling juice and organic sodas in Southern California. But it attracted little attention from investors before launching Monster in 2002. Since the end of that year the stock has climbed 38-fold. In all, Monster drinks now bring in 70% of Hansen's sales. And their gross margins, at around 60%, are twice those of the company's juice and soda products.
For those unfamiliar with the product, think Red Bull, but in jazzier neon-on-black cans with three different size cans: eight, 12 and 24 ounces. Monster Energy is the lineup's original drink. There's also a Monster Energy Low-Carb. Monster Khaos includes such chaotic juices as apple, orange and peach. And Monster Assault can be thrown at aggressors. It's also cola-flavored.
Hansen holds about a 16% share of the energy-drink market right now. That's second only to the 39% share held by the category's pioneer, Red Bull, made by a closely held Austrian firm of the same name. PepsiCo (PEP16) is third with a 13% share held by its SoBe and Amp drinks. And perhaps you noticed those Super Bowl commercials for Full Throttle? It's owned by Coca-Cola (KO17), in fourth place with an 8% share.
About a third of the public float in Hansen shares has been sold short at present. The sellers include investors betting caffeine-laced energy drinks are a passing fad, and those who expect the recent entrance of much larger players into the business to crush Hansen.
Side with neither group. Sales of caffeinated energy drinks are expected to jump a whopping 75% this year, according to Beverage Digest, an independent trade journal. Hansen's total sales, having ballooned an estimated 84% in 2005 (final numbers should be announced late February), are forecasted to surge another 42% this year.
And the competition's ads might actually be helping. "Monster's impressive run over the last couple of years occurred despite the presence of Pepsi and Coke," wrote Alton Stump, an analyst with Independence, Ohio-based securities firm Longbow Research, upon initiating coverage of Hansen with a Buy rating on Dec. 27. "In fact, increased advertising and promotions from these top players often bolstered consumer recognition of the entire energy-drink category."
Hansen makes our screen with a ROE of nearly 50%, mocking Coke's 29% and Pepsi's 28%. And analysts say Hansen is still sold in far fewer stores than its competitors, suggesting it may enjoy rapid growth and a high ROE for years. Unlike Red Bull, Hansen also has yet to make its way into bars or across the Atlantic.
That brings us to valuation. The stock trades at 23 times projected 2006 earnings. That's richer than Coke's 2006 price/earnings ratio of 19, and Pepsi's 20. But analysts expect Hansen to boost its earnings by 20% a year over the next five years, vs. a meager 8% for Coke and 11% for Pepsi. Divide each company's P/E ratio by its long-term earnings growth forecast, and you get price/earnings-to-growth, or PEG, ratios of 1.2 for Hansen, 2.4 for Coke and 1.8 for Pepsi. The broad market's PEG is about 1.6 right now. Translation: Not only isn't Hansen's stock overpriced, it's twice as attractive as Coke and Pepsi, and nearly a third cheaper than the overall market. Bottom's up.
___LINK TO SMART MONEY ARTICLE REQUIRES PREMIUM SUBSCRIPTION:___
COVER ARTICLE - SMART MONEY
by: scopeoutthemonster (M/Wazoo on the Brazos, TX)
Long-Term Sentiment: Strong Buy 02/09/06 12:27 pm
Msg: 60316 of 60316
- Smart Money is a personal finance publication of "The Wall Street Journal"/Dow Jones Irwin ..
- The article is too big to paste directly to the Yahoo Board w/o a bazillion continuation pages .... So I'd invite non-subscribers to visit the BLOG site ...
- I've posted it in it's entirety except for the photo on the BLOG:
http://hansensmonster.blogspot.com/2005/11/la-times-article.html#comments
- As far as SmartMoney, I'm a premium subscriber so you can't get there w/my link but you can see the photo of the can in the cover page probably for this one day only at the regular site:
http://www.smartmoney.com
- Even after it leaves the cover page it may be available in their archive w/this address but since it is a "SmartMoney Select" article it requires a premium subscription to view in its entirety:
http://selectrt.smartmoney.com/stockscreen/index.cfm?story=20060209intro&adv=art icles&advtype=StockScreen
___PER AD WEEK - ADVERTISING IS IN THE WORKS___
Monster Energy, Shoes.com Arrive at M/Z
February 09, 2006
By Gregory Solman
LOS ANGELES Independent Mendelsohn/Zien Advertising has been assigned the account of Hansen's natural soft drinks and its Monster Energy brand, the agency's executive creative director said today.
"The challenge on [Monster] is to get them even bigger than they've been," said Jordin Mendelsohn at the Los Angeles shop. "Without doing much advertising at all, they've been challenging Red Bull. So we've got to keep them cool and not commercialized."
Mendelsohn said the agency's work on Carl's Jr., particularly the Paris Hilton hamburger spot last year, convinced the client that M/Z knew how to reach the demo for energy drinks, which tends to be young males.
Claudia Caplan, M/Z's CMO, said that much like Hansen Beverage Co.'s soft drinks, Monster Energy business was built up largely through below-the-line marketing such as promotions, guerrilla tactics, street sampling and association with extreme sports.
"But seeing Coke and Pepsi-which sponsored the Super Bowl pre-game with its energy-drink-coming into the space, the client at least wants to see what advertising can do for them," Caplan said.
Separately, M/Z prevailed in a review of Brown Shoe Co.'s Shoes.com account, winning its first dot-com client. The venerable St. Louis-based business owns the Buster Brown, Naturalizer, Bass and Dr. Scholl's brands, among others.
"Shoes are interesting because women have an emotional relationship with shoes, and we tend to do emotional work," Caplan said, "so that created a wonderful marriage."
Caplan said the agency "avoided dot-coms in the past because the principals "couldn't see the revenue stream," whereas Brown is an established retailer (founded in 1878) backed by a "huge, publicly held company." She said there was a competitive pitch for the business involving undisclosed contenders.
Billings on the two accounts were not disclosed. Neither Shoes.com nor Hansen's did significant advertising in measured media last year, per Nielsen Monitor-Plus.
Links referenced within this article
Find this article at:
http://www.adweek.com/aw/regional/west/article_display.jsp?vnu_content_id=1001994991
_____(HANS) in CNN MONEY_____
CNN Money likes HANS
by: wolfy_505
Long-Term Sentiment: Strong Buy 02/10/06 02:14 pm
Msg: 60618 of 60625
This board is so busy I'm not sure if this has been posted already. Go to:
http://money.cnn.com/2006/02/10/markets/valentines_stocks/index.htm
Here's the part about HANS if the link doesn't work for you:
The vast majority of Hansen's business is focused on its energy drink, Monster, the No. 1 seller among 16-ounce offerings. Not a bad product to have under your belt when the energy drink industry is growing 60 percent annually and is surpassing $2 billion in domestic sales.
Analysts expect earnings to rise 45 percent in 2006 and if energy drinks stay hot, which seems likely, Hansen is poised for an effervescent 2006.
On the downside, the threat of increased competition, especially from Coke's Full Throttle and Pepsi's SoBe, could mean Monster's market share could fizzle.
But Hansen's small-company marketing style may give it an edge. Its combination of guerilla marketing and event sponsorship, such as the Vans World Tour, have helped it reach its core customers: young guys.
"The most successful brands, outside of Red Bull, are the most edgy, innovatively marketed ones," Scott Van Winkle, an analyst with Boston brokerage firm Canaccord Adams, wrote in a recent report. "We suspect this has been the Achilles heel of market leaders Pepsi and Coke, which are most associated with broadly recognized and accepted mass market brands."
(HANS)"Whisper#'s"Q4/'05
_____ _________________________ _________________
EPS post # date Yahooligan Q3'05 prize winners
_____ _________________________ _________________
1.07 46049 11/25/2005 scopeoutthemonster
0.76 46127 11/25/2005 maitsm
1.05 46150 11/26/2005 dfriedman1978 ___1st place
1.09 47673 12/05/2005 stockpickersteve ___3rd place
1.08 49144 12/11/2005 monster_jedi
1.05 49148 12/11/2005 tarnopol
0.96 49149 12/11/2005 rc6142003
0.87 49165 12/11/2005 bad110902
0.98 49187 12/12/2005 smallcapinv
0.99 49243 12/12/2005 tjlab
1.11 49271 12/12/2005 temmperest
1.04 49276 12/12/2005 b_r_i_e_t_t_a
1.06 49333 12/12/2005 el_rumbalero
1.01 49345 12/12/2005 mareenboy
0.80 50326 12/15/2005 bribeavis
0.94 50484 12/16/2005 creature_team
1.10 50495 12/16/2005 stckdiva
1.10 50522 12/16/2005 Zabee ___over...
1.07 50574 12/16/2005 cdncratiks
1.08 50613 12/17/2005 LI_SHARK ___2nd place/tied
1.11 50623 12/17/2005 FLiX
1.02 50639 12/17/2005 teutonic6 ___2nd place/tied
0.00 49345 12/12/2005 jclau00
0.00 49345 12/12/2005 stomp_n_burn
0.00 49345 12/12/2005 xthevikingx
0.00 49345 12/12/2005 hanshopeful aka: el_rumbalero
0.00 49345 12/12/2005 brandazzlert
0.00 49345 12/12/2005 b_k_d_r_p_h
0.00 49345 12/12/2005 del420puffin
0.00 49345 12/12/2005 drhgolfer
0.00 49345 12/12/2005 franzkaiser16
0.00 49345 12/12/2005 hot_n_active
0.00 49345 12/12/2005 ogreuawhole
0.00 49345 12/12/2005 paul525i
0.00 49345 12/12/2005 RainManInFlorida
0.00 49345 12/12/2005 sikboof
0.00 49345 12/12/2005 stockwatching1234
_____ _________________________ _________________
$1.02 Average EPS Q3'05 actual = $.83
===== ========================= ================
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