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Daily Archives: August 11, 2009

A Liquid Investment: GMCR

August 11, 2009
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A Liquid Investment: GMCR

I looked through all the public beer companies and found nothing interesting.  My favorite alcohol investment is Central European Distribution (CEDC), which is leveraging leadership in the vodka business in Poland, Hungary and Russia to expand geographically while enlarging its product portfolio.  It’s a good moderate growth story. A more attractive beverage investment however, for investors who want fast growth, is Green Mountain Coffee Roasters (GMCR), which we’ve mentioned here before. Michael Cintolo of Cabot Market Letter is a big fan of the stock; he added it to his Model Portfolio on May 5 at 50, and is now...

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