Green Mountain Coffee – Aua….

Green Mountain meldete gestern Quartalszahlen gemeldet, die anscheinend die Analystenerwartungen übertroffen hat.

Nachbörslich hat der Kurs anscheinend fast 20% zugelegt. Anscheinend stört auch niemanden, dass zum einen eine reltiv dicke Kapitalerhöhung angekündigt wurde, oder dass man immer noch gewisse Probleme mit dem Accounting an sich hat.

Zitat:

In a separate 10-Q securities filing Tuesday, Green Mountain said it has taken steps to beef up its accounting oversight and training but still has more work to do to ensure its disclosure controls are effective.

Lt. WSJ werden im Rhamen der Kapitalerhöhung wie schon in der Vergangenheit Insider auch Aktien in beträchtlichem Umfang verkaufen.

Kein Wunder, dass anscheinend auch David Einhorn die Lust am Shorten verloren hat.

“All news is good news” was also true for individual stocks, including a number of our shorts. We expect to take some lumps when our shorts release strong earnings and their stock prices rise accordingly. Yet, this quarter we were repeatedly confuzzled when we read company news announcements that we expected to cause falling stock prices, only to see them rise instead – and sometimes sharply at that. Nonetheless, we believe that this environment is cyclical, and that it will continue this way… until it doesn’t.”

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