Replies to post #212331 on Option Millionaires

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$TFM,...New Coca-Cola soda aims for tough mid-calorie segment

Coca-Cola Life made its U.S. and Mexico debut this week in a limited roll-out.

The company is using The Fresh Market (TFM -0.7%) selling channel to test U.S. response to the stevia-sweetened soda drink, while a broader launch in Mexico is underway.

By the numbers: Coca-Cola Life contains 60 calories per 8-ounce can vs. 93 calories for regular Coke.

What to watch: The new drink is an attempt by Coca-Cola to create a mid-calorie segment splash which has been a losing proposition for beverage industry peers in the past. Execs think a different marketing spin will take Coca-Cola Life over the top

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$VEEV, $WDAY,$CRM,...Veeva's earnings fuel cloud software stock rally

Low expectations and a high short interest (11.9M shares as of Aug. 15) are proving a good mix for Veeva (VEEV +18.1%) following its FQ2 beat and guidance hike. Several firms have raised their targets.

Workday (WDAY +5.5%), which sold off yesterday (and took peers down with it) following its FQ2 report, is following Veeva higher. As are Veeva partner Salesforce (CRM +2.1%) and several other cloud software names. NOW +2.9%. CTCT +3.4%. JIVE +2.5%. CSOD +2%. ULTI +1.9%. MKTO +1.9%.

"We like [Veeva's] momentum with new products, the pace of customer deployments, and view the second-half guidance as likely conservative," says Deutsche (Buy).

Pac Crest (Outperform) likes the fact Veeva's billings and subscription revenue each rose over 60% Y/Y, and that its large deal activity also grew. It sees a $5B addressable market for life sciences CRM/content management software.