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PatrickBateman

08/31/16 8:55 PM

#1205 RE: NewJerichoMan #1204

I'm assuming it's just awareness. They have it. We don't.

ambulance_blues

08/31/16 10:25 PM

#1207 RE: NewJerichoMan #1204

REED's recovery is good for NBEV

Reed was the stinker of the group. Their recent low point in P/S ratio could set the floor for comps. So apply a similar .5 to .6 p/s floor for NBEV? It took activist investors to shake things up with REED. Nothing has really changed except perception.