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14	member 10/03/11 9:53PM RE: Updated Thoughts? 13
The world has changed since my write-up. The Russell Microcap Consumer Staples index (RGMICS on Bloomberg) has dropped over 28% from its peak on July 1 and Arabica coffee (KC1 Commodity on Bloomberg) has dropped... login to read the rest view available tags
12	member 7/14/11 12:56PM RE: party in Staten Island 11
Not surprising about the insider selling. They've seen their share price rise 7-fold since the beginning of the year and triple since the day before Q2 earnings. This was very high on my list of stocks... login to read the rest view available tags
10	member 7/13/11 7:08AM RE: price spike 9
I dont like to short stocks on valuation alone. Especially with a microcap company where the executives own 43 percent. I prefer to short where there's overvaluation plus a catalyst to crack the valuation. The... login to read the rest view available tags
9	member 7/12/11 11:21AM price spike
This thing is incredible. Any thoughts around at what price you might short it? view available tags
8	member 7/01/11 11:17AM Closing out JVA
I recommend exiting JVA. I sold my position at $16.50. Stock isn't expensive, but on balance, the margin of safety has shrunken dramatically from when I made the recommendation on May 30, 2011. Stock is... login to read the rest view available tags
6	member 6/10/11 12:55PM Tidbits from JVA 10-Q filed y'day
I've had a chance to review the JVA 10-Q that was filed yesterday for the fiscal 2nd Q/E 30Apr11. The pro-forma results of ops show sales, net income and EPS of the company if the... login to read the rest view available tags
5	member 6/09/11 1:06PM RE: Not Q2E 30Apr11; actual Q2 30Apr11 annualized 4
wow, well done view available tags
4	member 6/09/11 12:56PM Not Q2E 30Apr11; actual Q2 30Apr11 annualized
Sloppy on my part. Chart on message I just posted it says "Q2E 30Apr11 annualized" It's not Q2E, it's Q2 actual annualized. I'm gonna go play The Coffee Song by Frank Sinatra a few times now. "da view available tags
3	member 6/09/11 12:52PM Blowout Q2 results - stock up 37.5% today
Coffee Holding Co. (JVA) reported fiscal Q@ results this morning. Sales in Q2 were up 87% from higher prices, add'l sales of green coffee to new customers, and inclusion of results from the OPTCO acquisition... login to read the rest view available tags
2	member 5/30/11 1:21PM The Coffee Song
Shold have included this earlier. Link to The Coffee Song: http://www.youtube.com/watch?v=YixwrxRzCd4 view available tags
1	member 5/30/11 1:17PM EV/Revenue typo
In my bullet points I said: "2nd lowest EV/Revenue multiple in the sector (.86x compares to 1.83x comps median)". That was a typo, JVA actually trades at .48x revenues compared to 1.83x for the peers. The view available tags

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			2010	2011
Price:	30.36	EPS	$1.42	$1.90
Shares Out. (in M):	296	P/E	21.4x	16.0x
Market Cap (in $M):	8,986	P/FCF	negative	66.5x
Net Debt (in $M):	395	EBIT	475	635
TEV (in $M):	9,381	TEV/EBIT	19.7x	14.7x

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