Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of single-serving coffee king Green Mountain Coffee Roasters (Nasdaq: GMCR) were looking cold and unappealing to investors today as they fell as much as 14% in intraday trading after some bearish comments from a Wall Street analyst.

So what: For much of its publicly traded history, Green Mountain has been a lightning rod for investor criticism, in large part because of its sky-high valuation multiples. Those valuation multiples have been awarded by investors that have watched the company grow like a weed and have expectations that it will continue to show significant growth.

Stifel Nicolaus analyst Mark Astrachan threw some water on those hot growth hopes in a research note, saying that sales of the company's single-cup brewing machines are slowing. That's bad news in itself, but slowing brewer sales could, in turn, lead to slower K-Cup sales.

Now what: As with any analyst research note, Astrachan's view may highlight facts that investors hadn't been looking at -- in this case, shipments of brewers from China -- but it ultimately represents just a single view on the company and its shares. In fact, in reaction, KeyBanc analyst Akshay Jagdale issued a report that noted shipment tracking methods have changed, so the data aren't comparable. Meanwhile, here at The Fool, Green Mountain champion Rick Munarriz questioned whether Astrachan's analysis captures the full picture of Green Mountain's sales.

While this Fool enjoys the coffee that comes from Keurig brewers, I've never so much as sipped the shares thanks to the scorching valuation. I can certainly understand the excitement and admire the company's growth, but as a committed value investor, the stock is well out of my wheelhouse.

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