Today's Stocks in an Uptrend

[billyjoe]

River,
Thanks. So this must mean a coffee company can make more $$ selling individual cups of hundreds of different varieties of coffees rather than millions of pitchers of just regular or decaf. That's my take on it.

--------------billy

[riverbabe]

River,
As I said before, I'm coffee illiterate. The big GMCR boom had something to do with single serving cups. Can anyone explain it to me?

-------------billy

billy: these are typical brewers that use k-cups - an easy one-at-a-time cup full without having to brew a whole pot. They also have tea, hot chocolate etc. (see link at bottom)

http://www.keurig.com/shop/brewers/all-brewers

My model is the 119.95 model that I bought a couple of years ago at JCPenney for 99.99 on sale. Perfect for me because I drink about 2 cups a day. Perfect when I have company because of the wide variety of different coffees I can offer my guests. (A little pricey though. Figure on 55-60 cents per cup)

There is a reservoir on the left side that you keep filled with water. There is some kind of vacuum pump that fills an internal reservoir and heats the water when you turn it on. You put the k-cup in an inner container at the top front by lifting the steel handle to open. When you close it, there are a top and bottom steel pegs that puncture the top and bottom of the k-cup. The hot water from the internal chamber drizzles through the k-cup and fills your cup with hot delicious coffee. There are two buttons on the top to the right of the steel handle. You have a choice between a small (regular) cup full or a larger cup full.

These are the k-cups that fit in the inner container that are plastic, foil covered and are easily punctured.

http://www.keurig.com/shop/k-cups/all-k-cups

(or why I write patents). L&K

[billyjoe]

Covered GMCR short yesterday AM @ 59.25. Didn't like the big buy blocks in the down market the day before. Made a whole buck x no. of shares.

River,
As I said before, I'm coffee illiterate. The big GMCR boom had something to do with single serving cups. Can anyone explain it to me?

-------------billy

[billyjoe]

3/17

HP

-------billy

[riverbabe]

Covered GMCR short yesterday AM @ 59.25. Didn't like the big buy blocks in the down market the day before. Made a whole buck x no. of shares.

[billyjoe]

3/16

GMCR

--------billy

[steelman]

I'm tempted to buy some $55 puts, when the excitement wears off it might fill the gap.

I bought some June $50 Puts. Let's hope this thing falls as quickly as it came up. Today, the DOW is down 242 points and GMCR is up 4%!?!?!? What a crazy month this has been with the Middle East and the earthquake in Japan.

[billyjoe]

3/15

none

-------billy

[billyjoe]

3/14

GPOR, TSO

-----billy

[billyjoe]

3/11

FTO and HOC 3X

HOC is buy at 55.38 or less with a target of 64.24

-----------billy

[hags]

Despite all the bullish hype, my sentiments are in line with this guy on Seeking Alpha. (he's caught in the short squeeze). I've been in and out of GMCR for a couple of years and following it regularly. (It's my template chart on Scottrade, so I see it everyday). When I saw the AH on TV last night, I thought maybe SBUX had bot them out. But no. Price of coffee increasing also. I think the short is valid, regardless of gap filling. http://seekingalpha.com/article/2577...t?source=yahoo

"Caffeine High. Since our publication last Thursday, the S&P 500 has fallen 3%, and unfortunately, our Investor’s (H)Edge Portfolio has taken a hit as well. But virtually all the decline was caused by just three stocks, the worst of which was one of our short positions, Green Mountain Coffee Roasters (GMCR).

GMCR shot up 41% today, increasing its market cap by more than $3 billion. The rise was triggered by an announcement that Starbucks (SBUX) will sell its coffee in K-cup pods for the GMCR single-serve brewers. Sounds great, right? Uh, maybe not.

I was flabbergasted at the market’s reaction to the news, as were a host of other analysts, since it appears that the main result of the SBUX-GMCR partnership will be a decrease in GMCR’s profit margins. Obviously, GMCR won’t make as much money on a cup of Starbucks’ coffee as they make on their own brand. Moreover, GMCR continues to be extremely cash-poor, with a cash-per-share of only $0.23. Plus, the company is under an informal investigation by the SEC and is involved in many class-action lawsuits that include questionable insider selling transactions.

One can only imagine that today’s announcement caused a terrific short squeeze since nearly 25% of the GMCR’s float is short. It would appear that the buying frenzy was further fueled by aggressive day traders and perhaps unsophisticated investors who look at GMCR’s partnership with Starbucks as exciting. It was exciting for Starbucks, as the company now has a new sales outlet for its coffee (SBUX gained only about 10% on the news), but I can’t see anything good about that for GMCR. Although it was dismaying to see the stock price skyrocket on one of our short positions, we remain extremely bearish on GMCR."

If it adds anything....I gave up coffee for lent....that should drop the price right there....

hags

[riverbabe]

Gmcr

Despite all the bullish hype, my sentiments are in line with this guy on Seeking Alpha. (he's caught in the short squeeze). I've been in and out of GMCR for a couple of years and following it regularly. (It's my template chart on Scottrade, so I see it everyday). When I saw the AH on TV last night, I thought maybe SBUX had bot them out. But no. Price of coffee increasing also. I think the short is valid, regardless of gap filling. http://seekingalpha.com/article/2577...t?source=yahoo

"Caffeine High. Since our publication last Thursday, the S&P 500 has fallen 3%, and unfortunately, our Investor’s (H)Edge Portfolio has taken a hit as well. But virtually all the decline was caused by just three stocks, the worst of which was one of our short positions, Green Mountain Coffee Roasters (GMCR).

GMCR shot up 41% today, increasing its market cap by more than $3 billion. The rise was triggered by an announcement that Starbucks (SBUX) will sell its coffee in K-cup pods for the GMCR single-serve brewers. Sounds great, right? Uh, maybe not.

I was flabbergasted at the market’s reaction to the news, as were a host of other analysts, since it appears that the main result of the SBUX-GMCR partnership will be a decrease in GMCR’s profit margins. Obviously, GMCR won’t make as much money on a cup of Starbucks’ coffee as they make on their own brand. Moreover, GMCR continues to be extremely cash-poor, with a cash-per-share of only $0.23. Plus, the company is under an informal investigation by the SEC and is involved in many class-action lawsuits that include questionable insider selling transactions.

One can only imagine that today’s announcement caused a terrific short squeeze since nearly 25% of the GMCR’s float is short. It would appear that the buying frenzy was further fueled by aggressive day traders and perhaps unsophisticated investors who look at GMCR’s partnership with Starbucks as exciting. It was exciting for Starbucks, as the company now has a new sales outlet for its coffee (SBUX gained only about 10% on the news), but I can’t see anything good about that for GMCR. Although it was dismaying to see the stock price skyrocket on one of our short positions, we remain extremely bearish on GMCR."

[wooish]

I'm tempted to buy some $55 puts, when the excitement wears off it might fill the gap.

[steelman]

River, don't those large gaps eventually fill? It did gap up yesterday from $43 to $55. It should pull back, closer to it's 30 day MA.

[riverbabe]

3/10

Uptrenders ? You've got to be kidding! Wait, there is one: GMCR


-------------billy

Shorted GMCR this AM @ 60.25. This is one stock I know that is at least 20 points overvalued.