Although I missed out on the lion share of the GMCR melt up, having only captured 4-5 points of it, I stand to make a great deal of money on SODA today. Of course some of that will be offset by a most unfortunate drowning of the shares of SFLY; but I’d rather not discuss those vagrancies at this time.
SODA will pop today because of GMCR. Both GMCR and SODA sell their shit in the same stores and retail counter top machinery. Part of the reason why I sold GMCR was because I owned so much SODA (18% of assets). I didn’t want to risk relinquishing my gains in GMCR on a bad earnings miss, which would have doubled my trouble (no team rocket) being long SODA too. Because of this, like a corporate rapper, I sold out.
In other news, I am going into “information black-out” mode today, in order to tune out the noise. CNBC, BBG and my newswires are going offline, to be replaced by Glass’s ninth symphony. I will be listening, ever so quietly, for the sounds of winship and march toward such sounds, clad in teutonic knight armor atop a drunken donkey–wondering why in the world I am long this PIECE OF SHIT SFLY.
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open killin it to.
THERE IS A GOD. SLFY IS BARELY DOWN
get out while you can. the gods have taken mercy on you.
http://www.cnbc.com/id/46227274
It is seriously hard for me to contain my rage. I find myself locked into a bearshitter mindset, sporting considerable losses, with no way out.
HERE, AT THIS MOMENT, I COMMIT TO LEAVING ALL BEARISH POSITIONS IF THE MARKET DOES NOT COMMENCE A DECLINE BY COB FRIDAY.
Then, i can reset and wait for better opportunities.
I see SFLY up..its a great picture site..and they beat…why the doom and gloom?? am I missing something??
SODA is no GMCR. My parents (historically a good leading indicator for consumer trends) don’t own a home carbonation system for their faucet, but they do own a Keurig. I also didn’t notice exchangeable CO2 tanks lining the shelves during the holiday season, but I did see K-cups galore. I bought GMCR back on 12/14 – sold half yesterday and the rest on open as the gap-fill at 66 was my target. Goodluck on SODA, but I’m not there with you.