SYY bought privately held US Foods this morning, sending SYY +10%. Bizarre. Refiners were upgraded at numerous investment banks, further twisting the ALJ blade into my abdomen. I just can’t let this one go.
GMCR is edging up in pre-market and the BDI was up again this morning. I am seeing lots of reasons to be bullish today. There is a certain smell of risk in the air, heading into the New Year, but first pagan XMAS.
MCD sucks because their food is poisonous. Once again, I am long term bearish on all poisonous food retailers, like MCD, Burger King and YUM. I am, however, constructive on CMG, SBUX and PNRA.
Speaking of coffee: coffee, the commodity, is off by 65% in recent years, obviously a giant boon for companies like SBUX, GMCR and SJM. I am bullish on GMCR because the laws of nature dictate short sellers have no choice but to capitulate.
Here’s to capitulation!
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You are very good at trading and blogging, I must say.
No homo.
yeah ,.. but the nickname is homo.
giving some one a compliment is not gay…is it?
dude, bro, fly, you legit actually sold at the lows
you cant win them all olde sport
BALT should be inching forward with the BDI..instead, the last two days have been a struggle to stay close to even..hoping for it to move precipitously higher!!
Hey Fly, Any thoughts on MOS long term?
taking a leap with a chart i have, but i think GMCR trades down to 67-68 area before the big move up.
Solars are complete crap.
fslr has to close a gap before making any assumption
“I am long term bearish on all poisonous food retailers..”
What about their suppliers – like MON, SYG, DD, DOW?