iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,433 Blog Posts

Tanking Oil Sans the Economic Collapse= Nirvana

Forget about chasing oil stocks down the drain. We have bigger fish to fry. Several weeks ago I informed you of a friend of mine who owns gas stations. I told you that higher volume means greater sales, especially at the gas station store. Last night Cramer touched on this exact point. Before ever asshole with a series 7 figures this out, get some exposure via one of the following names: PTRY, CASY, COST or IMKTA.

Next up retail. When gas prices go down, SUV sales go up. I am not making this up; it’s simply a fact. HAR happens to make some pretty high quality audio systems for Mercedes, BMW and other premium car makers. The stock is going higher.

Whole Foods is back on track. With Thanksgiving around the corner, commodity prices in the shitter, WFM will trade higher.

VFC owns a variety of brands that you own and love, from Nautica to North Face to Jansport to Vans to Timberland, they benefit from a richer consumer. VFC trades higher.

Do I need to tell you my feelings on GPRO? It trades higher.

The last name on my list is one that should be owned heading into the New Year. Chicken prices are down and people are drunken fools. BWLD is going higher.

I have several other high quality names that will benefit from cheaper gas. However, you’re not ready for them. For now, this will suffice.

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10 comments

  1. superpositron

    GPRO 100 dorrah by pagan xmas.

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  2. matt_bear

    my holiday season rests on GPRO dec $90’s.

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  3. green machine

    Monsieur,
    Would you add $FDX to that list?

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  4. t.c.

    Awesome post. Thanks!

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  5. djmarcus

    On the gas volumes trend, CST and CAPL (of which I am long) may benefit too. Like VFC here, though am struggling to justify a purchase of it.

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  6. bruce keller

    Calling 2050 SPX MT top lol. Probably wrong in a few minutes.

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