15 Consumer stocks are rocking hard – all through 2011 and now in 2012.
SBUX is growing at double digit growth.
This is another example of the brand power and great management, clearly a success in turnaround.
$9 in 2009 to $48 now and new highs daily.
North American growth has been stable, but a lot more to come in the rest of the world.
If a store doesn’t make $$ they close it and open new, margins are growing – because they CARE about them.
SBUX was a value play, but has come out a winner..
The question is – can you buy it now? Hey – that is for you to decide.. I just point out the winner…
It is always surprises me how easy it is for an investor and trader to buy
a bitten down stock and how hard for them to buy 52 week high… WRONG
Don’t forget the divident.
Happy trading,
Mr.P
15 Responses to “I like my coffee green”
flyaway18
Nothing wrong with DNKN either; they’re at every rest stop in Massachusetts.
Mr. Partridge
hey hey I was thinking of buying Timmy last week .. my order never got filled.. have to take a look at it again… restaurants are rocking big.. look at YUM
flyaway18
IDK about Timmy’s, Old Turkey. They seem to be building a lot but the stores are not busy. I remember a couple of years ago someone on BNN saying when they franchise out they could care less if stores are within a block of each other. I know you like the divvy. Not sure how successful they are east of Buffalo. There’s a lot of competition, that’s for sure.
Mr. Partridge
you are right THI is not doing well in US but doing awesome in canada… after all he was a hockey player 🙂
flyaway18
By the way, your RIG trade panned out. As I said before, I am in it longer term and there was also some insider buying in early December at these current levels.
Mr. Partridge
yes I saw that thing RIG did, but same as PMs this year I prefer to deal with midsize or juniors in energy… scaling out of Black Pearl… huge win for me this month…
flyaway18
Congrats on PXX partner. The other day I saw PVX fricken pop and I was so mad at myself for not getting in on the dip at $9-ish as I had it on my watch list. Now, if you recall, this was a company Fitz had mentioned at least 2 years ago when it was at $6 and I brought it to your attention. Anyway, I see PVX at $11 and was like, WTF, what happened? I am so mad at myself.
Dick Pepperfield
what do u both think of wnr,chk,bhi,hal at the moment?
Mr. Partridge
Dick,
oil services certainly look attractive here, but who is smart enough to pick a winner among majors 🙂
For my choice I would suggest OIH instead of HAL and BHI .. too much individual risk in 2 of these.
WHR is all about crack spreads, than again it is all depends on how much risk you want to take.. unlike Fly i believe refiners are the weakest link in oil companies.. but I do trade them form time to time, do not hold them for long.
CHK – if natty stays where it is for another 6 moths… natty majors are toast… I mean they will be bought at fire-sale prices, much lower then their are today.. they only have short term hedges… again I would prefer FCG if I to buy this sector.. less risk.. of course if for some reason natty prices get squeeze it will pop very hard..
flyaway18
I agree with Mr. Partridge and would take the OIH over BHI and HAL for a longer term hold. BHI reports BMO on Jan. 24 and HAL reports BMO on Jan. 23 so there is some additional risk involved prior to earnings. I like to see insiders buying myself and there’s been no purchases by insiders at BHI and quite small at HAL. One never knows what to expect from a company prior to earnings.
Tammie
In orlando, having a Blaaaaaaast
flyaway18
LMAO now that was funny. Your sister’s team is up 1-0 against Rome.
Mr. Partridge
WTF are two of you talking about? pardon my rudeness
Mr. Partridge
UPDATE: for the 50 roll
Mr. Partridge
UPDATE: 50 roll complete… took some off, just riding now… made enough to pay for my coffee for a long long time