I’ve sat idle today, watching my portfolio oscillate through 50 shades of green. It’s currently settling into a modest forest green as MLNX wet blankets the advancement in chicken and donut stocks. I’m stalking a few names into the close, but I’m not certain if I’ll pull the trigger.
Interesting trend of late in the foodie world is the donut connoisseur. For them the doughnut (spelled in traditional long-form) is like a blank canvas. It’s a vehicle for introducing tasty sensations from around the world to your palate. Around here they crowd into bakeries Sunday morning clamoring over the newest delicatessens. Then (and this part just drives me nuts) they eat the doughnuts with a fork and knife. They fork and knife the whole thing like it’s a steak. You can see them through the bakery windows, sitting at small round tables, sharing doughnut photos on Instagram then cutting the doughnut into fork sized pieces. They eat maybe one and a half doughnuts.
It’s my opinion that all of this bodes well for DNKN as they ignore said trend and stick to banging out mass amounts of donuts and coffee for the working man. The working man is serious and consumes no less than nine donuts whist guzzling down a canteen of coffee. This is the crack that keeps our job sites humming. They work hard until eleven in the morning. Then they crash and feel guilt. This feeling can only be cured with more donuts, more coffee. DNKN keeps winning, forever and ever, amen.
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KKD is kicking ass right too. now up I think 80% or so as of late. I Don’t get it because everyone is so into the healthy organic, all natural bullshit. Maybe there are alot more people out there that just say they eat health but sneak DNKN more than they admit to.
Exactly. A facade of grass fed beef and farm fresh eggs at home with a donut monster beneath eating boxes of the crack sprinkled delicatessens in the car and guzzling canteens of coffee at his desk.
Doughed nuts?
hahaha, oh man those sound good.