What I meant about YUM was the Taco Bell mess when their suppliers were caught using meat we would not tolerate. With YUM their biggest winner in China is KFC and not Pizza Hut or Taco Bell. Look at the Chart over the last ten years and see the big drops were over issues in China. The Chinese have left in droves three times during over supplier issues and fears of their source. Why do you think YUM is spinning off is division this month? Others do great in China, you must guard your food sources carefully and know who your suppliers are or the Chinese will protest with double digit sales drops.
Ackman Buy's Big Stake in CMG, Was Wondering Why It Traded Weird!
- Thread starter JesseJamesFinn1
- Start date
Hey check out QSR... when I made that post above on the 7th, it should have said $48.50, that was a typo.... but the pig is coming down. ($47.36) I think Ackman will lighten up his exposure on it.
JJ.... if I don't understand em.... I can't speak intelligently.
We can talk Kroger though.
Good point, best to stay away from stocks or stray from our specialities. With QSR do you really think Ackman will sell a winning stock hitting New Highs for CMG? With Kroger the beef of the move was from $37 to $31, same with SFM from $22 to $19 and now we can watch and see if WFM blows up like we talked about. You knew I had Costco Puts after their August Disaster? Its a stock pickers market, I bought some GWPH and added more to my oil stocks CLR,MRO,SLCA,PBR,OXY and the refineries were hated in July. I bought WNR at $19, TSO at $73, PSX $75 and now their going nuts, go figure!
Look at GWPH a Short, someone is dumping Options like crazy hitting the $110 Calls at Market. You might make some good money shorting it, be safe!
Disregard my words because GWPH is acting in a fashion where the Shorts are still not in control, too many easier stocks to make cash my friend!