GBA Presents: RADIO SAVANT-!

stonedinvestor said:
I got a little angry when Coke decided to shelve Honest Tea.. Might of acted a bit quick..

Coca-Cola is tipped by Morgan Stanley to top earnings estimates in 2022-2023
Jun. 13, 2022 7:08 AM ET The Coca-Cola Company (KO)
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Morgan Stanley reiterated an Overweight rating on Coca-Cola Company (NYSE:KO) on its view the beverage giant is set up for above-consensus post-COVID topline/EPS recovery ahead through 2023.

Analyst Dara Mohsenian and team point to new detailed analysis showing that consensus revenue remains too low on KO not only in 2022, but also in 2023 and that KO's pricing power and away from home recovery post-COVID drives much better KO near-term visibility than with CPG peers.
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BIG!


Coca-Cola and Jack Daniels owner Brown-Forman announced a new agreement on Monday to distribute a ready-to-drink Jack & Coke cocktail.

The product — which channels the spirit of drink ordered at bars seemingly for decades — will boast about 5% alcohol. There will be full sugar and zero sugar options.

The companies stated that the rollout will begin in late 2022 in Mexico, followed by "select" markets worldwide in 2023.

The cans will have "clear responsibility symbols" to prevent under-aged drinking, the companies noted in a joint statement, which also said they are committed to "responsible marketing practices."

“This relationship brings together two classic American icons to deliver consumers a taste experience they love in a way that is consistent, convenient, and portable,” Brown-Forman CEO Lawson Whiting said.

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The Jack & Coke cocktail combines Coca-Cola and Jack Daniels. (Source: Brown-Forman)
 
stonedinvestor said:
Gummy No 2> I off and on follow this co. Some smart kids in college chose it a few years back in an competition and they also had SAilpoint. OPTN never fired off...



OptiNose, Inc. (OPTN)
NasdaqGS - NasdaqGS Real Time Price.
1.85000.0000 (0.00%)
At close: June 10 04:00PM EDT
1.9900 +0.1400 (+7.5676%)<------------
Pre-Market: 8:08AM EDT
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OptiNose, Inc. (OPTN)
NasdaqGS - NasdaqGS Real Time Price.
2.2250+0.3750 (+20.27%)<--------------------
As of 10:07AM EDT. Market open.
 
Inflation is such a beast because people love to complain. Think about it what do people talk about? The weather and how much this or that costs. So it's endless, limes cost thislemmons cost that-- I do this! I am part of the problem.

Perhaps a bigger problem is alot of the untruths we are being told. First the housing market is falling off a cliff and all housing and housing related stocks must be repriced to bear market levels. Then BAC says mortgage growth is still strong.

First we are told of revenge vacations and people traveling at all costs then we are told the high price of airfare has made people re assess heir travels. Hotels are full. Which is it?

InflaTION IS DEMAND DRIVEN. There is demand. The personal savings that the average American family has now is far higher than before Covid. The bottom half of the income structure is about 100% richer<---- Prob because they are not in stocks. The raised minimum wage everywhere and the higher prices companies have had to pay + the stimulus checks have made the consumer very resilient here.

This retail panic seems misplaced as well. //

There is a direct connection between logistics and inflation. It makes sense when there's less of something you can charge more but as inventories build can we keep using that excuse?

What we have before us is a buyers strike. Not a sell off. And as such we cannot go by the books waiting for some sort of capitulation. It will never come. The proof is in the pudding and the Fed will have to tame the beast. That will take time.

That is why GBA suggested market players may want to take the early part of the summer off.-
 
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