jroth With the SBUX earnings and KKD creeping up and my belief all damage done on GMCR do not feel that after a year anything will be found. Everything points to good earnings from GMCR. I think you should cover and stay out of it.It could make a huge upside swing...Good luck in what you do.
It moves with the GMCR news. The CEO of GMCR owns a big stake in KKD. If the sec finds something wrong with GMCR and the GAAP they use he'll sell KKD shares and it will short term hurt the stock. Visa Versa. I think long term KKD is in great shape though. Just shrug off the daily moves in the sucker and wait for killin earnings over the years. People underestimate the brand name and new managment running this thing. Keep on bullin!
As a hedge idea I'm short GMCR about half the $$ that I'm long KKD. Best case scenario GMCR will tank.....so will KKD temporarily. Then after great earnings come out KKD will rise to the top again.