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Keurig Green Mountain, Inc. Message Board

  • tripefins tripefins Aug 18, 2011 10:13 AM Flag

    GIVE GMCR SAME P/E as APPLE? $35 stock

    double Apple P/E for GMCR? $70 stock, think it is over or undervalued?

    K KUP ? They dont even have the best tasting K Kup. Folgers does.

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    • GMCR has a PE that is 5 times Apple's, not double it. It is trading at 90 times TTM.

      Get a life folks. The large holders need to manage the descent, which is why it will bounce up and down. All of the put premiums went to zero for deep in the money puts, which is a classic tell that institutions want retail out for the drop. Only those able to absorb losses will profit from the drop.

      Took a bunch of weekly cash off the table and moved to deeper in the money, longer term puts since the premium were actually quite modest. Also, bought 200 CSCO Jan 20 '12 $14 calls and 100 HPQ Jan 20 '12 $29 calls. Everyone is selling tech in a panic, yet tech has the best balance sheet and highest operating margins of any sector outside pharma (which is trading at significantly higher multiples, despite a patent cliff that truly threatens long term returns in a world where cost effectiveness will truly come into play to reduce healthcare costs).

      This is my lone put play at this point. I got out of AMZN and LULU because I made a ton on them. I'm up here, but there is NO doubt in my mind that the big boys are trying to manage the drop and some hedgies still think they are going to successfully play the squeeze game. I hope they do... The LT trajectory could not be more clear. This stock is hosed, even though the company may do okay (assuming all the accounting is truly honest).

      • 1 Reply to techstrategy
      • The crooks on this board put a 1 star on my post to prevent me from saving longs money. First, note that BEFORE HPQ skyrocketed this morning, I bought 100 $29 calls... Needless to say, I am UP for the day in a significant way. RETAIL INVESTORS BE CAREFUL. You are being setup. Whether the economy goes into recession or whether inflation skyrockets as we print money to stop it, GMCR's multiple will drop in a huge way. Don't be played for the fool. Get out.


        ******
        GMCR has a PE that is 5 times Apple's, not double it. It is trading at 90 times TTM.

        Get a life folks. The large holders need to manage the descent, which is why it will bounce up and down. All of the put premiums went to zero for deep in the money puts, which is a classic tell that institutions want retail out for the drop. Only those able to absorb losses will profit from the drop.

        Took a bunch of weekly cash off the table and moved to deeper in the money, longer term puts since the premium were actually quite modest. Also, bought 200 CSCO Jan 20 '12 $14 calls and 100 HPQ Jan 20 '12 $29 calls. Everyone is selling tech in a panic, yet tech has the best balance sheet and highest operating margins of any sector outside pharma (which is trading at significantly higher multiples, despite a patent cliff that truly threatens long term returns in a world where cost effectiveness will truly come into play to reduce healthcare costs).

        This is my lone put play at this point. I got out of AMZN and LULU because I made a ton on them. I'm up here, but there is NO doubt in my mind that the big boys are trying to manage the drop and some hedgies still think they are going to successfully play the squeeze game. I hope they do... The LT trajectory could not be more clear. This stock is hosed, even though the company may do okay (assuming all the accounting is truly honest).

    • But the longs on this board think GMCR is much better than Apple or any other stock. They're not worried about P/Es or other cautions.

 
GMCR
133.36+15.61(+13.26%)Aug 22 4:00 PMEDT

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