Herr Sethy, are you recommending a buy on GMCR at 74.88????? Yes or no? Dont post this or that and meaning less facts. Are suggestion a buy on GMCR based on whatever criteria you use, yes or no???? YES OR NO!!!!!! ????? You are posting strong orders at BBBY. Is GMCR a buy or not!!!!!! If you cant post a buy or sell on GMCR on 9/29, then you, your whole investment analysis is in question. BUY GMCR HERE!!!!!! YES OR NO!!!! Come on mouth. The Riccaro Money Flow Quotient posts dates and prices, ALWAYS!!!!
Where do you see sentiment, these are just the facts, which is what I always report. Sometimes the facts are good, sometimes not so good, but it is what it is and no I am not going long. As an individual I only go long GMCR where I see value and presently, I don't see value given the stock price and juxtaposing it with the overall business. If I miss an opportunity so be it, but in general, GMCR always gives another opportunity.
Let's replay what I post shall we: "BBBY has several strong orders in for platinum brewer and Lipton K-cups. Will be doing demos beginning October through month end on Rivo at participating locations. Good luck all!"
Now let's analyze the post. So basically there are a few strong orders in for a couple of products, GMCR sells over 300 products right? What do the Vue orders look like or any of the other brewer orders. K-cups should be fine as Costco orders have been increased by 15% YOY as indicted in their latest purchase order notes from DC. Wal-Mart orders will be up as well but likely only low 3-6% range by our estimates. BBY orders will be up slightly, 5% maybe with less selling space YOY. Target, definitely going to be negative YOY, even with additional doors. Target is ordering some new products in adjacent categories they have decided to give shelf space to. Publix will be up, Keurig will have first ever holiday end-cap at the grocer. BBBY will be up high single digits based on their order flow and new in-store beverage guide plan-o-gram that store management will be setting in next couple of weeks. SodaStream is being expanded to include SodaCaps, Revolution soda maker and Ocean Spray/V8 flavors. And the firm is moving to what they call Fall Harvest plan-o-grams earlier than they did last year. So they don't have to order as much Keurig product to fill islands and walls presently. Doesn't mean they won't in the upcoming quarter though right? Kohl's orders will be down but JCP orders up. No position presently good lu