I know! That was a good call, that's why I ask. They are into Costco big time. Stores stocked very well with brewers and a lot of k-cups (but not a lot of skus) I think if they can convert that excessive inventory into sales it can get the stock moving. Also some rumors about international expansion. If they make some positive comments on that front it can loosen some of those weak shorts and cause a decent size squeeze. Coffee prices have come down considerably since last year too. Not sure if it will affect margins as I've heard they hedge again coffee prices.
I've read your argument for GRPN on other posts....definitely interesting.
On the AMZN front, I got an option question for you. If I had 245 puts and assuming the stock continues to drop, at some point would it be wise to get closer to the money and double up on the number of contracts? Or just hold since the premiums would be minimal? - PJ
All specifics via email. You know I am happy to offer my perspective, but I've decided to keep specific positions / strategies off the board.
Looks like I might get a chance to double up on GRPN sooner than expected. It amazes me what lemmings most analysts are. Few seem to have the capacity to truly think strategically and synthesize macro impact upon micro... I'll give you the strategy there via email too...