Long here below $17 as you know. Long DNKN from $30, GMCR from $18, SBUX from $62 in this sector have all been pretty good.
Check out our notes on MPEL from $12 in Nov 2012... PT is $50, but going to $60 as long as no China or broad market collapse. BIG news is manila, where they are opening a 4 hotel property in Manila Bay with no real competition.
HTZ is the next BIG runup in our portfolio. On a big core at $22 from late last year and adding up through $27. PT is $35 this year.
EXPE and PCLN let's say "working" (LOL), tons made on the airlines, AAPL long since $389, HLF from $38 to $80 and about to add again tomorrow courtesy Ackman's ongoing dufus antics. LOL
Hey, we're actually good at this mm game... but sometimes we bail too early. On CMG at $75 -- out #$%$ early at $340. LOL
You can see more for the clicking... but that's plenty to be "delighted." ROFLOL