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Keurig Green Mountain, Inc. Message Board

  • squeezetracker squeezetracker Jan 2, 2013 10:18 AM Flag

    BACK TO 100% LONG

    Covered in the remainder of our hedge short Monday. We think everyone except einhorner crowd will be doing the same leading up to earnings.

    We obviously hit our $40 PT for EOY, and we now think our conservative PT of $50 for 2013 is WAY too conservative. Based on the removal of the cliff uncertainty and what we are seeing in the distribution chain and what is likely to become the accelerating trend in bagged coffee and private label initiatives, we believe the downside is limited to the recent retest at ~$38 (where we pulled half the hedge as discussed here last week).

    We may well be at $50 before February...

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