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Krispy Kreme Doughnuts, Inc. Message Board

bobbibedahlia 33 posts  |  Last Activity: Aug 29, 2015 11:33 AM Member since: Apr 2, 2002
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  • bobbibedahlia by bobbibedahlia Jun 10, 2015 10:07 AM Flag

    This should be the news thats starrts the uptrend.Mortgage apps up 8.4.

  • bobbibedahlia by bobbibedahlia Jun 19, 2015 9:59 AM Flag

    WE get a good CC and this goes up. It should be a good callthe cheap land they bot. Plus rising demand. And derspite Kwileysefforts some of this is short covering.

  • bobbibedahlia bobbibedahlia Jul 1, 2015 10:17 AM Flag

    YEah Joe won trader of the year onthe CNBC contest, what is scarier the word around the campfire he believes in God. Look they have arough job.Its hard to make calls day after day and be right. My favorite is the Narjarian boys Ilike their style but frequently I ask myself if they really wore their helmets all the time when they played football. Balding guys with ponytails--I did read their book it wasn;t bad. I agree Joe is a cement head. Josh Brown is best of a mediocre lotand he has agood sense of humor that often goes over peoples headsBut could you or I do better???. Maybe for a few days but its day after day.Another question is howmany of those guys if you gave them their salary could make more thantheir regular paychecks trading?

  • bobbibedahlia by bobbibedahlia Aug 12, 2015 10:08 AM Flag

    Earnings I haven't a a clue .Zacks thinks they will be good. Red robin got killed while Shake shake did well LOCO sports a 15 p/e.If they hit a trifecta this stock could go over 20 easily good top and bottom lines ,good cc .Stay tuned its 30 hours awayti

  • bobbibedahlia by bobbibedahlia Aug 17, 2015 10:17 AM Flag

    THe capitalization of this company dropped when it dropped 20% on Friday. If you multipy the shares outstanding by the the share price you get the approximate capitalization . Wellit was about 684 million now 555 million.So I guess its over sold. THe scuttling of one of the top sellers ,5 buck value meal ,not the only management mistake but it is the one thats talked about. So it looks like it will wobble around and finally gain footing after its dead money for a while. Ireally don't see any advantage in shorting it here. The good news is year over year expectations were not changed.

  • Reply to

    Bought 10,000 shares of LOCO under $15 so far

    by hft_lover Aug 14, 2015 9:43 AM
    bobbibedahlia bobbibedahlia Aug 14, 2015 11:40 AM Flag

    Just be glad they have thin afloat (38 million shares )outstanding so you can get a bargain like this. Ithink this is near the low the p/e is now around 12. I think the big money for the shorts has been made. WHo knows sure wait it out it should be back over 20 in several months .But right now its dead money THis stock did beat onthe bottom line but revs were short by 3,5 million. Ithink it was choice buying here

  • Reply to

    typical pos

    by costantinokevin Jun 8, 2015 9:52 AM
    bobbibedahlia bobbibedahlia Jun 8, 2015 10:19 AM Flag

    You're going to see this action until around earnings then fasten your seat belt for a blast off. A little patience is required here. selling the 15 puts for July looks like a great move. Kbh has opened so many new developments that the earnings should be really good. I wish the short interest was bit higher so we could see a real squeeze.

    Sentiment: Strong Buy

  • bobbibedahlia by bobbibedahlia Jun 15, 2015 10:10 AM Flag

    A service called Estimize is guessing a dime for earnings with a spectacular blowout on revenue surpassing last years quarter 565m to 650m this year, Holy shitoly,I never imagined a merg er in the home builders. Several months ago I talked to guy who sold materials to KBH homes and he said their homes were some of the best constructed, . I hope KBH doesn't merge because they have prime locations in the sunbelt and good short interest which will have to be covered soon. As Kwiley noted they don't move up the earnings announcement to announce poor earnings.

    Sentiment: Strong Buy

  • Reply to

    PPoorOperation

    by peepill Aug 10, 2015 3:54 PM
    bobbibedahlia bobbibedahlia Aug 11, 2015 1:15 PM Flag

    Try the one on cheyenne and near bufallo --no complaints

  • bobbibedahlia by bobbibedahlia Aug 13, 2015 10:41 AM Flag

    WEll .18 is the number analysts are calling for. Here are questions they say people want healthier cuisine. They say polultry prices are going up some kind of bird flu. WIllthat have an effect/? lower gas prices? will they help? how many new store openings will add revenue? and for all you folllowers of LOCO there are only 38 million shares outstanding and why do you think CMG moved up they have only 31 million shares. A small float can distort perceptions quickly. Loco has 14 P/e and CmG has a 45 p/e. Maybe this willturn out to be a poor mans CMG IF they hit the trifecta look for big move up if they stumble on any of the numbers its going down. Hasn't loco beat the street the last 4quarters?

  • bobbibedahlia by bobbibedahlia Aug 14, 2015 4:06 PM Flag

    When you read carefully this was abig management mistake they discontinued the 5 buck combo meal which was very popular. Why ?reason it was probably they weren't making too much on but still it was top seller. So they reinstated it and announced that earningsyearover year over year will hold .IF you have a menu item that is very popular you remove it? After they took it off I never came back. Greed and poor judgement. It's back

  • I'm guessing great earnings the end of june. There are a several negatives that weigh on the fact that they will be sold out in the SF/ silicon valley area and the land purchases they made several years back are really paying off. Im guessing blow out earnings june 25th and robust market but to mute that we have very very high standards to qualify for a loan( no more liar loans) , a strong dollar which drives away the bef's and a CEo who could say the wrong thing at the right time.

    Sentiment: Strong Buy

  • bobbibedahlia bobbibedahlia Jun 9, 2015 10:13 AM Flag

    What do we know the stock will have good maybe great earning in about 11 days. THat is a given, and yeah short interest is dropping. What you fail to understand is this 75% of the outstanding , at least, is owned by institutions. So you can never tie up shares to make a difference. Besides whether you know this or not the options are dependent on short sellers . Let me explain : lets say you sell a put on KBH collect the premium. Someone had to buy that contract ,a trader or brokerage house. The buyer of that put you sold shorts 100 shares for every contract you sold.to drive the price down and stop the seller from collecting. WE witnessed in September of 2008 ban of short selling was outlawed for financial stocks . WHat happened ?they still fell. Why would you want to stop a short seller anyway onthe 19th they are going to get squeezed. (hopefully) Your strategy isn't sound the drop in mortgage applications last week hurt the stock far more han shorts. Many people sell and walk away never touching the stock again on a review by a brokerage house. Know the mechanics of what you are trying to do. I mean you can believe inthe rapture or think the resurrection was real but it willget you no where concentrate on buying the shares and they are a atsteal this low and you mention the amount of buys of calls remember whenyou buy a call the house you paid the money to is shorting the stock maybe that's one factor why the stock dropped yuesterday

  • Reply to

    Earnings consensus is .08

    by bobbibedahlia Jun 11, 2015 12:32 PM
    bobbibedahlia bobbibedahlia Jun 12, 2015 9:40 AM Flag

    High is .14 consensus .08 low is .04 being that they moved up the date to the 19th leads me to believe they might be closer or better than the high side.

  • bobbibedahlia by bobbibedahlia Jun 11, 2015 12:32 PM Flag

    anyone want to take a guess at next Fridays ??

  • Reply to

    Manipulators are at work again today-

    by jp_jim Jun 12, 2015 3:45 PM
    bobbibedahlia bobbibedahlia Jun 13, 2015 11:21 AM Flag

    Relax the stock was up again. Remember the S&P was down 14 imagine if it was up you would have 15+ .Earning s willbe good getting maybe even 16 next week.

    Sentiment: Strong Buy

  • Basically says low risk ,high reward for buyers of the stock before the earnings. Please check the article out. Its on yahoo.

    Sentiment: Strong Buy

  • Well ,revenue looks in the bag, and the earnings shoiuld beat one thin dime. The guidance from the "squirrel " is what I'm looking for. WIth a trifecta the shorts will pay the tithing. It is seldom that a company moves up its earnings date to announce poor numbers.. Watch volume today inthe last hour and seeif it goes over average volumethat should indiccatre sentiment for tomorrow morning

    Sentiment: Strong Buy

  • Reply to

    Willwe hit the trifecta tomorrow/?

    by bobbibedahlia Jun 18, 2015 1:52 PM
    bobbibedahlia bobbibedahlia Jun 18, 2015 3:05 PM Flag

    Yeah,hannibal, I remember when they picked up a lot of property cheap. SHould pay off well.

    Sentiment: Strong Buy

  • Reply to

    had to take profits

    by costantinokevin Jun 19, 2015 10:42 AM
    bobbibedahlia bobbibedahlia Jun 19, 2015 12:51 PM Flag

    Look lots of this is shorts frying.How much new money is a mystery but it tells you one thing the direction should be up not to say we will have another fewww downturns.The volume is huge today could go to 12million

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