We're long a bunch of DNKN largely on the menu expansion, growing margins, coffee victories AND ONLY THEN the geographical expansion west.
As for DNKN donuts, they suk compared to Krispy Kreme delights... and KKD is going to be just fine after all the retail selling is done and moronic, unhedged shorts finish impaling themselves. last Q this process took 5 days before the turnaround... this quarter will be quicker as people figure out that everything discounted about forward guidance (ss comps, revenue and new store openings) is VERY sandbagged vs what they will rollout.
Unhedged shorts are effd, just like we said in march about HLF at $38, and GMCR at $18 last year end. But who gives a flying F what morons do with their money... the smart folks are getting long here -- VERY long while the morons are selling/shorting.
You calling me dim bulb is F hilarious.
FY moron. See you up 20% before Christmas... you'll be on the f porch alright, with the puppies standing on newspaper #$%$ yourself. LOL
p.s. funny to see this inhummera and all his twerk partners back on the board today... you would think the most gumptarded of the twerk circle of #$%$ trading pals would have torched the aliases they have been so dead wrong on and come up with new ones to write their ignorance essays. LOL
We were surprised to see this join the chop early and then all afternoon, but glad to take advantage of it.
CNBC and Bloomberg commentary is consistently awful, as is every other talking head who knows next to nada about the markets. Rates going up with strengthen the dollar, and the "fear" of a 3% 10YT is so nuts... yields backing up is going to strengthen the USD and oil runs up $2? These inconguities are ripe picking for those who paying attention.
As for MPEL, a few recent "research" pieces and Motley Moron articles suggest MPEL is expensive based on simpleton trailing metrics. Would someone please write to their research directors and "service" editors or comments sections to advise other readers that more than one person understands that MPEL shares are discounting only a fraction of the huge ramp coming on ebitda as COD Manila and then henquin and Studio city come on line? As for more thinking on relative valuation, consider that LVS has 4 new properties opened on the strip just now coming up to fully operational, and while that has been a beautiful thing for Cotai market size gains and they have made some (we think surprisingly small) progress on share, MPEL continues to do better than hold share without any incremental footprint.
And here comes the footprint! Based on the tape today, we are not alone buying up evermore of the shares people will sell out or short for us. LOL
is this fun or what? Time for victory laps for Uncle Carl.
Where are the #$%$ twerk circle trading club morons... I only see inhummia and texcrement?
Back to top of IBD (LOL) and every other chart trading service... and all the way up to where uncle Carl called it "seriously undervalued." And we don't even have the 8k with the recertified back year financials on file yet!
We know inhummia is not good at thinking clearly. He's short at $67.30 last check and also said he couldn't wait to see us cover at $35 -- LOL -- and that after Ackman's brilliant (I mean stupid) restructuring with puts that are OTM unless the stock drops to below $32 or so, and that "it is impossible to squeeze the stock" [sic LOL].
His latest montra chanting is that icahn is going to be a seller at the first opportunityas the price moves above the lockout floor... LOL inhumnia apparently didn't get the memo Icahn published about how HLF is the "kind of story we like to own for 10-15 years."
There he is, with all of his arrogance on blazing display... with wet pants after today's breakout. LOL
For those keeping score, blew out the latest sleeve of trading shares with a 17% gain... hey, up another $14 or so to our PT for this month and we may even pull the plug on the unhedged core position.
I hope all of these short putzes are enjoying their Woody Allen socks full of horse dung. gobble gobble gobble...
Good thinking -- all the morons are shorting this!
Hurry if you want to be sold out or short below $21. Several buy algos scooping up all you chumps will sell or short. LOL
Shorting this at $25 was an nteresting bet if unhedged, but shorting down here after last night's call is an exercise in stupidity. Do any of you morons shorting after the conference call actually think it is coincidence that they have sandbagged preliminary guidance on EPS and same store expectations, or bridled same store comps?
Don't fret over your ineptitude and stupidity. Retardation is tragic, but it is not your fault. Morons and other gumptards have a hard time figuring out anything, but many of them think KKD is a good short -- right when they should be buying the stock. LOL
Short all you can if you are stupid! All of the morons are doing it! LOL
I'd like to say thank you right now for the shares you morons are shorting premarket. Prepare to have your tiny margin accounts stomped hard this week. ROFLOL
What a fabulous set up for us to lay in a comfortable trading position on the cheap.
But oh, wait... the big bad scary wolf is out there in the woods and complete morons think this is a great short and going to $10 because KKD guided to a tsandbagged, obviously tight range, the top end of which is a penny below the consensus for 2014. Maybe all of the longs prior to the call should #$%$ their pants for another 3 minutes? LOL
The shorts are going to try to press this, and then we'll see the pm longs say. F these tiny margin account and bs hedge funds trying to short this down. Let's quash them oput before the Company fires up the $50m buyback authorization with some aggressive repurchasing activity.
As seen with our allocations to names like DNKN, HLF (at $38 in March), TPX (several round trips), IEP, AAPL (reload at $389), EXP (at $48 two months ago), and many others we've chosen to share our thoughts on these yhoo boards, we are quite good (LOL) at finding ridiculously oversold positions and being part of the brgiade pounding the unhedged shorts into the dirt.
Buy all you can of this... it will be substantially higher within days.
Shorts, as my partner likes to quip, will soon be roadkill.
Yes they sure did. They missed revenues by the equivalent of a bag of peanuts hauled in by Billy Carter, you know, Jimmy hayseed brother. is that you Billy?
And "tepid guidance"? Wow, you sure can call em for a F #$%$. LOL It is called sandbagging. We'll have fun making fun of this incredible chance to buy a great stroy elcheapo. That's Mexican for all your shorttard gumps should short all you can before this comes a crankin down your throats like a big old Woody Allen sock full of horse dung.
To your assertion: "Any idiot would consider this as pyramid scheme"
That is correct. In fact, everyone who considers this a pyramid scheme is an idiot.
You are almost as stupid as the tubofshite moron, assuming you are not the same #$%$. LOL
Ackman has publicly begged, prodded and grandstanded the FTC and SEC to "do his bidding." The problem that has haunted his ridiculous thinking on HLF from the start is that his "bidding", trying to take down a great American company on unfounded pyramid scheme and management fraud and accounting nonsense is complete bs and everyone knows it.
Ackman's noise is fading because as Icahn quipped, it is simply ridiculous. It's also going nowhere like a smelly little fishing boat in sewer filled Hong Kong harbor, sitting there anchored awkwardly to an oil tanker mooring.