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Fair enough. Thank you.
How would your projected level of sales stack up in comparison to previous quarters?
As much as this stock intrigues me, I just can't get around potential accounting games.
Thanks for the additional detail. I agree with your analysis.
Do you agree that the sales I found at the local Sam's do not support notion that Keurigs are selling like hotcakes?
I did a little "undercover" work at my local Sam's Club, asking about the Keurig machines because I was considering a purchase, but found the price off-putting. To that end, I asked about sales going and returns (none).
To my surprise, the manager offered to show me the sales figures for the past few weeks... I believe the numbers were like 28, 35 & 44 in the weeks leading to and up to Christmas, then they went down - to levels I don't recall, but were in the low twenties first, the mid to lower teens. I believe the stock number was 418661.
I don't know much about retail, but those don't sound like blockbuster sales to me.
This stock intrigues me, so comments are much appreciated.
Huh? You speak in riddles.
What does a story about an audit elsewhere have to do with whether or not GMCR is going to announce early?
I just saw lots of Keurig machines and K-cups at the local Sam's Club - not a good indication of boffo sales, IMHO.
That's perfectly clear. Thanks very much.
Where do the percentages come from - is that delta?
I know what a spread is, but can you explain the "winning trade" language - maybe with an example?
Thank you.
When's the bounce going to take place? It's been lower since the open...
VERY interesting. Thank you.
Two questions if I may: 1) What is the relationship between Keurig and GMCR, and 2) Do you put much stock in the assertions of accounting improprieties?
Okay, a third question - how far out did you buy your calls? I've thought about doing the same thing, but if another "analyst" makes an uninformed call like the most recent one, the calls would be so much toilet paper. Your thoughts?
Thanks much.
That's good information. Thank you.