h********r
发帖数: 928 | |
j******y
发帖数: 700 | 2 not now, it's going lower |
h********r
发帖数: 928 | 3 waiting 50???
【在 j******y 的大作中提到】
: not now, it's going lower
|
h********r
发帖数: 928 | 4 坑爹! GMCR,
it will drop more from yesterday 's volum |
c********r
发帖数: 128 | 5 Short is much better choice. You will not know how low this guy will go.
【在 h********r 的大作中提到】
: very cheap ah!
|
h********r
发帖数: 928 | 6 I will buy this guy later!
I am a big fan for its caffee
【在 c********r 的大作中提到】
: Short is much better choice. You will not know how low this guy will go.
|
c********r
发帖数: 128 | 7 That is typical frog perception. It is TOTALLY wrong to think that way for a
stock.
A stock is a piece of coffee business. That business has no moat. Other
companies will emulate GMCR's business model. GMCR can not do anything about
it. Also the coffee market is a saturated market with very little upside(
UNLESS inflation comes to play). Some one's gain will be another people's
loss.
In meanwhile, GMCR's PE is too high at 78 comparing to its peers(SBUX is
only 28, PEET at 38). Crashing 50% more will get it back to the ground.
【在 h********r 的大作中提到】
: I will buy this guy later!
: I am a big fan for its caffee
|
h********r
发帖数: 928 | 8 do you see its patent machine and the caffee cups?
a
about
【在 c********r 的大作中提到】
: That is typical frog perception. It is TOTALLY wrong to think that way for a
: stock.
: A stock is a piece of coffee business. That business has no moat. Other
: companies will emulate GMCR's business model. GMCR can not do anything about
: it. Also the coffee market is a saturated market with very little upside(
: UNLESS inflation comes to play). Some one's gain will be another people's
: loss.
: In meanwhile, GMCR's PE is too high at 78 comparing to its peers(SBUX is
: only 28, PEET at 38). Crashing 50% more will get it back to the ground.
|
z***e
发帖数: 5600 | 9 Wait to see the 110 page presentation of shorting GMCR from David Einhorn
first & evaluate if you want to take the risk against it before jumping in
【在 h********r 的大作中提到】
: very cheap ah!
|
