09-07-2021, 01:14 PM
(09-07-2021, 12:55 PM)stockguru Wrote:Fun fact from the HRL earnings call. (OMG that was boring to listen to lol). Pork input prices were up 250% during part of last quarter. That is half solved now but it's amazing they danced through that without jacking prices to the moon which usually doesn't work in CPG anyway.(09-04-2021, 10:27 PM)vbin Wrote: MTCH, cday, bro being added to spy. UNM out( ouch).
I think stockguru bought MTCH a while back, still holding?
I actually sold half my position at $172 in the pre-market. When I saw it up $24 I said no way in hell
I put the proceeds into NOC, JNJ and EOG
Bought some calls on CNK. Me reopening play and better positioned then AMC.
LMT and HRL on my watch buy list
All the inflation is transitory.
Some way out of the money Whirlpool put sells are tempting me to kill some cash for a few weeks.