The stock has had a great run in 2011, but the price action and underlying supply/demand picture in GMCR was raising some concern.
A2M Capital LLC
55 posts
Neither the earnings discussion nor the possibility of a hard landing in China have found their way into mainstream media yet, which is concerning.
I was recently asked to explain my selling methodology. Let me highlight a couple of points on this topic.
My favorite scenario is a panic sell-off, because a reaction trade on the long side would offers what I consider a compelling risk-reward situation.
Trading is a little bit like surfing - you scout the ocean for waves, then get on the board when the wave arrives. Here comes the Greek wave!
Hope for more Fed intervention coupled with fear about Europe will likely create large price swings in stocks in the next months.