Update Jan17th, 2012: MSNT or HANS or whatever it goes by these days has been a bit of a disaster for my trading book over the last few months. I have thrown away premium time …
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Update Dec 16th 2011 at 12:36pm: HANS is up more than 4% today on the heels of their Analyst Day yesterday and the buying pressure by index arbs for the Company’s addition to the Nasdaq 100 on tonight’s close. Checking with …
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Update Dec 15th 2011 at 1:15pm: I’d be remiss to leave out that the company is holding an Analyst day in New York at 4:15pm today. Goldman Sachs in a preview of the event had …
Continue reading2nd Update Nov 22nd 2011 at 11:10am: With GMCR down about 8% at 48.80 for no apparent reason this morning and down 10% from the morning highs, I am going to sell half of the …
Continue readingUpdate Nov 21st, 2011 at 2:58pm: GMCR is up almost 3% today for no apparent reason up 7% from this mornings opening lows. This is a bit undisciplined and a bit of a punt, but …
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New Thoughts: Fundamentally I have zero edge when it comes to this company, All I know is that the price action doesn’t make sense to me and given some of the weakness of late in …
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