December 11, 2015 by Dan • Commentary

Yesterday, I got a question from a long time reader Russell who asked my thoughts on his inclination to play Panera Bread (PNRA) from the long side as a potential beneficiary of Chipolte’s (CMG) e-coli …

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June 22, 2015 by Dan • Commentary

Shares of Panera Bread (PNRA) are up 20% from the 2015 lows, and nearly 5% on the year despite Wall Street analysts expecting the company to post it second consecutive earnings decline (down 5% yoy) …

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October 20, 2014 by Dan • Commentary

Event: CMG reports its Q3 results tonight after the close, and the options market is implying about a 7.5% one day move. Over the last 4 qtrs, the avg one day move has been about …

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July 24, 2013 by Enis • Commentary

Event:  SBUX reports their fiscal Q3 earnings tomorrow (July 25th) after the close.  The options market is implying about a 4% one day move, which is below both the 4 qtr avg of about 5.75% …

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