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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: ild who wrote (28324)3/10/2005 4:53:17 PM
From: kailuabruddah  Read Replies (1) of 110194
 
Starbucks includes their coffee costs within the category of:

Cost of sales including occupancy costs

in their Quarterly and Annual Reports. There is no clear increase visible yet - but if the price of coffee continues to rise at say 15% per year, they will feel it in their margins...

KSS, JCP, KMRT, BONT, TGT are all trading near their 52-Week highs - until they start to breakdown I think it's easier to short stocks that are already 10% to 20% below their highs on weak-volume rally attempts... in particular, stocks that struggle at their 50-Day MA make the best candidates IMHO...

In addition to SBUX (which I'm already short), I'm contemplating:

PENN
MGG
WCI

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