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Strategies & Market Trends : Dividend Growth Investing and chit chat. -- Ignore unavailable to you. Want to Upgrade?


To: chowder who wrote (1960)1/15/2022 8:40:10 PM
From: OneDonatoOne1 Recommendation

Recommended By
rnsmth

  Respond to of 2146
 
Sounds to me like it is gaining more traction than the 2 locations initially mentioned. Unfortunately, this could snowball fast with 17,000 locations.



To: chowder who wrote (1960)1/16/2022 8:52:19 AM
From: Haz21  Read Replies (2) | Respond to of 2146
 
Hey Chowder, hope you are doing well.

I became concerned about SBUX when I heard about the unionization efforts. It has become one of my larger positions at over 2x a full position-I was trying to let this winner run. Since you brought it up, I thought I should look at this closer. Does anyone know the effects of the union contracts that have been signed at this point? In particular pay and benefit increases? I'm thinking that will give a pretty good indication of effects on the company's financials.

Also, Chowder, any thoughts on what you might replace it with? I had considered SBUX a lower yield and high dividend growth position, so I'll probably replace the trimmed amount with something similar if I can find it.