Comments on Fund My Mutual Fund: Chipotle Mexican Grill (CMG) - the Bear Gets Them ...

Mark I appreciate your sense of reality as I watch...

2008-07-24T19:36:00.000-04:00

Mark I appreciate your sense of reality as I watch Kudlow say how the consensus Q2 GDP growth is 3%.

And to think people are calling the bottom because oil is lower...do people not remember that oil is still up 30%+ YTD??

Mark I know you are a long term bull on oil and commodities due to the world of shortages theme..but you felt oil was bubblish...well it was brought to my attention that oil tends to make huge moves in even number years (02,04,06,08) and rest toward the end of those years and consolidate and retrace gains..then move higher later in the next year..if this clear historical pattern continues then oil would slowly consolidate to $100 by year end (because that is huge huge support both technically and psychologically) and take out new highs next summer...i thought i'd share it because it matches your oil forecasts/thesis but provides technical proof so you have a good thesis going!

Now if only this bully of a market would stop beating up POT and stealing its lunch money after it has been a good company for 13 weeks, maybe the rising tide will lift your quality boat rather than trashing it and lifting the shabby XLF boats.

Nevermind, I see the positions now.

2008-07-24T19:01:00.000-04:00

Nevermind, I see the positions now.

Lol, it wasn't many puts...it's always the small l...

2008-07-24T18:25:00.000-04:00

Lol, it wasn't many puts...it's always the small little spec plays that seem to hit big, less often your core holdings. Good advice, I took profits on UYG and am thankful I did after today.

Trying to find the link to your fund's current holdings...was wondering how much SRS you have?

In a market where profits disappear within minutes...

2008-07-24T18:15:00.000-04:00

In a market where profits disappear within minutes I would not be greedy.

Then again I'm not greedy in any market. Congrats on the puts.

Gonna be up huge on my Crox puts tomorrow. August...

2008-07-24T17:54:00.000-04:00

Gonna be up huge on my Crox puts tomorrow. August expiry, would you sell tomorrow or hold on for another point or two?

one step,PNRA 2 things#1 I can at least build a bu...

2008-07-24T17:32:00.000-04:00

one step,

PNRA 2 things
#1 I can at least build a bullish case because for those who like healthy food but cant afford the sit down they are perfect

#2 they have hedged a lot of costs - but that goes away soon. Sort of like Southwest Airlines.

I think there are easier shorts. They are like upscale McDonalds :)

re: CROX - they warned AGAIN! How many times are t...

2008-07-24T17:31:00.000-04:00

re: CROX - they warned AGAIN! How many times are they going to do that - just delist these guys.

Wez, I can't do it in marketocracy.com which is my simulation.

In the real thing I will be able to. I wish I could now - darn I wish I could.

I assuming you can't buy puts for your fund?

2008-07-24T17:29:00.000-04:00

I assuming you can't buy puts for your fund?

crocs has had very nice run (DOWN)... easy $ with ...

2008-07-24T17:06:00.000-04:00

crocs has had very nice run (DOWN)... easy $ with that one

I'm still amazed by Panera. I've been trying to b...

2008-07-24T16:55:00.000-04:00

I'm still amazed by Panera. I've been trying to bet against this for the last 3 months along with chipotle and it just defies gravity.