Stock Thread (7 Viewers)

[McBokonon]

I believe it is marketing speak.

The sam altman's of the world are trying to convince the world how awesome their product is before they run out of money.

I think Bass is referring to companies like Microsoft and Meta who aren't selling AI (like Altman) as much as they are using it internally on their own work to create efficiencies, like using it to code.

 

[MTskibum]

I believe it is marketing speak.

The sam altman's of the world are trying to convince the world how awesome their product is before they run out of money.

I think Bass is referring to companies like Microsoft and Meta who aren't selling AI (like Altman) as much as they are using it internally on their own work to create efficiencies, like using it to code.

I don't think those companies do much coding with AI nor does it improve efficiency.

AI can help someone create a buggy/security flawed application that is similar to an existing application using one of the more popular computer languages/frameworks.

But that is all it can do now and unless companies invest in improving training data quality then code output won't improve.

 

[ghostguy123]

Too late to get back in?

I'm all in the money market.

Ok this is shtick right?

no. not at all

Why keep asking for advice when you never take it anyway?

 

[fruity pebbles]

Too late to get back in?

I'm all in the money market.

Ok this is shtick right?

no. not at all

Why keep asking for advice when you never take it anyway?

I think it’s a Todem alias

 

[Todem]

And VRT just keeps goin and goin and goin.

 

[BassNBrew]

And VRT just keeps goin and goin and goin.

Are you OK with over a 3% allocation on this one? I keep trimming to that target and it just keeps busting through.

 

[BassNBrew]

$RKT up and $UWMC down today, presumably because Citron/Andrew Left is pounding the table on $RKT. The thesis is they are building a tech/data juggernaut - Lauren Balik, who has a tendency to be a little nuts sometimes but also right others, states that "Andrew Left @CitronResearch is making great points today about $RKT, which has actually "crossed the chasm" to use data and tech while competitor United Wholesale Mortgage $UWMC stays out in the cold."

Bought the dip this morning and flipped it for a 2.5% gain. thanks for the heads up.

 

[SHH]

SOXL up another 9% today. Looks like tomorrow it could reach my $19.00 - $22.00 exit strategy. I'm already up about 16.5% on the transaction on my lot (got in at $15.92 day before tariffs). In a perfect world, I'm able to sell near the top... wait for a dip and buy back in to do it again.

Don't want to get greedy here, a day of red tomorrow could compound into another week of waiting when I am already feeling pretty good about where I am with this.

 

[BassNBrew]

Palantir should be off to the races if it can close above $128. Those $106 shares acquired a week ago a looking juicy. Volume today is already above the 10 day average.

 

[BassNBrew]

Looking at a vacation rental tomorrow. If we proceed it's AirBnB name shall be Tariff Tantrum.

 

[FreeBaGeL]

Looking at a vacation rental tomorrow. If we proceed it's AirBnB name shall be Tariff Tantrum.

This is my industry so if you need any advice or want to bounce any questions off me feel free to hit me up.

 

[Redwes25]

Any updated thoughts on DOW? Still a long term hold? Add more at this price?

I think that is a bad stock to own since dividend looks to be at risk. Went through fundamentals earlier in this thread.

ETA - link to my earlier post - https://forums.footballguys.com/threads/stock-thread.673466/page-1663#post-25303555

 

[Wooderson]

And VRT just keeps goin and goin and goin.

I'm up over 80% on VRT. I bought it when it was mentioned here having no idea what it was. Thanks stock thread.

 

[NajehHejan]

@Todem I'm sure you're super busy, but could you graciously provide us with an updated master list when you get a chance?

 

[KGB]

Purchased putts on WOLF
Pure gamble.
Current price is 3.96

 

[KGB]

Unh calls

 

[SHH]

SOXL up another 9% today. Looks like tomorrow it could reach my $19.00 - $22.00 exit strategy. I'm already up about 16.5% on the transaction on my lot (got in at $15.92 day before tariffs). In a perfect world, I'm able to sell near the top... wait for a dip and buy back in to do it again.

Don't want to get greedy here, a day of red tomorrow could compound into another week of waiting when I am already feeling pretty good about where I am with this.

Officially out on SOXL. I have a market order to liquidate it all at close for around a 17% gain. My big thing is that SOXL has been GREEN for 6 days in a row:

8.76% (pending), +9.22%, +21.40%, +3.29%, +2.86%, +5.06%


At some point, people (including myself) need to start taking profits. I'd rather be a day early than a day late on this. Asking for 7 GREEN days in a row seems to be asking for a lot, especially with a triple leveraged ETF. I think people in general will start taking profits and the market could see some red to end the week, so hoping to position myself to buy positions (maybe even SOXL again) at a discount later in the week.


But everybody seems too ho, hum as if everything is fine now and that nothing bad can ever happen again. I smell ********. Bad day coming tomorrow, the greedy people get spanked... all it's going to take is one goofy tweet or press conference by our President to **** all this up. Semiconductors obviously being especially sensitive to tariff news. There's not much news that would make SOXL skyrocket up further, but a ton of news that would have to back to the $12.56 a share it was 5 days ago.

The ****ing ETF is up 48.17% in 5 days.

 

[pecorino]

Unh calls

This seems like an overly risky play unless you're swinging for the fences or buying a very expensive, deep in the money long term call (which not many people do). I know you don't get many shares of stock compared to the leverage afforded by buying calls, but the time horizon on this thing bouncing back could be longer than the duration of your calls.

 

[Sand]

Why are we going in circles here.
Nothing has changed except the Fentanyl 30% which was added in February.

Except de minimis - so small companies and consumers get the shaft and mega companies consolidate power. Disheartening from a competition point of view.

In fact, the way the rules read right now anything over $800 gets a 30% tariff. Anything under gets a 54% tariff plus a $100/parcel duty. Crazy. It seems many legal experts think the tariffs will get thrown out in court. I wonder how the market will take that if it happens.

 

[KGB]

Unh calls

This seems like an overly risky play unless you're swinging for the fences or buying a very expensive, deep in the money long term call (which not many people do). I know you don't get many shares of stock compared to the leverage afforded by buying calls, but the time horizon on this thing bouncing back could be longer than the duration of your calls.

true. its a gamble trying to catch the knife.

5/23 and 6/6

 

[KGB]

Lost $2k on my tesla shirt. Dumb me

Sold some of my VRT calls up around 100%

$600 account up to $15k woot!

That's some gamboling!

$600 account current stats.

$16,600

Shorted WOLF with a huge bet. puts for 5/16
UNH calls
and still have 2 VRT calls. about $7000 worth at 5/30 and 6/6

 

[Todem]

And VRT just keeps goin and goin and goin.

Are you OK with over a 3% allocation on this one? I keep trimming to that target and it just keeps busting through.

It’s a good discipline to do that.

 

[General Malaise]

And VRT just keeps goin and goin and goin.

Are you OK with over a 3% allocation on this one? I keep trimming to that target and it just keeps busting through.

It’s a good discipline to do that.

Uh oh

 

[McBokonon]

eToro IPO tomorrow. $ETOR is the ticker. Giving it a shot through Fidelity but we know I won't get any.

 

[fruity pebbles]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

 

[Schmeabs]

eToro IPO tomorrow. $ETOR is the ticker. Giving it a shot through Fidelity but we know I won't get any.

I am in for shares of this as well.

 

[General Malaise]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

How come you guys never mention Vertex when discussing these names?

 

[identikit]

Forgot to post here, but I took my daughter and twin boys to a BROS the other day - our first trip there together. Usually a SBUX family, I jumped at the chance to take them as part of a due diligence trip as it's been quite some time since I ordered anything from a Dutch Bros. Even brought the doggo along as he likes to visit drive-thrus.

6pm on a Sunday, the line was probably 5 cars deep. Gal came to the car with a tablet to get our order, super friendly, suggested we download the app for free stuff in the future, which my daughter did immediately. Line moved pretty quick and while waiting, my older son texted in and asked me to get him a blended kicker, and when we got to the window, I asked to add that to our order. No problem, gal happily added it and told me it was on the house! Even gave the dog a little pup-cup with dog treats and whipped cream. Happiest dog in the world.

Kids sucked down whatever it was they got, really liked their sugary iced bangers and have already asked to go back, so BROS got their hooks into the Malaise kids. Should be good for business.

I would note that BROS is expanding into states like Texas and Florida where it's not getting any cooler. I imagine these iced sugar caffeinated concoctions will sell very well down there. Stock sitting at $70 which is expensive, but while SBUX has reported disappointing news and sluggish outlooks, BROS is doing quite well and seeing incremental growth. I'm remaining bullish on this one, though I have mental stops at $65 and $60 would be a puke out event for me. But I think it could test the 52-week level as well.

Really Jonesing to get back into this stock

Tried so many times, but never made a dollar on it

 

[Todem]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

MRK and LLY (Lilly is my
Highest conviction) are my two faves and I may look at BMY again as well.

 

[Runkle]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

MRK and LLY (Lilly is my
Highest conviction) are my two faves and I may look at BMY again as well.

What do you see as a good price point to enter LLY? It's been sliding from 900 to 750 lately IIRC. Any strategy to start building a new position?

 

[fruity pebbles]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

How come you guys never mention Vertex when discussing these names?

Largely a value proposition for me and going where things are hated. A lot of the big pharma names are trading at PEs of 6-7 and price to sales of 2-3.

 

[fruity pebbles]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

MRK and LLY (Lilly is my
Highest conviction) are my two faves and I may look at BMY again as well.

What do you see as a good price point to enter LLY? It's been sliding from 900 to 750 lately IIRC. Any strategy to start building a new position?

It’s bounced off that 725-730 levels multiple times in the last six months. We’re only a couple percent above there so anytime imo to start a position.

 

[BassNBrew]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

How come you guys never mention Vertex when discussing these names?

Largely a value proposition for me and going where things are hated. A lot of the big pharma names are trading at PEs of 6-7 and price to sales of 2-3.

LLY showing a forward PE of 30 on CNBC.

 

[fruity pebbles]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

How come you guys never mention Vertex when discussing these names?

Largely a value proposition for me and going where things are hated. A lot of the big pharma names are trading at PEs of 6-7 and price to sales of 2-3.

LLY showing a forward PE of 30 on CNBC.

Yeah that’s the expensive one but also the one with the highest growth rate. Still the cheapest it’s been since 2021.

 

[Schmeabs]

eToro IPO tomorrow. $ETOR is the ticker. Giving it a shot through Fidelity but we know I won't get any.

Priced at $52 above range of $46-$50. That is a good sign of strong demand so I expect a nice pop when it opens. I got 200 shares.

 

[jvdesigns2002]

Still invested in the markets even though I pulled out excessive positions before liberation day. Glad things bounced back, but I still don’t regret my decision to reduce exposure and increase my cash positions. I’ve been moving my cash into short term CD’s that pay pretty good rates. I recently did a couple at US Bank that are five month CD’s that pay 4 percent annual interest. I also did a couple of 7 month CD’s at Bank of America that also pay 4% annually. When I was doing these CD’s—I was considering doing US treasuries (shorter term ones)—that pay a similar rate but are exempt from State taxes. This had me thinking—and I was going to post this in the economy thread—but apparently that has been locked—but if anybody would chime in—that would be great.

My thought is that it seems odd that the US government would charge federal tax made on gains on interest that is generated by US citizens that are effectively doing the government a favor and loaning them money (through the purchase of treasuries). One of the biggest issues that our government is facing is the interest due on the debt—and much of this debt is held by foreign entities and governments—so a lot of money is leaving the country. However, if the government made it so that there is a tax benefit for US citizens that purchased treasuries—more of this debt would be held by Americans. This would also make it so that the interest paid on this debt would be paid to American citizens that would/could actually spend this money and keep it in our markets. Wouldn’t it massive beneficial if a large portion of the interest paid by our government on the debt be paid back into our own markets? It just feels like reducing or eliminating the federal tax to US citizens on US treasuries could be a great idea. My thoughts are that the lobbyist that are effectively representatives of big business in this country would discourage that—as they would not want to see money come out of the stock markets? Is there anything else that I’m missing about how a reduction of federal taxes for US citizens on treasuries would be a bad idea?

 

[Todem]

Drug and health companies at the lowest valuations they’ve been in a long time. Going back 10 years PFE, MRK, BMY, UNH, JNJ all at or below their lowest forward PEs. LLY at its lowest valuation since 2021. They are hated right now.

How come you guys never mention Vertex when discussing these names?

Largely a value proposition for me and going where things are hated. A lot of the big pharma names are trading at PEs of 6-7 and price to sales of 2-3.

LLY showing a forward PE of 30 on CNBC.

Yeah that’s the expensive one but also the one with the highest growth rate. Still the cheapest it’s been since 2021.

Revenue growth rate is currently 37%

Net margins 23%

The reason for the fall is net margins may get squeezed more with prescription drug reform.

Dividend growth is 15% year over year ending 3/2025

The explosive stock price growth happened. Upside from here in my opinion is in the 40-45% range over the jext 12-18 months.

 

[SHH]

Looking at SMCI. It's up 35% in the last five days. Does anyone own this and have any intel? It's even higher now than it was pre tariffs and has ballooned up to $50 to $60 a share earlier in the year. Seems like a lot of investor confidence. Does anyone have any information about this company? It's been on my watchlist for awhile, I believe from this thread.


I'd love to have gotten in earlier of course, but I was playing with SOXL & MSTR. I still think this thing can get up to $48 to $50 on a quick swing trade. It's currently at $44.72 a share. Miraculously of it all? It's still down 45.61% from last year where it was trading at $82.24. Now I wouldn't be on board with a long holding position, but I think people are piling into this and probably piled into this previously. I believe I've seen this mentioned in this thread before, any information is helpful.


Please and thank you.


ETA

"Super Micro’s server products are closely linked to Nvidia’s GPU ecosystem. With Nvidia increasing production of its new Blackwell chips, the demand for SMCI’s AI-optimized server solutions could experience an increase. "

https://www.forbes.com/sites/greatspeculations/2025/05/14/why-is-smci-stock-surging/


Oh, they're butt buddies with Nvidia. I get it now. I'm so in. This stock is so money.

 

[Todem]

Master List updated for 2025

Please also understand I have been in a ton of these companies as early as 1990’s. I built my first true stock portfolio in 1992 when I was able to diversify it into over 20 positions. And it has evolved over the decades.

Here are all the positions we currently hold:

AAPL
ABBV
AEP
AMZN
CAT
CEG
CMI
CRM
CSCO
DE
DEO
DKS
DOW
ED
EXC
FI
GIS
GLPI
GOOGL
HD
HSY
JNJ
JPM
KO
LLY
LMT
LYB
MCD
META
MRK
MSFT
NEE
NFLX
NSC
NVDA
O
PANW
PEO
PEP
PG
PM
PPL
QCOM
SBUX
T
TGT
TSCO
TSM
TTD
UNH
V
VRT
VZ
WMT


Ones we exited out of since the last time we posted this list……which I don’t even remember the last time I did:

DIS
BA
CVS
CVX
PFE

 

[Todem]

Still invested in the markets even though I pulled out excessive positions before liberation day. Glad things bounced back, but I still don’t regret my decision to reduce exposure and increase my cash positions. I’ve been moving my cash into short term CD’s that pay pretty good rates. I recently did a couple at US Bank that are five month CD’s that pay 4 percent annual interest. I also did a couple of 7 month CD’s at Bank of America that also pay 4% annually. When I was doing these CD’s—I was considering doing US treasuries (shorter term ones)—that pay a similar rate but are exempt from State taxes. This had me thinking—and I was going to post this in the economy thread—but apparently that has been locked—but if anybody would chime in—that would be great.

My thought is that it seems odd that the US government would charge federal tax made on gains on interest that is generated by US citizens that are effectively doing the government a favor and loaning them money (through the purchase of treasuries). One of the biggest issues that our government is facing is the interest due on the debt—and much of this debt is held by foreign entities and governments—so a lot of money is leaving the country. However, if the government made it so that there is a tax benefit for US citizens that purchased treasuries—more of this debt would be held by Americans. This would also make it so that the interest paid on this debt would be paid to American citizens that would/could actually spend this money and keep it in our markets. Wouldn’t it massive beneficial if a large portion of the interest paid by our government on the debt be paid back into our own markets? It just feels like reducing or eliminating the federal tax to US citizens on US treasuries could be a great idea. My thoughts are that the lobbyist that are effectively representatives of big business in this country would discourage that—as they would not want to see money come out of the stock markets? Is there anything else that I’m missing about how a reduction of federal taxes for US citizens on treasuries would be a bad idea?

We spend way too much money……so let’s encourage more debt because it is tax free? And stunt growth in the private markets and public corporations and keep this unprofitable big federal government spending like druken sailors? Politicians are the worst money managers on the face of the earth.

Cut the spending. We don’t have a revenue problem.

We have a spending problem and now we are drifitng into politics.

Which we absolutely do not want to do in here…..sorry but I had to give a simple answer in what is a complicated matter.

Basically this debt is going to keep rolling over and be refinanced and we won’t be around to ever see a government surplus ever again if we keep spending on too much frivolous BS.

Also raise the SS phase out and we solve that issue easily. That is such an easy fix. Like literally super easy. SS is never going away…..ever. That fix will be done when it is absolutely needed.

Back to the markets……My bull case is looking stronger each passing week.

 

[pecorino]

LLY drops to $730 on Novo news for those looking for an entry point.

 

[Todem]

LLY drops to $730 on Novo news for those looking for an entry point.

724.82 last tick.

 

[NajehHejan]

Master List updated for 2025

Please also understand I have been in a ton of these companies as early as 1990’s. I built my first true stock portfolio in 1992 when I was able to diversify it into over 20 positions. And it has evolved over the decades.

Here are all the positions we currently hold:

AAPL
ABBV
AEP
AMZN
CAT
CEG
CMI
CRM
CSCO
DE
DEO
DKS
DOW
ED
EXC
FI
GIS
GLPI
GOOGL
HD
HSY
JNJ
JPM
KO
LLY
LMT
LYB
MCD
META
MRK
MSFT
NEE
NFLX
NSC
NVDA
O
PANW
PEO
PEP
PG
PM
PPL
QCOM
SBUX
T
TGT
TSCO
TSM
TTD
UNH
V
VRT
VZ
WMT


Ones we exited out of since the last time we posted this list……which I don’t even remember the last time I did:

DIS
BA
CVS
CVX
PFE

Thanks todem!

 

[SHH]

Todem has so much clout that even just a post thanking him for his positions gets a residual 3 likes.

 

[NajehHejan]

LLY drops to $730 on Novo news for those looking for an entry point.

I am tempted but that news is very bad news for LLY, I am surprised they are only down 2%

 

[FreeBaGeL]

Master List updated for 2025

Please also understand I have been in a ton of these companies as early as 1990’s. I built my first true stock portfolio in 1992 when I was able to diversify it into over 20 positions. And it has evolved over the decades.

Here are all the positions we currently hold:

AAPL
ABBV
AEP
AMZN
CAT
CEG
CMI
CRM
CSCO
DE
DEO
DKS
DOW
ED
EXC
FI
GIS
GLPI
GOOGL
HD
HSY
JNJ
JPM
KO
LLY
LMT
LYB
MCD
META
MRK
MSFT
NEE
NFLX
NSC
NVDA
O
PANW
PEO
PEP
PG
PM
PPL
QCOM
SBUX
T
TGT
TSCO
TSM
TTD
UNH
V
VRT
VZ
WMT


Ones we exited out of since the last time we posted this list……which I don’t even remember the last time I did:

DIS
BA
CVS
CVX
PFE

Thanks todem!

Thanks for thanking Todem!

(let's see how far these residual likes go).

 

[Al Czervik]

Forgot to post here, but I took my daughter and twin boys to a BROS the other day - our first trip there together. Usually a SBUX family, I jumped at the chance to take them as part of a due diligence trip as it's been quite some time since I ordered anything from a Dutch Bros. Even brought the doggo along as he likes to visit drive-thrus.

6pm on a Sunday, the line was probably 5 cars deep. Gal came to the car with a tablet to get our order, super friendly, suggested we download the app for free stuff in the future, which my daughter did immediately. Line moved pretty quick and while waiting, my older son texted in and asked me to get him a blended kicker, and when we got to the window, I asked to add that to our order. No problem, gal happily added it and told me it was on the house! Even gave the dog a little pup-cup with dog treats and whipped cream. Happiest dog in the world.

Kids sucked down whatever it was they got, really liked their sugary iced bangers and have already asked to go back, so BROS got their hooks into the Malaise kids. Should be good for business.

I would note that BROS is expanding into states like Texas and Florida where it's not getting any cooler. I imagine these iced sugar caffeinated concoctions will sell very well down there. Stock sitting at $70 which is expensive, but while SBUX has reported disappointing news and sluggish outlooks, BROS is doing quite well and seeing incremental growth. I'm remaining bullish on this one, though I have mental stops at $65 and $60 would be a puke out event for me. But I think it could test the 52-week level as well.

My daughter has been hooked on a place that opened near Michigan State called 7 Brew. Seems like a BROS competitor but, looking at their locations, they don't seem to be afraid of the colder weather states. However, looks like they're a private company at this point.

 

[Bossman]

Todem has so much clout that even just a post thanking him for his positions gets a residual 3 likes.

Naj developing a great FBG message board hack to get more "likes".

Wish I thought of that.

 

[bcat01]

Forgot to post here, but I took my daughter and twin boys to a BROS the other day - our first trip there together. Usually a SBUX family, I jumped at the chance to take them as part of a due diligence trip as it's been quite some time since I ordered anything from a Dutch Bros. Even brought the doggo along as he likes to visit drive-thrus.

6pm on a Sunday, the line was probably 5 cars deep. Gal came to the car with a tablet to get our order, super friendly, suggested we download the app for free stuff in the future, which my daughter did immediately. Line moved pretty quick and while waiting, my older son texted in and asked me to get him a blended kicker, and when we got to the window, I asked to add that to our order. No problem, gal happily added it and told me it was on the house! Even gave the dog a little pup-cup with dog treats and whipped cream. Happiest dog in the world.

Kids sucked down whatever it was they got, really liked their sugary iced bangers and have already asked to go back, so BROS got their hooks into the Malaise kids. Should be good for business.

I would note that BROS is expanding into states like Texas and Florida where it's not getting any cooler. I imagine these iced sugar caffeinated concoctions will sell very well down there. Stock sitting at $70 which is expensive, but while SBUX has reported disappointing news and sluggish outlooks, BROS is doing quite well and seeing incremental growth. I'm remaining bullish on this one, though I have mental stops at $65 and $60 would be a puke out event for me. But I think it could test the 52-week level as well.

My daughter has been hooked on a place that opened near Michigan State called 7 Brew. Seems like a BROS competitor but, looking at their locations, they don't seem to be afraid of the colder weather states. However, looks like they're a private company at this point.

I've driven by one a few times and the double drive thru is backed up on the street

 

[bcat01]

Forgot to post here, but I took my daughter and twin boys to a BROS the other day - our first trip there together. Usually a SBUX family, I jumped at the chance to take them as part of a due diligence trip as it's been quite some time since I ordered anything from a Dutch Bros. Even brought the doggo along as he likes to visit drive-thrus.

6pm on a Sunday, the line was probably 5 cars deep. Gal came to the car with a tablet to get our order, super friendly, suggested we download the app for free stuff in the future, which my daughter did immediately. Line moved pretty quick and while waiting, my older son texted in and asked me to get him a blended kicker, and when we got to the window, I asked to add that to our order. No problem, gal happily added it and told me it was on the house! Even gave the dog a little pup-cup with dog treats and whipped cream. Happiest dog in the world.

Kids sucked down whatever it was they got, really liked their sugary iced bangers and have already asked to go back, so BROS got their hooks into the Malaise kids. Should be good for business.

I would note that BROS is expanding into states like Texas and Florida where it's not getting any cooler. I imagine these iced sugar caffeinated concoctions will sell very well down there. Stock sitting at $70 which is expensive, but while SBUX has reported disappointing news and sluggish outlooks, BROS is doing quite well and seeing incremental growth. I'm remaining bullish on this one, though I have mental stops at $65 and $60 would be a puke out event for me. But I think it could test the 52-week level as well.

My daughter has been hooked on a place that opened near Michigan State called 7 Brew. Seems like a BROS competitor but, looking at their locations, they don't seem to be afraid of the colder weather states. However, looks like they're a private company at this point.

https://www.msn.com/en-us/money/com...n&cvid=bee3a042f7dd43cfad2e13f259a55227&ei=18