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"Tony The Tiger" - A Food Stock

The mood of Wall Street is now changing as the reality of tariffs is starting to kick in. Two weeks ago not so much so. Kelloggs had "so-so" earnings come out a few weeks ago and the stock exploded upwards. Note the very last line above mentions the effects of tariffs are not taken into consideration. So many stocks with "so-so" earning reports have jumped in price based on the "lets make America great again" slogan. Deere stock is shooting to the moon as I keep writing about in spite of declining sales in the last quarter. The sentiment seems to be that they are immune to tariffs. On paper they might be. Read this. Americans are struggling to buy gas, eggs and insurance. Total housing starts in the U.S.in 2024 were down 3.9%. Walmart, the recent darling stock in the last four weeks for Call option players woke up this morning with an earnings report which was healthy but with came with some caveats. Here is what happened. Perhaps the U.S. is starting ...
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Buying A Stock After a Material Change of Events

Please listen to this logic. The week before last Krispy Kreme jumped on the Friday and ended up $2.76 on the week. The news was that the donut chain will begin to sell its products in most of the country's 14,000 U.S. McDonald's locations, requiring up to 30 new backeries to boost output.
Here is a look at it's ninety day chart.
Now here is a chart of how it traded last week.
With so many things to watch of higher quality I am not a fan of following this stock. My point however is to add stocks like this to your radar screens after major events like this. Why? Well the odds become greater of a second wave of buying kicking in. Look at the volume that poured into next weeks 15 series of Call options on Friday.
On Thursday they were trading for considerably less and notice that these were positions opened and not then sold out on the same day. Once again my point is not to be afraid of chasing action like this and it makes sense that it would pop again on a Friday. The decimation of good news is afterall a process of a delayed reaction. A Monday morning 11:02 a.m. look at the same story.
To be continued.

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