Aug. 11 at 4:32 PM
$CAVA a few thoughts here
i have a good size long term core holdong and added some today
i do not have a huge trade , i dont do that through earnings typically
options are pricing about a 12% move either way
ill play the volatility after the report
this is one of my favorote stocls for the next 10 years. it will continue to grow into a much bigger company
ipo was 3 years ago at 22, it opened at 42 . its a much bigger company in every financial metric and in number of stores
if it gets back into 40's again i will buy a HUGE amount
$CMG had good numbers so did
$SHAK , on the other hand
$SG was a train wreck. i generally expect the numbers to be good
keep in mind the stock is down from 90 (i trimmed some there) to 60 in the last month .
some bad news is baked in , i dont think a beat and raise is baked in like last quarter after a huge run into the print.
bottom line anything near 60 is. agreat long term play, anything in 40's buy it all
