The Daily Dose: Secret Menus and Risk

 | Jan 23, 2014 | 10:00 AM EST
  • Comment
  • Print Print
  • Print
Stock quotes in this article:








I have been trying all this month to find a way to jazz up this column TheStreet trusts me with writing each morning. Mind you, the column has always been super spunky because, hey, that's yours truly. So I think the only path left  is to make this page as visually appealing as possible -- short and punchy and a direct reflection of the Twitter feeds you see lighting up every day. Here we go.

Is Starbucks a Coach or a Best Buy?

Nope, Starbucks (SBUX) isn't either by any stretch of the imagination. But my firm, Belus Capital Advisors, downgraded the stock on Jan. 13, 2014, citing this primary factor:

  1. No appreciation of new risk factors by the broader consensus, such as a food shift that is causing operating issues in the store (and some lost sales) and a shift in how consumers are, well, consuming stuff.

More could be learned in this CNBC video and accompanying pre-earnings prep comments.  I thought these Starbucks tweets that I sourced in an early morning walk-through are helpful (still trying to decipher what the red packets are from an international Starbucks).


Flash: McDonald's Weak Quarter

I wrote this column before McDonald's (MCD) earnings results hit the newswires, so how did I know the quarter was going to be weak? One simple answer: the stores are being fundamentally hurt by the out-of-control new initiatives flowing in from McDonald's headquarters. That is a thought I pointed to here in 40 undercover photos. Avoid the stock: get ready for a strong quarter from Chipotle (CMG).

Starbucks, Chipotle, and McDonald's are loving the social media talk over secret menus.

 Inside EBay

eBay (EBAY) is a stock my firm rated a hold, basically for all of 2013 (I know, not very actionable). I just wasn't digging the market's response to the company's slowing revenue and margin growth rates. As it pertains to the Icahn battle cry news, I can state this from having discussions with EBay in the not too distant past:


Columnist Conversations

We will take off some more risk, bank some winners SOLD PG OCT 90 CALL AT 3.3 (in at 2.90) ...
After a very calm and sedate period of volatility which saw the VIX fall not only to all time lows but had a r...
today is a good day to lighten the load and take some positions off the table. SOLD WB OCT 85 CALL AT 11 (i...



News Breaks

Powered by


Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.