Calls on “value” non-tech stocks?

Anyone think it would be a good play now? I bought McDonald calls at market close today.

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Look at DNKN vs SBUX performance overall. Starbucks is starting to alienate long time customers with its price increases. Coffee bean prices have been declining. A grande latte is almost $5.5 where I live. The economy will flip eventually (within next 9-12 months imo), and SBUX will be hit hard due to affordability.

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Reason being I hold Starbucks, McDonald’s, and Home Depot shares in my non-option accounts and they’ve been carrying me

How long are your calls, what strike, etc?

JNJ was my pick when at $120. Not sure I like it now though. I do like HAL below $40.

I don’t like HD at current levels. I think the housing market weakness will start to take it down soon. I don’t like SBUX at these levels due to constant price increases. They’ll take a huge hit once economy turns or people decide they don’t want to pay $6 for a grande latte. I’ve already cut back myself after latest “silent” price increase.

I’ve been pumping T on here and it just got upgraded to buy this morning by UBS with $38 price target. The valuation and dividend make it a no brainer for me. Although you likely missed some of the incline already; almost 10% in a month. Inverse head and shoulders pattern so I expect to see $35-36 near term.

Well McDonald was profitable today lol. Jan 2020 at 170s. I will probably close. Maybe I’m always unsure about profit taking timing but that was fast for 12%.

At M1 also.. reason why I like Starbucks a lot is the rewards program tweaks and expansion. There is a lot of digital reach there they will bring people back/in (star dash challenges..) and offer incentives for people to try higher margin drinks like the fraps or just more visits in general. Also expanding to “healthier” and low carb options that appeal more to the millennials now.

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1 of 2.

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