6 Comments
User's avatar
Jerry Emory's avatar

Welcome back! I’ve missed your newsletter.

Expand full comment
Donald E. L. Johnson's avatar

4.23.24. Q1 earnings reports and guidance have surprised a lot of investors.

This makes it important to not be in puts and calls trades when companies report their Q1 results. Here are the scheduled earnings dates on stocks mentioned in this newsletter, which can change:

CASY 6/10/25; FDP 4/30; KR 6/20; KO 4/29; LANC 4/30; MDLZ 4/29; MO 4/29; SJM 6/3.

I have positions in CASY and MO.

Expand full comment
Donald E. L. Johnson's avatar

Good to see that you still are in the markets, Brew.

Thanks for the note.

Expand full comment
Rick Hughes's avatar

Yes Don it is good to see your work again. Your timing is great at a time when we need great expertise and thoughtful ideas.

Thank you Sir!

Expand full comment
Donald E. L. Johnson's avatar

Rick, Thank you for your nice comment.

Expand full comment
Brewmeister's avatar

Good to see your writing again! Thanks for your list! I own MO also!

Expand full comment