Ducked into a coffee shop to escape rain for ten minutes. Here is what I see:
Express Scripts is just delivering the goods (pills). Loving this stock.
Chipotles hitting $130 and I am selling down stock again. I am down to just a small piece that I can hold now forever and hope we see $90’s one day.
GSIC getting pummeled, I think temporarily. Loopnet as well.
Disclosure – Long ESRX, GSIC, GSIC, and LOOP, Chipotle’s
PS – Will be in meetings so if someone can ping me the Interactive Broker (IBKR) numbers and action after the close…great.