Thx for the coverage and analysis louis! Always enjoy your commentary

Perhaps this is a dumb question, but is the RSI you reference different than the RSI 14? I believe RSI 14 is a momentum indicator that just compares current momentum to past momentum (not comparing to SP500). If I understood the one you reference compares DNKN momentum to SP500 momentum).

Hi Louis, Great presentation. I think dunks is going to be okay for awhile. But i think they are going to erode. I live in the Northeast. There are Dunkin Donuts everywhere. Literally everywhere. Adam Sandler did a skit about a guy getting directions in Boston and every turn was proceeded by "at the Dunkin Donuts." Northeast brands don't really translate well to other parts of the country or internationally, could be an impediment especially when the fees to the francishee are so high. When I've had the brand internationally, it was made more like a European coffee. Even when I have it here, it's never really consistent. They only brew one pot of coffee and then will just add flavor shots to add to your order, which can be kind of hit or miss. I would never turn it down, but to get my coffee I drive by two Dunks to go to a regional chain. Huge brand, and brand name, especially with New England sports. But i think the brand is starting to erode in its stronghold, to a regional coffee brand and the other big names. Starbucks is the brand for life-style coffee. McDonald's is low cost provider, as well as grab and go. JAB is a dark horse just gobbling up scale in breakfast. Started with Sara Lee, Peets, Green Mountain, Au Bon Pain, and one of the few New England brands that I think does translate other places further eroding them in Panera. Believe that you will be right for awhile, but I just don't see them spaced well in the competitive landscape and if their profit margins erode as they take on more franchisees, that could be a death kiss.

Is it wise to go Long restaurants when a recession is looming? Might consider shorting this.

It better grow at 52.84X P/FCF ? https://finviz.com/quote.ashx?t=dnkn

I won't make this trade for myself, but I really appreciate the cogent and concise presentation. Thank you very much Louis.

Thank you Louis, well thought out trade setup from the fundamental and technical standpoint. Will be monitoring this stock as well, cheers

Good mix of fundamental and technical analysis.

stop loss : below $100? stock is trading below $100 - typo on your last slide not sure about the rest of the viewers but I would rather have someone commenting on S&P and key levels to watch or shorting /buying puts on something like GM , this kind of vol might take everything out so for sure not buying anything until I see them stabilizing

Added to watch list. Well thought out plan in mapping the trade.