Reddit Posts
Selling Individual stocks at a gain and reinvesting in the S&P 500 right now?
Sysco (SYY) - One Onion Ring to Rule Them All
My transition to inflation gains. Where the puck is going.
Mentions
Why are MMs allowed to trade every option in $0.01 increments, while retail can only trade options in $0.05 increments for the majority of tickers (example: SYY) on the majority of brokerages?
Take a look at CME (CME Group) or SYY (Sysco). Both well established and relatively safe companies. I don’t hold either yet but am looking at them to diversify.
Whats making you look at TSN & SYY
NOK was my pandemic play back when everything dropped (along with CRWD and SYY). I bought it around $4 thinking it was going to take over the 5G marketplace from Ericsson but that never developed and eventually sold it and just bought AAPL. I’m not telling you sell but your capital can probably be better deployed elsewhere. Batteries (and the raw materials needed for their production) are going to be a definite need for the future. I wish I’d put money into companies like TMC and CRML at that time. Sorry for the snark, but tell me why you’re convinced NOK is still the play?
SYY, RYCEY, CSX, & URTH are my current non tech stocks. Costco was really good to me for 5 years but sold it to move money into the AI bubble. Im young at 35 so gotta be aggressive.
Time to short $SYY Sysco always drops once it hits $80
TSM and SYY have been good to me
The ones I've been adding to that *aren't* tech are CWCO, LAC, RRBI, & SYY. LAC is for sure a gamble
Northrop Grumman (NOC) All key moving averages (20, 50, 100, 200-day) are trending upward with price well above them. RSI is in the 55–65 range, which supports continued upside without looking overbought. MACD is still positive and trend strength (ADX) remains healthy. Overall, a solid technical setup with strong support under current levels. CrowdStrike (CRWD) Still trading above all major moving averages, showing a clear uptrend. RSI is in the low 60s, so not overheated yet. Momentum indicators like MACD are showing continued strength, and no major divergences are showing up yet. Looks like a strong continuation setup, though short-term consolidation wouldn't be surprising. Sysco (SYY) Also above 50 and 200-day moving averages, with steady momentum. RSI is elevated but not extreme, and trend structure looks intact. More of a slow-and-steady chart, but technically sound if you're watching for defensive names. Watching all three, but especially NOC and CRWD for strength in trend and clean technicals.
$13 sofi calls, $70 SYY puts, $3.5 WOLF calls all expiring Friday. Let's fucking print!!!
Bonus reason to consider a short position on SYY - they may be using/have used forced labor in Uyghur camps: [Sysco non-response to Uyghur forced labour & migrant worker abuse in seafood supply chains - Business & Human Rights Resource Centre](https://www.business-humanrights.org/en/latest-news/sysco-non-response-to-uyghur-forced-labour-migrant-worker-abuse-in-seafood-supply-chains/)
I think I may sell off some more tomorrow. Moved 12% of my portfolio to cash by selling off some profits (PLTR@90, HD@390, LOW, WMT, KMB, SYY, and others) about 3 weeks ago.
Interesting… might short SYY at market open
Up on SYY? That is a dog of a stock!
I'm selling SYY and buying DGRO. Not sure how you inverse that boring shit. When market opens I'll let you know my gamble play.
You all think SYY will drop below 75 before Friday? 
My boomer dividend part of my port like KO and SYY are keeping me slightly shielded
Get WM, PG, O, SYY, KO, PEP, SOFI, AAPL, PFE. I would start with those and reinvest the dividends.
Was going to short SYY overnight, but somehow a market order at 3:59 did not fill.
ELV, PAYC, AMGN, SYY, KYCCF are a couple solid new positions I’m starting to collect
I'm probably the only regard playing SYY
Anyone tryna short SYY? Most restaurants are garbage and overpriced with bad service these days. Even the previously good ones are slowly getting checked off my list, I just cook
Been thinking about SYY, saw a Sysco truck hanging off of a bridge. Driver heroically rescued. Proof there is goodness in the world. I'm in.
I’d start with buying calls in $CHEF $SYY and $USFD because they will just get their customers to buy something with more profit margin like Chicken or Beef… Then I would short TSN and SEB (if you have the balls & jack) Careful though…. Insider trading is especially valid when you know something that hasn’t been publicly disclosed…
>SYY at this rate will be 90 in a week, good luck tho!
Full sending SYY 90C 03/15... Good idea or bad idea?
EA and SYY breakout inbound... MMM breakdown on the way
Still holding on SYY but if market opens red I will sell and secure profits. Saw EA starting to bleed after the pump so I sold and secured profits. (Also, I am Canadian so my accounts are in CAD but when I trade it's in USD) https://preview.redd.it/435va0l7bxfc1.png?width=1568&format=png&auto=webp&s=437267a3d5cf8eafa86d7c143b4ad0e51accba85
I hate buying puts but I’m gonna Puts on $SYY, they’re losing customers and I know a regional director used to be my food rep when I was in the industry and last I talked to him he had to go on some deliveries himself because they didn’t have enough drivers as well as the strikes last year. Seems like a sure bet to me
Sold LOW few days ago. now Im looking into buying more HCA, BAC and CMA. SYY looks good too but i dont see the need to hold 20 tickers.
Bought a few of SYY. I like the numbers i saw.
Want me to list all my stock holdings? Because they are ones that are sucking. Like TGT and KO. I thought I was smart and I invested in stocks that were reliable. MY ASS. PPG, SYY coming next im sure. Oh, I forgot to mention MMM. Although I knew I was hoping for a comeback in a couple years with that one.
I wanna buy 15 calls expiring November 7 for SYY. I think the price is gonna rise the the highs of last at $80. Or at least $75.
Tyson's expenses are up. I hate to use the word, but they are more of a slaughterhouse for pork, chicken, and beef than a prepackaged food stock although they sell both. If your labor costs rise and the price you can sell ground beef decreases than your profit margins decrease. They also had some labor lawsuits expenses surrounding employees getting Covid because they never shutdown due to being an essential business. This is a small position for me betting on a long term turnaround in a cyclical business. This is more due to their largest competitors being international companies. Chinese corporation Shuanghui Group owns Smithfield Foods. JBS USA is a subsidiary of Brazilian multinational JBS S.A. Cargill is US privately owned company so you can't buy that company as a stock. Sysco $SYY is a more diversified company. My belief is we can not allow these US owned food slaughterhouse companies fail for US national food security. With all that said; I am not looking to buy more $TSN right now as their outlook & financials aren't looking good for the short term.
Sysco (SYY) has earnings tomorrow. Before open or after close? Earnings thread is missing this vital information.
Sysco (SYY) earnings tomorrow. Before or after close? Stupid earnings calendar missing it.
My K, ES, ADM, and SYY did very well today. Should shoot up quite a bit more tomorrow. EPAM will shoot up big time this week. Only AI stock on sale.
So, get this - I totally goofed yesterday and ended up buying some $SYY instead of $SPY. Whoopsie! I might as well make the best of it and grab some seafood from SYSCO today. Gotta love those accidental investment decisions leading to delicious seafood purchases!
Some competitors: ​ Cargill Meat Solutions - private company ​ Sysco Corp (SYY) - missed earnings on May 2 and slid -4.5%, but has recovered. ​ Pilgrims Pride (PPC) - beat earnings on April 27 and rose +1%, but has slid since. ​ Hormel (HRL) - hasn't reported Q1 yet but missed Q4 on March 1, dropped -7.5% and has not recovered.
I feel as if this post isn’t really about the stock market, but I’ll still take a stab at it… **I’m not from the future, this is my opinion and understanding.** From my very brief research it’s not that much of a difference investing in hospitals compared to hospital equipment. The returns have been very similar (of course there’s some that have had crazy outlier returns on both sides), but the difference that I can see is that there is much more money in medical devices and I’d even go as far to say that medical devices are (have been) in a bubble with some of the top companies trading at 100s and even 1000 P/E. Your understanding is correct, hospitals owned by a company will use devices by a separate company. You can’t necessarily invest in heart surgeons, but you can invest in devices that *specialize* in cardiac-care or health care facilities that *specialize* in cardiology - not sure which stock/facility that is, I believe $HCA (HCA Healthcare, Inc.) does a good amount, but I’m not sure. I do think AI will assist in surgery, but I don’t know when or to what degree. Within several years it can be huge market or maybe it can take decades or maybe never. What is the beat medical insurance company that’s public and is trade-able? $UNH (UnitedHealth Group Incorporated) From my understanding restaurants don’t necessarily have *partnerships* with hospitals, they may have locations in the hospital’s cafeteria, but it’s not necessarily a partnership. There are (food) suppliers and distributors for hospitals, one that I can think of off the top of my head is $SYY (Sysco) This is why I said I really don’t think this question has to do with the stock market, but I guess there could be an opportunity for a hearty fast-food chain specifically in hospitals (Panera lol). It would be really hard to pull and would require a ton of networking and many other things.
Calls on SYY when demand for shitty airport chicken sandwiches goes to the moon.
Happened during the day, so I don't think it was on Cramer's show. Regardless, that was the day I bought both TSLA and SYY calls. True story.
Yes, based in the US. They are a penny stock trading under SEEMF ticker in my brokerage. I do not believe they are a household name by any stretch but I have been following for a few years because I am weird. I went on a deep dive in automobile software systems - it is part of the reason I got caught up in the Blackberry meme - because I am a pick-and-shovel investor. The big name stocks are foundational to any portfolio, but the underlying operational stuff is fun for me and provides opportunities for higher growth; your average person is unlikely to know much about TTD or SYY, for example, but I can almost guarantee that they consumed from both recently.
[bitch](https://postimg.cc/SYY76wcL)
SYSCO that’s that’s SYY for all you bears Teamsters walk off job sites in Syracuse New Yorkand more to follow suit due to contract agreement. You don’t wana piss off a union. Even better we use them at our food distribution at a lot of restaurants including the one I work out. Sh
>HEDGE FUND SACHEM HEAD IN ADVANCED TALKS TO DROP BOARD CHALLENGE AGAINST US FOODS HOLDING CORP USFD.N-SOURCES $SYY $USFD ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-05-09 ^12:55:54 ^EDT-0400
I was checking companies I work with daily, and they seem untouched by this 🐻. SYY and USFD
Please Share any Stocks that could be hurt or helped by Avian Flu LOSERS POST HOLDINGS NYSE: $POST MCDONALD'S NYSE: $MCD SYSCO NYSE: $SYY
Think about DE as part of a theme. Farmland plus water plus fertilizer then food processors and distributors. Farmland could be a REIT like FPI or LAND. There are a number of good water ETFs. NUTR is hitting new highs because of the closure of Russian/Ukrainian sources, but it and MOS are pretty sure long-term bets. K and GIS are pretty secure in the processing picture, and SYY supplies restaurants, nursing homes, hospitals, restaurants, and more. I don't do retailers in anything, but if you want there are Kroger and Albertsons, and of course all the fast-food and casual-dining chains.
I worked for Gordon food service, US Foods aka USFD, and was courted by PFGc and SYY.
USFD? SYY? PFGC (this one is actually up 1%)?
>\*SYSCO: NEED TO FIND WAYS TO BRIND DOWN PROTEIN INFLATION $SYY ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-02-08 ^10:37:59 ^EST-0500
Anybody else playing SYY? I bought a few retarded calls.
FB isn't even priced for growth anymore since it's trading at a 17 multiple. Compare it to low growth/no growth companies like: * HRL (28.3) * KO (29.88) * GIS (18.74) * HON (24.18) * CL (31.69) * MKC (36.33) * CLX (71.66) * SYY (59.67) Wall street must be expecting the metaverse to significantly cut into EPS for many years to come because of the high capital expenditures associated with Reality Labs, which lost 10 billion dollars. However, the legacy businesses are going to continue to print cash for the company, even if Reality Labs takes a long time to develop. Reality Labs only made up 2% of FB's revenue last year. Part of me wants to look at this as a buying opportunity, much like the Cambridge Analytica scandal that caused it to drop 19% in one day in 2018. However, they need to add some clarity to how much money the metaverse is going to cost, how long it will take to develop and when it could become profitable. If not, it will probably continue to trade at a low multiple since Wall Street hates uncertainty.
USFD is the supplier who focuses most on differentiation through proprietary first to market products as well as technology with the goal of being easier to work with for their customers. USFD has lots of leadership from the credit card world and grocery world and is doing interesting stuff with pricing strategy based on alalytics. Sysco is big on making money through PA money, purchase agreement end of year payouts so they can show low margin on sales but still make money. Also big on "stickiness" making it hard for their customers to leave them. Sysco can be the cheapest or most expensive pending quality within different food categories. PFG is vanilla. Ok quality, ok pricing, slightly above average delivery consistency but that's out the door. Nothing flashy but nothing superior. USFD and SYY also tried to merge and learned a lot about each other during the lead up to that but as we all know that got squashed.
Financially got assaulted this year. Their warehouse workers are paid pennies and many locations had massive walkouts. Many markets had to notify customers they are not delivering to them till further notice. SYY and USFD out performed them in real world deliveries and thus the customer view of PFGC is tarnished for years to come. I used to work for USFD and GFS (private ownership).
Outside of the major franchise chains the ingredients are mostly just sourced from Gordon Food Service, US Foods (USFD), or Sysco (SYY). The shipping backlog may be a factor but likely it's a combination of things.
I bought SYY 82c and KR 49p. Good luck, man.
SYY. People don't give a fuck about covid but they still give a fuck about tacos. No more mandates are likely coming and restaurants are all back open without the big fear of a 2nd shutdown. Sysco is the biggest supplier for them and isn't back above pre-covid levels so there is still room to recover.
SYY option chain data and the previous 4 VIX 1min candles are the two core components in his method. He says he doesn't even watch/read news to determine 'new risk/events'. I pull this data every second of the day that outputs my own "OFG-'V'" metric. My algorithm captures his entire strategy of basic adding/subtracting option volume by strike and/or in the money at spot and strikes that determine theoretical pivots for the SPY "V" given VIX movement confirmation. He does more complicated stuff than that, but I won't be building any other OFG stufff because the above is 100% arbitrary and works only in Hindsight. I'm definitely small $$ shit rural class like he says :), but he can't back anything up (nor can his strategy be back tested by the way).
I've got SYY, which has started of well for me. Unfortunately I played USFD as well, so at this point SYY is just making up for it... Wanted to get into PLTR, but also was just afraid to pull the trigger. Although for sure I have no reason to feel compelled to go into UWMC; we have a tough past relationship and I'm not relationship...
alright anyone on these earnings PM tomorrow: PLTR, WKHS, UWMC, SYY, BHVN, HUYA
SYY puts are cheap with earnings tomorrow. It’s within 10% of ATH and it’s high before COVID. Higher wages for their employees (drivers specifically) + labor shortages restricting restaurant hours + supply chain issues keeping them from fulfillment = going down.
Liquid assets are like this: 2.5% in cash. Cash cash, like sitting in a bank account earning a whopping 0.5%. 20% in what I will call cash equivalent. Covered call ETFs. Mostly NUSI because of its use of puts for downside protection and it pays monthly at \~8%. Inflation looks like it could be 5% for two or three years, and I don't want that amount earning 0.5%. \~40% individual stocks. Combination of solid stuff I bought for really good prices. Companies like LMT, DIS, SYY, etc. The other half of the combination is a lot of oil and gas stocks, which I thought I would be out of by the end of this year but that sector now looks good for a lot longer. \~40% ETFs tilted toward value and exUS. VTV, VOE, VBR, VEA. ETFs for emerging markets. BCI for a basket of commodities. 0% bonds. I sold all my bond ETFs last year after the Fed dropped rates to \~0, and I put the money into stocks. I don't care about volatility, I have enough cash on hand to weather any storm, and my job security is rock solid.
SYY puts or credit spreads for earnings is my play
SYY puts ? I work in the restaurant business and they are experiencing a huge shortage on a ton of their stuff
calls on SYY odds are the food is supplied by them, just reheated
Last time I'm warning anyone about SYY. Next time I bring her up will be in a gains post.
So is SYY taking less margin and profitability in the end? It may take longer to show up on the bottom line than November. I don’t think the growth stock view of “we’ll take growth over profitability” applies to such a mature company and space. So top line growth coupled with lower margins may result in a wait and see approach for investors. Just wondering out loud with you here...
owned and have worked in hospitality for 25 years. Am moving my entire portfolio into Nov. SYY calls. Thank me later.
owned and have worked in hospitality for 25 years. Am moving my entire portfolio into Nov. SYY calls. Thank me later.
New to investing. Please rate my portfolio New to investing. My goal is to start a savings that basically tracks a good 401k. I may get more ambitious as I learn more, but for now, I just want to make sure I am diversified enough to weather any dips in the market over the next 10 years or so. Do you guys/gals think this portfolio is relatively safe? 27% VOO 16% NOBL 13% SYY 12% JNJ 11% VYM 10% KO 10% SQ 1% ICLN (I consider this last one a charitable contribution. If you guys know of a good clean energy ETF, please let me know)
Gonna sell everything and put it all into Nov. SYY calls.
Anybody in SYY? Sysco Foods just cut off my entire region on distribution. I bet at least 30-40% of restaurants and grocery stores around here get at least some of their food from them. Thinking about grabbing some puts.
New stock crossing my radar. $SYY. Doing some more checking.
Sysco $SYY If you have ever eaten out anywhere in the US or on a military facility, there's a pretty good chance that they supplied everything that restaurant/facility used to make their operation work. Raw ingredients, prepared ready to cook meals, cleaning supplies, cooking equipment, and so on. Their moat is insane and this is the sort of business that needs millions and billions of dollars of infrastructure (trucks, warehouses, big workforce, etc) so i don't think there's any way path for anybody to really compete with them. Solid healthy dividend and well run. As long as people need to eat they will have a healthy business.
$SYY $65p for 8/13 looking like easy money, probably miss earnings and they've been on a downward trend. Restaurants not ordering as much and their balance sheet is a dumpster fire.
I’m 18 and very new to this, would love some advice. I have about $4000 in Robinhood MSFT - 7.9% VOO - 45.18% JD - 10.84% TSLA - 18.97% SYY - 6.25% SPR - 6.28% NOK - 4.31%
SYY was a great pickup. I bought a ton of shares around $40 and sold them when they first hit $75 earlier this year.
MRNA isn’t a meme stock but it is a high growth stock that is poised for a big potential run in the coming years if they keep this momentum. You picked a good company, just used the wrong tools in my opinion. The right tool for this job IMO is probably just buy & hold shares and forget about it for years to come, especially as more and more of their vaccines get approved. In my experience, PMCCs are better on companies that are already trading near their fair price and aren’t going to explode on the upside for a while. They should be kinda boring and stable companies with reasonable growth, not volatile and on the verge of explosive growth. Think more like SBUX, EBAY, SYY, NKE, those sorts. Hope that helps.
Today $SYY was trading up and then they announced $5B stock buyback AND dividend increase which should be good news for investors. But the stock dropped hard right after. Shouldn’t a buyback WITH a dividend increase be good for the stock price? -trading moron
How do restaurants stay in business now? Labor costs through the roof. Food prices jetting higher. People want to eat out again but if their meal costs 30% more than last month... Calls on SYY and USFD because I'm always wrong.
I may buy one long term call, maybe Jan 2023 at around $290 just to keep an eye on it and run a PMCC just to tread water on it. I also have been waiting for it to turn back up but other than going sideways and up a little last week it has been painful. I actually had puts at last earning, wish I would have been riding them down this whole time but flipped to calls a couple days later. Thanks for the feedback. A couple not on your list- Cost has been doing great the last couple weeks, just exited about half of my calls the last two days up like 200%.. Some other solid ones SYY and KHC. Any thoughts on RH? Seems to have run a little too hard lately maybe a good short or just poised to run some more?
Food and beverage are all up big since February. Sysco (SYY), US Foods (USFD), Molson Coors (TAP), Anheuser Busch (BUD), Constellation Brands (STZ) Basically all the bigtime suppliers to hospitality and restaurants are all up 20% since then.
$SYY missed revenue by 500 million, beat eps by 2 cents, expecting my puts to be nuked from orbit as a result :/
I think SYY (not on the calendar, Tuesday, pre market) is over-valued and likely facing cost problems with trucking and commodities. I bet they will increase market share and beat revenue expectations, but I'm going to roll some (small) dice on an ATM put.
I'm in Canada too. Calgary. We are in lockdown as Variants are taking over. My daughter is in Kamloops and they have order to stop inside dining again. This is no time to be super bullish imo. Somebody weeks ago said to buy SYY as he works at a restaurant and his Sysco salesman said they are getting busier. Look at a chart of SYY on the weekly. Tell me if you think the "getting busier" is priced in already or not... lol. I'm very cautiously bullish to neutral and soon to be all out bearish. Something is just not right with all these people not paying mortgages and being forgiven, more and more EI claims. This feels like 2008 when we knew something was not right but the market went up for a few more months and then crashed.
That is some good info, SYY is extremely close to prepandemic pricing, and since pandemic debt to equity ratio has doubled. Dec 31 2020 they were sitting just under 10, which is very bad for a company like sysco. In fact their debt load was steadily rising prior to the pandemic. I like your DD, but devil's advocate is an important part of the process.