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Let's stop taking history lessons and be more forward thinking. All of the evidence being given is backward looking. Stocks are discounting mechanism's - always forward looking. The run-up in DDRX is based on a fundamental change in the Company's business and in consumer behavior for that matter. They sold the $$ losing franchises and are now a pure play k-cup wholesale company. If you look at Wall Street analysts GMCR models and assume DDRX keeps roughly 11% share of the sales in the K-cup market, it is conceivable that this company could earn north of $3.00 per share in 2012. It appears that they are growing share given DONUT SHOP coffee is the number one selling grocery item on AMZN and number one k-cup on Keirig.com - and doing very well in BBBY.

In fact, I would be surprised if they earn less than 1.00 in EPS in FY 2010 (June fiscal Year). If that is true, you are paying 20x 1 year forward EPS for a company that is growing Revs and EPS 100%. The stock has made a monster move, I am long the stock and am staying long the stock. I have done several store checks, and it is a very simple and easy story to track now....all about razors and razor blades. Sure the stock could pullback and take a breather, but its the shorts that aren't doing the work, that have created the explosive upside. If they keep trying to short this stock, we could see $40.00 by year end. My long thesis is based on EPS of 1.00 in FY2010 ; EPS of 2.00 in FY2011 and close to 3.00 two years out. This time next year - we would be trading at 10x forward eps if I am correct.

Good luck to all - but do the work, before you get run-over like the other shorts out there.