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October 2012

Recs

16

Inflation

October 20, 2012 – Comments (7)

Gas is $5 in the little town where I live - at least 91 octane, the stuff I have to put in my turbocharged car, is - and CMG's food input costs have gone up 32% in the last year, according to their recent earnings transcript.  [more]

Recs

8

Buy More Chipotle

October 19, 2012 – Comments (3) | RELATED TICKERS: CMG

This is a quick pitch.  CMG got trashed today because it missed revenue and earnings estimates by a percent or two, and missed expected comps growth by about 50% (4.8%, expected 8-9%).  [more]

Recs

6

Wing and a prayer

October 16, 2012 – Comments (3) | RELATED TICKERS: BWLD , DPZ

As most of you know, I'm bullish on BWLD long term because of future growth prospects - opening new locations is the main catalyst I'm looking at.  [more]

Recs

7

CLCT update

October 14, 2012 – Comments (5) | RELATED TICKERS: INTC , CLCT

I have been out of CLCT since February, when I got out at 15.67 or close to it.  [more]

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