The Cheesecake Factory, Inc. (NASDAQ:CAKE)

What I see /read and expierance its an outperformer

I reupped Cake because I felt the reasons I took them off changed. Oil prices are lower and the Company has reported good earnings. They changed their menu to include more light menu items. They reported earnings per share gains of 31% in the last quarter (2Q:2011). They only have 164 stores, but they grow that store base slowly.

My Cap price is $27.22 - the PE ratio is 18.27. They have $58 million in cash and no debt. Even after capital expenditures, they are producing $2.20 per share in cash flow giving them a cash flow yield of 8%. I think that makes them cheap.

Sliders and cheesecake, ftw.

over-valued

As we come out of the Great Recession companies like this one will reap dividends from their business model, which was good enough to get them through the tough times. This company will be one of the strongest competitors in the next upswing.

short watchlist
lny,pfcb,cake,lulu,thc,udr,eqr,mac,wynn,crm,pcln,ivn,anv,amzn,dan,open,cree,netl,bas

"fresh": lny, pfcb, cake, thc, eqr, mac, wynn, crm, ivn, dan, netl, bas

Good client flow in upscale market,I see good consistant performance in present & long term investment! dont delay on this one..(U snooze..)

sales beat expectations.

CAKE holding above 50dayMA

strength in restaurant sector

OK folks, we have a value investor’s winner here!!! Look at its price chart over the past ten years and you can see that it, on average, has outpaced both the Dow and the S&P. This is in the face of an early decade recession and the current Depression 2. How does a quirky restaurant like CAKE generate its' net income? Let’s take a closer look at some of its' internal workings. First debt...worst case scenario it would pay out a little less than .50 on the dollar if it went heads up. Since it hasn't increased outstanding shares over the past ten years, seems to indicate good management. Its debt/equity ratio is .29 versus S&P's ratio of $1.11. So we can easily see CAKE isn't using debt to aggressively generate revenue. Many other positive indicators but lets move on. Its current P/E of 22.87 is lower than its ten year average of 27.5. Its depreciation and amortization is about 22% of its gross profits over the past five years which again shows smart management. Its gross profit margin has been about 20% over the past ten years, not great but definitely worth the risk. Now value investors, listen up. I calculate based on CAKE's last ten years of share holder's equity and current price that it is greatly undervalued. As a rough rule of thumb, I would say that it is going for 23% of what the current price should be for a 20% return over the next ten years. I can go on but I don't want to get one of those charms that show lengthily pitches. After I max out Hersey's, I am definitely turning to CAKE.

HaHaHa!!!!!! Strapped consumer, layoffs, higher oil and commodity prices - has been purely a momo play without NO REGARD to fundamentals.

GOOD CHEESECAKES

good cheesecakes

Ads in the menu are not my idea of upscale. I guess I just don't get this restaurant, but then I hate malls and cheesecake, so I'm probably not their target audience.

The name doesn't help either. It sounds too much like "cottage cheese factory", which is what women's thighs turn into when they eat too much cheesecake.

Overheard in 2007: "Let's go to the mall and have some cheesecake!"

Overheard in 2011: Lord Humungous visits the CF factory.
http://www.youtube.com/watch?v=_TL4XZdyo3g

A stomach pick. Memories of dining there make my mouth water. Long term survivability is high.

There continues to be a long line for the Cheescake Factory at our local mall. you get large portions for your money which I believe people will see the value in. I don't think declining retail trends at the mall will significanlty effect CAKE. I believe that people go to the mall BECAUSE of the Cheesecake Factory (and then maybe do some window shopping). I don't think there is a significant factor of "gee I'm tired of shopping lets go stand in line for 45 minutes and have lunch". I think CF is the destination.

Has solid financial s and a proven formula for their restaurant brands. They have the ability to double the number of locations when the economy turns around. A good time to accumulate stock for the long haul.

Fundamentals: Here we are in a great recession and we STILL have to wait to be seated. Franchises don't come more solid than that. My only restaurant stock.

Down further in the short term. However I strongly believe this company will 'weather the storm' making this a good long term buy. I agree there may be some location closures in the short term.