A hodgepodge of notes and updates for our favorite people...
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
30 Comments Read MoreCabot’s Teased “40% Growth Expected” Stock
Friday File: Motley Fool “recommending this former ‘darling’ stock”
What’s being hinted at for Chris Mayer’s Focus?
“A Better Restaurant Stock” from Cabot’s Mike Cintolo
What’s The Wealth Advisory’s “Next Chipotle”
We’ve had a number of questions about this pitch for “The Next Chipotle” from Briton Ryle, so we’re re-posting this solution from December — the stock they’re teasing, ZOES, is still the same, though it reported a great first quarter in early June and the shares popped up on the news (and came back down […]
26 Comments Read MoreEinhorn’s Interesting Longs, and More Fracking
I’m absolutely sure that you can find plenty of articles about David Einhorn’s presentation today at the Value Investing Congress — unlike the past couple years, he did not tear any companies apart or allege really gross misvaluations or fraud, but did present a couple shorts and a couple longs. The shorts were a repeat […]
5 Comments Read MoreStopped out of Chipotle
I sold off my remaining shares of Chipotle class B shares at a loss today — the stock took a significant hit on disappointing earnings and the company’s projections that growth would be very weak in same store sales over the coming year. I don’t generally like to use stops to sell, since I prefer […]
Leave a comment Read MoreMotley Fool’s “Peter Lynch-Style Super Investment”
Ah, another one from the Motley Fool! Like mother’s milk, it nourishes the Gumshoe so to pore through a ponderous Fool tome in search of clues to great stocks. Today, we’re blessed with a teaser letter for the Hidden Gems newsletter, with the letter coming from Bill Mann, who runs that newsletter in partnership with […]
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I've been to CMG, and cannot understand the appeal at all. Overpriced food, and the stores have no atmosphere to speak...
We were early buyers of CMG and sold out way to soon. My wife used to love Chipotle...but now we haven't gone there in ...
CMG is gong straight up on the market now. I am waiting till it goes straight down. I hope to catch it before it loses...
this is the info from their marketing emails. is this a fraud of stats compared to your findings ?ALL Last Week...
Dear Reader,Have you ever noticed that everyone wants investors like you to think using options is hard?The truth is...
$FIVE (tiny position) Chuck, you'll know when Five Below makes it to Omaha because they do lots of seasonal advertising...
Maybe a rough day for biotech. Faith is being challenged because Celgene is positively disintegrating...it's become the ...
The Fool is a terrific resource. They led me to NVDA at 20, DDD at 10 and, ILMN at 128. The few losers such as Chipotle ...
I think Sears is the mostly likely bankruptcy. Valeant is in the running, though it has quite a few bullish supporters y...
I have eaten at many of these brands here in Toronto! Most of these brands are knock offs from successful US brands. ...
Paul ,I have only been using your picks for a couple of months but L am already up over 5% and I missed mobly and chipot...
Greetings from Lancaster, Ohio... home of the world's first Tasty Made... there were two cars in the parking lot on Sund...
I'm not saying the Thinkolator is wrong, as you said, "We don’t even really even need to warm up the Thinkolator to te...
When I visit my friend in Dallas each year, Taco Cabana is a must-visit for us! It is a good restaurant: reasonably pric...
As always a seductive pitch with tons of graphs and mega return promises. But how has it performed? I found the below p...
Would love to see your thoughts on the current price and performance, Travis. Between ATUSF and Chipotle I'm getting ha...
Hi Ava. Why did you buy the stock? What is it that is or was appealing about the company and its prospects for you? P...
I have a completely unrelated question re: Chipotle stock. I bought it very cheaply, at about $85/sh. I only have a few ...
There are two in Huntsville and have gone many times - good food and prices. However, they don't seem to be nearly as c...
Hi mary...strong work. I know many people have that hesitancy about what seem to be high priced stocks, but % gains are ...
I posted a question about it on facebook and got some positive feedback. Overall seems people like Zoe's quite a lot. ...
Intrigued; interesting test will be when they move into NYC. Always lines out the door at Chipotle down the block from ...
I am long Zoes. I visited a restaurant in Chandler, Az and thought the food, service and prices were good. If they can g...
I visited a Chipotle to see what all the fuss was about. It's atmosphere felt as cold as a sterile operating room. Sl...
Doc, I'd hold for the time being as there is chatter about some activist hedge funds taking a stake and pushing manageme...
Anyone learn anything new about the M-Index? I just heard Matthew Carr's pitch today, and now he doesn't even give you ...
Its companies in favor with hipster Millenials, such as Chipotle, Panera and Subway. I too would like to know the full ...
My thanks to David Einhorn of Greenlight Capital for announcing he was shorting Chipotle Mexican Grill (CMG) in June of ...
I subscribed to Hidden Gems for one year. I made quite a return, and continue to do so, on their recommendations of Inno...
Death Cross Trader is named properly with regard to your bank account as none of the trades promoted by this Taipan offe...
IMHO, there is not much more growth to be had because there is too much competition for quick mexican dining. Peter Lync...
Thanks Marvin -- I agree with you based on my one restaurant sample, but I know lots of folks who love BWLD, I guess it ...