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Krispy Kreme Doughnuts, Inc. Message Board

  • listen2charts listen2charts May 27, 2003 3:37 PM Flag

    Smart Money Interview

    There's a pretty good interview with Scott Livengood in Smart Money. Here's the link from Yahoo news to it.

    http://us.rd.yahoo.com/finance/external/smart/SIG=u50eeu/*http://yahoo.smartmone
    y.com/theproshop/index.cfm?story=20030527&afl=yahoo

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    • You ae right, Citation. The only thing these talking heads are good for is ideas. Maybe get a person thinking about a particular industry Sometimes they might jar your interest in a certain sector, but that is about it.
      Me personally, I've been lucky. I have been able to make a little money in the market for quite a while now. I beleive the right mix of momentum and fundamentals is key. Not one or the other. It seems like a lot of investors are either momentum players or strickly invest on fundamentals. Oh yeah, a well run company like Krispy Kreme isn't too bad either.

    • No no no... not an ACTUAL talking head as in the examples you gave - there's a head & shoulders picture of Scott Livengood with his comments below it at smartmoney.com that was only reminiscent of a talking head...don't know how far back you read the posts, but it's not meant literally. Thanks anyways for the advice.

    • Thanks for the link.

      Here's what waves that little red flag for me: Livengood speaks about the stockholders responding well to the honesty of the company reps. Later he speaks about the huge success of new store openings referencing "hundreds of people", "people camping out with lines wrapped around the building", "cars spilling out onto exit ramps and freeways", "mile-plus-long lines at the drive-thru", and how this type of opening represents how "You know you're connecting with people in meaningful ways".

      An arcticle supplied by Di_vur_se_fi on Thursday (I think) painted a picture of the recent disappointing opening of the very first store in South Dakota (Sioux Falls ).
      The arcticle mentioned one person who camped out, 50 (not "hundreds") of people there at the open, and cops taking down the unneeded traffic control measures because of the disappointing turnout which was nowhere near what they had been told to anticipate.

      Is this a signal that KKD may be dropping the ball these days when it comes to "connecting with people in meaningful ways"? Are Livengood's rosey comments representative of current openings or of the openings of days gone by? Is this the brand of honesty that he spoke of of which stockholders are so appreciative?

      All insights welcome!

    • Thanks for the link - in the article it is pointed out that KKD sells for 35 times 2003 earnings which is as cheap as a company expected to grow at 33% over the next five years can sell at. The current PE is half of what it was two years ago. The comparison to SBUX is one I've made many times and with SBUX growing at 21% and the same PE as KKD it is obvious KKD is the cheapest and a great long term buy.

 
KKD
17.01+0.05(+0.29%)Aug 28 4:07 PMEDT

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