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Krispy Kreme Doughnuts, Inc. Message Board

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  • fisk007 fisk007 Jan 17, 2013 9:05 AM Flag

    Everybody settle down

    You are both correct...

    It WAS a VALUE play 4 years ago. It is NOW a NEW GROWTH Play.

    This quote somes it up and is SPOT on!

    "Except now it's a growth stock. The value phase took some 3 years to play out. The growth phase will similarly take about 3-4 years to play out, so I think this is still a good solid play -- but for a slightly different reason now. Calling it a momentum play, to me, suggests a run that is not driven by improving fundamentals (sales, profitability)... PE expansion, etc. I dont think that is the case here at all."

    Wall Street likes a good deal (Value Play at $3)...


    And KKD is now - a NEW Growth Play! And when comparing to peers it is STILL a VALUE play.

    Just look at the Tim Hortons Comps, The Starbucks Comps, The Dunkin Donuts Comps, The Peets Takeover, The Teavana Takeover.

    KKD is still undervalued to the tune of 35% to 60% when compared to the others.

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