Warm winter, fewer store closures due to snow will help comps. I expect guidance to get tougher as the year continues. By Q3, CMG will be up against 2 consecutive years of double digit growth. This pig has had a huge run up, enjoy the ride down as the year goes on.
Wouldn't it be great if Sara had to tie up 50% of her net worth since she is so confident?
I love looking at the CMG unit economics slides... wonder what a sensitivity analysis around traffic/throughput, pricing, commodity cost would look like....
the last time i heard from sara the analyst... she said this outfit is primed for 10 years ahead with over 20% annual earnings growth starting 2013 and 30% in 2012. even without shophouse and international expansion.
but u know. u all know what she said.
2015 tulip earnings estimates arranged by koksukkers and linear regression line on 4 hour chart arranged by quants are two monsters that are driving this thing.
may I say bernake wet dream. his stock market role model.
Ok! Trick question!
But I get your point. Because that is how I feel about it. Good growth has given it momentum but that momentum has pushed the pendulum too hard the other way. Eventually that force stops and reverses... -Pj
When your using 2015 earning to explain the pe then the stock price has no room to grow...even if the company does.
Global credit (not liquidity) crisis. Liquidity does make insolvent borrowers solvent and the issue is much greater at the household level than appreciated (look at the interest coverage and run some sensitivity analysis to see what would happen if interest rates went up 2%...). Interest rate risk it what everyone is talking about over longer maturities. But, what about credit risk?
Fiscal cliff -- real incomes have FALLEN ex-government transfers. The budget debate will be rather interesting. Transfer payments will slow/be constrained. With more moving into the "voluntary early retirement" category, consumption will be challenged...
ObamaCare (less likely)
Nothing on the IMMEDIATE horizon. The question is how much the very large holders want to be holding when these hit...