there was some volume on $20 strike GE 2016 leap, i believe it was going for around a buck per contract. maybe that's why he posted it. look at it #$%$ annual return if it doesn't slip below $20. i think tech just looks at the sold off large caps and make his recommendations based on probability.
but your conspiracy theory doesn't hold, imho.
jump in same store sales rate appreciation is quite logical because hey closed sss losers.
from 72 to 66 and then to 63 stores (they converted one franchised unit into company owned)
why sodexo needed this garbage i have no idea. perhaps, u can enlighten me.
fed and few tbtf friends have invented weekly casino be4 they collapsed the stock market. u are very idealistic man
Portillo has 38 locations with $300 Mil in annual revenues. The real estate was also owned by Portillo and was included in sale. $1 Bil for $300 Mil high margin sales with real estate that includes few malls too.
SHAK book runners will be shorting shares lended to them by the management and splitting the profits later
Tech, are u posting early because u want pension funds managers to know what to do on Friday?
any stock picks?
do u remember early last year i posted how strange it is that many prime members are natural users of grubhub and bezo still doesn't get that grub makes 20% margin on $200-250 Mil revenues. but now he wants to enter that game after it has matured big time and every schiz has that mobile app and every restaurant already hooked up with grubhub.
IMO, air in the stock is related to the future ebitda/earnings and burrito alone can't hold this air anymore. my take their pizza suddenly is having many issues and is performing below expectations. and most pizza guys are ahead of cmg's pizza anyway. so, balloon will get little bigger and then it should blow up with all sector
How does your SSS growth rate drama affect the statement of operations? It doesn't
How does it affect 12 months trailing AUVs? It doesn't.
Here is the one you should be interested in on this subject: ZOES. They claim new stores start with 1.1 Mil and grow to 1.3 Mil within 2 years because of various bla-bla-bla incentives and they push lunch catering later on. But their AVERAGE trailing 12 months AUVs are near $1.5 MIl. So they start really high, then sales drop and their margins stay reasonably poor all the time because they subsidize them with promotions. Zoes SSS = 18 months
Why do you keep talking shorts this and shorts that?
Because you went long around 30 and you are under water, right?
And "the chart is really nice" - it takes very nice chart to transfer all shares to bagholders.
but speaking of this one... you are wrong
Tech, do u know whats funny? This new CEO (be4 he became CEO) offered massive supply deal to my buddy across from GBN school, but he turned it down. Wonder what happens now as he recently started one more plant in SC.
look, but 1.4 Mil - 1.6 Mil for starters is a massive revenue. yes older stores could be lagging, but in the end it doesn't matter where do u put those sales as far as the statement of operations.
tell u this. many new chains start high, then drop after 6-12 months. they can't afford to call their 12 months old stores comparable ( see PBPB= 15 months, ZOES =~ 18 months, NDLS = 18 months). short time period in sss determination is not the sign of weakness, rather opposite. and this metric is heavily dependent on added new units.