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Manitex International, Inc. Message Board

imhoffhaven 5 posts  |  Last Activity: Nov 14, 2014 2:15 PM Member since: Nov 1, 2012
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  • imhoffhaven imhoffhaven Nov 14, 2014 2:15 PM Flag

    Stopped by the Tanger outlet mall this week to check the UA store and it was busy busy busy. Then went two doors down to Nike and it was almost empty. I bought some shoes at the UA store and the sales guy was really helpful. Just some Peter Lynch style research to share...

    Long on UA

    Sentiment: Buy

  • Reply to

    WHY

    by jefferybennett78 Nov 10, 2014 10:11 AM
    imhoffhaven imhoffhaven Nov 10, 2014 11:09 AM Flag

    Now I see Zack's has downgraded MTZ to 'underperform' in a research report dated November 6. In the report they give no reasons to 'buy' (like they usually do in these reports) and several reasons to 'sell'. Doesn't paint a pretty picture. I think you have to be a long term 'buy and hold' investor to stay in this one...

  • Reply to

    WHY

    by jefferybennett78 Nov 10, 2014 10:11 AM
    imhoffhaven imhoffhaven Nov 10, 2014 11:03 AM Flag

    Well, I didn't actually read the BB&T research report on MTZ that went out and maybe it is really a gloomy read...

    In the most recent conference call the MTZ CEO did use some language that was a little depressing regarding the end of 2014. The transcript may be a valuable read if you're a serious investor in MTZ.

  • Reply to

    WHY

    by jefferybennett78 Nov 10, 2014 10:11 AM
    imhoffhaven imhoffhaven Nov 10, 2014 10:36 AM Flag

    Maybe this is why: MasTec, Inc. (NYSE:MTZ) was downgraded by analysts at BB&T Corp. from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Monday.

  • Reply to

    question

    by dadiooftheradio Aug 8, 2014 2:00 PM
    imhoffhaven imhoffhaven Oct 15, 2014 9:36 AM Flag

    The CEO Tim Taft seems very capable and experienced and able to attract an excellent team and execute sound growth strategy. They have been able to place some long term contracts on meats that have helped keep a cap on expenses and have worked on improving logistic efficiencies too. Management is also revising the Taco Cabana concept to make a it an attractive alternative to CMG. I think I read somewhere that they built a Taco store near a Pollo store to see if they can complement each others' customer stream. And they are adding a lot of drive thrus. (The Same Store Sales at Pollo are very good--but not so much for Taco C.)

    I think Fiesta has a lot of promise (but I think the Taco Cabana concept faces a lot of competition and may at some point be sold off). People are looking for easy and relatively healthy alternatives to cooking and are getting a little tired of CMG (at least at my house). We don't have a Fiesta near us but wish we did. My Cuban friend who is from Miami but lives here (Cincy) longs for a Fiesta Tropical to open here which I took as a good reason to invest when they spun off from Carroll's. (I have never eaten there myself.)

    When we lived in L.A. years ago we loved Pollo Loco chicken but the the company seems to have been challenged in recent years with too fast expansion, reorganization, etc. I don't know how this new Pollo Loco management team will execute so I'm sticking with FRGI. The stock seems expensive now, but I think FRGI has a ways to run.

    J.
    Long on FRGI and CMG

    Sentiment: Buy

MNTX
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