No problem disagreeing with me.......that's what makes a market...!
The 2020 LA wage issue is NOT why I think LOCO is not worth buying
....I simply think the market could realize that LOCO mgmt will not deliver
the expected growth in EPS or revenues that the current valuation implies.
IMO I may not own LOCO in the Spring 2015 but I do think I will be offered
LOCO shares later this year at my "sub 21"' target price.
We will see together how LOCO reacts in the next several sessions.
I am not impressed so far with LOCO's 2 day recovery. The stock
still appears vulnerable to me.
I still expect LOCO to beat more definitively in Q3 & Q4 2015
ROST is going to split in June.....so $ 90 in July would be great.....!
(yes I know you mean on a pre-split basis)
Seriously I feel ROST mgmt execution shows no signs of slowing down.
IMO, ROST is a strong operator in the sweet spot of the US soft goods retail marketplace.
I did not "thumbs down" your post.
thanks Captain .....
Hope to see a nice follow-through ROST stock 'pop" tomorrow morning
I agree with you that the CEO is sandbagging again.
LOCO still too expensive for the operational risk, IMO
even at $ 22.00
Announcing the plans to add outlets in Dallas, TX will help dilute the potential wage cost
problems in the future. Looks to me that the CEO had this plan all ready to go", when LA
made the announcement about the 2020 $ 15 minimum wage decree. Good move by
What about the news regarding SHAK planning to roll out a "Chicken Shack"
Does the combo of Chick fil A and now SHAK building out the eastern portion of the US with strong branded
retail outlets reduce the growth opportunities for a Mexican chicken QSR Mexican food firm like LOCO...?
DLTR said this morning that they are still negotiating with the govt regarding what they
need to sell-off .......so this deal will not close until July as of today......stay tuned..?
Anti-trust in retail discount in the US .......?
What about Dollar General, Walmart, CVS, Amazon, and all of the regional & local discounters.....?
What about every gas station with a discount/convenience store attached...?
How does the merger reduce competition in this huge retail market.....?
Not closing this deal will hurt DLTR results in 2015
remember the LA wage hike is phased in over 5 years……
plenty of time for any firm to adjust to this added cost.
LOCO will certainly hike its food prices at least a % of
the upcoming wage increase as well.
EML stock action looks pretty bad after 12 noon today ………..
Did the lame, old mgmt win the proxy fight….? I hope not.
If the existing mgmt was able to stay in control, then the EML
shareholders have only themselves to blame for the weak
past & future return on their EML investment…..
4:25 PM EDT
WSM beats EPS and revenues and right now the shares are trading at $ 80.80
Given the reduced guidance for Q2, it will be interesting to see if the stock can
hold above the $ 80 plateau.
beat on EPS and revenues ….
But she said Q2 EPS and revenues would be light, due to the West Coast port strike..
Is she doing this, to knock down euphoria for the next quarterly report…and then
WSM will beat both EPS & Revs….again…???? One way to keep this stock
ROST consensus estimate EPS for tomorrow is $ 1.28 (last year same quarter was $ 1.15)
I think that ROST reports a $ 1.31 EPS or a little better
ROST will also post at least a 5 % same store sales improvement
Will the CEO increase the guidance….she was conservative last CC.
We will all see tomorrow
Bought a sleeve of ROST, close to the bell this afternoon, at a price of $ 101.15.
I think ROST will beat easily tomorrow and the stock will move nicely higher
for the rest of the week. I do not plan to sell ROST new term, its a strong
business for years to come, barring a major self-inflicted mgmt error.
I am out of LOCO but interested in this name at lower(better value levels)
If LOCO is down in 6 months, IMO that would indicate that mgmt did not execute and
I would not in interested in this firm.
I can offer any advice as to future stock price behavior that I wish. Its up to the
individual investor to read and consider valid whichever info/opinion one feels is relevant.
Although I think you might men well, candidly, its not up to you, a single investor, to
think you can decide what others should or should not be posting on this public message
BTW, I do not think "all loses can be traded away" as you say……just my opinion.
You give this board no statistical reasoning or model for discounting future LOCO
business or stock prospects….…other than you noticed its near term beta.
IMO, for LOCO going forward, making a decision to invest (not beta trader) is not
found in the Q1 results or by looking at its history. But do as you please.
You might have already sold at a lose and moved on to you next mistake.
No, it is never called gambling if an investor formulates a low risk premise
for why and at what entry price he/her makes an equity investment.
But from your posts its all about gambling (a coin flip) for you…!