Purely anecdotal post by shhc.........no rationale given for his
strongly negative opinion.
Pure guess or is there an ulterior motive....?
Wow, that's a pretty presumptuous post from you....!!!
Everybody is allowed to post on this public message board.
If you don't happen to agree with abwww, then post your reasons why.
The above post lessens YOUR credibility here on the LOCO board.
All opinions should be allowed their right to exist for all to read and allow
all investors to decide for themselves.
Looks like LOCO needs to stay above $ 20.90 to maintain its intra-day price
Iif it falls through the $ 20.90 level then maybe this stock fails to break meaningfully
higher by the close....?
Looks like the LOCO near term bottom is in........and this stock will
go higher, probably into the next quarterly earnings, unless an overall
market correction hits.
This morning the QSR sector is getting hit bad but LOCO is bucking that
trend and moving higher, IMO that's a strong positive sign for the
As it turned out, anyone who bought LOCO under $ 21.00 will do well
as long as LOCO posts EPS & revenue "beats"........I hope that will be
I did not enter LOCO this week. Still on the sidelines.
Good luck to all those longs who have bought LOCO during this recent
""on sale" price level.............
Look at SHAK operating margins .......and avg bill
You can't compare SHK to LOCO ....2 different business models.
Yes, POTR, you would think that opening a few LOCO outlets would be
straight forward from an operational standpoint ......but the recent past
Midwest outlet closures make me think that its not as easy for LOCO
to operate far away from its SoCal roots......
.......I guess I would need to see additional quarterly results and comments
from the CEO regarding the success of far away outlets before I wold be
willing to provide LOCO stock with a higher valuation based upon nationwide
You post what LOCO should aim for in the next 10 years......
However LOCO needs to profitably execute its Texas expansion in 2015.
Mid term LOCO stock needs mgmt to prove they can move from California
to Texas.....this will encourage the market to provide a higher valuation for
LOCO as it will have proven it can operate profitably in areas other than SoCal.
Really ??....are you serious or uninformed..??
SHAK has 36 US outlets and 27 outlets in foreign cities
SHAK also serves beer & wine, which equals very high margins
If you don't understand, then I would dig harder for details....before you post.
all most all off-shore drilling firms are down today .......sector action
When Brent goes down, so do off-shore drillers, in 2014-2015
For PACD only things that matter, IMO is
1) a new drilling contract
2) a sale ( not likely)
3) Beckett leaves (hopefully not likely)
4) price of spot Brent
PACD balance sheet "is set"
With only 7 very similar drill-ships and an accurate fleet summary, its easy to estimate
the next few quarterly results
This firm is just waiting on the NOCs & IOCs to increase their E&P budgets, maybe in
I agree that further "successful & profitable" western states
expansion is the key question regarding the future stock price
levels for LOCO in 2016 & 2017....
LOCO will never be like CMG ......
CMG caters to the young, employed, health conscious millennials which are not latino in basic profile.
LOCO is a strong SoCal brand whose major loyal following is much narrow than the CMG crowd.....
Brand repositioning is not easy in today's fragmented QSR marketplace.
LOCO tried to expand into the Midwest in the recent past and failed......I would say
that LOCO faces at least "normal and maybe more" execution risk as it tries to take
its brands from California & Texas into a full nationwide footprint.
Maybe LOCO needs to remain focused upon its existing customer demographics
and expand into Arizona, New Mexico, TX and maybe South Florida before thinking
about the added risks of a full blown US expansion....?