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The Cheesecake Factory Incorporated Message Board

locklimitup 13 posts  |  Last Activity: Mar 24, 2015 11:44 AM Member since: Jul 18, 2000
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  • The new commercials have the style, music, hipness and fun vibe that they used to have a couple of years ago when they were killing it. Glad to see the new CEO gets that. Nice to see them regaining their panache.

    Sentiment: Strong Buy

  • locklimitup locklimitup Mar 20, 2015 12:47 PM Flag

    Thanks for cementing my point. Industry PEG is 1.19 making COST even more ridiculously overvalued.

    Why don't you explain to us all, in your clearly unbiased opinion, why we should pay 29 times earnings for a company with single digit growth of 9%.

    If it isn't a sell today, bless us with your target price? Perhaps you're looking for a stock price north of $200/share putting it at over 4x growth.

    Unless this company just discovered a cure for Cancer or is in the cyber-security field, what's the huge attraction here?

    It's a warehouse with a bunch of sleepy eyed zombies walking around bumping into each other that have just received their company sponsored memberships. Most look like they don't even know what country they're in and wouldn't know a deal if it jumped off the shelf and attacked them. They just assume it's a bargain because that's what it's supposed to be at Costco. Let's jump in the SUV and go to Costco and eat samples all day so we can block the path of people actually there to shop. Woo-hoo. I got a free bite of pizza.

    Gas prices are the same as the closest low priced gas station per company admission and you don't have to pay $55 to pump gas there. The people that are paying their own memberships are scrambling around buying giant quantities of #$%$ they don't need just to get to the point where they've broken even from their annual dues.

    Nothing special here you can't find for much less at any store in the neighborhood. I guess as long as the Emperor's not wearing any clothes, it's anybody's guess how ridiculously overpriced a ridiculously overpriced stock can go.

  • locklimitup locklimitup Mar 20, 2015 12:04 PM Flag

    It's the earnings growth rate of the company as a whole, new and existing stores combined.

  • Buying anything over a 2.0 PEG is suicide according to Senior Cramer but if it's one of his holdings, seems those rules no longer apply.

    By Jim's rules, COST should have been sold once it hit $102/share yet here we are over $150/share and it's still "back up the truck" time.

    No wonder most retail investors have left . . . for good.

  • Reply to

    Race relations...

    by gabe_riellasabitini Mar 18, 2015 5:23 PM
    locklimitup locklimitup Mar 18, 2015 5:36 PM Flag

    This is by far the most bizarre thing I've seen in the history of American business. Always the bleeding heart liberals forcing their absurd views down people's throats. Really makes the company a joke. Like an SNL skit. Wouldn't want this guy controlling my investment dollars. A check box for "race" on the cups? Good God. Get over yourself Howard.

  • locklimitup locklimitup Mar 18, 2015 5:19 PM Flag

    Ask your CEO. Would have replied sooner but was watching him quote from the MSNBC playbook. Had to go throw up. Sounded like All Sharpton.

  • This is where the conversation needs to begin Howard.

    “I hate everything about this country,” she said. “Like, I hate fat, white Americans.”

    “All the people who are crunched into the middle of America, the real fat and meat of America, are these racist conservative white people who live on their farms.”

    “Those little teenage girls who work at Kmart and have a racist grandma — that’s really America,” she added.

  • locklimitup locklimitup Mar 12, 2015 1:43 PM Flag

    Where'd you get in at, $41.70? You clearly bought into all the "Next Chipotle" hype. Do your homework next time and don't beat yourself up for making a horrible mistake. Take your loss and move on.

  • Not only would it be a perfect fit, they could get DECK for $3-$3.5 billion. VF spills more than that getting out of their cars. Been rumored for years and now that DECK stock is off over 25% from it's highs, timing seems perfect.

  • 35 times earnings assuming they make the estimates, which they probably won't. Plenty of time to get back in around $15 in a couple of months.

  • locklimitup by locklimitup Feb 20, 2015 3:09 PM Flag

    What's not to like?

  • Reply to

    Jack in the Box? YOU GOTTA BE KIDDING ME

    by ahhhaa63 Feb 18, 2015 5:19 PM
    locklimitup locklimitup Feb 20, 2015 2:30 PM Flag

    I have to agree. In southern California, where it all began, you'd be beaten to death if you even suggested going to Jack in the Box. Much better burgers in the 3rd grade cafeteria. Absolutely considered the worst of the worst. They used to have clever commercials at least but now they're on some kind of stoner food kick and even those have lost their panache. I would literally rather starve to death.

    Having said that, they're obviously doing something right with Qdoba. Chains that are considered to have semi- decent hamburgers like WEN can't seem to make a buck so I guarantee you, Jack in the Box isn't going to $100 on the back of the "Hungry Jack" and their tacos that come in a paper basket swimming in 1/4 inch of grease.

    They should change the name to Qdoba if they want respect but in spite of where this stock has come from and where it may still be heading, it's close to impossible for anybody that grew up with these places (literally shaped like jack-in-the-boxes and where you talked into a clowns head) all over the neighborhood, to actually buy the stock.

  • Stock is down from $16 to $2. You seem to be the only one getting rich here.

    $6,450,000 salary in just the last year. Shareholders don't seem to have much to show for your lack of leadership at the helm.

    If you're so confident in the performance of the company you're burying, you should take $0 in salary and your entire compensation should be stock performance based.

    A blind squirrel couldn't have run this company into the ground quicker.

    What is it exactly that you do for your $125,000/weekly paycheck?

CAKE
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