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Panera Bread Company Message Board

wallstreet_jim 5 posts  |  Last Activity: Mar 6, 2014 9:49 PM Member since: Aug 31, 2000
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  • wallstreet_jim by wallstreet_jim Mar 6, 2014 9:49 PM Flag

    I haven't posted on a Yahoo restaurant stock board in ages. Some of you may remember me from the early 2000 period when I said BUY BUY BUY as much of this as you could afford. Those days are long, long, LONG gone. Casual dining is a casualty of the "quick casual" category - i.e., Panera, Chipotle, etc. Even Panera is starting to run into some small headwinds. Overall, I don't like the restaurant category, and I can tell you that the financials for DRI, especially the absolutely HORRIBLE results for Red Lobster, do not bode well.

  • wallstreet_jim by wallstreet_jim Oct 29, 2013 10:21 PM Flag

    I remember several years ago when I purchased my shares in MCD. The company was going through a lot of turmoil, but was showing glimmers of hope. I tried the (then in test stage) chicken mcwraps and the new premium salads. Both were great. Stores were being remodeled, and you could see the potential. I sold my shares a couple of years ago and nailed down a great profit. Thank you!

    Here we go again ... MCD is losing its way. I predict this will become another "value" play in a few years. I would wait for shares to get hammered, then jump all over it. Watch and see ... it will happen.

    wsj

  • Just got a nice LUV note today saying that Rapid Rewards will now require 16% more (yes, you read that correctly - 16% MORE) RR points per flight. And airlines wonder why I went from flying over 125K miles per year to almost ZERO today. Airlines SUCK.

  • It was a matter of time for something like this to happen. I suspect Quest will do the same thing and sell off its paramedical exam business, also to APPS.

  • wallstreet_jim by wallstreet_jim Jul 28, 2013 11:01 PM Flag

    I'm a regular poster on the Yahoo finance boards. Most of my posts relate to the performance of a company, or similar financial topic. This time, however, I want to comment on my recent visit to Cedar Point, which was Saturday, July 27th. In summary, our group of 12 people were highly disappointed with our day. I have not been to the park for 5 years, and it was obvious from the start that it was not the same Cedar Point I have enjoyed over the past 30 years. Throughout the day, rides kept shutting down due to mechanical issues. Lines were very long at the rides that remained open. The new "Fast Pass" system really slows down the lines for the regular patrons. What used to take 45 to 60 minutes now stretches into 2+ hours (Maverick). You're lucky to get on 6 or 7 rides, where I used to be able to easily hit a dozen or more. Finally, and this was the one that amazed me, was the new short-term locker rentals for most rides. You rent a small locker for $2 for up to 2 hours. Basically, you will need to do 3 or 4 of these during the day if you plan on riding any of the large coasters.

    Bottom line ... my family is through with Cedar Point. What was once a great experience has been turned into a frustrating, quite expensive day. The value proposition just isn't there any longer. I used to own these MLP shares some time ago, and was considering them again. Not any longer. If this formula is being repeated at Kings Island, Carowinds, etc., then I want no part of this company.

    wsj

PNRA
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