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Panera Bread Company Message Board

wallstreet_jim 4 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.

PNRA
153.15+6.53(+4.45%)10:30 AMEDT

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