Seeking Alpha
Value, special situations, deep value, long-term horizon
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One area we’ve started to research is retail, or in this case restaurants, that actually own their locations. These days, many lease their stores. In light of the recent Sears-Kmart deal, which was largely real-estate focused, and similar chatter about Toys R Us and even McDonald’s, we’ve got our eyes open for similar situations, albeit on a much smaller, “Cheap Stocks
Source: Cheap Stock -- CBRL Group, or Cracker Barrel (CBRL)