Seeking Alpha
  • Alan Brochstein, CFA
    $CMG very oversold and valuation seems reasonable
    10/21/12
    Reply (16)
    • Ashraf Eassa: Einhorn short, though...
      10/21/12
    • scott1979283: i would be a buyer if it gets to 150$ a share. until then a lot of downward pressure even if it is really cheap as a growth story.
      10/22/12
    • The Fox: $150 a share? Be realistic. It will never get close to that.
      10/22/12
    • The Fox: That is like me saying "I will buy Apple if it hits $400".
      10/22/12
    • emburns: That is like saying "I will buy GS when it touches 80" or "I'll buy AAPL when it touches 90 (08)". Things happen when you least expect them
      10/22/12
    • emburns: Think of it like this.. You can try and call a bottom or you can catch it once it resumes it's upward trend.
      10/22/12
    • John Cofran: no way the valuation can be called 'reasonable'... haha
      10/22/12
    • Alan Brochstein, CFA: Reasonable like other higher-growth not-yet mature restaurants. Certainly not cheap!
      10/22/12
    • The Fox: emburns...you are using 08 as an example? Seriously? The worst bear market in almost 100 years. Again....be realistic. Not going to happen.
      10/22/12
    • emburns: Ok... talk about any stock. BBRY, NFLX... ad nauseam.
      10/22/12
    • emburns: Good luck trying to catch a falling knife.
      10/22/12
    • The Fox: I would argue that those are broken companies. I would argue that CMG is not. I could be wrong...time will tell....
      10/22/12
    • The Fox: I haven't caught anything. No position. Just an observation.
      10/22/12
    • scott1979283: einhorn is short and he has a lot of people on his side that just wait to hear his positions and then do the same thing. shorts will pile on
      10/24/12
    • scott1979283: this thing can easily get to 150$ if they keep missing estimates like last quarter. you could see this thing 150$ or less.economy is slowing
      10/24/12
    • itzalex3: Still great revenues, continuation of expansion both locally and internationally.
      11/2/12
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