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Consumer Contrarian

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  • Long/Short Portfolio Scorecard: Building On Past Success
    on Sun, Jun 10, 2012 • CASY • 2 Comments
  • Food, Drug And Convenience Stores Beat The Restaurants
    on Mon, Jan 30, 2012 • HTSI, TFM, CASY • Comment!
  • 3 All Weather Builders to Buy
    on Thu, Jun 9, 2011 • NVR, TOL, MDC • 3 Comments
  • Homebuilding Recovery? Not Yet
    on Sun, Jun 5, 2011 • BZH, DHI, KBH • 3 Comments
  • Choice Hotels: Why You May Want to Check In to This Stock
    on Thu, May 19, 2011 • WYN, IHG, CHH • Comment!
  • Sell Cracker Barrel Ahead of Expected Weak Quarterly Results
    on Wed, May 18, 2011 • CMG, BWLD, PNRA • 4 Comments
  • Buy Marcus Corp. Near Book Value
    on Fri, Apr 15, 2011 • MCS • 3 Comments
  • Casey's General Store: Buy the Best in Class
    on Wed, Apr 13, 2011 • CASY, ANCUF.PK, PTRY • 2 Comments
  • Ranking the Restaurant Stocks
    on Tue, Apr 12, 2011 • CMG, RRGB, PNRA • 4 Comments
  • Ranking the Hotels: Why Chain Scale Trumps Geography
    on Tue, Mar 22, 2011 • ACRFF.PK, OEH, H • Comment!
  • Morgans Hotel: Clouds Ahead for Boutique Hotel Operator?
    on Tue, Feb 22, 2011 • MHGC • Comment!
  • The Good, the Bad and the Ugly: A Recommendation on Sonic
    on Wed, Feb 2, 2011 • SONC • Comment!
  • The Good, the Bad and the Ugly, Part Two: Buffalo Wild Wings
    on Fri, Jan 28, 2011 • BWLD • Comment!
  • The Good, The Bad and The Ugly: Tim Hortons (The Good)
    on Thu, Jan 27, 2011 • THI • 1 Comment
  • Choice Hotels: Asset Light Before It Was Cool
    on Wed, Jan 19, 2011 • CHH • 1 Comment
  • Homebuilding Outlook: Improved Balance Sheets
    on Fri, Jan 14, 2011 • BZH, DHI, HOV • 4 Comments
  • Buy Accor Hotels and Rest Easy
    on Thu, Jan 6, 2011 • ACRFF.PK • Comment!
  • Orient-Express: Four-Star Assets at a Five-Star Price
    on Mon, Dec 13, 2010 • OEH, FS, HLT • 1 Comment
  • Lowe's Is Good but Home Depot Is Better
    on Tue, Dec 7, 2010 • HD, LOW • 8 Comments
  • A Return to Growth at Cheesecake Factory
    on Fri, Dec 3, 2010 • CAKE, CMG, CBRL • 4 Comments
  • Homebuilding Outlook, Part II: Home Closings and Revenues Through 2011
    on Wed, Dec 1, 2010 • BZH, DHI, HOV • Comment!
  • Weaker Growth Trends Seen for Steiner Leisure
    on Tue, Nov 23, 2010 • STNR, HOT • Comment!
  • Homebuilding Outlook, Part I: Home Prices Through 2011
    on Mon, Nov 22, 2010 • BZH, DHI, HOV • 10 Comments
  • Hotel Valuations Ahead of Fundamentals
    on Mon, Nov 15, 2010 • CHH, H, IHG • Comment!
  • A Turn for the Better at Safeway
    on Fri, Nov 12, 2010 • SWY, HTSI, WFM • 4 Comments
  • It's Heating Up at Buffalo Wild Wings
    on Fri, Nov 12, 2010 • BWLD, CMG.B, CAKE • 15 Comments