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  • Meat industry fights back against cancer hazard classification [View news story]
    But not eating processed meats for 10,000 years.

    And who knows how and why the men were dying 4000 years ago? Perhaps the life expectancy was small at that time because they all had cancer. We don't know for sure.
    Oct 27, 2015. 10:08 PM | Likes Like |Link to Comment
  • Predictions For The Q3 2015 Tesla Earnings Report [View article]
    If Model X is pushed out to January as some prospective buyers suggest, then is it likely that Tesla will continue to bleed money at a fast pace in Q4 and require to raise equity early 2016?

    @Tiderip - Nobody on the outside knows the numbers. If we did then that would be illegal. Paulo does a good job estimating/predicting. He doesn't need to get everything correct. Ever. Its the discussion that matters. And he is always civil about everything he writes. He is polite and to the point with no personal attacks. You may disagree with his thesis but I would always look forward to his articles.
    Oct 27, 2015. 03:14 PM | 10 Likes Like |Link to Comment
  • 3 Restaurants Growing Faster And Cheaper Than Chipotle [View article]
    I personally like to eat at Chuy's over Chipotle. Usually, we spend almost similar amount at Chuy's compared to Chipotle even though we get free chips, salsa and table service.

    While we may go to Chipotle once a quarter or 4 months, we go to Chuy's once every month. I wish they expanded Chuy's rapidly to other cities.
    Oct 27, 2015. 12:15 PM | Likes Like |Link to Comment
  • Vegetarianism Rising - Meat Industry Beware [View article]
    Not too surprised. We have to stop eating meat or at least reduce the amount. The world doesn't have enough resources to fight the menace.
    Oct 27, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Chipotle's Earnings Miss Presents An Opportunity For Investors [View article]
    History is what it is. McDonalds was also growing at some rate and now is it growing at same rate? There is saturation at some point. Chipotle may or may not be at point right now but I just feel you can't sue the historical argument. At some point revenue and earnings slow down. Law of large numbers.
    Oct 24, 2015. 09:19 AM | Likes Like |Link to Comment
  • Vegetarianism Rising - Meat Industry Beware [View article]
    I am vegetarian since I feel that this way I can restrict all sorts of medicines, hormones etc. that may be fed to the animals. In addition, a lot of disease can be spread via meat. Less perhaps via vegetables. Of course, this is my belief without much research.
    Oct 23, 2015. 06:41 PM | 1 Like Like |Link to Comment
  • Chipotle's Earnings Miss Presents An Opportunity For Investors [View article]
    Understood. That is what makes this an interesting market. Some want to sell at a price and some want to buy at the same price. I personally find Chipotle as over expensive and ripe to fall to $350 levels. I do not see it growing earnings at more than 15% in 2016 and 2017 and will give it trailing P/E of 17-20 only.
    Oct 23, 2015. 05:06 PM | Likes Like |Link to Comment
  • Chipotle Has Hit Its Traffic Ceiling [View article]
    Sell Chipotle now. It will go lower if and when the interest rates rise. Bulls will pullback from borrowing money to invest in fast-growth, high P/E stocks
    Oct 23, 2015. 03:10 PM | Likes Like |Link to Comment
  • Strong underlying sales growth at VF Corporation [View news story]
    P/E is still more than 25. I would wait for stock to fall to $55 before buying.
    Oct 23, 2015. 12:22 PM | Likes Like |Link to Comment
  • Chipotle's Earnings Miss Presents An Opportunity For Investors [View article]
    why do we use a PEG of 1.5x or 2x? Is there any basis for using PEG more than 1x? It cant be based on industry alone, correct? Isn't it all about cash flow and earnings?

    Chipotle earnings growth would be 10% going forward so PE should be between 15 and 20 only, right?
    Oct 22, 2015. 10:58 AM | Likes Like |Link to Comment
  • Chipotle Mexican Grill: Carnitas Almost Completely Back Marks An Excellent Quarter [View article]
    Why would you pay P/E > 25 for a company growing at 2-5% comp sales and 10% EPS?
    Oct 22, 2015. 10:53 AM | Likes Like |Link to Comment
  • When Chipotle Becomes McDonald's, The Story Has Surely Turned [View article]
    The food is really heavy on salt and calories. A burrito at Chipotle can easily exceed 1000 calories. And then they serve alcohol and chips as well so you can get more than 1500 calories in one meal if not careful.

    Their P/E is more than 35 and I just don't see why. If oil starts rising again then people's budget might strained a bit and eating out will reduce.
    Oct 22, 2015. 07:21 AM | 3 Likes Like |Link to Comment
  • Netflix lower after U.S. subscriber growth misses targets [View news story]
    you perhaps mean 100 megabits per sec. Not megabytes. as that would mean 800 megabits/sec and that is rare if alone offered by any ISP to homes.

    in my past experience, the quality was decent/good. i just didn't find content.
    Oct 14, 2015. 10:16 PM | Likes Like |Link to Comment
  • Netflix: Not As Bad As It Seems [View article]
    Streaming obligations are far too large for my comfort. Sit on the sidelines.
    Oct 14, 2015. 10:09 PM | 4 Likes Like |Link to Comment
  • Netflix misses by $0.01, misses on revenue [View news story]
    Their current EPS for nine months is 19 cents. Maybe full year goes to 40 cents with increased subscription fee. Give them a P/E ratio of 25 for potential growth. That makes it a $10 stock. I personally wouldn't give them more than P/E of 15 since they aren't producing consistent profit growth and have huge obligations.

    They said that they will likely raise capital next year. EPS will be under pressure with further dilution.
    Oct 14, 2015. 05:27 PM | 5 Likes Like |Link to Comment