Seeking Alpha

John Gordon

 
View John Gordon's StockTalks BY TICKER:
  • John Gordon
    MCD Call notes: bfst sales said to be up so, lunch/dinner must be way down. More regionalization in mgmt. and marketing heard.
    16 hours ago
    Reply (2)
    • cameron0208: What the fail to acknowledge is that their food is garbage. There's been no mention of their terrible food quality.
      16 hours ago
    • cameron0208: Combine that with rising food costs and prices...why would anyone eat there?!
      16 hours ago
      • John Gordon
        $MCD: big buildings, big CAPEX, big staffs at field and HQ have to be worked. MCD rent to zees is over 12%. http://cnb.cx/1sKFD7Z
        18 hours ago
        Reply
          • John Gordon
            $MCD Q3 miss is actually .48 v. 90 day forecast. Cramer agitating for Peltz to enter. @Cramer http://cnb.cx/1sKFD7Z
            18 hours ago
            Reply
              • John Gordon
                $MCD said for years if price exceeds food away from home there is trouble. Tks. to @Bloomberg for my quote ! http://bloom.bg/1wr2O9L
                Mon, 7:54 AM
                Reply
                  • John Gordon
                    $FRGI: headed towards #restaurant standout territory, strong numbers. New brands, new news, new territory. http://bit.ly/1yaiYUy
                    Mon, 7:47 AM
                    Reply
                      • John Gordon
                        $MCD: Janney US SSS September survey outlook at -3.6%. Worse than analyst outlook, no catalysts now. http://bit.ly/1rIP0Bc
                        Fri, 1:35 PM
                        Reply
                          • John Gordon
                            Good piece on spinoffs--core and clarity focus. But is a #restaurant that owns RE a conglomerate? @jannarone http://cnb.cx/1w6okk3
                            Oct 14, 12:45 PM
                            Reply
                              • John Gordon
                                $JACK: @Cramer seems to confirm spinoff mania with nudge to spin off Qdoba. What about $BLMN? http://cnb.cx/1u0MyaY
                                Oct 14, 12:32 PM
                                Reply
                                  • John Gordon
                                    $DRI: Moodys downgrade, sees doubt about turnaround, spinoffs and leverage. Can SRG be spun in 6-18 months? http://bit.ly/1u0zItm.mc_id=AM~WWFob29fRmluYW5jZTQyX1NCX1JhdGluZyBOZXdzX0FsbF9Fbmc%3d~20141013_PR_310355
                                    Oct 14, 11:29 AM
                                    Reply
                                      • John Gordon
                                        Thanks to Wray Search for my #restaurant op-ed, "Looking Beyond The Numbers". $DRI, $BOBE, and more noted. http://bit.ly/1vXIQlV
                                        Oct 13, 11:41 AM
                                        Reply
                                          • John Gordon
                                            $DRI downgrade: one of the clarity needs is to break out the brands sales and margins. Prior mgmt, did not. http://yhoo.it/1vXErPZ
                                            Oct 13, 11:09 AM
                                            Reply
                                              • John Gordon
                                                $PLAY accounting display looks solid. The amusements line of biz does naturally have low cost of goods sold.http://on.mktw.net/1v6rpl6
                                                Oct 9, 9:05 AM
                                                Reply
                                                  • John Gordon
                                                    $DRI Board battle: Institutional votes against incumbents, can't get past the "disrespect" notion. http://yhoo.it/1scLKCV
                                                    Oct 8, 5:53 PM
                                                    Reply
                                                      • John Gordon
                                                        $DNKN downgrade: seems alot of call timing associated with the seasons (fall, New Years) $MCD last wk.. http://bit.ly/1nbO2lv
                                                        Oct 7, 11:21 AM
                                                        Reply
                                                          • John Gordon
                                                            $MCD (50%), MCD Japan $157M loss. Underscores sensitivity of supply chain as number one risk factor. http://bloom.bg/1qaCM3H
                                                            Oct 7, 11:04 AM
                                                            Reply
                                                              • John Gordon
                                                                $TXRH CEO wins #MUFSO Operator of the Year, one of my earnings standouts for years. http://bit.ly/1qazKfV
                                                                Oct 7, 10:55 AM
                                                                Reply
                                                                  • John Gordon
                                                                    $MCD, $BKW MS moves: BKW "positioned for growth", $175M in near term savings; MCD moving too slowly. http://yhoo.it/1usPSzN
                                                                    Oct 6, 12:13 PM
                                                                    Reply
                                                                      • John Gordon
                                                                        $BKW: $1.49 nuggets LTO: app. $.45 GPM; will nugget wars now break out? Thanks to @bloomberg for my quote. http://bloom.bg/1usNGYW
                                                                        Oct 6, 11:59 AM
                                                                        Reply
                                                                          • John Gordon
                                                                            $BKW, $THI: Buffet on Burgers..its the forward not the backward earnings and tax look that matters. http://cnb.cx/1xKUaoy__source=yahoo|headline|quote|video|&par=yahoo
                                                                            Oct 3, 11:10 AM
                                                                            Reply
                                                                              • John Gordon
                                                                                $DRI, @StevenDavidoff: Red Lobster was a melting ice cube. True, but had been melting for years. @dealbook http://nyti.ms/1wWhzAh
                                                                                Sep 30, 10:48 PM
                                                                                Reply