John R. Conway Darden (DRI) getting smacked today. I always liked the company, but haven't agreed with the changes this year with their core brands
12/4/12
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Energysystems: If I had blinders on, and I'd buy it based of # of restaurants, diversity within the food biz, healthy dividend, and low PE...
12/4/12
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Energysystems: But, I've been to the restaurants, and can say I don't ever choose to go to one. I can't buy a business I don't like lol
12/4/12
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John R. Conway: Both Red Lobster and Oliver Garden have peaked out on trying to raise prices and have followed other competitors in combo pricing
12/4/12
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John R. Conway: only prob is you have to bring in more guests to offset not being able to raise prices--lot of DRi restaurants in NorthEast region hit hard
