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Mark Krieger

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  • The Dirt Cheap Value Portfolio: Still A Bargain Despite Recent Gains [View article]
    FSYS: up in sympathy with big move up in $WPRT?
    Jun 9 01:58 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: Still A Bargain Despite Recent Gains [View article]
    Correction alert: PBY actually reports its earnings Monday after the market close. The CC will occur the following day, prior to market open.
    Jun 8 06:15 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: Still A Bargain Despite Recent Gains [View article]
    Sometimes "the market" is dumber than a box of rocks. Case in point: Enron!
    Jun 8 10:45 AM | 1 Like Like |Link to Comment
  • The Dirt Cheap Value Portfolio: Still A Bargain Despite Recent Gains [View article]
    a very big time trader on Seeking Alpha, "tbonemoe" who also is a restaurant owner/industry expert, really knows his stuff. His observation regarding Luby's, is that they are "spending tens of millions of dollars, building luxury dinosaurs". He says the cafeteria concept/format is old and worn out. His recommendation to Luby's management: "Put down the hammers and quit building dinosaurs"


    "tbonemoe" theorizes that that the Fuddruckers brand should be prepped for sale, and that a price tag of $100 million after costs, is certainly attainable.
    Jun 8 09:54 AM | Likes Like |Link to Comment
  • Has Priceline Already Seen The Top? [View article]
    why did it get so hammered today despite a brisk rise in QQQ?
    Jun 4 09:13 PM | Likes Like |Link to Comment
  • Luby's Announces Fiscal 2014 Third Quarter Earnings Release & Conference Call Schedule [View article]
    look for them to lose 5 cents on sales of $98 million. The loss will be attributable to higher food costs. They will reiterate their present restaurant sales guidance of $375 to $385 million, as well as a same store sales increase of up to 1%.

    It should be another yawner report.
    Jun 4 08:21 PM | Likes Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    second Q results due out in 60 days.the company is expected to earn 1 cent on sales of $89.4 million. That is compared to 13 cents and $111 million the prior year's 2nd Q. That represents a 20% decrease in revenues and a 92% drop in earnings.

    In 2014 analysts expects FSYS to earn 8 cents on sales of $346 million.

    In 2015, sales are expected to rise 8% to $375 million, with earnings increasing 75% to 14 cents.

    At this point, I am not sure if the analysts are being too conservative or not
    Jun 4 08:09 PM | Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    Management is running out of excuses. What will be their excuse this time? They can't use a weak economy (the Texas economy is anything, but weak-it is robust). They can't use Cheeseburger in Paradise's woes-they already used that one up. They can't blame the weather-most of the 3rd Q occurred in non winter months.

    Don't worry, they will come up with another one!
    Jun 4 08:00 PM | Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    a scary thought for sure: Luby's owns the real estate and buildings on about 1/2 of its locations. That means they do not have to pay rent on about 80 units.


    The scary thing is that despite not having to pay rent and being in a thriving Texas economy, they are still unable to generate a profit.

    Just think how much money they would lose if they didn't own any of their units?


    I think it is time for some major change.
    Jun 4 07:36 PM | Likes Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    at the end of the rope on this one..holding it is excruciating torture for sure. Who would of ever thought that the Dow would rise nearly three fold from its March 2009 low, while FSYS would actually be lower than the price it printed in March 2009? I could see this if FSYS had a stretched balance sheet, but the company's financial condition is better than it was back then.
    Jun 4 06:31 PM | Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    imd85: they will make it....As long as their market cap is over $100 million, they are eligible. They are now at $138 million. The shares would have to crater almost 30% for them to be excluded from the index. I doubt that will happen.
    Jun 4 03:35 PM | Likes Like |Link to Comment
  • Krispy Kreme Doughnuts: Almost Sweet [View article]
    I am jumping in. The stock is way oversold and due for at least a dead cat bounce as shorts begin to cover to book profits.
    Jun 4 03:02 PM | 4 Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]

    The franchise operations are a real money maker...almost pure profit
    Initial Franchise fee: $50,000
    Royalty fee: ongoing 5% of sales
    Marketing fee: .25% of sales

    http://bit.ly/1hzenYi
    Jun 4 12:58 PM | Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    new franchisee agreements could add up to 30 locations:

    At Fuddruckers, our franchise pipeline continues to grow and we are especially pleased with the international growth of the Fuddruckers system. So far this year, we have signed three international development agreements, one for up to 10 units in Panama and Aruba, a second for up to 10 units in Chile and a third for up to 10 units in Italy, Poland and Switzerland

    culinary sales are also progressing quite well.
    Jun 4 11:06 AM | Likes Like |Link to Comment
  • Cannabis Capital Corp: You Can't Make This Up [View article]
    I want to short a boatload of shares real bad, but TD ameritrade has no shares to loan.
    Jun 4 10:46 AM | Likes Like |Link to Comment
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