Cheesecake Factory Inc. (CAKE)

All Comments on CAKE

  • commenter
    User 169656
    Mar 28 02:35 PM
    Short Interest at Record Levels [view article]
    Interesting, but not the best analysis. A quick look (via Bloomberg) of the NYSE Short Interest as a % of Shares Outstanding (NYSIPRTS Index) indicates this number has hit an "all time high" nearly every week since mid 2006. The S&P rallied about 25% higher from 6/06 to 10/07.
    I would hazard a guess that the increase in short interest is more closely correlated to growth in hedge fund AUM than sentiment.
    There are better sentiment trackers out there, such as AAII and ISE.     Reply
  • commenter
    maxbid
    Mar 28 10:09 AM
    Fast Money Recap: 3/26/08: Oil is Well [view article]
    Macke, just buy some AAPL sit back, and leave it alone for two years. Oh yea, by the way, lay off the caffeine a little bit. Reply
  • commenter
    TM
    Mar 28 01:42 AM
    My Website
    Short Interest at Record Levels [view article]
    Howard, I agree, so I calculated the SIR for the top 100 NYSE stocks, you can see it here:
    fiateconomics.blogspot...     Reply
  • commenter
    sikantis
    Mar 27 11:26 PM
    My Website
    Short Interest at Record Levels [view article]
    An interesting site, good information! Reply
  • commenter
    Wez
    Mar 27 07:28 PM
    Short Interest at Record Levels [view article]
    Cool, a nice wall of worry to climb. Reply
  • commenter
    Howard Sun
    Mar 27 07:06 PM
    My Website
    Short Interest at Record Levels [view article]
    Although % of float is a consideration when you're playing the short squeeze, what's an even better indicator is the days to cover. If a stock has a short 30% of float but only a few days to cover, the effect of the short may not be as pronounced as if the days to cover are much longer. Reply
  • commenter
    Ralph F
    Mar 27 03:00 PM
    Raw Data Report: Family Restaurants [view article]
    Excellent. Reply
  • commenter
    Phil G.
    Mar 27 01:29 PM
    Raw Data Report: Family Restaurants [view article]
    Helpful data, thanks. Reply
  • commenter
    Benny G
    Mar 27 09:28 AM
    Fast Money Recap: 3/26/08: Oil is Well [view article]
    @Macke with the call on Apple as a weak consumer play:

    What many people like Macke don't seem to realize is that Apple is thinking way beyond the iPod at this point in their business plan. We can see this forward thinking embodied in the iPhone in addition to the continual upgrade of their computers.

    There can be no doubt that the halo effect of iPod owners switching over the Mac computers has been a huge benefit for Apple's overall market share. (Which continues to far exceed the industry average). Besides, Apple is also in the software business and continues to push into new territories (i.e. video rentals and other multimedia projects like iTV).

    Any company that is trying to compete with Apple at this point is, I think, well behind the game as they not only have to overcome iPod's domination of the market, these competitors also have to find a way to seize on Apple's momentum and figure out a way to transfer music player users to a larger array of more meaningful (and more profitable) products.     Reply
  • commenter
    Golf Club
    Rental
    Dec 17 05:10 PM
    My Website
    This Week's IPOs (BIER, GOLF, HWCC, VRGY, VSE, SNCR, VOLC) [view article]
    If you like those stocks, check out golfrentalandsales.com.

    It is an up and coming play in this sector. Great cashflow, and strong management team.

    - Elijah
    golfrentalandsales.com     Reply
  • commenter
    Golf Club
    Rental
    Dec 17 05:09 PM
    My Website
    This Week's IPOs (BIER, GOLF, HWCC, VRGY, VSE, SNCR, VOLC) [view article]
    If you like those stocks, check out golfrentalandsales.com.

    It is an up and coming play in this sector. Great cashflow, and strong management team.

    - Elijah
    golfrentalandsales.com     Reply
  • commenter
    Johnny
    Fairplay
    Dec 11 10:58 AM
    The Cheesecake Factory: Still the Best of Breed [view article]
    From Canada, I have eaten at Cheesecake Factory restaurants in Thousand Oakes CA, Phoenix AZ, Norfolk VA and Albany NY. In every case long lines of customers waiting for tables, excellent service, and good food. If managed well, CAKE is bound to be a success. Reply
  • commenter
    User 117754
    Oct 28 12:39 PM
    The Cheesecake Factory: Still the Best of Breed [view article]
    They need to get a better menu than their cheesecakes. Everything else on the menu is crap. Reply
  • commenter
    borisb
    Oct 24 08:45 AM
    The Cheesecake Factory: Still the Best of Breed [view article]
    i agree with this. the 2006/2007 low point on the the charts, lower $20s, has some solid potential in terms of P/E and P/S valuation and CASH FLOW buyout prospect. everytime i go to the Palm Beach and Broward county sites the experience is great. The Grand Lux is a generic "back office" clone but i am anxious to see what the ROCK SUGAR concept is going to do. I would be surprised to see apprecation towards $30 barring energy factor. Reply
  • commenter
    omooc
    May 30 10:14 AM
    My Website
    10 Stocks That Should Shine In The Next 12 Months [view article]
    Thanks, Faisal Laljee, for your perceptive response. This is the first time I have received a response from a member of the Seeking Alpha A-1 team, and I really appreciate it. Your comment on oil price having no effect on computer spending is right on the mark. I read, in this week's Barron's (received last Saturday, 5/26), that the unemployment rate appears to be understated (in my view, that figure is subject to manipulation, and has been manipulated from time to time without disclosure). Still, people appear to be using their plastic with abandon -- witness the jump in MA yesterday. So, as an individual investor, I am completely confused, to say the least. Again, many thanks for your thoughtful comments over time. I really enjoyed reading them -- yours as well as many of your colleagues. omooc Reply
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