Chipotle Mexican Grill, Inc. (CMG)
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- Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float [view article]
- Hedge Fund Tracking: Tremblant Capital [view article]
- Five Retailers for Falling Gas Prices [view article]
- Restaurants Still Feeling the Economic Slowdown [view article]
- Chipotle: Customers Begin to Tighten the Belt [view article]
- Naked Shorted Stocks [view article]
- Chipotle Mexican Grill: Beware of Value Trap [view article]
- Restaurants Hit Hard Times as Two File for Bankruptcy [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Chipotle Mexican Grill: What Happens When Momentum Stocks Crack [view article]
- Chipotle Collapses Post-Earnings; Now a Bargain for Long Term Investors [view article]
- Chipotle Mexican Grill: Sometimes I Can't Win for Losing [view article]
loading ...Recent CMG Articles
- Hedge Fund Tracking: Tremblant Capital
- Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float
- Restaurants Still Feeling the Economic Slowdown
- Five Retailers for Falling Gas Prices
- Restaurants Hit Hard Times as Two File for Bankruptcy
- Chipotle: Customers Begin to Tighten the Belt
- Chipotle Mexican Grill: What Happens When Momentum Stocks Crack
- Chipotle Mexican Grill: Sometimes I Can't Win for Losing
- Wall Street Breakfast: Must-Know News
- Chipotle Collapses Post-Earnings; Now a Bargain for Long Term Investors
- Full List of Articles »
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Five Retailers for Falling Gas Prices [view article]
Fox ~ Do you really believe gas prices are the only thing holding back the consumer? Have you priced food lately? Sweet corn that cost $3. a dozen is now $5. Car repairs/parts? Car oil that was $4.88 (5 qts) is now over $9. at Walmart. Rent? A friend of mine just got nicked for a $100 per month increase. Health care? You/we don't even want to go there. College tuition? You name it. As I said, REAL inflation is more like 10-15%, not that manufactured bull the goverment puts out. And yet wages are holding steady, up maybe 3%. Every family has 2 wage earners just to make it. Some even have part time jobs on top of that.Listen to the credit card companies, people are adding to their credit at record levels just to pay bills. Do you real think a small drop in oil prices are going to have a effect? And what about heating bills this winter? Dealers are not even offering contracts in many parts of the country. When prices on many things go up they seldom go down afterwards. Sure, high energy caused a lot of this. But once the genie is out of the bottle is sure is hard to get it back in.
In my town EVERYTHING is up. We're not in a economically hard hit area (I thought) but at our annual fund raiser this last weekend the attendance was horrible and we priced everything at last years prices so we took a double hit.
Sometimes when you stare at a computer screen all day you miss the world around you. Stores are empty, jobs are scarce, money is tight, people aren't sure of the future, most seem a bit apprehensive in fact. People I know are putting off large purchases for now. Get out and see for your self. Reply
Five Retailers for Falling Gas Prices [view article]
I AGREE FOX THE MORE IT FALLS THE BETTER OFF RETAIL WILL BE HOPEFULLY IT WILL HAVE A BIG IMPACT ON HOLIDAY SALES.OR AT LEAST HELP SOME WHAT! ReplyCapital
Five Retailers for Falling Gas Prices [view article]
Mock all you want, but the price of gas will continue to plummet which will provide more money for consumers. Gas is already down $0.60 in my town. Consumers spend what they have. Now they'll spend less on gas and more on other reatil options. Its just the way the system works. Fight it all you want but the play is to sell energy stocks and buy retail. ReplyFive Retailers for Falling Gas Prices [view article]
HOLY SMOKES, BATMAN! Gas has dropped 30 cents! On a 20 gallon fillup I'm saving $6.00! WOW! ROBIN what can we do with $6.00? Let's go to Starbucks and buy a cup of coffee!! No BATMAN, how about we go to DICKS and buy a new $500 kayak?You guys are pathetic, you're talking saving a few measly dollars. And that is going to get the consumers to the stores?
Real inflation is 10-15%, that means saving $6.00 on a fillup is nothing because the consumer is getting eatened by other expenses. Besides now he can use the $6. to pay previous extra $6.00 he spent last month to fill his tank.
But hey, lets sucker the average investor into believing this garbage so we can sell our junk stock we bought last month cheap at a nice fat profit this month.
Reply
Five Retailers for Falling Gas Prices [view article]
"This should provide huge relief to consumers and allow for more spending at stores and restaurants. "I want to have way more faith in our population than that. Runaway debt is what's gotten us into the mess we're in, but people are starting to realize that and consequently the savings rate, which has over the last decade gone negative for the first time ever, more recently has risen from 0.3% to 2.6%.
If Americans respond to a 30 cent drop in the price of gas by immediately running to the mall, we're in even worse shape than I thought. Reply
Chipotle: Customers Begin to Tighten the Belt [view article]
Why is MCD doing so well?MCD's P/E = 17
CMG's P/E = 27
MCD is in uptrend => attracts momentum buyers
CMG is in downtrend => growth guys are bailing out Reply
Naked Shorted Stocks [view article]
Can you recommend some reading material so I can better wrap my head around the whole "shorting" and "naked shorting" concepts?Reply
ps
Chipotle: Customers Begin to Tighten the Belt [view article]
People eat. People will eat out. Explain to me why McDonalds does so well...especially during recession climate. Chipotle is no different. Long term buy. ReplyChipotle Mexican Grill: Beware of Value Trap [view article]
i called for CMG short way above 100 (on my blog, studentstocks.blogspot... there's no "value trap" aspect to CMG at this level, though! still ridiculous ratios.unfortunately i couldn't get any shares to short through either of my brokers... only institutions are allowed to short naked! Reply
for you
Restaurants Hit Hard Times as Two File for Bankruptcy [view article]
My last visit to either "restaurant" was more than 10 years ago. How they survived this long I don't know.As a cattle raiser facing rising costs of production (fetilizer, feed, labor, etc.) and prolonged drought like many others in this industry, I can tell you some have reached the point of selling furniture to pay the rent. Outcome will eventually be fewer cattle in the supply chain. People are walking past the meat counters in the grocery stores at upstream feedlots pass through costs of production. Higher prices will curb demand. More steakhouses will fall, unfortunately.
Feeding our corn to our Cadillacs hasn't helped the situation either. Reply
Restaurants Hit Hard Times as Two File for Bankruptcy [view article]
demand destruction in the restaurant industry, been going on over a year already i thinktoo much supply, not enough income, too much debt, prices too high Reply
Accessories
Chipotle: Customers Begin to Tighten the Belt [view article]
agree with above statement ReplyRestaurants Hit Hard Times as Two File for Bankruptcy [view article]
Filet, they all scare me. I think something like Panera might do well only because its where a lot of people who used to sit down for a full service meal will end up going when they can't afford it but want a step up from "truly" fast food.If you don't have international exposure, in spades, you will have tough times in the next 18-30 months IMO. Or serve the very low end. Sort of the "Walmartization&q... of food. McDonald's should continue to thrive in such an environment.
p.s. you guys have some hilarious screen names in the comment section ;) Reply
Restaurants Hit Hard Times as Two File for Bankruptcy [view article]
Have you been to a Bennigan's lately? I don't think they have been remodeled since they opened in 1976! Why pay full price for a mediocre meal in decrepit surroundings?I like this article because it is proof that we are definitely in a recession. Restaurants that provide high quality food, great service, and good value will be the only survivors in the current era of shrinking disposable incomes.
Just recently, we headed out to Red Lobster for a quick bite to eat and noticed the newly printed lunch menus and empty tables. Those tables were full a few months ago. 25%+ price increases! The old higher dinner prices are the new lunch prices. A lot of restaurants haven't raised their prices yet, but if Red Lobster is any indication, those higher prices are coming.
Trader Mark, since inflation will be passed onto the consumer in the upcoming year, which restaurants listed on the stock exchange will prevail or fail in the future? Reply
Restaurants Hit Hard Times as Two File for Bankruptcy [view article]
These concepts that are going under are WAY past their 10-year peak and the mature stage in their life cycle.Having worked with many restaurant groups and a wide array of concepts, it is easy to see why the Bennigan's and Steak N' Ales are closing. In the current economy, diners are reducing their number of visits to restaurants month to month. These mid-casual full service concepts are stuck in the middle; they do not 'treat' the guest to an exceptional experience and also do not provide a value-driven menu offering that fits into a budget.
Stuck in the middle with an aged concept leads to store closings! Reply