Ruth's Chris Steak House Inc. (RUTH)

All Comments on RUTH

  • commenter
    d2cold
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    investorsliv
    e
    May 26 11:19 PM
    My Website
    Oil Takes a Breather - Fast Money Recap (5/22/08) [view article]
    SINO - DRYS
    Must read: www.investorslive.com/.../     Reply
  • commenter
    dsrtwriter
    May 23 07:19 PM
    Oil Takes a Breather - Fast Money Recap (5/22/08) [view article]
    I agree.I have a couple of Mercedes, and rented a Ford Fusion "SEL" this weekend. I was impressed with the style, fit,finish and driveability.The Edge also looks unique and quality.

    I think flex fuel/hybrids would be a great idea for Ford.Japanese cars are reliable, but Ford has an "edge" (pun intended) now in styling and getting closer in quality finish to the Japanese competition.     Reply
  • commenter
    var
    May 23 09:13 AM
    Oil Takes a Breather - Fast Money Recap (5/22/08) [view article]
    Ford... Ford.... Ford.... They are so out of touch with the consumer it blows my mind. Finally in 07-08 they are now making cars that at least are not an embarrassment to drive. The cars look quite nice. However, they need to be on the same bang wagon as GM with making everything Flexfuel. Its only an additional $1100 and could save a family $2000/yr in fuel. If they want to sell some cars one good marketing idea would be to offer free flex fuel conversions (its mostly labor). Sales would sky-rocket... and I would purchase that Ford Edge and drop my long-term affair with Honda/Acura. Reply
  • commenter
    beezlebub
    May 10 07:19 AM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    to start, i am long ruth's and am looking to enter mrt. in the current environment high end consumer discretionary names, or extra highly discretionary names, tend to perform weakly....nothing surprising about ruth and mrt's results. i am looking forward to improving results, a 'when' not 'if' and the accompanying equity returns. when the tide shows signs of shifting, rotation into names like ruth and mrt will occur. i do find it amusing reading speculation that these stocks (and others) are a waste of time. patience may be required (a year or so, not a decade) and it should be well rewarded.
    ruths purchase of the seafood chain, perhaps ill- timed (perhaps not) was somnewhat of a surpise. but cost reductions (mostly back office in this case) provide some offset to the meaningfull increases in commodity costs. (i have to add that this is not my though, but i agree with dri's ceo as he recently characterized his own foray into the beef sector). Bottom line, i see no reason why the company should not perform exceptionally well from an equity standpoint, it has been pointed out, they generate cash even in these weak times. as for a takeover, could happen, but ruth's leverage is an obstacle here.     Reply
  • commenter
    Swingline
    May 05 05:31 PM
    Raw Data Report: Restaurants [view article]
    If all Red Lobsters are company-owned (no franchisees w/ side hedge contracts). Shouldn't the issue of lobster price increases be binary? I mean, like oil, either prices are up or they are not. To me, the fact that the hostesses that you interviewed were split on the issue calls the other findings into question.

    By the way, as of 4/24/08 it appears from this article that lobter prices were off significantly from last year. The opposite of your survey findings. See below.

    www.thewesternstar.com...     Reply
  • commenter
    investorsliv
    e
    May 04 11:51 PM
    My Website
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    RUTH on breakout watch:

    www.investorslive.com/.../     Reply
  • commenter
    Boulder
    Biker
    Apr 26 11:06 AM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    Love the restaurants, hate the stocks. Reply
  • commenter
    Paul Price
    Apr 25 08:07 PM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    The point is that they 'stole' it in 2002 when the market was ultra depressed and it's even cheaper now than it was then.

    A good time for a repeat of screwing public shareholders by privatizing when shares are very depressed and keeping the upside for the P.E. guys.

    Your point about RUTH perhaps overpaying for their Nov. acquisition seems valid but it's not a deal buster for me.     Reply
  • commenter
    Egg
    Apr 25 07:14 PM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    One note about Morton's:

    When it was purchased for 74M, Harlan also assumed 100M in debt bringing the total enterprise purchase price to ~174M.

    Today MRT's market cap is 134M + 47M in debt = 181M.

    So MRT is at approximately the same price...and if you factor in the fact that revenue has grown from 250M to 350M, you can argue Morton's is cheaper today.

    Comparing the two, I would choose Morton's myself mainly because Ruth made a very expensive debt purchase last year near the peak.     Reply
  • commenter
    Paul Price
    Apr 25 10:40 AM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    Both companies are still solidly profitable.

    I did note the headwinds from the slow economy.

    At 1/3 of their former highs and selling for way under restaurant 'replacement value' these shares look go to me for investors with a 1 - 2 year time horizon.

    Buyouts are possible, but not neccessary, to see much higher share prices over time.     Reply
  • commenter
    stocktrader1
    Apr 25 10:29 AM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    << Ruths Chris is doing soooo well they just fired the CEO at the Lake Mary, FL board meeting this week. >>

    So when things are bad, making changes is bad?

    << Bonuses to management were denied by the BOD as well, due to the company's poor performance. >>

    So giving a bonus to mangement when they miss targets would be a good thing?

    << No mention at all about the effects on climbing food prices vs. declining margins. I suppose all their raw food costs must be locked in at last year's prices. >>

    No, the raw food costs are not locked in, but thwy are built into the 2009 numbers. Not to mention, beef prices are down 20% in a year.

    << Why should we believe any of these hedgies (KDI)that are underwater on large positions in the consumer disc. companies? >>

    I would trust them most than I would trust someone who used the word 'hedgies'.     Reply
  • commenter
    bonanza60
    Apr 25 08:50 AM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    Sorry, forgot to post a link: www.orlandosentinel.co...
    Reply
  • commenter
    bonanza60
    Apr 25 08:39 AM
    Morton's and Ruth's Chris: Eat a Steak, Take a Stake for Juicy Profits [view article]
    Gee Paul, what are you thinking? Ruths Chris is doing soooo well they just fired the CEO at the Lake Mary, FL board meeting this week.

    Bonuses to management were denied by the BOD as well, due to the company's poor performance.

    No mention at all about the effects on climbing food prices vs. declining margins. I suppose all their raw food costs must be locked in at last year's prices.

    You must really need our help. How deep are you?

    Why should we believe any of these hedgies (KDI)that are underwater on large positions in the consumer disc. companies? Talk about zero credibility!

    P.S. GL on your trade.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on RUTH
    Is this a buy or a sell? Reply
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