j-dub

Chipotle Mexican Grill: What Happens When Momentum Stocks Crack

Excellent article Greg and, as a sidenote, excellent call on the financials-your rational and succinct blogs on UYG ultimately led me to take a position which led to a high five figure gain in the UYG and BAC in the last wo weeks. Your call cut through the ton of emotion that most investors would have in a time of high volatility and I thank you.

As far as a position in CMG goes, everything you mention is logical, so the question remains as to where the entry point is. If you want to become a long term (over 18 months) investor in this company, I would vonsider a technical approach which would include a 40% total position at these prices, another 40% around 58, if it gets there, while saving the last 20% if if falls below 55.
If you are looking for a short term bounce at a relatively safe downside risk, I would consider puting 50% in around 58 with an additional 50% below 55.
KEEP UP THE GREAT ARTICLES

Chipotle Collapses Post-Earnings; Now a Bargain for Long Term Investors

This particular blog is what makes seeking alpha such a great idea. It is clearly written by a novice and eager young investor. At one point, it is mentioned (correctly) that CMG has a short history as a publicly traded company and then later adds the line "time and time again". It's a combination first of clear sign of the current very short term thinking that a year or two is a long time and of an inexperienced, possibly regrettful long (position) trying to talk himself into feeling that his position is the correct one. I am not arguing with the writer, as he may turn out to be dead on, but merely pointing out how each of Seeking Alpha's blogs, if very carefully and objectively, WILL teach most readers about the art and science of investing correctly.

Chipotle Mexican Grill: Beware of Value Trap

look for this to hit the mid to high 50's.
When? I don't know but it'll get there and as it falls through 60, keep a close eye on it.
GREAT ARTICLE-even though the suthor has a position, he defends and supports his position with disciplined facts about investing combining both math and art to articulate the reason he is right.