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Tony Petroski » Comments » BKC

  • McDonald's vs. Burger King - The Alpha Hamburger [View article]
    BKC was on a nice trajectory and then fell out of bed on April 15. It's been trading sideways since then although it seems to be supported now on a rising 50-day moving average. I've never seen news or fundamentals explaining BKC's woes, but the tape doesn't lie.

    MCD outperformed during the panic of '08 but has been lagging in '09 and missed out entirely on the mid-summer run-up of most other stocks.

    The entire group is lagging the S&P. Perhaps YUM is the best bet.

    I'm an industry analyst chiefly on the strength of my daily visits to these restaurants. I agree with the author that MCD is for kids and BKC appeals more to me as an adult. I never related it to the mayonaise vs. ketchup. I related it to the mushy meat and soft buns at MCD vs. the tougher grilled meat at BKC along with a sesame bun. If either of them want to really appeal to an adult, try a thicker patty grilled with less bun, ketchup and mayonaise.
    Oct 27 17:46 pm |Rating: 0 0 |Link to Comment
  • Private Equity, Business Flipping and Asymmetrical Outcomes [View article]
    Mr. Mark wrote:

    "So here is the story in simple terms, and yes I am simplifying for the hard core capitalists out there who defend our beautiful system."

    Thank you Mr. Mark.

    I love these rants. Keep it up, although for time purposes and for my fellow capitalists, you could condense the articles and simplify them a little more.

    The thing is, I agree with 90% of what you write, except for the bottom line, the conclusion of the story, in which you write...

    No wait. There was no conclusion, just a rant.

    Now helping you out, wouldn't the conclusion be: Put Obama's Tsars in charge and that will fix everything?
    Oct 07 15:08 pm |Rating: +1 0 |Link to Comment
  • Burger King: $1 Double Cheeseburger May Change the Game [View article]
    I consider myself an expert on this sector having both invested in much of it, BKC, WEN, MCD, YUM and sampled the entire menus of these joints.

    This doublecheeseburger is not a gamechanger. Wendy's sells one right now for a dollar. By the way, I think the dollar items are great values, greater than the stocks.
    Jul 08 20:15 pm |Rating: 0 0 |Link to Comment
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