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Dan Jacome » Comments » AEM

  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: )
    Sep 04 16:36 pm |Rating: 0 0 |Link to Comment
  • A Long List of Possible Shorts [View article]
    They are using labor efficiencies and modest menu increases (1.5-3%) to offset higher ag costs. Corn is feed for chicken and both prices for those inputs have popped like a basketball released from underwater. We would pick up CMG down here. If 100 is resistance, buy @ 80, but there is a lot of $ on the sidelines that is still liking the longer term story and we have never had a pullback this large in Chipotle stock (200 day). Fresh capital would likely get interested if the bounce proves short lived.
    Feb 16 17:24 pm |Rating: 0 0 |Link to Comment
  • A Long List of Possible Shorts [View article]
    Chipotle reports tomorrow - what is your take on the quarter. They could come out and surprise since everyone is expecting a recession-related miss.
    Feb 13 18:58 pm |Rating: 0 0 |Link to Comment
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