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Dan Jacome » Comments » AKAM

  • 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
  • Key Tech Stock Expected PEG Ratios Fall Below 1 [View article]
    RVBD - 15% after Q4 EPS....they are cutting prices to lock in share, stock is down hard in last couple of months....stock went from 50 to 19 in a hurry, avoiding it for now.
    Feb 05 18:05 pm |Rating: 0 0 |Link to Comment
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