107Sid's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/85971/comments http://seekingalpha.com/article/177082-pep-boys-turnaround-plan-gains-speed?source=feed#comment-798472 798472 Wed, 09 Dec 2009 14:49:34 -0500 http://seekingalpha.com/article/177262-investment-in-commodities-for-the-coming-decade?source=feed#comment-798464 798464 Wed, 09 Dec 2009 14:45:24 -0500 http://seekingalpha.com/article/176996-cramer-s-mad-money-invest-in-america-macy-s-12-7-09?source=feed#comment-796100 796100 Tue, 08 Dec 2009 09:56:36 -0500 http://seekingalpha.com/article/176836-j-crew-more-visible-but-buckle-a-better-buy?source=feed#comment-794061 794061 Mon, 07 Dec 2009 09:34:38 -0500 http://seekingalpha.com/article/174205-cramer-s-stop-trading-lloyd-blankfein-stop-feeling-guilty-11-18-09?source=feed#comment-768087 768087 Thu, 19 Nov 2009 16:57:44 -0500 http://seekingalpha.com/article/173339-cramer-s-stop-trading-america-is-still-smoking-11-13-09?source=feed#comment-761964 761964 Mon, 16 Nov 2009 10:17:30 -0500 http://seekingalpha.com/article/169009-cramer-s-stop-trading-the-kiss-of-death-10-26-09?source=feed#comment-735133 735133 Thu, 29 Oct 2009 06:53:11 -0400 http://seekingalpha.com/article/164682-new-asset-class-for-investors-equity-sports-seat-rights?source=feed#comment-702641 702641 Sun, 04 Oct 2009 13:13:05 -0400 http://seekingalpha.com/article/163526-cramer-s-lightning-round-should-have-stayed-in-inverness-medical-9-25-09?source=feed#comment-693215 693215
We heard you the first time!]]> Sun, 27 Sep 2009 13:39:29 -0400
We heard you the first time!]]> http://seekingalpha.com/article/162924-the-sec-finally-reopens-overstock-com-inquiry?source=feed#comment-688069 688069 Wed, 23 Sep 2009 15:48:28 -0400 http://seekingalpha.com/article/160005-apple-exploding-iphone-profits?source=feed#comment-663357 663357 Sat, 05 Sep 2009 16:21:23 -0400 http://seekingalpha.com/article/150060-schlumberger-forever?source=feed#comment-596814 596814 Tue, 21 Jul 2009 14:00:11 -0400 http://seekingalpha.com/article/148529-meredith-whitney-s-goldman-sachs-call-a-little-late?source=feed#comment-587257 587257 Tue, 14 Jul 2009 09:33:39 -0400 http://seekingalpha.com/article/148242-could-mcdonald-s-new-angus-burger-be-considered-a-green-shoot?source=feed#comment-584318 584318 Sun, 12 Jul 2009 10:38:25 -0400 http://seekingalpha.com/article/147979-paired-trade-sell-dineequity-buy-hormel?source=feed#comment-583612 583612

On Jul 10 07:41 AM Alan Brochstein wrote:

> I don't believe that I recommended shorting DIN. I know the story
> well enough to share my idea, but I want to admit that I haven't
> fully researched DIN (as I have done for HRL). That allows the reader
> to quickly realize I may be missing something, which is always the
> case anyway!
>
> I do feel comfortable pointing out valuation differences that seem
> extreme to me as well as highly contrasted approaches to capital
> allocation.
>
> While this isn't a sell XOM buy CVX type of pair that is so obvious
> that even Ethel would see it, both companies are involved in the
> same "food chain". As I mentioned, I expect a continued move by consumers
> from the restaurant to the grocery store, and I can't think of too
> much of a better testing ground than IHOP or Applebee's, given their
> low-end appeal.]]> Sat, 11 Jul 2009 12:38:30 -0400

On Jul 10 07:41 AM Alan Brochstein wrote:

> I don't believe that I recommended shorting DIN. I know the story
> well enough to share my idea, but I want to admit that I haven't
> fully researched DIN (as I have done for HRL). That allows the reader
> to quickly realize I may be missing something, which is always the
> case anyway!
>
> I do feel comfortable pointing out valuation differences that seem
> extreme to me as well as highly contrasted approaches to capital
> allocation.
>
> While this isn't a sell XOM buy CVX type of pair that is so obvious
> that even Ethel would see it, both companies are involved in the
> same "food chain". As I mentioned, I expect a continued move by consumers
> from the restaurant to the grocery store, and I can't think of too
> much of a better testing ground than IHOP or Applebee's, given their
> low-end appeal.]]> http://seekingalpha.com/article/147979-paired-trade-sell-dineequity-buy-hormel?source=feed#comment-582269 582269
While the stock can obviously go down (as all stocks can) especially after enjoying big run, do your homework and you'll be able to figure out why it had the big pop. CEO Julia Stewart had done a marvelous job since taking over the old IHOP which she successfuly turned around and put on a new growth path. Prior to joining IHOP she had been head of operation at Applebee's and knew the company inside and out when she had IHOP acquire it on a highly levered basis, financing it via debt. Since then she has not only made progress in repositioning Applebees (which is not fully completed yet), but has been selling-off company operated units to franchisees, not only igniting important streams of franchise fee income, but generating cash from the sale of these units to reduce the debt.

Julie Stewart is a proven winner; don't sell her short.....especially when you admittedly are not that familiar with the company. ]]> Fri, 10 Jul 2009 11:43:44 -0400
While the stock can obviously go down (as all stocks can) especially after enjoying big run, do your homework and you'll be able to figure out why it had the big pop. CEO Julia Stewart had done a marvelous job since taking over the old IHOP which she successfuly turned around and put on a new growth path. Prior to joining IHOP she had been head of operation at Applebee's and knew the company inside and out when she had IHOP acquire it on a highly levered basis, financing it via debt. Since then she has not only made progress in repositioning Applebees (which is not fully completed yet), but has been selling-off company operated units to franchisees, not only igniting important streams of franchise fee income, but generating cash from the sale of these units to reduce the debt.

Julie Stewart is a proven winner; don't sell her short.....especially when you admittedly are not that familiar with the company. ]]> http://seekingalpha.com/article/147977-cramer-s-mad-money-ron-insana-is-too-bullish-7-9-09?source=feed#comment-582181 582181 Fri, 10 Jul 2009 10:55:34 -0400 http://seekingalpha.com/article/147331-if-insiders-are-unloading-why-is-bidz-com-buying-back-shares?source=feed#comment-577177 577177 Tue, 07 Jul 2009 11:46:11 -0400 http://seekingalpha.com/article/146861-mcdonald-s-new-burger-is-another-reason-to-love-it?source=feed#comment-574074 574074

On Jul 03 09:58 AM pftittl wrote:

> We have had that burger in California as a market test for some time
> now and it's an excellent product--much better than the regular McDonald's
> fare. What they are doing is stealing an idea from Carl's Jr., which
> long ago came out with a "$6 burger" that initially cost about $3.]]> Sat, 04 Jul 2009 17:45:53 -0400

On Jul 03 09:58 AM pftittl wrote:

> We have had that burger in California as a market test for some time
> now and it's an excellent product--much better than the regular McDonald's
> fare. What they are doing is stealing an idea from Carl's Jr., which
> long ago came out with a "$6 burger" that initially cost about $3.]]> http://seekingalpha.com/article/146554-sirius-rewards-ceo-on-the-brink-of-better-times?source=feed#comment-571435 571435 Thu, 02 Jul 2009 10:16:00 -0400 http://seekingalpha.com/article/146390-interoil-offers-misleading-information-about-questionable-employees-to-investors?source=feed#comment-569852 569852 Wed, 01 Jul 2009 10:11:33 -0400 http://seekingalpha.com/article/145970-foot-locker-any-change-is-positive?source=feed#comment-568296 568296 ]]> Tue, 30 Jun 2009 10:10:53 -0400 ]]> http://seekingalpha.com/article/145141-sonic-now-offering-juicy-returns?source=feed#comment-561899 561899 Thu, 25 Jun 2009 09:56:58 -0400 http://seekingalpha.com/article/145277-now-questions-about-bidz-com-s-auditors?source=feed#comment-561869 561869 Thu, 25 Jun 2009 09:46:10 -0400 http://seekingalpha.com/article/145013-antigenics-why-i-couldn-t-resist-buying-on-the-dip?source=feed#comment-560353 560353 Wed, 24 Jun 2009 10:02:33 -0400 http://seekingalpha.com/article/144727-does-howard-stern-want-a-bite-out-of-apple?source=feed#comment-558875 558875 Tue, 23 Jun 2009 10:15:32 -0400 http://seekingalpha.com/article/131646-cramer-s-stop-trading-the-bears-big-bluff-4-17-09?source=feed#comment-468476 468476 Smells like the classic "climbing a wall of worry". ]]> Sun, 19 Apr 2009 11:52:22 -0400 Smells like the classic "climbing a wall of worry". ]]> http://seekingalpha.com/article/128702-restaurants-haven-t-reached-demand-bottom-yet?source=feed#comment-449933 449933 Thu, 02 Apr 2009 16:19:55 -0400 http://seekingalpha.com/article/129110-tobacco-company-yields-are-smokin?source=feed#comment-449100 449100 Thu, 02 Apr 2009 09:29:04 -0400 http://seekingalpha.com/article/128766-ingersoll-rand-faces-headwinds?source=feed#comment-448435 448435 Wed, 01 Apr 2009 16:43:57 -0400