107Sid

Restaurants Haven't Reached Demand Bottom Yet

As evidenced by recent action of most casual dining equities, restaurant stocks--like stocks in general, are discounting mechanisms. The poor current backdrop appears to have been amply discounted a few months ago. Waiting for traffic to pick up before pulling the "buy" trigger has already cost potential investors anywhere from 15% to 50%--of more. If you haven't been there, then it will likely be prudent to wait awhile before the next playable rally in the group unfolds--possibly from levels 10%-15% lower.

Cramer's Stop Trading! Cramer Calls a Bottom (3/26/09)

If you guys feel so negative about Cramer's calls, why do you keep reading and commenting on them??

Why I'm Bullish on Darden

DRI has other chains than Olive Garden and Red Lobster and their results are inhibiting growh. Darden should be able to take a lot of costs out of them, but that has perhaps already been reflected in the stock's move from the high teens just a few months ago. DRI is a solid longer term total return stock, but should rest and be a relatively dull stock over the next quarter or two.