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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (13634)1/8/2002 4:55:54 PM
From: sjemmeri   of 78920
 
On the restaurants, I'm not in CAKE right now and hate watching it continue to move to new highs. I'll look to get back in on a pullback as I still believe they will successfully grow to several times the current size over the next 5+ years. As for others, I might buy YUM, JBX or CKR on pullbacks, also. I've no interest in the microcap restaurants - especially, if I can't check them out in person.
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