Red Robin Gourmet Burgers (NASDAQ: RRGB) Message Board

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Non-Tech : Red Robin Gourmet Burgers (NASDAQ: RRGB)

RRGB 5.170

-3.7%

Oct 30 3:59 PM EDT

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To: tktrimbath who started this subject	12/31/2003 5:52:39 PM
From: tktrimbath	Read Replies (1) of 8

my informal semi-annual synopsis of RRGB INTRODUCTION My semi-annual stock synopses are a task I give myself every six months where I review for myself our stocks. This is not a proclamation of truth but a chance for me to record my thoughts, pass them along, and learn from others who might know more than me. I hope you find these words useful. Note that I strongly believe that for a short while, a stock and the company can have two completely different stories and understanding that difference is where an individual investor can find an advantage. RRGB Market Cap $0.46B Well hello RRGB! I've eaten there for years and missed their IPO but invested by buying some in August 2003. I thought they looked cheap but didn’t expect them to be found so quickly. I continue to be impressed with their approach. They have also impressed me with their positioning for Mad Cow which unfortunately hit. On that day it dropped over 8% but we were up over 100% so point of view makes a difference, eh? I continue to see them as an early SBUX type investment but their profit margin is probably lower and infrastructure more complex so the growth and the profits won't be as grand. They have a lot of debt but I don't worry that with a young growing company that has a good price to earnings ratio. I will HOLD and might BUY if extra cash shows up. DISCLAIMER My wife and I are LTBH (Long Term Buy and Hold) with a strong emphasis on the H. Our total churn for 2003 was to buy two or three stocks back in March and haven’t sold anything for over a year. I am NOT a professional investor or an expert in any of the topics I discussed, but that is the nature of most individual investors. I undoubtedly overlooked something great about each company and also missed some warning signal. I invest with the knowledge that no company is perfect and realize that risk and chance determine future performance as much as in-depth analysis. Of course, it has worked so far. I have been investing for over two decades and continue to learn how much I don’t know. Good luck to all.

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