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Strategies & Market Trends : Value Investing
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To: hoyasaxa who wrote (20589)2/9/2005 8:01:58 PM
From: Paul Senior  Read Replies (1) of 78717
 
KKD: Thanks, hoyasaxa and E_K_S for replies.

Seems to me I've invested in doughnut company stocks at least a couple of times and have lost money. Can't remember the stock, maybe not Dunkin' Donuts - that's now part of Allied Domecq (The ADR is AED.)

Point is that doughnut stocks can be dangerous, and KKD might be very much so. It's somewhat about saturation -

- the health issues with saturated fats

-the diet issues with people getting saturated on empty calories

-the saturated distribution channels (with KKD losing its cachet as a special niche product - i.e. the product being distributed by many 3rd parties now, e.g. Albertson's grocery stores)

- the oversaturation of stores. Media is saying KKD may not have enough cash it needs to close underperforming stores and cannot borrow any more money under their latest loan agreements. A solution may be bankruptcy or stock dilution, it is being reported.
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Goldman Sachs Asset Management filled today that they hold 5.3% of the common. I take that as a vote of confidence in the new KKD management team. May turn out to be a misguided vote though -g-.
OTOH, with their backs against the wall, maybe KKD can work through these difficult times.

I've taken just a VERY few shares @$7.15 today.
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