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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (36151)12/11/2009 2:34:33 AM
From: Paul Senior1 Recommendation  Read Replies (2) of 78763
 
Pass again on CKR (CKE Restaurants). I keep looking at it because I have competitor JACK. CKR always seems to be the better bet-- it's dominant, more aggressive in trying new things, better food (maybe), more diversified, maybe better managed in some respects. CKR pays a dividend, JACK does not.

Every time I look, I come back to JACK though. JACK has been profitable each of the past ten years, CKR six of ten; JACK has higher net profit margins; also JACK has generally higher roe with less d/e; further, JACK has a lower p/e.

Also, I like the potential kicker that JACK has with its "Mexican" Qudoba restaurants. If they ever spun these out, it might attract quite a bit of attention as people maybe compare it to McDonald's making Chipotle a stand-alone.

I'll continue to prefer JACK and am adding to it as it keeps dropping.

finance.yahoo.com
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