SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : RAINFOREST CAFE
RAIN 5.860-27.9%Dec 31 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dennis Vail who wrote (4123)4/1/1998 8:42:00 PM
From: dougjn  Read Replies (1) of 4704
 
This stock is a very good example of a mid/small cap fast grower that is beaten down and poised for a strong move.

Exactly when is I think impossible to know. But it could occur any time. Its very cheap on the fundamentals. The haircut it took a few months ago on concerns about same store sales declines was way, way overdone. First because first year declines are absolutely part and parcel of the category, except perhaps in hyper tourist locals.
It is hard to go up from two hour wait times.

That has very little to do with the durability of the concept or the durability of the growth of the stock.

It it were to turn out that future comparable openings did sig. less well than past ones, that would worry me. I.e., if environmentalism for kids and et. al. were to look to be going out of fashion.

I don't see it.

I'm quite long.

Doug
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext