re restaurant stocks: thanks, Wallace. Taking your assessment into account, I will place an order this am. to buy a small amount of LDRY. In the past couple of weeks,I've added to my position in BUNZ (as I've posted), and today I'll try to add a little to my position in DANB. DANB is not a value stock, but I like their business model,the great business they seem to be having, and the word-of-mouth publicity I keep hearing from people who've gone there. I also looked at CAKE - a great concept, very, very popular chain, but price (to value)is too high for me.
Yes, I looked at ROAC after you (?) mentioned it here, but passed. Several investment firms reported buying it at lower prices than current. Maybe around current price they'll begin selling pressure. I'll check into WLMN.
regards, Paul Senior |