Tim,
I have not been to the UK or Japan, but in fact just returned from Mardi Gras. I wholeheartedly agree with your comments on hype on these boards. Although I am long ALAN, I have no problems letting people know what I think they're weaknesses and problems are.
I'm not sure if I mentioned this in the last post, but one of them is their ability to actually get out the number of fry guys they plan to this year. They had delays in getting some of their wal-mart fry guys out. I know one store who had the food for quite some time before they received their fry guy (Cedar Rapids, IA). Things will be fine if they can get out the number of fryers they plan to. I have only talked to Charles Goyette twice briefly, but he does seem quite genuine and down to earth which seems good. I do disagree with one
thing you said. With patience I think an investment as soon as they produce results where we (and they) are predicting, is the time to buy. Good strategy to follow good results and keep investing, but a better strategy to find something good, believe, invest and wait for the rewards that will inevitably result. Hey, when you're buying stocks in this price range, a mere 25 cents is a big deal. My apologies for pointing out the obvious but 1.625 to 1.875 is the same as 16.25 to 18.75.
Once again good work, and I have told some of my friends to see this board as some good number crunching has been done by you. Let's all post as we get thoughts (both good and bad).
take care all,
John |
