Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (131878)	10/30/2001 12:26:42 PM
From: Lucretius	Read Replies (1) \| Respond to of 436258

don't have an opinion

To: yard_man who wrote (131878)	10/30/2001 12:47:46 PM
From: reaper	Read Replies (1) \| Respond to of 436258

Tip -- much better shorts around than KKD lots of retailers / restaurants with excellent liquidity risk as well as business risk out there; for example (IMO) Linens and Ann Taylor earn less than their cost of capital every day they are in business and are thus good BK candidates if life gets a little tough. i would say the same (again, IMO) of CPK and Buca. KKD is obviously expensive (as is Panera Bread) but its an inherently pretty good business plus they have off-loaded much of the liquidity risk to their franchisees. Sure, it'll go down a lot if they miss a comp, but companies with dreadful returns and high leverage will see their equity shrivel to zero very quickly. i think there was somebody on this thread who used to call them "terminal shorts". Cheers