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.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Grommit who wrote (14559)6/4/2002 10:00:22 PM
From: Paul Senior  Respond to of 78625
 
re: restaurants. Thanks for the BOBE opinion, Grommit.

-g-, I'll just have to scrub my restaurant list to see if I can find any that might be attracting you, and so be worth a looksee by me too.

siliconinvestor.com

Just quickly scanning, the only one that I notice which might appeal to me is BUNZ. Anybody here see any they like at current price?

-------

All or almost all of the restaurant stocks mentioned on this thread seem to have got p/e multiple expansions. Sorry I missed YUM, a thread favorite. I also recently missed LTUS and MRG (buyout), and the latest up moves in OSI.

All the steak joints - low end to white tablecloth - seem to have moved up. I missed out on STAR and RYAN, discussed here. As I recall, I bet on LNY in 1998 over STAR because seafood, being more perishable than steak, would be a more difficult business, and therefore have less entrants, less competition. Not sure if that is so, but LNY, which you've mentioned here previously, I do still own, as well as a very small amount of your pick of APPB.

finance.yahoo.com

Paul S.