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

To: Wallace Rivers who wrote (27053)	6/11/2007 5:02:20 PM
From: hoyasaxa	Read Replies (1) \| Respond to of 78470

I hate restaurant stocks in general. "Step up" fast good chains in particular. COSI saturated NYC a few summers ago and then closed a lot of them. Went to Panera once- not impressed. Think chains w/o brand = lame - and brand takes a long time to build and cultivate. For every SBUX a zillion Bos Chix. The real estate is what would get me excited and most of these jokers lease, over grow, and lose. All that said- if you buy that rates are going up and the consumer will have to cut back it might be worth looking at the cheap/poor person stores that will maintain or grow revenues in that environment - but study those assets as chances are many of them wont be able to take advantage of this imminent downsizing. My two cents.