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

To: Suma who wrote (34039)	4/3/2009 9:46:22 AM
From: Madharry	Respond to of 78740

i did not buy either. fwiw. and am not familiar with them.

To: Suma who wrote (34039)	4/3/2009 10:02:53 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78740

Maybe the reason there was lack of response is that they don't fit the value metrics many on this thread look at. CMG and PNRA aren't low PE, P/B, etc. stocks. They are growth stocks with relatively high betas. However, as reversion to the mean stocks, you are correct that they are excellent trading vehicles. Anecdotally, I frequent both CMG and PNRA (going there tomorrow on my every other week trip to COST!), and both have excellent offerings. PNRA always seems jam packed at lunch time....I've noticed a fall off in traffic at CMG, but that could be a function of the time I'm there, whether college is in session, etc. I've heard raw material costs have become more favorable for both, especially PNRA.

To: Suma who wrote (34039)	4/3/2009 10:45:03 AM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78740

SUMA. I look every time you mention them. They are always way too expensive. I never understand why they might be value buys (even when they were at lows of late last year). You provide no rationale why these stocks might be value stocks or "great stocks for appreciation". (other than the restaurants you see are busy, or that the stock had come down from highs (in Dec) or that the stock prices are moving up (now) My impression is that you repeat yourself: 1. No one replies to me. 2. Take a look at CMG and PNRA. 3. I could kick myself for not buying them. ================= "I had no encouragement from those of you who are value investors to even consider buying these stocks and often kick myself for not being more courageous. Has anyone here actually invested in either stock ?" If you were looking for encouragement to buy here, you are on the wrong thread. Imo. What kind of value investor here would recommend these stocks as a value? None should. None did. As I recall, you are a retired person on a fixed income? If so, and knowing that, who would sensibly encourage you to buy these two stocks, especially as you seem here to be involved with only these two stocks?