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.

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

To: Spekulatius who wrote (36151)	12/11/2009 2:34:33 AM
From: Paul Senior	1 Recommendation Read Replies (2) \| Respond to of 78758

Pass again on CKR (CKE Restaurants). I keep looking at it because I have competitor JACK. CKR always seems to be the better bet-- it's dominant, more aggressive in trying new things, better food (maybe), more diversified, maybe better managed in some respects. CKR pays a dividend, JACK does not. Every time I look, I come back to JACK though. JACK has been profitable each of the past ten years, CKR six of ten; JACK has higher net profit margins; also JACK has generally higher roe with less d/e; further, JACK has a lower p/e. Also, I like the potential kicker that JACK has with its "Mexican" Qudoba restaurants. If they ever spun these out, it might attract quite a bit of attention as people maybe compare it to McDonald's making Chipotle a stand-alone. I'll continue to prefer JACK and am adding to it as it keeps dropping. finance.yahoo.com