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.

Non-Tech : CKR:The Fastest Growing Restaurant -- Ignore unavailable to you. Want to Upgrade?

To: The Perfect Hedge who wrote (25)	1/4/1998 9:34:00 PM
From: Dylan	Respond to of 100

On the Cheesecake Factory CAKE thread, we have been discussing CKR as a way to diversify our holdings in CAKE. CAKE, in case you don't know, is a very nice, upscale restaurant with 20 some locations and a 20 some page menu. We think it is quite opposite of CKR, with the exception that both are profitable. Here is what we have discussed so far: <<D--What do you think of ckr (CKE Rest.--Carls's etc.)as an alternative/diversification to cake.>> <Sorry for the slow reply, William. I have been away for the holidays. Regarding CKR, I think they are doing quite well due to their ad campaign (If it doesn't get all over the place, it doesn't belong on your face) which features Dennis Rodman and others. I am not sure if their success is a short term fad or a long term success story. I remember awhile ago (maybe 10 years) that the owner of CKR did some weird things with his profits, but I am guessing that management has changed since then. CKR is regarded highly by many, but I am not sure if it has a lot of room to grow after the next year or two. I would expect fast food chains to do better during weak economic timesrather than strong times, but their growth rate has been quite good lately. I am not sure if thisis only due to their purchase of other chains (Hardee's and Taco Bueno). I would expect it to normally do the opposite of CAKE for the reasons I've stated, but it mightbe close to a high so I am not sure. -Dylan> Obviously these opinions are based mostly on general perception and knowledge without respect to fundamentals, so if someone on this thread could tell us what makes CKR special, we would appreciate it very much. Thanks, Dylan

To: The Perfect Hedge who wrote (25)	1/8/1998 4:30:00 AM
From: Scott Shumaker	Read Replies (1) \| Respond to of 100

CKR down 2 3/16 -5.3% to 39 7/16. I couldn't find any news. I bought shares on 12/3 at 40 7/16 in anticipation of an earnings pop. Since then the high has been 44 3/8. I'm still holding, but didn't expect this little hit. See you at the oil patch. Scott P.S. You might want to check out a stock called SafeSkin SFSK. They make latex gloves for the medical field. Very nice 6 mth chart. Their factories and raw materials are in the Far East. Their cost of goods are getting cheaper everyday and you know how the medical industry and emergency workers are about safety. Most people double glove now to protect from AIDS. The SFSK thread has a few more people then here, but not by much. Subject 4050