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

To: Paul Senior who wrote (77482)	4/27/2025 9:26:18 AM
From: Madharry	Respond to of 78745

Not famliliar with Del Taco , had a hamburger at Jack last year and it was surprisingly good. Service was good. I skimmed the RITM transcript of the conference call. number were pretty good. BV was around $12.78 and management feel company is very undervalued at currrent price levels and I agree. its not a stretch to value the company at 11 times earnings that would make it worth $22+.

To: Paul Senior who wrote (77482)	4/27/2025 11:17:11 AM
From: Grommit	Read Replies (1) \| Respond to of 78745

JACK. April 23 letter -- Jack in the Box will discontinue its dividend effective immediately... 80-120 restaurant closures between now and 12/31/2025, with the remaining underperforming restaurants closing thereafter based upon respective franchise agreement termination dates. Too unpredictable for me. I will check back in 6 months. :o) >>>> if dividend gets cut, I suspect stock will drop further.