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

To: Grommit who wrote (7045)5/5/1999 12:45:00 AM
From: Michael Burry  Read Replies (1) | Respond to of 78465
 
Everytime I start to really look at a restaurant stock, I get disappointed. I've been meaning to buy several for quite a long time. The only ones that have kept my interest are the big, established chains. Anything new, though with good growth potential, is too likely to get squashed by a better concept or run under by its own grwoth. So I picked Tricon as a special situation. Been trying to like BUNZ. Recently CKR got my interest down at 13ish, but then it jumped. Always looking, but rarely seeing anything. Most of these are of the used cigar butt variety IMO.

Mike



To: Grommit who wrote (7045)5/6/1999 10:36:00 PM
From: Robert T. Quasius  Respond to of 78465
 
Check out CHGO. This company operates pizza restaurants, many of which now have micro breweries. The stock is under-followed, has been growing rapidly, while generating substantially improved cash flows, etc. The stock got knocked down some time ago when the lead underwriter went out of business.


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