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

To: Michael Burry who wrote (7048)	5/5/1999 7:59:00 PM
From: Robert Hoefer	Read Replies (2) \| Respond to of 78467

Have you eaten the sandwich? I think if you did you would like BUNZ better. The bread is the secret. The restaurant business, you are right, is crazy, but right now it could not be more hated. Note how everyone loves to complain what a bad business it is. Ah, for the days of Cracker Barrel, when a p/e of 50 or whatever was just fine! I think that this must be the time to buy, and when Cracker Barrel mania comes back, you can sell. Note that BUNZ (Schlotzkys Deli) started a national ad campaign in April for the first time ever. I'll bet it improves same-store sales a lot.