Van is Signet a Bare Essential or can't you just go to Tiffany<---- If I sell DAVE & B I need a Food/ Entertainment play and you hated that casual dining stk I found. D&B did just buy Main Event. But if you DISLIKE it I'll sell. As to timing I may be a week or two early but like I said I have heavy work to do with the draft and next week off... so I thought I would take advantage of everyone's fear and loathing of the market to make my additions. And my wife was away and no one was watching. So let me know on Dave & B and you are still A-Ok with RH, DSW, ACC & Nike?
My Brother sent me a link with this so it's really getting around. I'm not sure what to make of it. I believe that is a sign language symbol for I am done.
I guess we just use SHAK. Initially when I was dreaming up the construct of the portfolio I was more bullish on consumer spending-- I am still bullish here I think this is where thew growth will come in various earnings reports but high price of gas has maybe taken away the middle tier... you know above Red Lobster...
You haven't had a birthday party in 2 years and your eight or nine or ten... Dave & Busters would be the place....
Hi Stoney. Lol... which one was it I hated? There's been a few. DriveShack? I love the place, it's just that the stock was way overpriced. It's a great concept and a fun time. Golf, games, food , beer, hot waitresses... what's not to like? But buying a business is no different than buying say... a used car. Would you buy a 2010 Chevy Malibu, even in perfect condition with hardly any miles, for $175,000? Of course not. That's how I look at stocks. DriveShack was great, it was just too expensive. Turns out I was right, in 4 years it has went from $8 to $1.30... all the while meeting every expectation the company has put forth. Like I said, great place. Soooo... PLAY is ok. I don't hate it, but if there's a better stock in the sector, why not go with it? Now pay attention here Stoney... See if you can catch that segment on CMG (Chipotle's) Bloomberg just happens to be running this weekend. It's pretty good. "Bloomberg Chief Futures Officer". DVR it if you have one, I just checked its on in the middle of the night tonight, or make it a point to watch at 11AM est tomorrow. It will make you appreciate that stock, plus it's a great look at the fast-casual business and the various challenges they face in our brave new world. Now I know you and you'll say "Van CMG is too expensive", since for whatever reason the reality that percentage movements in a stock's price levels the playing field where the rubber meets the road is still a foreign concept in StoneyLand, ie a 2% move in 40 shares of PLAY is the same as a 2% move in one share of CMG. BUT>>>> I have a feeling Chipotles is gonna do a big split soon, maybe 10:1>>> and you really need to get in on that before its announced. Now obviously a pecan pie cut in 8 pieces is the same size as one cut in 32 pieces, but if ever there was a stock that would run on the exuberance of a split, even more-so than TSLA or AMZN.... its Chipotles. But there's more. CMG still has huge huge growth ahead. Huge. I've said that for years here, and finally, that Bloomberg segment explains why. Lets look at the PEG ratio's between the two: Sure, CMG is way more expensive, but look at the charts and think about the future. Think about a 10:1 split and the millions of Millenials and gen Z'rs that love CMG. Think about their growth in digital. Think about the fact that they own every store, no franchisee's. Think about their core values as it applies to their supply chains. Happy farms, happy animals, happy everything. So Stoney to answer your question... yes... sell play and buy CMG. For the long haul. PLAY>>> $46 CMG>>>>$1600 (Maybe wait for a pullback to below $1500)
Van I have a viewing idea for you if you have Amazon Prime TV/// The Outlaws It is a terrible title! But a very engaging series about a bunch of misfits who get community service in Britain for some petty crimes. Check it out. I believe Rickie Gervaise wrote or produced it... First Watch Rest Grp- I think it was...
1 month same price ZZZZZZZzzzzzzzzzzzzzz First Watch Restaurant Group, Inc. (FWRG) NasdaqGS - NasdaqGS 12.65-0.11 (-0.86%) At close: April 14 04:00PM EDT