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19	member 5/09/02 3:00PM Thanks Pepper
Sorry you didn't get in on this one. Look at the bright side. Thanks to the recent (inexplicable) market euphoria for mediocre restaurants, it's a good bet that you'll have more $6-$9 dining... login to read the rest view available tags
18	member 5/08/02 7:27PM Thanks for the good idea and u
Roark, Glad to see everything worked out so well. I liked your idea but never pulled the triger...unfortunately. I appreciate your recent posting too. Nice of you to let everyone now you have view available tags
17	member 5/08/02 11:27AM Position Eliminated
Just disclosing that I no longer see an attractive risk-reward proposition at current prices given the recent run-up, without commensurate fundammental developments (that I know of) save a decent set of comps, a new store... login to read the rest view available tags
16	member 4/10/02 9:25PM as the saying goes...
..thank you, may I have another? view available tags
15	member 4/09/02 6:58PM Position Reduced
I want to disclose that I substantially reduced my position today at $2.08. As usual, I have no idea what caused the surprising run-up of the last day and a half. There are... login to read the rest view available tags
14	member 3/12/02 4:57PM Q3 Results
SZ announced Q3 results today, which were on whole mildly positive from my seat. The most encouraging business development was another positive data point in the SSS trend. Here are the six quarters in SSS by segment... login to read the rest view available tags
13	member 1/10/02 7:57PM 33% in a couple weeks.....
bankrupt debt ridden restaurants with E Coli on selected menus appears to be quite tasty to a number of folks... view available tags
12	member 12/31/01 3:20PM just a fwiw - WST interview
Fwiw, when asked about another acquisition, Boppel said in a early 01 inteview with the WS Transcript: "We're very pleased with how things are going, but we're probably going to be out of the acquisition... login to read the rest view available tags
11	member 12/31/01 2:43PM thanks for your response...eom
... view available tags
10	member 12/31/01 12:56PM Paul
Good questions. I'm sure I'll miss some. P&O 13 of 14 are in SoCal, w/ one in Phoenix. I've eaten there, but I only have a dim memory. Your niche understanding is pretty much... login to read the rest view available tags
9	member 12/30/01 10:09PM Goober at work - read this fir
Ok, I've gone to the P & O website (www.breadstick.com) and watched the little video - this looks a lot like a Steak and Shake, except for maybe a tad more upscale, both in food... login to read the rest view available tags
8	member 12/30/01 9:53PM dumb and dumber
sorry - I see you've answered some of those. Just ignore the ones you've answered that I could have read before posting my note...! gorm pizza as in UNO type? Or more upscale? ... login to read the rest view available tags
7	member 12/30/01 9:46PM that was MAXE; some dumb quest
Are all the Pat & Oscar units in Southern California? Exactly WHY did SZ buy the chain? It sounds from your write-up that they were beginning to have the glimmer of a small... login to read the rest view available tags
6	member 12/30/01 9:12PM Maybe they could merge with MA
Then they could name those units 'Pat & Oscar and Max & Erma'...A darn funny write-up. I'll admit, I'm out of my depth with this one, but the pleasure of reading your write-up brightened view available tags
5	member 12/30/01 7:52PM Nice write-up
Roark, I enjoyed reading your posting. Thanks. Pepper view available tags
4	member 12/30/01 12:54PM Reply to Bob
You've really gotten to the heart of it. 1. The P&O acquisition is the archetypical diworsification yellow flag. After looking into it, I don't think the flag is gone, but there are some bright... login to read the rest view available tags
3	member 12/30/01 12:28PM Mad cow might help the brand
Kidding. It would be ugly. Although litigation risk from a US BSE outbreak would be blunted thanks to SZ's pretty deep insurance coverage and its hyper-paranoid state as a result of the E.... login to read the rest view available tags
2	member 12/29/01 9:32PM growth and aquisitons
roark304, I enjoyed your fine write-up. I love turnarounds but have 2 concerns. (by the way we sometimes eat at Sizzlers) I had looked at this out of bankruptcy and passed... login to read the rest view available tags
1	member 12/29/01 5:00PM mad cows
Nice write-up. As you hold this stock for the "intermediate term," what do you think the impact on the stock would be of a mad cow scare in the US? view available tags

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			2013	2014
Price:	62.81	EPS	$2.41	$2.63
Shares Out. (in M):	161	P/E	25.4x	23.8x
Market Cap (in $M):	10,099	P/FCF	91.0x	na
Net Debt (in $M):	2,500	EBIT	575	621
TEV (in $M):	12,250	TEV/EBIT	21.0x	20.0x
Borrow Cost:	NA

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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