You are not eligible to view 3 messages. To gain access to more recent message posts signup free for membership.
#
AUTHOR
DATE
SUBJECT
11
member
5/30/18 8:05AM
Re: Author Exit Recommendation
10
Closing this one out.
Return to-date has been OK, but I'm cautious on the future.
TPZ recently announced a comprehensive long-term strategic agreement with Pizza Hut, whereby it becomes the master franchisee for Pizza Hut in Iberia,... login to read the rest
Thanks for the candid reply.
My concern is that competition is a serious threat to investors in the case of TPZ: while the pizza category has always been in one form or the other of discounting,... login to read the rest
moneyball,
IMO, 12 questions is way beyond the bounds of reasonable etiquette for an anonymous chat board. So, I'll answer a few off the top of my head and then I'm going to get back to... login to read the rest
mko,
You're right, I could have been more explicit about Spanish market competition. However, I did mention that the business is price sensitive, that operators are price takers, and that operating leverage has been below expectations.... login to read the rest
to describe the tpz case without mentioning a word about the increasing pressure in Spain from large competitors, including DPZ and Pizza Hut who are lowering prices to grab market share is at best very... login to read the rest
Oh, by the way, the company website has a little toggle switch on it somewhere to go back and forth between English and Spanish versions.
Here is the link to the English language IR site:
http://www.telepizza.com/en/investors/telepizza-investor-relations/
Management speaks... login to read the rest
ruby,
Capex (vs. DDA) has been elevated in 2015 and 2016, and will be elevated in 2017 as well. There has been substantial spend the last few years on store openings, reimaging of existing stores, and... login to read the rest
Hi zzz007,
Thank you for the interesting idea. TPZ has run capex meaningfully above depreciation for the past few years. Do you have a capex outlook for 2017? Has the company talked about a maintenance capex
Are you sure you want to close this position UIPATH INC?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag UIPATH INC for Removal
Are you sure you want to Flag this idea UIPATH INC for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.