Q: When I go in Florida in the winter I really like this restaurant chain, They have the best steaks for a really good price ! They have over 500 restaurants in all the states and they have no debt and over 100 millions in cash. They cut their dividend and the big bosses have all cut their salaries for this crisis. Do you think it is a good investment at the present price and do you prefer other chains for investments ? Thanks
Q: Which companies do you think might not survive the crisis and it's better dumping now while they still have value? I think you have mentioned the oil producers and what about restaurant stocks? I just listed a few examples here of both.
Q: I reviewed analyses from investing letters services, including Sabrient, New Constructs and GuruFocus. I also read through materials available from the well known financial sites such as Yahoo Finance and Thompson Reuters. I am used to seeing opinions and projections that cover the spectrum-- from excellent to disaster.
On CBRL.us however it looks like analysts are either at one extreme or the other. CFAs are generally not dumb and the opinions being clustered at the extremes puzzles me. Please give your insight and opinion. Although CBRL would not be a ‘must have’ it was recently added by AAII to its model dividend folio. And, after some back tests I now try to follow its models. AAII also advises members to include all its selections. Notwithstanding that advice , I don’t always add a stock AAII likes if for example I lack confidence in some criteria they used. AAII would not however have been casual about this recent selection
In your response, I am looking more for your insight or substance , with your thoughts and instincts, your opinion or thoughts on the future of the industry, and the prospects for the specific company. Thank you.
Q: I bought Cracker Barrel due to its superior stability of earnings and return on capital and it immediately dived 13%, about half of the decline occurring after a profit warning yesterday. I usually hang on in these situations especially since it pays a dividend. What would your advice be though?