Restaurants @ Research Edge – My Perspective on Keith’s Trading Calls

09/25/08 10:38AM EDT
Keith’s Trading Call: PFCB looks like McCain, swan diving in AZ; going to 22.72 next

My Perspective: PFCB - I don’t think they are doing enough to offset the macro.

Keith’s Trading Call: SNS looks nothing like CHUX or RT... Looks like it is going to discover the cure for something actually

My Perspective: SNS - The market wants to believe the new CEO (aka boy wonder) can save this ship.

Keith’s Trading Call: RT looks like one of their remodels; bad... and people not coming back

My Perspective: RT - The banks are going to need to step up and save the day.

Keith’s Trading Call: PNRA feels like watching a WWF cage match, broke its nose today off the turnbuckle, but remains conscious

My Perspective: PNRA - In 2009, YOY wheat and gas prices should be favorable, but the consumer is an issue.

Keith’s Trading Call: CHUX looks like it had a shot on the zero line

My Perspective: CHUX - A third tier company in an unforgiving market.

Keith’s Trading Call: DPZ trading with TED spreads b/c of their debt ... nuts, but reality; stock breaking down

My Perspective: DPZ – A good operating model, with a leveraged balance sheet.

Keith’s Trading Call: BWLD - tough day, but hangin' tough... bullish still using a 37.83 line of support

My Perspective: BWLD - Well positioned concept, but I don’t like the move into Las Vegas.

Keith’s Trading Call: GMCR finally broke my line today, $31.36 target

My Perspective: GMCR - The acquisition of Tully’s will buy them time, but long term margin trends don’t look good.
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