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Sorted by: Date | Top Results
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Date |
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| 1. |
More waiting 
I continue to visit CAKE stores here and there, with
the same wait times as usual, on weekends. What's
interesting is that some of the stores now have w
aits...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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1-Feb-10 02:48 pm |
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| 2. |
Re: MARKET DOWN...CAKE UP!!!
>>Could they announce a resumption in new openings
at the shareholders' meeting? It would be a little
early if they are really focused on having...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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13-Jan-10 08:32 pm |
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| 3. |
Re: WHY DO INSIDERS SELL...
Brilliant observation. Clearly well thought out with
impeccable reasoning and logic. Very well done. I,
too, ignore the information contained in the Form
4's and believe it is...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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8-Jan-10 04:10 pm |
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| 4. |
Re: WENT TO CAKE SAT. IN MIAMI... EMPTY
>Brentwood store also very slow this tag end of
new years weekend<< Happened to be in LA yesterday
and I dropped in at the Brentwood store around 4:30p
and was surprised to that I...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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5-Jan-10 12:26 pm |
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| 5. |
Re: WENT TO CAKE SAT. IN MIAMI... EMPTY
I observed that same thing yesterday at my local store.
I was shocked. It was fortunate for me that the nice
lady inside told me the store didn't open until
11am. Check back when they're...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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3-Jan-10 10:34 am |
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| 6. |
Re: DOWN BIG ON LOW VOLUME... THAT&&39;S BEARISH
>>SELL CAKE AND USE CAPS<< Impossible to
question such an investment philosophy. Still, I remain
partial to my cash flow approach, since a company
usually has some interesting things they can do w
ith...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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30-Dec-09 10:27 pm |
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| 7. |
Re: DOWN BIG ON LOW VOLUME... THAT&&39;S BEARISH
>>OR IF YOU LONG ONLY WAIT TILL 17>> OK,
p/e is whatever you want it to be. What's cash
flow per share? Either from Ops or what the company
calls Free Cash Flow. Still, gotta ask. What's
the thought behind the $17...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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30-Dec-09 03:30 pm |
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| 8. |
Re: CAKE booms in BUST climate
>IN 07 2 HOUR WAIT, NOW 5 MINUTES; BUT THAT'S
NOT THE PROBLEM,<< Yeah. Well, there is that,
of course. But, I look at the wait thing a little
differently. In Q4'08 revenues were down about
7% from Q4'07...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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30-Dec-09 10:39 am |
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| 9. |
Re: CAKE booms in BUST climate
Hard to know what news will drive the price higher
in the near term until Q4 results are reported sometime
in February. Last year the call was held on 2/12.
This year it...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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29-Dec-09 12:07 pm |
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| 10. |
Snow Storm
Closed the nearby store yesterday, but it was open
today. Nice crowd around 4pm. Chicken Nachos were
OK, but not nearly as good as those we often have
at other non-CAKE reswtaurants in SoCal...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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20-Dec-09 07:08 pm |
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| 11. |
Re: Q4 &&39;09
You may be right on the line observation and Peppermint
Bark outage being non-events. My general impression,
however, is that overall traffic in general is stronger
than my...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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18-Dec-09 08:22 am |
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| 12. |
Q4 &&39;09
I was in a CA store the other eve for a brew and a
salad and there was a 15 minute wait at 5pm. Also,
we ordered a piece of the seasonal peppermint bark
cheesecake. They were all sold out! My, oh...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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17-Dec-09 07:41 am |
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| 13. |
Re: Strong CAKE
It's hard to see where any meaningful top line
growth comes from without a clear improvement in unemployment
-- probably another few quarters away -- or a significant
increase in new store openings -- probably...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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12-Dec-09 04:32 pm |
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| 14. |
Huntington Beach
Stopped in to get a salad one evening early last week.
Decided to get it to go. Bad idea. The place was pretty
empty (maybe 1/3rd? maybe?), and lots of staff just
sort of...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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12-Dec-09 04:05 pm |
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| 15. |
45 min wait last eve
At 8:30pm on a rainy Friday. Had lunch on Thursday
at the same location and the place was full at 1pm.
On a Thursday. All the stores I have visited lately
have a table set up to sell gift...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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12-Dec-09 03:36 pm |
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| 16. |
Rock Sugar
Dropped by Rock Suger last eve. I've been there
half a dozen times and enjoy it more each time. Food
was very good, especially the jicama and grapefruit
salad - a curiously enjoyable combo. Service...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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10-Dec-09 03:39 pm |
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| 17. |
CAKE short interest
With all the curfuffle around T-day, I overlooked the
continued decline in CAKE's short interest. Down
another 5% to around 9.3mm shares and well off the
high of 12.2mm in mid July. With xmas...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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1-Dec-09 10:10 am |
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| 18. |
8-K filed on Friday
I didn't recall them giving 2011 guidance. Probably
the part where he talked about how margins un "de-leverage"
and showed the 1% increase in revenue equals $.08
in eps impact...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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23-Nov-09 07:19 am |
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| 19. |
Maggiano&&39;s
I went to my local store last night for the first time.
Not sure why I had never been there before, but there
it is. I liked the place. Lots of wood and an old
time feel and high...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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23-Nov-09 07:13 am |
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| 20. |
Re: 2010 Expectations
One other slide that caught my attention was the one
showing average check amounts and average revenue
per store for CAKE and 4 competitors. CAKE's average
guest check was...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
The Cheesecake Factory Incorporated
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envesting1 |
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22-Nov-09 09:45 am |
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