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Sorted by: Date | Top Results
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| 1. |
The myth of the paid basher 
An oldie but goodie. -----------------------------
http://blog.valuewiki.com/2007/04/26/the-myth-of-the-paid-basher/
Post anything mildly critical on a stock message board,
and chances are someone will eventually call...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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11-Jan-10 09:37 am |
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| 2. |
Re: Service was so bad it was comical
I am actually fairly positive on the WEST debentures.
Even at today's price of around $9 the yield is
about 12.6%. I consider both the interest and principal
to be pretty secure. Even under fairly doomsday..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 03:06 pm |
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| 3. |
Re: Service was so bad it was comical
>>> Ok - even if FCF is $30 million for the
next 5 years - is that bad performance? <<<
If the company is not growing, it would probably deserve
an FCF multiple in the 8-12x range. On...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 01:46 pm |
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| 4. |
Re: Randy - Cap Ex
>>> So you already know something is wrong
here, but what you want is verifiable proof and you
want it now. <<< You are correct, sir. >>>
What to look for: Highly promotional activities..
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Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 01:41 pm |
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| 5. |
Re: Service was so bad it was comical
>>> Last fiscal year reported was 500M I believe
(but going of memory and frankly to lazy to look).
Close to a billion the years prior. <<< So
cash flow from ops fell 50% last year? That doesn
...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 01:22 pm |
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| 6. |
Re: Service was so bad it was comical
>>> Good job of stating nothing of value but
avoiding my request - what are your FCF estimates
for the next couple of years? <<< Well let's
agree on a definition for FCF. FCF...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 01:19 pm |
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| 7. |
Re: Service was so bad it was comical
>>> Yeah...this is crap. I heard the same
stuff on the Sears board before the stock rallied
significantly. <<< SNS shareholders should
look at the Sears story...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 12:52 pm |
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| 8. |
Re: Service was so bad it was comical (mgccrx)
What happened with the $11k chicken grills? I read
elsewhere that they rolled out new equipment to restaurants
for some chicken menu items, but something went wrong.
If a...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 11:30 am |
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| 9. |
Re: Service was so bad it was comical (mgccrx)
Did you know the SNS ops manager who left, Omar Janjua?
He left SNS to join Sonic in Sept 2009, I have suspected
because it was this shift in strategy, I can't
imagine that being in charge of ops when the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 11:00 am |
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| 10. |
Re: Service was so bad it was comical (mgccrx)
mgccrx, thanks for posting, your insights are interesting,
as I have been suspecting that this is exactly what
would start...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 10:23 am |
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| 11. |
Re: Service was so bad it was comical
>>> If they are making their numbers by cutting
costs like this, its not going to work long term.
<<< As Arthur Fonzarelli said, exactamun
do.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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8-Jan-10 10:16 am |
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| 12. |
Re: Nice Call RandyFoo Tid Man idiot
And people say that I'm inflammatory.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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7-Jan-10 04:56 pm |
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| 13. |
Re: Gabelli keeps buying. Now at 6.77%
>>> The one thing I do know is that they put
a valulation allowance on some of their deferred tax
assets. That suggests to me that they can't project
enough income to utilize those...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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7-Jan-10 11:13 am |
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| 14. |
Re: Gabelli keeps buying. Now at 6.77%
Well "inflammatory" is in the eye of the
beholder I guess. I'm just asking questions. I
recently noted that SNS should look at other insurance
companies that are...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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7-Jan-10 10:40 am |
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| 15. |
Re: Gabelli keeps buying. Now at 6.77%
LOL I don't have any kind of problem with Parsad,
not sure why anyone thinks that. I have an opinion
about SNS and I come here to say what I think and
read what others think. Sorry if we disagree, but
that is the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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7-Jan-10 08:50 am |
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| 16. |
Re: Gabelli keeps buying. Now at 6.77%
Good maybe Gabelli will fire Biglari and do something
positive with the company.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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6-Jan-10 11:02 am |
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| 17. |
Re: why not to buy SNS
>>> Am I correct in assuming that an Indian
is running the company? I thought Indians didn't
eat meat.... <<< He has an Indian name (Biglari)
but I don't think he...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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6-Jan-10 11:02 am |
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| 18. |
Re: Don&&39;t listen to Art Vand or Randy Foo
Art and I are two different people, even though we
seem to agree occasionally. Parsad didn't kick
me off of any board, and I've known him for over
10 years. Despite what he might say about me, we agree
on...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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5-Jan-10 12:07 pm |
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| 19. |
Biglari should buy AAME instead of FMMH
Small P&C insurance company based in GA, trading at
35% of book, profitable with a conservative investment
portfolio. He could offer a 50% premium to market
and still get them for ~50% of book.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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5-Jan-10 12:01 pm |
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| 20. |
Re: Naked Shorts attacking at days end
>>> Parsad isn't going to let some two
bit like yourself push him around. Look what he did
to Steve Cohen at SAC when they tried to bash Fairfax.
He took them to the cleaners...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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randy_foo |
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5-Jan-10 11:57 am |
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