Comments on: Chipotle Mexican Grill, Inc. (CMG) – Results are in, Stock is Down http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: TraderMark http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/comment-page-1/#comment-4532 TraderMark Sun, 27 Apr 2008 21:23:09 +0000 http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/#comment-4532 Best house in a very dangerous neighborhood. I doubt they can levitate on their own in a morass of trouble. Funny to watch the restaurant stocks jump the past week or so as a group. Creating a new shorting opportunity relatively shortly! Best house in a very dangerous neighborhood. I doubt they can levitate on their own in a morass of trouble.

Funny to watch the restaurant stocks jump the past week or so as a group. Creating a new shorting opportunity relatively shortly!

]]> By: BorisB http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/comment-page-1/#comment-4530 BorisB Sat, 26 Apr 2008 20:03:39 +0000 http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/#comment-4530 They claimed they are doing very well with no softness, perhaps "yet", in the deepest housing recession states such as Florida and California. But they did admit to actual softness, but still positive comps, in Arizona and Las Vegas markets. which is where other operators have noted as worst housing trouble spots. If the ag. commodity cost ever ease.. the earnings in 2008 might be artifically low , and spring back a little bit when they do ease such as 2009 or 2010. Aside from the agriculture line item expense.. do other expense lines on the income statement have any issues? They claimed they are doing very well with no softness, perhaps “yet”, in the deepest housing recession states such as Florida and California. But they did admit to actual softness, but still positive comps, in Arizona and Las Vegas markets. which is where other operators have noted as worst housing trouble spots. If the ag. commodity cost ever ease.. the earnings in 2008 might be artifically low , and spring back a little bit when they do ease such as 2009 or 2010. Aside from the agriculture line item expense.. do other expense lines on the income statement have any issues?

]]> By: BorisB http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/comment-page-1/#comment-4529 BorisB Sat, 26 Apr 2008 19:53:06 +0000 http://zachstocks.com/2008/04/chipotle-mexican-grill-inc-cmg-results-are-in-stock-is-down/#comment-4529 Zack you saw through the lies and deceit, good job! this Chipotle basing pattern is going to be deeper, longer, and uglier until the amature optomism is wrung out of the valuation. And your right about the new store volumes. They were parading that new units open at 85% of average volumes as recently as January. and now they say $1.35M to $1.4M which is below the $1.5M that was implied in January. The only metric that has or had promise was the average unit volumes which upticked sequentially quarter after quarter, which i assume is going to downtick now. i will be interested to see what they have to say at the Lehman consumer growth conference next week but i doubt they have any new bullish points to reveal. The last metric that might have save the bulls.. the B shares are now trading at 40x trailing 12 month eps of $2.27 and so the PEG might be close to 1x. but it looks like you doubt the implied 35%+ earnings growth rate is solid going forward. The group recovery action, such as DRI, MCD, BKC upticking... you dont see CMG getting any of those industry benefits? Zack you saw through the lies and deceit, good job! this Chipotle basing pattern is going to be deeper, longer, and uglier until the amature optomism is wrung out of the valuation. And your right about the new store volumes. They were parading that new units open at 85% of average volumes as recently as January. and now they say $1.35M to $1.4M which is below the $1.5M that was implied in January. The only metric that has or had promise was the average unit volumes which upticked sequentially quarter after quarter, which i assume is going to downtick now. i will be interested to see what they have to say at the Lehman consumer growth conference next week but i doubt they have any new bullish points to reveal. The last metric that might have save the bulls.. the B shares are now trading at 40x trailing 12 month eps of $2.27 and so the PEG might be close to 1x. but it looks like you doubt the implied 35%+ earnings growth rate is solid going forward. The group recovery action, such as DRI, MCD, BKC upticking… you dont see CMG getting any of those industry benefits?

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