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The 10 Most Recent Messages By GreenMartianX

Take me back to where I was.
  • Date: 9/17/18 1:37 PM
  • Number: 3015
  • Recommendations: 1
that's the big question

i only have one simple observation - it is going to be a lot harder, a lot more challenging. the dollar tree concept seems like a simple thing to run - sell everything under a dollar, wow your customers, benefit
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  • Date: 9/17/18 10:37 AM
  • Number: 3013
  • Recommendations: 1
it is an interesting question
I honestly don't know

but DG has more than 15,000 stores and still increasing quickly
i don't think dltr can open dollar stores to that number
but I think it is a lot higher still
(Continued...)
  • Date: 9/14/18 3:39 PM
  • Number: 3010
  • Recommendations: 0
thanks for your reply

agree, there is nothing wrong with experimenting with new concepts, but I'm more concerned by what it says for the actual core units

for example, in a recent presentation management put forth a 5 year
(Continued...)
  • Date: 9/14/18 11:20 AM
  • Number: 3008
  • Recommendations: 2
just checked into cheesecake factory

wage inflation is running 6-7% this year (up from 5% estimate)
another min wage coming in CA next year (20% of units)
food inflation at 2.5%
menu pricing is 3%, and they are looking to
(Continued...)
  • Date: 9/13/18 4:06 PM
  • Number: 3007
  • Recommendations: 3
it isn't too late to keep in touch with them, right?

look at this guy's post:
(Continued...)
  • Date: 9/13/18 3:32 PM
  • Number: 3005
  • Recommendations: 4
namely, that a PE ratio for a fast grower early in its growth cycle is an absolute and total mirage

I really, really, really seem to forget this from time to time.

Was looking at my writeups with FIVE and never was something
(Continued...)
  • Date: 9/13/18 10:43 AM
  • Number: 3003
  • Recommendations: 0
you have any feel for what they do in 3 years or so? Will be hitting the lower end of the saturation range (1400-1700 which seems reasonable) and margins are so high already and comps remain incredible but if you strip away E-comm seem mid single
(Continued...)
  • Date: 9/10/18 7:39 PM
  • Number: 3001
  • Recommendations: 2
Just saying...

it is a fair point - most of us, including yours truly, know what we know about people and politics from anecdotal snippets, not true knowledge.

article
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  • Date: 9/8/18 2:03 PM
  • Number: 2997
  • Recommendations: 0
patronizing idiot

sorry, I shouldn't have written it that way

let me just say that I would have thought her time asking questions of this fellow would have been better directed to understanding his legal views and
(Continued...)
  • Date: 9/8/18 1:35 PM
  • Number: 2996
  • Recommendations: 1
? I'm trying to figure out the hypocrisy on where? Other than the senators clear lack of respect?
She asked about some conversation about a law firm and won't tell him why she is asking? And who in the right mind thinks a lawyer or
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Take me back to where I was.
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