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Author: clarkley Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 97  
Subject: Re: Qdoba Date: 6/1/2004 11:46 AM
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Any thoughts on Qdoba. This is what has attracted me to this stock. I have watched the only Qdoba's I know of blossom into a consistently busy location over the last three years. Chipotle, owned by McDonalds, seems to be the competition, but in this high growth segment there should be room for both. JBX's valuation is compelling too. Thoughts?

I believe this segment has a great deal of growth potential for two main reasons:

1. Easy portion control and hence cost control.

2. It is a segment that is not yet on every street corner.

clarkley
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