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The 10 Most Recent Messages By TMFBreakerRick

Take me back to where I was.
  • Date: 1/16/18 10:33 AM
  • Number: 3173
  • Recommendations: 1
Dave, that is how we did it in Phoenix 1. It turned out that we did stick above $1 million at the end of the quarter in which we originally topped $1 million so the point was fairly moot, but the communique at the time was that we had to stay above
(Continued...)
  • Date: 12/21/17 5:49 PM
  • Number: 3139
  • Recommendations: 4
Yes! This is naturally an awesome moment, but like a grease-lathered pull-up bar we slipped below a day later. If we're at $1 million or above by the end of the quarter -- that would be Dec. 29 -- we will go into distribution mode next quarter.
(Continued...)
  • Date: 12/1/17 9:47 AM
  • Number: 1217
  • Recommendations: 2
5 Potential Green Flags
The company continues to expand its store count toward its goal of at least 425 restaurants.
[Green] Restaurant count has grown by 13 units, going from 182 to 195 over the past 12 months through the end of
(Continued...)
  • Date: 12/1/17 9:20 AM
  • Number: 4975
  • Recommendations: 2
5 Potential Green Flags
Global market share continues to expand, reaching 10% by the end of fiscal year 2020.
[Too soon to tell] Global market share declined slightly to 7.1% in 2016 and year-over-year comparisons have decline in
(Continued...)
  • Date: 12/1/17 12:38 AM
  • Number: 1142
  • Recommendations: 5
5 Potential Green Flags
Revamped software leads to a resurgence in camera sales.
[Green] Revenue soared 37% in its latest quarter, and while this is more likely the handiwork of new hardware and the prior year's depressed
(Continued...)
  • Date: 12/1/17 12:12 AM
  • Number: 173
  • Recommendations: 3
5 Potential Green Flags
1. International revenue per available room, a weak spot for many hotel chains at the time of the initial 2013 recommendation, picks up steam.
[Green] International RevPAR is actually toting the baton right
(Continued...)
  • Date: 11/29/17 12:02 AM
  • Number: 1734
  • Recommendations: 3
5 Potential Green Flags
1. Sina's portal business clocks in with solid 5% revenue growth.
[Green] "Portal advertising resumed in the growth trajectory this quarter as we continue to ramp up mobile traffic of SINA media
(Continued...)
  • Date: 11/27/17 12:14 AM
  • Number: 692
  • Recommendations: 6
5 Potential Green Flags
1. Texas Roadhouse continues to generate a 15%-plus return on equity for shareholders.
[Green] ROE continues to hold up, clocking in at 15.8% in the third quarter and 16.4% through the past four
(Continued...)
  • Date: 11/10/17 12:38 PM
  • Number: 201
  • Recommendations: 8
For those not reading my entire breakdown from last night, the gist of the today's slide is that without saying as such TTD is lowering its Q4 guidance to revenue growth of 40% and adjusted EBITDA of 19% (the latter suggesting margin
(Continued...)
  • Date: 11/8/17 9:28 AM
  • Number: 32
  • Recommendations: 1
A look at our 5 and 3 flags, updated with Q3 data:

5 Potential Green Flags

1. More gross merchandise sold (GMS) comes outside the U.S.
[Green] International GMS has grown from 30% of sales to 34% over the past
(Continued...)
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Take me back to where I was.
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