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No. of Recommendations: 5
This board has sort of died. If we're ever going to get it going, now's the time. I'd love to have some folks to chat with as I consider sinking more into this company. I don't have a CMG in my town. Discovered it about five years ago while traveling, and now I always go to the website every time I'm away to print up every conceivable Chipotle I might want to stop at. I've eaten at at least 20 stores in at least 10 markets, and it's a remarkably consistent experience. These people know how to execute a brand. It's more than great food. It's a hip experience. They've proved it works in a wide variety of markets. They seem to have an ambitious but reasonable growth plan moving forward.

Heck, if you're reading this, you probably already know all that, and that they demolished estimates on Q1 earnings, which were based on lousy comps from 2005.

To me, it all smells like a little bit of a set-up to let MCD exit at top dollar. You know, price the IPO artificially low, let it bust out and gain momentum and buzz, THEN ditch the shares at their zenith after a monster quarter.

I KNOW this sucker's gonna do well for the long term. The question is what it's really worth now. The analysts have basically moved estimates to the Q1 range. It would be easy to disappoint a little. Then again, MCD still has some shares. Fidelity's in big. I'm guessing we won't be disappointed. Anybody else lurking out there with some thoughts on it all?
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