1) What do you make of the recent numbers?
2) Would you buy it for a 3 year hold or will AI be nibbling away at it's breakfast, lunch and dinner?
3) If so, what sort of price would be attractive bearing in mind it seems to have pulled out of it's nose dive with a more positive 2 week chart?
Q: Comments on the quarter please. Also, do you think this reflects an ongoing improvement or just a single good quarter? Nice special dividend of $1.00 payed on 24 Dec!
Q: First of all thank you for mentioning this in your Q&A so long ago . +1784% since purchase. More evidence to ride your winners and trim your losers.
Q: Do you think the after hours stock price action was warranted or was it a knee jerk reaction to their results?
Is ORCL priced at an interesting level now?
I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.
Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?
In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?
Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?
Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?