July 6, 2015 by Dan • Commentary

Over the weekend Barron’s painted a fairly downbeat picture for Chipotle’s (CMG) prospects in the coming year as growth decelerates, suggesting that “the stock could lose another 15% to 20%” in their feature article Chipotle Losing Its Spice. …

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April 29, 2015 by Dan • Commentary

On February 23rd I laid out a bullish cash for shares of Shake Shack (SHAK), totally disregarding valuation and bought the stock just below $43 on some (frankly) pie in the sky stuff, watch here: As …

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November 10, 2014 by Dan • Commentary

Following Chipotle’s (CMG) Q3 results on October 20th, the stock did the unthinkable, it sold off.  The stock’s one day decline the next day was the result of management’s forward guidance that same store sales …

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October 20, 2014 by Dan • Commentary

Event: CMG reports its Q3 results tonight after the close, and the options market is implying about a 7.5% one day move. Over the last 4 qtrs, the avg one day move has been about …

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June 19, 2014 by Enis • Commentary

Chipotle fits in the category of “Getting Up Off of the Mat” that Dan laid out in yesterday’s MorningWord post.  The stock sold off from an all-time high of $622.90 in late March to a …

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February 6, 2014 by Enis • Commentary

Chipotle has been a major momentum leader for much of the past year.  The stock has more than doubled since its October 2012 low of $233.82.  That’s AFTER famous hedge fund manager David Einhorn said …

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