Einstein Noah Restaurant Group, Inc.

  • A Bad Second Quarter Yields Great Opportunity

    By Michael Douglass - August 14, 2013 | Tickers: CMG, BAGL, PNRA

    Panera Bread's (NASDAQ: PNRA) earnings came in under expectations for the second quarter of 2013, and the sell-off to under $180 gives you a great opportunity to, as Warren Buffett put it, be “greedy when others are fearful.” There is nothing wrong with Panera’s business plan, and the market’s irrationality is your opportunity.

    Solid revenue and earnings

    Panera reported second-quarter 2013 EPS of $1.74, representing growth more »

  • Your Quick Stop in the Morning Should Be in Your Portfolio

    By Mark Yagalla - July 20, 2013 | Tickers: DNKN, BAGL, SBUX

    Every morning millions of Americans make their daily commute to work, and along the way many make a quick coffee or breakfast stop. Some grab coffee, while others grab a bagel, donut or sandwich for the day. The daily routine aspect is what drives the top and bottom lines for these quick-serve spots. Now that the economy has recovered and employment is on the rise, more Americans can now afford more »

  • Three Fast-Casual Sandwich Companies, One Winning Investment

    By Michael Douglass - June 17, 2013 | Tickers: COSI, BAGL, PNRA

    The fast-casual concept has proven itself with Five Guys, Chipotle, and Panera (NASDAQ: PNRA) emerging as the early winners (and Chipotle and Panera as multi-baggers for those with enough foresight or luck to invest in them early). This article is for the rest of us (including myself): we missed out on the initial wave, so where should we put our money?

    I will be writing two articles to cover this more »

  • Kreme of the Krop: The Doughnut Stock You Should Own

    By Ben Popkin - June 11, 2013 | Tickers: DNKN, BAGL, KKD

    Doughnuts are small, sugary rings that Americans consume roughly 10 billion times a year. The delicious indulgence is one of the most popular breakfast items, and fast-growing doughnut maker Krispy Kreme (NYSE: KKD) is taking advantage of this both domestically and internationally. Founded in 1937 in Winston-Salem, NC, Krispy Kreme has had its ups and downs since its IPO in 2000. Under the leadership of CEO Jim Morgan, the doughnut more »

  • What This Company's Guidance Means and Why You Should Get In

    By Nicholas Kitonyi - June 4, 2013 | Tickers: DNKN, BAGL, KKD, SBUX

    Last month, Krispy Kreme Doughnuts (NYSE: KKD) announced its Q1, 2013 results, beating analyst estimates on revenue and earnings. The company went ahead and revised its initial guidance on earnings. The company had struggled to mount a sustainable rally since March, falling after every rise, but now seems set for a sustained rise.

    Krispy Kreme, together with its subsidiaries, operates as a branded retailer and wholesaler of doughnuts, beverages, and more »

  • Can Panera Bread Continue to Rise?

    By AnnaLisa Kraft - March 22, 2013 | Tickers: CMG, BAGL, PNRA, SBUX

    Editor's Note: Panera's Hidden Menu is available to all, not just My Panera club members. This version has been corrected.

    It's warm in here, redolent with the aromas of fresh bread, cheese, coffee, and cheering soups. At three in the afternoon, the traditional lull for restaurants, the cafe is half full with a cross section of hipsters and soccer moms. By the front, among other bakery temptations more »

  • Look to the Humble Donut for Big Value

    By Daniel James - March 19, 2013 | Tickers: DNKN, BAGL, KKD

    When analysts speak of thriving industries in which companies are generating large earnings growth, they are generally not referring to the donut market. However, the publicly traded makers of these fatty treats have been doing very well lately, as sweet-toothed consumers have apparently been indulging themselves en masse. Of the two main publicly traded donut companies, one has maintained a very reasonable valuation despite a spectacular run over the last more »

  • How Much Is Ark Restaurants Worth?

    By Anh HOANG - March 15, 2013 | Tickers: ARKR, DRI, BAGL

    Recently, U.S. restaurant chains operator Landry’s has offered to buy Ark Restaurants (NASDAQ: ARKR) for about $22 per share, with a total transaction value of $71 million. However, Ark has rejected Landry’s offer as it considered the offer to be “inadequate, not compelling and not in the best interests of Ark Restaurants shareholders.” So how much is Ark worth? Let’s dig deeper to find out.

    Business more »

  • Should We Follow Mario Gabelli into Caribou Coffee?

    By Anh HOANG - January 23, 2013 | Tickers: CBOU, BAGL, SBUX

    Caribou Coffee (NASDAQ: CBOU) has recently announced that it would be acquired for $340 million in cash by the Joh. A. Benckiser Group. Right after that, investment manager Mario Gabelli initiated a long position in Caribou Coffee. Recently, he also increased his holdings by more than 80% to own more than 725,000 shares, accounting for around 3.57% of the company. Why does Mario Gabelli like Caribou Coffee? Let more »

  • Apple: The Ultimate Dividend Stock?

    By Daniel Sparks - January 14, 2013 | Tickers: AAPL, BAGL, ESV, MSFT, STX | Editor's Choice

    I get it. "Shares Slide on Demand Worries... Apple (NASDAQ: AAPL) Dips Below $500." I woke up this morning to repetitive, bearish Apple headlines. But thanks to Wall Street's shortsightedness, there is a deeper story here. At these levels, Apple is turning into the ultimate dividend stock.

    There are three things income investors look for to identify solid dividend investments:

    1. A nice yield
    2. Pricing power
    3. A relatively low payout more »
  • Is This MicroCap a Good Investment After CEO's Buy?

    By Anh HOANG - January 3, 2013 | Tickers: DENN, BAGL, LUB

    I often pay attention to insider trading, especially when the top executives of a particular company buy a significant amount of stock. That is quite an important signal of value, and the indicator of a potential price surge in the near future. I will cover two companies that have experienced more than $300,000 worth of insider buying since the middle of December in two articles. In this article, I more »

  • Ark Restaurants: A Spicy (and Cheap) Micro Cap

    By Tom Winner - December 28, 2012 | Tickers: ARKR, BJRI, BWLD, BAGL, HHC

    Ark Restuarants reported impressive 2012 numbers in late December, but is still selling at a cheap valuation.  The company's plans for the future look promising, making this high-dividend microcap a compelling stock.

  • Building a Coffee Empire

    By Robert Hanley - December 26, 2012 | Tickers: CBOU, BAGL, GMCR, SBUX | Editor's Choice

    On Dec. 17, investment firm Joh. A. Benckiser Group announced an agreement to purchase Caribou Coffee (NASDAQ: CBOU) for $16 per share in cash, or roughly $340 million.  The purchase price values the coffeehouse chain at 3.3 times book value and 39 times EPS.  Benckiser obviously likes the industry’s growth prospects, with existing stakes in Peet’s Coffee & Tea and D.E. Master Blenders.

    What’s Going On more »

  • Is This Stock a Good Merger-Arbitrage Opportunity?

    By Meena Krishnamsetty - December 21, 2012 | Tickers: CBOU, DNKN, BAGL, KKD, PNRA

    Caribou Coffee Company (NASDAQ: CBOU) saw Gamco Investors take a new stake in the coffee company over the past few days. Per a round of 13D filings with the SEC, Gamco announced that it now owns 1.38 million shares, with the investment company’s most recent round of buying being at $15.99. Gamco is a publicly traded investment firm that focuses on finding long-term opportunities that offer its more »

  • What The Caribou Coffee Acquisition Means For Panera Bread

    By Eric Novinson - December 20, 2012 | Tickers: CBOU, BAGL, PNRA, SBUX

    When Joh. A. Benckiser followed up its Peet's buy with a purchase of Caribou Coffee, (NASDAQ: CBOU) JAB posed a bigger challenge to Starbucks (NASDAQ: SBUX) in the United States coffee shop business. The Caribou Coffee acquisition has implications for a well-known Starbucks competitor as well. Both Peet's and Caribou Coffee also competed with Panera Bread (NASDAQ: PNRA) for coffee drinkers. This acquisition helps demonstrate where Panera remains more »

  • Coffee Will Be Tastier After George Howell's Comeback

    By Anh HOANG - December 19, 2012 | Tickers: DNKN, BAGL, KKD, SBUX

    One of the four filters that Warren Buffett and Charlie Munger often seek for investment opportunities is “able and trustworthy managers.” Indeed, I think having a great chief would be extremely beneficial, and more often than not, a great leader can turn around a sinking ship. Investors might get very rich by just “following the entrepreneur,” investing in the company that an entrepreneur with a proven record of success is more »

  • Krispy Kreme's Hot Now -- Earnings Preview

    By AnnaLisa Kraft - November 15, 2012 | Tickers: DNKN, BAGL, KKD, SBUX | Editor's Choice

    There's nothing more heart-warming than seeing the Hot Now sign lit outside a Krispy Kreme store on a brisk evening. Walk inside the steamy, sugary aroma-laden shop to see the assembly line, "Doughnut Theatre," the company calls it, at work with fresh hotly glazed dougnuts with your name on it. Since 1937 Krispy Kreme Doughnuts (NYSE: KKD) has been glazing doughnuts and brewing coffee and is now found in more »

  • 4 Strong Picks From a Top Hedge Fund Manager

    By Federico Zaldua - November 13, 2012 | Tickers: BAGL, GM, OAK, STX

    I think it is important to consider stocks that prominent investors recently added to their portfolios. As it is explained in one of the blog posts in Warren Trades, top value managers have more resources and information than any individual investor to analyze companies. In general they do not buy stocks for daytrading or short term trading. Hedge funds with billions under management are long term oriented so tracking their more »

  • 3 Reasons Not to Give Up on Krispy Kreme

    By Jon Quast - November 11, 2012 | Tickers: DNKN, BAGL, KKD, SBUX, THI

    If you're an investor in Krispy Kreme (NYSE: KKD) you may not have liked what you saw recently with a considerable sell-off.  Shares dropped, for seemingly no reason, nearly 10%.  Perhaps Krispy Kreme was a speculative investment for you.  After all, they have had profitability problems in the past, and a considerable amount of lingering debt.  If you are thinking that it's just too risky and this recent more »

  • Bargain Bagels Could Bring Bidders

    By Eric Novinson - October 19, 2012 | Tickers: CBOU, BAGL, JMBA, PEET

    Pumpkin bagels weren't enough to save Einstein Noah (NASDAQ: BAGL) from announcing some surprising bad news about its upcoming 3Q 2012 results on Tuesday. The bagel shop now expects weaker financial results for the quarter and mentioned that it plans to take out more loans.

    Although Einstein Noah held out the possibility of a dividend payout from the loan funds to convince investors to stick around, a bigger attraction more »

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