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The Cheesecake Factory, Inc.

  • What restaurant chain will be next to deploy the kitchen of the future?

    By DJ Krieger - May 10, 2013 | Tickers: BLMN, EAT, DRI, MIDD, RT, CAKE

    In the beginning, there was the griddle.

    And the fryer. And the charbroiler, of course.

    The chef standing over the griddle monitored the burgers or the eggs. The chef standing over the charbroiler monitored the chicken or the steak. The chef standing over the fryer shook up the fries and onion rings.

    This is basically how American restaurants have operated for a long time. Until Middleby (NASDAQ: MIDD) decided to more »

  • The Most Efficient Restaurant Wins the Day

    By Ted Cooper - April 17, 2013 | Tickers: EAT, DRI, CAKE

    With the restaurant industry in a cyclical downturn, investors have moved their attention to more promising sectors of the economy. However, even amid an intensely promotional operating environment, some casual dining chains are making important improvements in efficiency that will pay off when the industry hits a cyclical upturn.

    Efficiency is king

    Operating a restaurant is similar to operating a retail storefront. Toy stores sell toys, bookstores sell books, and more »

  • The Most Efficient Restaurant Wins the Day

    By Ted Cooper - April 17, 2013 | Tickers: EAT, DRI, CAKE

    With the restaurant industry in a cyclical downturn, investors have moved their attention to more promising sectors of the economy. However, even amid an intensely promotional operating environment, some casual dining chains are making important improvements in efficiency that will pay off when the industry hits a cyclical upturn.

    Efficiency is king

    Operating a restaurant is similar to operating a retail storefront. Toy stores sell toys, bookstores sell books, and more »

  • The Most Efficient Restaurant Wins the Day

    By Ted Cooper - April 15, 2013 | Tickers: EAT, DRI, CAKE

    With the restaurant industry in a cyclical downturn, investors have moved their attention to more promising sectors of the economy. However, even amid an intensely promotional operating environment, some casual dining chains are making important improvements in efficiency that will pay off when the industry hits a cyclical upturn.

    Efficiency is king

    Operating a restaurant is similar to operating a retail storefront. Toy stores sell toys, bookstores sell books, and more »

  • Dividend Payers With No Debt

    By Reuben Brewer - April 1, 2013 | Tickers: GME, NTRI, CAKE

    The quickest way to go bankrupt is to have too much debt on the balance sheet. As an income investor, one way to protect yourself from that risk is to focus on companies with low leverage. Taking it to the extreme, Cheesecake Factory (NASDAQ: CAKE), NutriSystem (NASDAQ: NTRI), and GameStop (NYSE: GME) all pay dividends and have no debt.

    Debt

    Financial leverage can be a powerful tool, allowing companies to more »

  • Reading the Tea Leaves: Conviction with Large Insider Buying

    By John Macris - March 19, 2013 | Tickers: LOGM, MUR, CAKE

    With the broader indices continuing to reach new multi-year highs here in March, bulls and bears alike are providing an abundance of opinions on where the market is heading next. The Dow Jones Industrial Average reached three successive all-time highs during the week of March 4, and the S&P 500 is approaching multi-year highs as well.

    Truth be told, timing the market is a difficult task, and one that more »

  • Billionaire Ken Griffin Buffs Up on Buffalo Wild Wings

    By Marshall Hargrave - March 18, 2013 | Tickers: EAT, BWLD, DRI, TXRH, CAKE

    Billionaire Ken Griffin of Citadel Advisors now owns over 959 thousand Buffalo Wild Wings (NASDAQ: BWLD) shares, an increase of over 275% from the 254 thousand they owned at the end of 2012. That's 5.1% of Buffalo's outstanding shares. Should we be following Griffin into Buffalo? I think so.
     
    Griffin began trading stock options from his dorm room in 1986, and by his sophomore year he had more »

  • A Taste of the Restaurant Business

    By Matthew Frankel - March 11, 2013 | Tickers: BWLD, DRI, RT, RUTH, CAKE

    Restaurant stocks don’t always make the best investments. And even those endorsed by analysts are often fast-food or quick service companies such as McDonald's or Chipotle. But there are plenty of honest-to-goodness, full-service restaurants that can still provide great long-term investments. Let's see which of these dining stocks can pass our Foolish inspection.

    Darden Restaurants (NYSE: DRI
    )    Darden is the parent company of Red Lobster, Olive Garden more »

  • Insiders Snapped up These Stocks

    By Meena Krishnamsetty - March 8, 2013 | Tickers: EXAM, GILD, PEP, TEX, CAKE

    It’s common for company insiders to talk up their company’s stock, but it’s less common for them to actually buy. This is because, in addition to the fact that rosy predictions are sometimes less than honest, by buying more stock an insider is increasing exposure to company-specific events rather than diversifying wealth, as is predicted by economic theory.

    As a result, actual purchases should signal a particularly more »

  • Insiders Are Crazy About This Restaurant Stock

    By Meena Krishnamsetty - March 7, 2013 | Tickers: BLMN, EAT, DRI, DIN, CAKE

    Our database of insider trading filings shows two members of Cheesecake Factory (NASDAQ: CAKE)’s Board of Directors bought shares in the past week. David Pittaway directly purchased 1,000 shares while a trust connected to Herbert Simon bought 20,000 shares; these purchases generally took place between $34 and $35. Studies show that insider purchases are bullish signals, while stocks bought by multiple insiders are particularly likely- though not more »

  • Cheesecake Factory and BJ’s Restaurants Buck the Earlier Trend

    By RJ Towner - February 25, 2013 | Tickers: BJRI, CAKE

    We’ve received fairly consistent guidance from the casual dining space recently, with chains generally anticipating 1.5% to 3% same-store sales growth, countered with higher input costs. This is by no means incredibly bullish for the US economy, but we are happy to see firms looking for growth (even though the broader signals point to mediocre expansion). We aren’t fans of the space in particular, but if we see results accelerate (or slow) materially, it could be a sign of broader strength (or weakness).

  • Restaurant Stocks - Not on the Value Menu

    By Justin Carley - February 12, 2013 | Tickers: CMG, PNRA, SBUX, CAKE

    Several of the more fashionable restaurant stocks have been phenomenal investments during the recent cyclical bull market.  Investors in these stocks have been aided by the powerful trifecta of positive same store sales, increasing operating margins, and strong new store growth.  However, at least two of these tailwinds have a finite life and this does not take into account any operational missteps regarding same-store sales growth.  Below are four risks more »

  • Cheesecake Makes All The Difference

    By Daniel Sparks - December 28, 2012 | Tickers: EAT, DRI, DIN, CAKE

    It's tough to pick out winners in the highly competitive casual dining restaurant business. Cheesecake Factory (NASDAQ: CAKE), however, has managed to clearly differentiate itself and reward shareholders handsomely. As one of the few restaurants with a unique concept to differentiate itself from others, will Cheesecake Factory continue to reward investors over the next five to ten years?

    Ingredients for success

    Always located on prime real estate, the Cheesecake more »

  • The Cheesecake Factory Gets Ready for 2013

    By Eric Novinson - December 17, 2012 | Tickers: CMG, DRI, DIN, CAKE

    The Cheesecake Factory (NASDAQ: CAKE) looks like a restaurant that's prepared for an unknown economic climate next year. Earnings growth strongly outpacing revenue growth suggests a major focus on cost reduction and efficiency. A recent dividend introduction shows that the restaurant expects to sustain its income improvements. The Cheesecake Factory also has some expansion plans that show promise. Four factors show why an investment in The Cheesecake Factory could more »

  • Food Stocks Jockey for Facebook Position

    By Gerelyn Terzo - December 6, 2012 | Tickers: FB, KKD, SBUX, CAKE, YUM

    When privately owned Wegmans Food Markets' Northborough, Massachusetts location decided to close its Facebook (NASDAQ: FB) account, it may not have been prepared for the backlash that was in store from its near 7,500 fans. On its Facebook homepage, the company's latest status greets friends with the following message:

    "We have enjoyed a tremendous year with you at our Northborough Facebook page. Thank you to our 7,490 more »

  • You Can Have Your Cake and Eat it Too

    By Meena Krishnamsetty - November 13, 2012 | Tickers: EAT, DRI, DIN, RT, CAKE | Editor's Choice

    In the financial world, individual investors must often wonder how "big shot" hedge fund managers like Ken Griffin and Steven Cohen are able to consistently generate solid returns while managing portfolios the size of a small country's GDP. With your positions constantly in the public spotlight (at least on the long side), wouldn't one think that it might be more difficult to find investment ideas to generate that more »

  • Panera SWOT Analysis: Opportunity Knocks

    By Daniel Miller - November 1, 2012 | Tickers: BWLD, CMG, MCD, PNRA, CAKE

    Recently Panera Bread (NASDAQ: PNRA) beat earnings estimates on both the top and bottom line. Management also raised expectations going into the next quarter. No matter your investing style, Panera offers upside as a quality investment. Investors bought into Panera’s corporate strategy for future growth, pushing its P/E ratio near 30. With such a lofty P/E, it’s time we, as investors, do our due diligence and more »

  • Cake in the Desert is Money in Your Pocket

    By Jon Quast - October 30, 2012 | Tickers: BWLD, CMG, MCD, CAKE, YUM

    I'd like to take a moment and share with you a company that is very overlooked in the restaurant industry.  The company is The Cheesecake Factory (NASDAQ: CAKE).  I believe they present a value buying opportunity. And if you get in now, you could benefit from the one big move they are making right now.

    Let's bring you up to speed.

    Net Income

    Net Income has been growing more »

  • The Buffalo of 2013

    By Jon Quast - October 30, 2012 | Tickers: BWLD, PZZA, CAKE, THI

    The buffalo has a particularly depressing history.  It is estimated that North America once held the greatest herd of animals ever seen on earth, with the American Bison boasting numbers greater than 50 million.  However, in just a few short years, their numbers had dwindled to near extinction.  A phrase was even coined to illustrate their fate:  "going the way of the Buffalo."

    If you saw the reaction to Buffalo more »

  • High Valuations Served in Restaurant Sector Has Investors Saying "Send It Back"

    By Bill Edson - October 14, 2012 | Tickers: BJRI, BLMN, EAT, DRI, CAKE

    The tepid economic recovery has slowed the digestion of diners at steakhouses in the United States. Some mid-level and upscale restaurant stocks are reasonably valued while others are richly priced. Investors should wait for valuations to go on a diet before buying shares in an industry facing economic headwinds.

    Upscale Eateries: Anemic Growth

    According to the Knapp-Track Index of monthly restaurant sales and guest counts, the revenue of top U more »

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