What I Am Buying Today.

[ken-do-nim]

(02-03-2023, 02:37 PM)Mr1share Wrote:

(02-03-2023, 02:24 PM)ken-do-nim Wrote:

(02-03-2023, 02:13 PM)EricL Wrote: Used pooled dividends to start new positions in OZK and TXRH.

I wish people explained more in this thread why they do what they do.

For instance, what is the appeal of Texas Roadhouse?  Yield under 2%, P/E over 25, in the competitive restaurant business.  I'm sure you have a good reason; it's just not obvious

Walk in to a Texas Roadhouse and you will see why its a great stock to own lol. Dude it's packed every night and that bread is to die for 

There is no competition for them. No one can compete. They have their own niche 

Now explain to us why you like FORD    Cant be the PE. That PE is always less then 8, because they have no growth . Talk about a competitive market lol  The entire sector is facing headwinds and sales are down to 13 million units compares to 19 million during covid. Where's the growth?  And worst is they have F grade for debt.  Stay away 

Is the bread better than what Cheesecake Factory has?  I mean, Cheesecake Factory is also packed every time I go there.

Ford - here's where you can teach me.  "That PE is always less than 8, because they have no growth."  Yeah, the PE is 5.88, the EPS is 2.24, and the yield is 4.35%; I thought those were stellar numbers.  What am I missing?  Why shouldn't I be looking at those?