GBA UPGRADE- TECH SECTOR - TO ACCUMILATE
Well Stoney, it looks like you spoke too soon brother; I was pulling for ya too, but once again it looks like it's probably better to leave the overall direction calls to moi. That department requires insights into the herd mentality looking forward, before the herd even figures it out. That requires graduate level intuition. But if it makes you feel any better... I have no clue how the NFL draft works.
Did you watch the Bloomberg segment on CMG today like I asked? You never answered me about your thesis on why you think PLAY should go up, aside from one analyst and the insider buys we flagged. Wasn't he the same analyst that put a $200 pricetag on RBLX? I could be mistaken on that one though.

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Anyway, I did some DD on the entire restaurant sector today, just for you.
(you're welcome)
Looked at a bunch of stocks. PLAY is decent, it could be worse that's for sure. CEO is an accountant with extensive experience in the WS game. That would be a plus for this thing, you know what I always say, bet on the jockey and not the horse. This guy knows how to move a stock, that's for sure. Impressive resume.
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*(These are the kind of things, and probably why we have 22K views, that I point out for newbies that read our thread... little tips on how to truly evaluate a company. The CEO's resume is one of the biggies)
This guy gets a thumbs up. Albeit he looks a tad geeky and he
is an accountant. I personally prefer the Elon type, or Sir Richard... but on a boring restaurant stock, this cat certainly gets a pass.
I remain neutral on the stock though. If it somehow gets north of $53, take the money all things being equal.
QSR remains glued to $60. They need to break that one up. Somehow. Horton's is a huge drain, Popeyes is a cash cow, Burger King will be fine. But Tim's.... even though it is the original root of QSR... it's like one of those anti-matter black hole things. At least in the U.S.
Canada loves em. But who cares. Show me the money.
I have a few obscure picks I'll throw out this week that I liked. CMG of course remains at the top of the valuation pyramid, but for good reason. Quality stocks are like quality land... ya gotta pay up if you want to own the best.
>>>CMG is a strong VZ buy on any and all pullbacks!!!!
And when (if?) they announce that split.... watch out above.
~vz