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Dunkin Donuts is a Smash in California

I have been out West the last week for client and broker meetings but primarily to attend a conference in Santa Monica. After the market close on Monday I was shocked to see that General Mills (GIS) was buying Annie’s (BNNY) in what was a huge overpayment for the organic food company. Then again, after […]

Burger King, Tim Hortons and The Andersons

(this is a copy of The LakeView Restaurant & Food Chain report newsletter which is included with a subscription to Wall_Street All-Stars) I have been conspicuously silent with respect to the Burger King (BKW) tax inversion purchase of Tim Hortons (THI).  Instead I have spent the past two days analyzing the deal, speaking to industry […]

Playing for a Rebound in the Grains Complex

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Grain prices have collapsed since peaking in May. The recent economic sanctions by the USA against Russia and in return, Russia against the western world have put fears of grain dumping by the EU on the world markets. This fear has further put pressure on the entire grains complex. For example, since May, the front […]

If It Ain’t Chipotle or Buffalo Wild Wings, Fahgetaboudit

(The LakeView Restaurant & Food Chain Report is included with every subscription to Wall Street All-Stars) We have come through the portion of earnings season in which restaurant stocks quarterly reports have been concentrated. The last significant restaurants to report results will be Buffalo Wild Wings (BWLD) and Panera Bread (PNRA), both which will do […]

Starbucks, Yum Brands and Buffalo Wild Wings

(this is the most recent issue of the LakeView Restaurant & Food Chain Report newsletter which is included in paid subscriptions to Wall Street All-Stars) Starbucks and Yum Brands As Tactical Shorts I am going to make this plain and simple. We are taking small, tactical short positions in Starbucks (SBUX) and Yum Brands (YUM). […]

Priceline Group Acquires Open Table

Today’s big news is that Priceline Group (PCLN) is buying Open Table (OPEN) for $103 per share or $2.6 billion. This is one of those situations where we are on both sides of the deal. Priceline Group is in our Equity Growth Strategy and Open Table is in our Restaurant & Food Chain Portfolio (contact […]

It Is All About the Protein Chain

(this is a copy of the LakeView Restaurant & Food Chain Report newsletter which is part of a paid subscription to Wall Street All-Stars) On May 12, Hillshire Brands (HSH) announced a friendly deal to purchase Pinnacle Foods (PF) for $6.6 billion in cash and stock. The deal was intended to expand Hillshire Brand’s product […]

Finally, Red Lobster Gets Sold

Darden Restaurants (DRI) has finally unloaded its Red Lobster casual dining chain. This segment of Darden’s portfolio has been an anchor around the company’s neck for many years. The reported sales price of $2.1 billion, to private equity company Golden Gate Partners, is expected to net Darden about $1.6 billion after fees and taxes. Approximately […]

Follow Up to Recent Restaurant Commentary

[A subscription to Wall Street All-Stars comes with a subscription to the LakeView Restaurant & Food Chain Report Newsletter] There have been several recent earnings releases and news items in the food and restaurant sector, many of which I have recently commented on. So, in no particular order, and without any theme in mind, I […]

Going to the Roadhouse

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(As part of your Premium Subscription, you also receive the LakeView Restaurant & Food Chain Report newsletter, a copy of which is posted here) I just want to pass along a quick note on some holding changes that we have made to the LakeView Restaurant & Food Chain Portfolios. To begin with, we are initiating […]

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