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My Gut Feeling for Today, Dec 16, 2011


Yesterday was the classic first day in an attempt to stabilize the markets. That is characterized by a bounce which seemingly fails as the markets gapped higher then gave those gains up only to close marginally in the green. In other words we bent but did not break. Another indication of an attempt to stabilize […]

Rockin’ WIth Red Robin

As I promised yesterday, I will be providing my newsletter The LakeView Restaurant & Food Chain Report  for free as my gift to you to the next few weeks. Today we have begun to accumulate shares of Red Robin Gourmet Burger. Read it here Disclosure: At the time of this commentary Scott Rothbort, his family and/or clients of LakeView Asset […]

My Gut Feeling for Today, Dec 15, 2011


I woke up this morning, of course checking how the futures were trading. After seeing a slight sell-off before I went to sleep, we had a modest rise in the morning. It appears that Angela Merkel’s girdle was not on too tight today and the French must have consumed a nice bottle of Beaujolais nouveau […]

Why I Sold Domino’s Pizza

Last week when I was in Phoenix I alerted my subscribers of the LakeView Restaurant & Food Chain Newsletter to sell Domino’s Pizza (DPZ). Here is why  The stock is off about 4.5% since we sold our positions last week. I would be a buyer of DPZ if it got back to a level in the range of $30.50 […]

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