The Compound Investor
  • Stocks
  • ETFs
  • Portfolio
  • Dividend Millionaires
  • Archive
  • Contact

Consumer Cyclical

  • StocksConsumer Cyclical

    Chipotle Mexican Grill: Good Growth Prospects, But Priced For Perfection At 50x 2022 EPS Estimates

    by The Compound Investor March 18, 2021
    March 18, 2021

    A year ago it would have been difficult to imagine a restaurant stock having a solid 2020. Yet judging by results released early last month, Chipotle (CMG) appears to have managed just that. The Mexican-themed chain posted annual sales of around $6b last year, a 7% rise on 2019 levels. Comparable restaurant sales (“CRS”), which strip out the contribution of new restaurants that are less…

  • StocksConsumer Cyclical

    Domino’s Pizza: An Outstanding Business; Not Necessarily Expensive At 30x Earnings

    by The Compound Investor February 20, 2021
    February 20, 2021

    Michigan-based Domino’s Pizza (DPZ) is a stock that is very easy to overlook. I say that for two reasons really. One, selling pizza is obviously a fiercely competitive business. Pizza joints are relatively easy to set up, while consumer switching costs are zilch. As a result, regional and independent chains account for circa 50% of the US pizza market. Two, the stock typically trades at…

  • StocksConsumer Cyclical

    Wendy’s: Still Not Sold

    by The Compound Investor November 17, 2020
    November 17, 2020

    I quite like the business model of certain restaurant stocks like Wendy’s (WEN). The fast food firm is essentially a giant rent collector, albeit one in which rent is tied to the sale of hamburgers and fries. Around 95% of its 6,814 restaurants operate on a franchised basis as per the firm’s most recent 10-Q. I guess that makes the Ohio-based company somewhat comparable to…

  • StocksConsumer Cyclical

    McDonald’s: Checking In

    by The Compound Investor September 12, 2020
    September 12, 2020

    The last time McDonald’s (MCD) featured on the site was back in January. The Chicago-based fast food giant traded for just over $216 per share back then, and if you just looked at the stock price you’d be forgiven for thinking not much had happened here. Granted, you would have had to have been living in a cave these past eight months or so, but…

  • StocksConsumer Cyclical

    Discovery: Totally Unloved

    by The Compound Investor August 29, 2020
    August 29, 2020

    Discovery (DISCA) has not done much since I covered it earlier this year. The stock is up circa 20% in that time, though it has badly lagged the wider market. I have the S&P 500 gaining around 55% since that piece was published back in March. On the plus side, the company has largely proved the defensive business I thought it would. The market still…

Load More Posts

Subscribe via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Article Calendar

May 2022
M T W T F S S
 1
2345678
9101112131415
16171819202122
23242526272829
3031  
« Feb    

Subscribe via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Post Calendar

May 2022
M T W T F S S
 1
2345678
9101112131415
16171819202122
23242526272829
3031  
« Feb    

Recent Articles

  • Exxon Mobil Gets Its Time To Shine As The Macro Picture Brightens February 12, 2022
  • AT&T Continues To Disappoint An Already Skeptical Market February 3, 2022
  • As Coca-Cola Toasts To A Better Year, Shares Quietly March On January 18, 2022
  • Privacy Policy
  • Contact
  • About

©2021 thecompoundinvestor.com - All Right Reserved.


Back To Top
  • Stocks
  • ETFs
  • Portfolio
  • Dividend Millionaires
  • Archive
  • Contact

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

The Compound Investor
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Please enable Strictly Necessary Cookies first so that we can save your preferences!