CMG preliminary 1Q24 numbers look great.

[lookingforatenbagger]

www.msn.com/en-us/money/companies/chipotle-reports-big-earnings-beat-and-its-shares-are-jumping/ar-AA1nBdMP

CMG is doing great. Their share price is up 84% YOY. It was $1,708.29 on 3/31/23 with earnings of $10.56 reported for the quarter. Assuming the previous 4 quarters were just as good the PE would be ~40 w/YOY Earnings Growth of 24%. The current PE is 67 which implies an earnings growth rate of 36%.

I'll take OPK's gain by 12/31/24 over CMGs using this moments share prices of $1.25 vs $3,146. 

[luxetvox]

Apr 26, 2024 14:45:43 GMT lookingforatenbagger said:

www.msn.com/en-us/money/companies/chipotle-reports-big-earnings-beat-and-its-shares-are-jumping/ar-AA1nBdMP

CMG is doing great. Their share price is up 84% YOY. It was $1,708.29 on 3/31/23 with earnings of $10.56 reported for the quarter. Assuming the previous 4 quarters were just as good the PE would be ~40 w/YOY Earnings Growth of 24%. The current PE is 67 which implies an earnings growth rate of 36%.

I'll take OPK's gain by 12/31/24 over CMGs using this moments share prices of $1.25 vs $3,146. 

LOL

CMG isn't valued on E. Rather, the GROWTH of its E. Since Brian Niccol has been successful at growing CMG's E as if it were on HGH, the P has exploded. Opko.....well, it has ZERO E. And, not surprisingly, its P is also close to ZERO.

CMG's gain TODAY ALONE is greater than the entire market value of Opko. Brian Niccol just named to WMT BOD. Frost still paying himself, hiring people like Prem Lachman.

[lookingforatenbagger]

Apr 26, 2024 14:49:51 GMT luxetvox said:

Apr 26, 2024 14:45:43 GMT lookingforatenbagger said:

www.msn.com/en-us/money/companies/chipotle-reports-big-earnings-beat-and-its-shares-are-jumping/ar-AA1nBdMP

CMG is doing great. Their share price is up 84% YOY. It was $1,708.29 on 3/31/23 with earnings of $10.56 reported for the quarter. Assuming the previous 4 quarters were just as good the PE would be ~40 w/YOY Earnings Growth of 24%. The current PE is 67 which implies an earnings growth rate of 36%.

I'll take OPK's gain by 12/31/24 over CMGs using this moments share prices of $1.25 vs $3,146. 

LOL

CMG isn't valued on E. Rather, the GROWTH of its E. Since Brian Niccol has been successful at growing CMG's E as if it were on HGH, the P has exploded. Opko.....well, it has ZERO E. And, not surprisingly, its P is also close to ZERO.

CMG's gain TODAY ALONE is greater than the entire market value of Opko. Brian Niccol just named to WMT BOD. Frost still paying himself, hiring people like Prem Lachman.

So you'll be betting on CMG at $3,146 with a larger percentage growth rate than OPK at $1.25 then. Is that right?

[luxetvox]

Jan 22, 2016 18:48:03 GMT lookingforatenbagger said:

Assuming the previous 4 quarters were just as good the PE would be ~40 w/YOY Earnings Growth of 24%. The current PE is 67 which implies an earnings growth rate of 36%.

.....and the angle of the dangle is equal to the inverse of the implied PEG ratio which, when divided by the price of Prem Lachman's latest set of loafers, and multiplied by the combined ages of Frost, Krasno, and Pfenniger equals.......a gain of 10% in OPK by year end being tantamount to.....TWELVE CENTS.

[luxetvox]

Apr 26, 2024 14:54:01 GMT lookingforatenbagger said:

Apr 26, 2024 14:49:51 GMT luxetvox said:

LOL

CMG isn't valued on E. Rather, the GROWTH of its E. Since Brian Niccol has been successful at growing CMG's E as if it were on HGH, the P has exploded. Opko.....well, it has ZERO E. And, not surprisingly, its P is also close to ZERO.

CMG's gain TODAY ALONE is greater than the entire market value of Opko. Brian Niccol just named to WMT BOD. Frost still paying himself, hiring people like Prem Lachman.

So you'll be betting on CMG at $3,146 with a larger percentage growth rate than OPK at $1.25 then. Is that right?

To paraphrase Michael Corleone, you think setting a trap with a neon sign can fool anyone? I know that you abhor my suggestions, but this really is sound advice: consider taking your trading profits from Opko and buy an excavator from Caterpillar. To move the goal posts. Again.

[luxetvox]

Jan 22, 2016 18:48:03 GMT lookingforatenbagger said:

CMG preliminary 1Q24 numbers look great.

To put it mildly.

They looked fantastic.

No, they WERE fantastic.

And they were NOT preliminary. They dropped 13.6% to the bottom line, earning $367 million, on a 14% YoY increase in revenue.

[lookingforatenbagger]

Apr 26, 2024 16:49:54 GMT luxetvox said:

Jan 22, 2016 18:48:03 GMT lookingforatenbagger said:

CMG preliminary 1Q24 numbers look great.

To put it mildly.

They looked fantastic.

No, they WERE fantastic.

And they were NOT preliminary. They dropped 13.6% to the bottom line, earning $367 million, on a 14% YoY increase in revenue.

From the PR: "More information will be available in our Quarterly Report on Form 10-Q, which will be filed with the SEC by the end of April." 

So you'll be betting on CMG at $3,146 with a larger percentage growth rate than OPK at $1.25 then. Is that right?

[luxetvox]

Jan 22, 2016 18:48:03 GMT lookingforatenbagger said:

From the PR: "More information will be available in our Quarterly Report on Form 10-Q, which will be filed with the SEC by the end of April." 

So you'll be betting on CMG at $3,146 with a larger percentage growth rate than OPK at $1.25 then. Is that right?

Are you new?

More info is ALWAYS available, from EVERY company, on the 10-Q than is reported in the press release(s) or the conference call associated with quarterly results. Hello?

Maybe Gassy, or Joey, or Bebe, or Mikie, or poor Jayjay, or even Joseph Goebbels will wanna play in your betting sandbox. I'm too merciful to take your money, which is why I couldn't allow myself to take advantage of you when you wanted to bet on the year end prices OPK at $2.14 vs ASND at ~$104 in mid September 2022. And, you're welcome: the respective prices were ~$1.25 and $121 at the conclusion of the betting period.

Was Biden part of the last seance that Frosty had with the Supreme Being?

[greys]

I could do without some of the tit-for-tat, but do appreciate the exchange in knowledge, engagement and opinions between Lux and LFTB. Just my two cents, the dialogue has allowed a wealth of knowledge to be shared on some of the intricacies in not just OPK but the stock market in general.

@ Lux and @lftb
I know you two don’t see eye to eye often times, but thank you both for being bold enough to share your thoughts and exchanges in ideas.

Edit: it’s ok to disagree but still get along

As my wife often tells me, she could agree with me but then we’d both be wrong…lol

[lookingforatenbagger]

Apr 26, 2024 18:35:36 GMT luxetvox said:

Jan 22, 2016 18:48:03 GMT lookingforatenbagger said:

So you'll be betting on CMG at $3,146 with a larger percentage growth rate than OPK at $1.25 then. Is that right?

 which is why I couldn't allow myself to take advantage of you ..

Gutless as always. I am not surprised.

[greys]

…

[luxetvox]

Apr 28, 2024 14:09:57 GMT lookingforatenbagger said:

Apr 26, 2024 18:35:36 GMT luxetvox said:

 which is why I couldn't allow myself to take advantage of you ..

Gutless as always. I am not surprised.

Spoken from the keyboard of the chief name caller on Yahoo. You're a bit snarky these days. Here's some arithmetic problems that shouldn't be too hard.....maybe they'll lighten your mood:

1. What is the % difference between $1.47 and $1.30? The one year return.....
2. Between $2.82 and $1.30? The two year return...
3. Between $4.16 and $1.30? The three year return....
4. Between $2.17 and $1.30? The four year return...
5. Between $2.46 and $1.30? The five year return...
6. Between $8.05 and $1.30....The ten year return...
7. Between $3.84 and $1.30.....$3.84 was the close on 6/17/21, when the sale of some Eirgen assets was announced.
8. Between $4.72 and $1.30.....$4.72 was the close on 1/18/22, when the sale of GeneDx to Sema4 was announced.
9. Between $4.24 and $1.30.....$4.24 was the close on 1/21/22, when the CRL for Ngenla was issued.
10. Between $2.44 and $1.30.....$2.44 was the close on 5/9/22, when the purchase of ModeX was announced.
11. Between $1.21 and $1.30....so that's 7.03%, which is the return from 3/9/22, the day after the Merck deal was announced.
12. Between $1.50 and $1.30.....$1.50 was the close on 9/28/22, when the BARDA deal was announced. 

Oh, yes yes yes, these 11 of 12 negative returns are backward looking, right? But let's start the clock today, and when Opko explodes to, say.......$1.50, we can gloat about the 15+% return.

By the way, CMG is $3200. And, if I buy a turban for Frosty, do you think he'll wear it in his next ouija board reading with the Supreme Being? I'm thinking tarot cards might make a nice 90th birthday present....your thoughts?