Stockchase Opinions

Jim Cramer - Mad Money CBRL Group Inc. CBRL-Q DON'T BUY Sep 18, 2020

A restaurant-with-gift shop franchise of 45 stores across the US. It thrives when people travel, and people aren't travelling now.
$118.280

Stock price when the opinion was issued

food services
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TOP PICK

They are rolling out varying pricing lines for different store locations, based on demographics and market differences. He likes their growth potential and sees franchising as a good future revenue stream generator. Yield 3%. (Analysts’ price target is $159.25)

BUY

It's trading at about 16 times which is at the lower end of its historical range. They introduced a tiered pricing system. More affluent areas will have a higher profit margin. It is seems it is gaining traction. They have a good history of raising their dividend. He is a buyer.

PAST TOP PICK
(A Top Pick Jun 27/18, Up 8%) He has sold his position in this. They were rolling out new stores and changed their pricing of exactly the same item depending on the store's location. He looked on this as a risk and return. He made money on the name and has since moved on.
BUY
He likes it. The first to come back when travel does. They're fun and family oriented. You're okay to hold this.
DON'T BUY

Had a huge dividend cut last week. He liked what the CEO had to say, but this will be a work in progress.

BUY

A great CEO with a fine background. Likes it.

DON'T BUY

They report Thursday. Are a work in progress, and it won't be easy to keep current customers happy while attracting new ones. It could take a while for the CEO to turn things around.

BUY

Shares are starting to rise. Run by a fine CEO.

BUY

Is -19% this year, but they reported super numbers yesterday: same-store sales growth beat and raised their full-year forecast. The company remains a work in progress, though, which explains weak shares. Sales were bad this winter due to bad weather. Is a turnaround story, so a little risky.