Brett Hryb Starbucks SBUX-Q TOP PICK Jun 15, 2010

The shares are overprices and (some say) the coffee is mediocre. In the last 10 years, the competition has really increased. Too rich.

Wild ride, ups and downs. 200-day MA is still declining to flattening, not the most positive sign. Sluggish China impacted performance, uncertainty still there. Trying to enhance efficiencies and revenues. Positive earnings growth won't be until next year. 30x forward PE.

It reports Tuesday. Maybe buy it after the conference call. The new CEO did a great job to turn around Chipotle.

Up 18% last month after a beat. He has faith in the new CEO.

Biggest change is new CEO. Above 200-day MA since last August, now near 52-week high. Slow pandemic recovery in China. Premium of 36x forward PE, with 9% growth -- well over 3.5x PEG. Bit overbought at 80 RSI, take some profit.

They changed the CEO last summer, one of the best in fast food (did a great job at Chipotle). The CEO is improving through-put, will restore the coffee house vibe, and wants to add 10,000 locations in the US alone. You're betting on the CEO.

Going back to basics. In only 6 months, new CEO has put his stamp on the business. Should be back to double-digit growth next year. Early stages of a turnaround. Incredible franchise. Because people put $$ on their SBUX apps (to the tune of ~$3B), it's making money off this float just like a bank.

Focus includes getting orders through much faster, but creating a better and more welcoming atmosphere. So much about the retail experience today is about the vibe.

Still a core holding. Turnaround well underway with new CEO. Looking for earnings to stabilize this year, and go up 30-40% in 2026.

They report Tuesday. Expects the CEO to announce a domestic and international plan. Shares are stalled under the current CEO. He doesn't expect a breakout quarter, but will hang onto it.

It reported today and shares tanked 5.66% today. This is a buying opportunity, because the CEO turned around Chipotle. Give him time; it's only been 6 months. The average wait time is much lower, under 4 minutes, and is investing more in people and less in machines. Same-store sales are rising and sales in China are higher than the previous quarter.