Chipotle Mexican Grill | StockChase
21
Chipotle Mexican Grill (CMG-N)

Last Price Recorded: $312.1200 on 2017-12-15

ON STOCKCHASE SINCE Nov 2010

Offers a focused menu of burritos, tacos, burrito bols and salads made from fresh, high-quality raw ingredients.

food services
21
Chipotle Mexican Grill (CMG-N)

Last Price Recorded: $312.1200 on 2017-12-15

ON STOCKCHASE SINCE Nov 2010

Offers a focused menu of burritos, tacos, burrito bols and salads made from fresh, high-quality raw ingredients.

food services

Chipotle Mexican Grill


Signal Opinion Expert
COMMENT

He is more positive on this on the margin. Technically it still has a little bit of work to do. The earnings trends are more on the positive inflection, as opposed to a “show me” story. It has pulled back more recently. Looking at a slightly longer-term chart, you can see the cup coming up and breaking out on a medium-term basis. This is shaping up nicely, and he is positive on the space itself.

food services

He is more positive on this on the margin. Technically it still has a little bit of work to do. The earnings trends are more on the positive inflection, as opposed to a “show me” story. It has pulled back more recently. Looking at a slightly longer-term chart, you can see the cup coming up and breaking out on a medium-term basis. This is shaping up nicely, and he is positive on the space itself.

food services
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$413.890
Owned Owned
Unknown

BUY on WEAKNESS

His model price is $203. He was praying the stock would come back to his model price. Bill Ackman has now taken a position in the company and is doing some activist stuff. He would love to see this come back to $394.

food services

His model price is $203. He was praying the stock would come back to his model price. Bill Ackman has now taken a position in the company and is doing some activist stuff. He would love to see this come back to $394.

food services
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$478.070
Owned Owned
Unknown

COMMENT

They had some earnings hits in the last couple of quarters.  It is not cheap, 30-40 times earnings, but the growth rate is really good.  It still has some more to prove in his opinion.  There are so many people who bought this in 2014/15 and are under water and want to sell this to get their money back and it creates some resistance levels. 

food services

They had some earnings hits in the last couple of quarters.  It is not cheap, 30-40 times earnings, but the growth rate is really good.  It still has some more to prove in his opinion.  There are so many people who bought this in 2014/15 and are under water and want to sell this to get their money back and it creates some resistance levels. 

food services
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$450.290
Owned Owned
Unknown

TOP PICK

Short.  They ran into E. Coli problems just over a year ago, a month after the stock peaked.  The stock is down materially over the last year and is still expensive, priced for growth.  It is 120 times earnings.  They keep missing on earnings. 

food services

Short.  They ran into E. Coli problems just over a year ago, a month after the stock peaked.  The stock is down materially over the last year and is still expensive, priced for growth.  It is 120 times earnings.  They keep missing on earnings. 

food services
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$374.710
Owned Owned
Yes

TOP PICK

*Short*(Pairs Trade with a Long on A&W Revenue Royalties (AW.UN-T). This is having all kinds of problems. Their same-store sales are still in decline. The declines are improving every quarter, but not in a major way.

food services

*Short*(Pairs Trade with a Long on A&W Revenue Royalties (AW.UN-T). This is having all kinds of problems. Their same-store sales are still in decline. The declines are improving every quarter, but not in a major way.

food services
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$369.630
Owned Owned
Yes

COMMENT

This had 2 outbreaks, one on top of the other. The issue is, can they gain back consumers’ trust. You go there because it’s cool and very healthy, as compared to others. They have a long way to climb back. If they can do that, this would be a screaming buy.

food services

This had 2 outbreaks, one on top of the other. The issue is, can they gain back consumers’ trust. You go there because it’s cool and very healthy, as compared to others. They have a long way to climb back. If they can do that, this would be a screaming buy.

food services
Jim Huang

President, T.I.P. Wealth Manage...

PricePrice
$445.270
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick April 15/15. Down 38.43%.) Had owned this for quite a few years. Got stopped out during the E. coli outbreak, but still lost money on the trade.

food services

(A Top Pick April 15/15. Down 38.43%.) Had owned this for quite a few years. Got stopped out during the E. coli outbreak, but still lost money on the trade.

food services
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$417.220
Owned Owned
No

TOP PICK

An opportunity to pick up a pretty good name that has done a sideways move for some time. Millennials (generation Y) are taking to the name. The company is able to price what they want because consumers believe they are getting good value for their money and the quality is very high. Store count is around 1600 in the US, which he thinks is a very low concentration, considering what they have ahead of them. This doesn’t even consider what they are doing internationally.

food services

An opportunity to pick up a pretty good name that has done a sideways move for some time. Millennials (generation Y) are taking to the name. The company is able to price what they want because consumers believe they are getting good value for their money and the quality is very high. Store count is around 1600 in the US, which he thinks is a very low concentration, considering what they have ahead of them. This doesn’t even consider what they are doing internationally.

food services
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$677.600
Owned Owned
Yes

DON'T BUY

There is a lot of momentum behind the stock. Trading at 42X forward earnings, which is pretty expensive. Growth rate is 20%, so you are paying 2X PEG ratio.

food services

There is a lot of momentum behind the stock. Trading at 42X forward earnings, which is pretty expensive. Growth rate is 20%, so you are paying 2X PEG ratio.

food services
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$661.270
Owned Owned
No

PAST TOP PICK
Chipotle Mexican Grill(CMG-N) 

December 17, 2013

(A Top Pick Dec 19/12. Up 77.45%.) Seemed like a powerful trend to him, principally driven by their attention to organic high-quality and basically competing with the fast food industry.

food services

(A Top Pick Dec 19/12. Up 77.45%.) Seemed like a powerful trend to him, principally driven by their attention to organic high-quality and basically competing with the fast food industry.

food services
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$512.640
Owned Owned
Yes

TOP PICK
Chipotle Mexican Grill(CMG-N) 

December 19, 2012

High-quality organic food. Every once in a while there is a name that is very, very popular. This is the stock that has the most amount of excitement but also the most amount of volatility. Huge swings. But he feels it is time for some serious business and this is an area he feels investors should take a look at. Have something like 40% margins and 1000 stores. Looking for another $50 from here.

food services

High-quality organic food. Every once in a while there is a name that is very, very popular. This is the stock that has the most amount of excitement but also the most amount of volatility. Huge swings. But he feels it is time for some serious business and this is an area he feels investors should take a look at. Have something like 40% margins and 1000 stores. Looking for another $50 from here.

food services
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$288.890
Owned Owned
Yes

DON'T BUY

This is not the kind of a stock he looks at because it is a high growth stock and a high multiple stock. Their growth is slowing down. There is a lot of competition in Mexican food. At 30X earnings he is staying away. Doesn’t pay a dividend.

food services

This is not the kind of a stock he looks at because it is a high growth stock and a high multiple stock. Their growth is slowing down. There is a lot of competition in Mexican food. At 30X earnings he is staying away. Doesn’t pay a dividend.

food services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$236.240
Owned Owned
No

DON'T BUY

Not really familiar with it but it is higher end.  All these companies are going to suffer from higher input costs, affecting margins.  Expensive stock in terms of PE and that is why it went down. If it happens again you could see it at $2.50.

food services

Not really familiar with it but it is higher end.  All these companies are going to suffer from higher input costs, affecting margins.  Expensive stock in terms of PE and that is why it went down. If it happens again you could see it at $2.50.

food services
Chyanne Fickes

Vice President of Investments, Stone Funds...

PricePrice
$295.000
Owned Owned
Unknown

COMMENT
Chart shows a long upward trend from early 2009 but there was choppiness in 2011. Has a little bit of a wedge pattern so if it broke down to about the $325 level, there is probably a good chance to Short there and the most logical place for support would be at around $288-$290. Shorting when you have such a nice trend can be dangerous. If you want to buy, try to get it at the $330 level.
food services
Chart shows a long upward trend from early 2009 but there was choppiness in 2011. Has a little bit of a wedge pattern so if it broke down to about the $325 level, there is probably a good chance to Short there and the most logical place for support would be at around $288-$290. Shorting when you have such a nice trend can be dangerous. If you want to buy, try to get it at the $330 level.
food services
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$358.090
Owned Owned
Unknown

COMMENT

Buying a Put when it reaches its high of around $347-$350 with the idea of selling it if it goes down to $320-$310. Good strategy? This is a classic earnings momentum stock. He doesn't like to buy options because by definition you could lose 100% if you're wrong. If you are going to do it, buy a longer dated option (2 month or 3 month), pay the premium and then sell it as it migrates in 1 month.

food services

Buying a Put when it reaches its high of around $347-$350 with the idea of selling it if it goes down to $320-$310. Good strategy? This is a classic earnings momentum stock. He doesn't like to buy options because by definition you could lose 100% if you're wrong. If you are going to do it, buy a longer dated option (2 month or 3 month), pay the premium and then sell it as it migrates in 1 month.

food services
Derek Webb, CFA

Chairman, CIO, Webb Asset Managemen...

PricePrice
$323.040
Owned Owned
No

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