Friday, February 11, 2011

Panera Bread Co. (PNRA)

Previously Recommended:

Panera is a company I have been following since October 30th, and have been invested in for about two months.  The recommendation I made for PNRA can be found if you click here.  If you click on this link, you can scroll down and see some of my responses to questions from other investors.

Run-Up in Share Price:

Today, PNRA shares increased over 16% due to a strong forecast for future earnings.  At the time of my initial recommendation (October 30th) the share price was $89.51; now the share price is $116.24.  This is an increase in value of over 30%.  Despite the increase in share price, I still think Panera is a great investment for the long-run.  Specific details are provided in my initial recommendation.

Michael R Caligiuri owns shares of Panera stock

Monday, February 7, 2011

Buy Dolby (DLB)

Recent Activity:

There has been a large overreaction/sell-off of Dolby stock.  DLB has dropped more than 14% over the past two days.  According to investment website fool.com, "Shares of Dolby Laboratories (NYSE: DLB) fell as much as 12% on heavy volume after the company reported market-beating financial results for its fiscal first quarter but reduced its guidance for full-year revenue."

Profitable and Growing Company:

Dolby is clearly the leader of its field with the highest operating margin of over 48%; the next highest operating margin in the industry is just over 27%.  In addition, return on equity and return on assets are over 20% and 16%, respectively.  Even though Dolby reduced its guidance for full year revenue, revenue has been growing very nicely; revenue has grown 39% from last year.

Michael R Caligiuri owns stock in Dolby

Thursday, February 3, 2011

Green Mountain Coffee Roasters (GMCR) Update

Share Price Increase
GMCR shares shot up more than 15% today due to "a better-than-expected second-quarter profit forecast" (marketwatch.com).

Still a Good Buy

Even after a 15% increase, I still strongly believe that an investment in GMCR will outperform the stock market over the long-term.  If anyone wants to reference the first GMCR recommendation that was made on December 10th, please click here.

Michael R Caligiuri owns stock in GMCR