Posts for Ticker ‘DPZ’

Domino’s Serves Partially Hydrogenated Earnings (DPZ)

Dominos_logoDomino’s Pizza Inc. (NYSE: DPZ) is looking more and more troubled.  The company has given a poor earnings report and it is facing much more important top-line issues.  This is showing up in franchise-owned stores and its company-owned stores.  So what happened on its earnings?

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Posted on: October 14, 2008 – 8:19 am in Earnings, Food,

Cramer’s Execution Face-Offs (DPZ, PZZA, WAG, CVS)

Tonight’s MAD MONEY on CNBC was a different section than the normal stock picking.  Jim Cramer wanted to cover execution of a business model (or business plan):

  • Cramer’s first face-off was in the pizza group of food and restaurants between Papa John’s International (NASDAQ:PZZA) and Dominos Pizza Inc. (NYSE:DPZ). 
  • Secondly, Cramer compared CVS Caremark (NYSE:CVS) to Walgreen’s (NYSE:WAG).

In the pizza face-off, Cramer noted how Papa Johns (NASDAQ:PZZA) was confident on the conference call, how they were positive about the environment despite rising food and energy prices and more, while Dominos (NYSE: DPZ) was apathetic and not positive.  He also noted how this will bring about a company that deserves a higher multiple.  Papa John’s fell 2% to $22.64 today but rose almost 1% to $22.80 on his call (52-week trading range $21.76 to $34.86.  Dominos fell 1.5% today to $12.75 and fell another 0.5% to $12.69 in after-hours trading (52-week trading range $12.25 to $35.67 per-dividend).  We noted in the past how Dominos had looted its books to make that one-time shareholder pay-off.

In the second execution comparison for competitors, Cramer noted how Walgreens (NYSE:WAG) used to be the GO-TO stock in the group but has fallen off track.  CVS Caremark (NYSE:CVS) has started executing better and changed its weakness with the Caremark cost containment company to win as patents go from label to generic in the coming years.  Walgreens is a good pharmacy according to Cramer, but CVS now is winning because of execution and now has an extra edge.  CVS is also adding stores more strategically and more thought out.  In the past Cramer noted this as a MAJOR BULL MARKET PICK.

CVS shares closed up almost 1% today at $39.49 and rose another 0.5% to $39.68 after-hours (52-week range $29.44 to $42.60).  Walgreens hasn’t traded in after-hours to speak of and closed down 2.3% today at $36.38 (52-week trading range $35.80 to $49.10).

For those of you always looking for "CRAMER PICKS TO MOVE" you’ll want to count tonight as  "more educational rather than bold stock picking."

Jon C. Ogg
December 19, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he produces the SPECIAL SITUATION newsletter and he does not own securities in the companies he covers.

Posted on: December 19, 2007 – 6:31 pm in Cramer, , , , ,

The 52-Week Low Club

Dominos Pizza (DPZ) Quarterly profits drop along with shares. Down to $14.22 from 52-week high of $35.67.

Standard Pacific (SPF) Home builder on a day with more bad news about housing sales. Off to $4.18 from 52-week high of $30.52.

Metropcs Communications (PCS) Still dogged by weak wireless subscriber growth. Falls to $22.28 from 52-week high of $40.87.

McClatchy (MNI) Weak results at newspaper chain. Falls to $18.50 from 52-week high of $44.95.

Rite Aid (RAD) Poor same-store sales still taking toll. Down to $4.13 from 52-week high of $6,74.

Movie Gallery (MOVI) Best excuse for falling shares. Went bankrupt. Down to $.19 from 52-week high of $5.29.

Ericsson (ERIC) Wall St devastated by bad earnings. Shares fall down to $30.59 from 52-week high of $43.41.

Fifth Third Bancorp (FITB) Mortgage and consumer credit worries. Falls to $31.05 from 52-high of $43.42.

Douglas A. McIntyre

Posted on: October 16, 2007 – 3:59 pm in HI/LOW, , , , , , , ,

52-Week Low Club (June 15, 2007)

Stock Tickers: CNTF, DPZ, DVSA, IOMI, MEG, MGPI, MNI, VSE

So what if the stock market came back from a scare almost back to new highs.  There are always a handful of stocks that manage to get their plaque put up in the 52-Week Low Hall of Shame…..

China Techfaith Wireless (CNTF) managed to close atthe same level as a prior low. $5.35 (unch).

Domino’s Pizza  (DPZ) slipped down to its previous lows now that it paid out dividend, it’s one leveraged food chain. $18.81 (-$0.01)

Diversa Corp. (DVSA), $5.22 (-$0.06)…hopefully your portfolio isn’t Diversa-fied.

IOMAI (IOMI)…should be My oh my! $2.06 (-$0.03).

Media General (MEG) $33.88 (-$0.95)…..dipped after a ‘general earnings warning.’

MGP Ingredients (MGPI) $16.56 (-$0.19)…natural grain products developer….do you think ethanol demand is driving up their costs of business?

McClatchy (MNI) $26.48 (-$0.13)….newspaper readers still falling….the cranage continues.

VeraSun Energy (VSE)….maybe alternative energy is overrated.  It managed to close up above the old lows, barely, and right at the end of the day. $14.40 (+$0.02).

Jon C. Ogg
June 15, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: June 15, 2007 – 3:12 pm in HI/LOW, , , , , , , ,