Texas Roadhouse is a strong company, but the speaker is not buying at current price; he has a buy target of 140, which would yield 13.4% return under his assumptions.

Next up, we get to position number 10. This is where we're getting into some of the smaller positions where $10,000 of incremental cash added to them would make a pretty big difference. We look at Texas Roadhouse and it's a $60,000 position with 51,600 of that being gains. Texas Roadhouse is my best performing position when we look at the buys and sells when I've trimmed and added to the position. Now, Texas Roadhouse trades at 205, which I believe is a very healthy price. It's trading with a lot of positive sentiment. People have finally gotten more bullish on beef and stabilization of cattle and all of the factors that affect this company. On top of that, Texas Roadhouse has just been performing top tier. Everything continues to move up really, really well for this company. The buyin price that I'm setting for this one is 140. So, I don't believe Texas Roadhouse will get to 140 anytime soon. I'm not planning on that, but if it does, and it does so before these companies get to their buy targets, then Texas Roadhouse will earn the cash. If we assume an EPS growth rate of 11 a.5 to 12% over the next 5 years, we assume the appropriate earnings per share multiples around 23 and we buy the company at 140, that means we get a return of around 13.4%.