德州路屋是一家强劲的公司，但说话者不会在当前价格买入；他的买入目标价为140美元，按他的假设将带来13.4%的回报。
完整内容
这条视频里关于 $TXRH 说的每一段，按说话顺序排列。点任意一段，上面的视频跳到那里。
接下来，我们来到第10大持仓。这是我们进入一些较小持仓的地方，向它们增加10,000美元的增量现金将产生相当大的影响。我们看看Texas Roadhouse，这是一个60,000美元的持仓，其中51,600美元是收益。从我的买入和卖出操作（包括减持和增持）来看，Texas Roadhouse是我表现最好的持仓。目前，Texas Roadhouse的交易价格为205，我认为这是一个非常健康的价格。它的交易伴随着很多积极情绪。人们终于对牛肉以及影响这家公司的所有因素（如牛群稳定等）更加看涨。此外，Texas Roadhouse一直表现优异。这家公司的一切都在持续向好发展。我为这只股票设定的买入价是140。所以，我认为Texas Roadhouse短期内不会跌到140。我不指望这一点，但如果它跌到了，并且是在其他公司达到买入目标之前，那么Texas Roadhouse将获得这笔现金。如果我们假设未来5年每股收益增长率为11.5%至12%，我们假设合适的市盈率倍数约为23，并且我们以140的价格买入该公司，那么我们将获得约13.4%的回报。
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%.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $TXRH 的历次判断
Joseph Carlson After Hours 在这只股票上只有这一条判断。