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Chipotle Mexican Grill (CMG) volatility low into Pershing Square reports 9.9% stake

Go back to Chipotle Mexican Grill (CMG) volatility low into Pershing Square reports 9.9% stake

Sell the Ackman Rally in Chipotle (CMG) - Oppenheimer

September 7, 2016 9:54 AM EDT

Oppenheimer analyst Brian Bittner is telling clients to sell the Chipotle Mexican Grill (NYSE: CMG) pop following news Bill Ackman has amassed a nearly 10% stake.

Bittner commented, "We believe CMG's poor risk/reward remains problematic for shareholders. Pershing Square revealed a 9.9% ownership, but... More

Could Activist Trigger McDonald's (MCD) to Repurchase Chipotle (CMG)? - Buckingham Research

September 7, 2016 8:02 AM EDT

Buckingham Research analyst John Zolidis weighed in on Chipotle Mexican Grill (NYSE: CMG) following news activist investor Bill Ackman has amassed a near 10% stake in the company with the 13D having fairly standard language.

Zolidis highlighted the following key points amid the disclosure:

Is there a more specific activist story/investment thesis out there? During our discussions with investors we have heard criticism and complaints around the following topics: management compensation and structure, the slow roll-out of apps and technology, a weak and slow response to food safety and supply... More