Chipotle 3-Year Run Beats Apple

This is a good analysis on Chipotle Mexican Grill $CMG by YCharts a name that we currently own options on in the DWCM portfolio.  We have been waiting patiently to take profits on this name but much like Apple $AAPL it just continues to press higher.



As the YCharts analysis point out and I completely concur with, CMG face the following headwinds

1. Rising gas prices, cuts into consumers discretionary spending not to mention people cut back on driving
2. Rising commodity prices, corn and wheat prices are close to highs or hitting new highs
3. Growth in new stores and sales at exiting stores (comps) is not likely high enough to support the exiting stock price

Full disclosure we also own options Apple in DWCM fund