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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (16379)	2/7/2003 11:04:06 AM
From: Mark Marcellus	Read Replies (1) of 78717

Re MCD, at these prices it's time for me to either sell or buy more. I'm probably going to do the latter, but want to absorb the latest report and look at the numbers again before I do. I'm a little disappointed that they didn't go outside to replace Greenburg. I worry that we're going to be stuck for a while with yet another MCD exec who isn't content to simply focus on the basics and make money. If I see one more initiative that isn't focused on their core competencies of simple food and simple operations, I'll sell. Two examples of intitiatives that would give me comfort: Dump the Swiss Hotel (symbolic value) Breakfast all day (tremendous potential - and I don't buy the excuse that it's too complex to do. Compared to MFY it should be simple.)

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