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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (15415)9/11/2002 1:19:19 PM
From: Bob Rudd  Read Replies (1) of 78672
 
MCD: I have small position and have not added on dips. The strength is the foreign operations, IMO. The weakness I see is they seem to be letting themselves be pulled off their key position: fast food. Many MCD outlets are a lot slower because the product offering has become more complicated. They are trying to compete with differentiated outlets by differentiating and broadening their offerings and a core benefit they offer, speed, is suffering. Competition from WEN and burger king is increasing. The new initiatives are going to drive up CAPEX and down FCF. There's also talk they may discard another key position, consistency, according to what they've done in France with highly individualized outlets. This too would be a mistake, IMO, and it's not likely they will got that route. The price reflects a lot of this, so I'm not selling, but I can see them struggling to 'find themselves' for quite awhile so I'm not adding.
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