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Non-Tech : Cramer Touts
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To: Carl Worth who wrote (171)8/27/2005 11:07:40 PM
From: David Bogdanoff  Read Replies (1) of 843
 
I only see one rational(Cramer's). You don't know how the rumored spinoff would be structured. You can only speculate who would end up with how much of the spun-off Chipotle. Nothing here to buy on. And its only a rumor.
That said, I don't see Cramer's rational as being a very compelling buy either.
I can offer the rational that MCD would benefit from a weakening dollar since much of its sales are overseas. No less an investor than Warren Buffett has placed big bets against the dollar in the currency market. But the currency play must be balanced against the mad-cow disease scenario, or other food-related vulnerabilities.
Bogtalk
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