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Strategies & Market Trends : Free Cash Flow as Value Criterion
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To: Andrew who wrote (10)10/26/1997 9:38:00 PM
From: Rex Dwyer  Read Replies (2) of 253
 
MCD and PPD,

Two quick thoughts,

1) MCD: All my friends are going to In-n-Out Burger these days. It has a big advantage over what I think is a flaw in the current MCD formula.

MCD had the unbeatable and never changing menu. But alas, they are confusing everyone nowadays. I don't know what to order!! At InO Burger, they have one hamburger with onions, or cheese as the only options. It is always packed. Watch MCD's profits fall in the next few years here in California. Even you had said that they had a few flops on the burger menu. TOO much confusion!!! I would not buy until they get a solid menu.

2) PPD Pre-Paid legal: This should be the thread's banner stock!! FCF galore!! Its an insurance company!!! That's what Warren had made his money on!! With its sales force paying to sell the products, it can expand with its own free cash flow. Check it out and tell me what you think.

Subject 4647

Rex
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