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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (5348)11/29/1998 9:51:00 PM
From: Tomato  Read Replies (2) of 78576
 
I was curious about your aversion to restaurant stocks. I remember Peter Lynch talking them up in Beating the Street, if I remember rightly. Buy something successful that can be cookie cuttered and watch it grow. Wendy's, KFC, Pizza Hut, etc. I think he invested his own money in Lonestar Steakhouse after he stopped managing Magellan.

I guess on the negative side, ROE on restaurant stocks seem to be pretty low, if my cursory look at several stocks is representative of the group. And then there's the fickle nature of public tastes and fads to deal with.
Anyway, you know a lot more than I do. If you could write a few words about the industry and if there are any exceptions to your dislike. Maybe you like McDonalds since WEB owns it? Thanks in advance.
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