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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (74670)	1/27/2000 3:48:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 132070

Mike, For my own investing I rarely do the kind of elaborate spreadsheet that I suspect you and some other analysts do. I'm mostly just looking at companies that I think have good long-term and sustainable businesses. I read the annual report, look at the 10K, and look at the competitors. I'm mostly just interested the level of free cash flow, options grants, the direction of margins, and any other tidbits I might find. If it's cheap and I'm interested I look at it a little further. I'm coming across a lot of companies that are making their growth rates by lowering their tax rates. Sara Lee is one company in the beaten down food group that I am taking a look at and that's partly how they made their number yesterday. How are so many companies managing to lower the tax rate? I can see some of them shifting production to where ever they get the best deal, but it seems kind of widespread. Can you offer any insights into accounting or other games that can be played on a temporary basis or is it just shifting production? Wayne