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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (13412)12/5/2001 10:54:39 AM
From: Wallace Rivers  Respond to of 79000
 
I've traded MCD, don't have too much of an opinion on it now - no position.
This is a bit off the beaten path, but I am looking at some stocks to short given that the weather has been so very warm in the NE.
Stocks on this watch list in descending order of desirability, IMHO, are BCF, COLM, LE and SGU (because of its high yield). Also will look into the publicly traded ski cos. with biggest NE exposure.
Any comments greatly appreciated.



To: Madharry who wrote (13412)12/5/2001 12:08:49 PM
From: Paul Senior  Respond to of 79000
 
Madharry, I reviewed MCD before I bought JBX. MCD is a buy also imo, on the same relative basis. I chose JBX because of lower p/e.

I don't have any knowledge of MCD owned real estate. Not really a consideration for me. Reduced cost of sales vis-a-vis competitors who have long-term leases, I assume. Competitors should therefore try to avoid going head-to-head in pricing on similar products (e.g. basic burgers)


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