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

To: Brendan W who wrote (13763)1/24/2002 3:01:41 PM
From: Bob Rudd  Respond to of 78471
 
Took small position in MCD. Mad Cow and currency headwinds are declining [both have badly hurt results in Europe and Japan] and mystery shopper program should improve customer experience [It worked for Darden]. Selling at 20% discount to S&P is was a recent Bill Nygren pick.



To: Brendan W who wrote (13763)1/24/2002 3:03:55 PM
From: Paul Senior  Respond to of 78471
 
Brendan, I like PB here as a surrogate for KO.

Message 14757167

One problem with PB vis-a-vis KO is that PB is geographically limited. Of more concern, KO can up its profits by charging bottlers (PB) more for syrup. Can be good for KO, not good for bottlers.


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