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

To: Wallace Rivers who wrote (15415)	9/10/2002 2:36:09 PM
From: TimbaBear	Read Replies (1) \| Respond to of 78673

Wallace Rivers Interesting selections. Although I like the added benefit of name recognition, the charts on these two indicate more downside potential, the fundamentals(per Yahoo only) are not overly impressive with NKE having the edge. I might be interested in NKE at the lows of about 2 or 3 years ago...looks like about 26-27. I haven't done more than a quick look though on either company. Timba

To: Wallace Rivers who wrote (15415)	9/10/2002 2:43:09 PM
From: Dave	Respond to of 78673

Have you considered SRR?

To: Wallace Rivers who wrote (15415)	9/11/2002 1:19:19 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78673

MCD: I have small position and have not added on dips. The strength is the foreign operations, IMO. The weakness I see is they seem to be letting themselves be pulled off their key position: fast food. Many MCD outlets are a lot slower because the product offering has become more complicated. They are trying to compete with differentiated outlets by differentiating and broadening their offerings and a core benefit they offer, speed, is suffering. Competition from WEN and burger king is increasing. The new initiatives are going to drive up CAPEX and down FCF. There's also talk they may discard another key position, consistency, according to what they've done in France with highly individualized outlets. This too would be a mistake, IMO, and it's not likely they will got that route. The price reflects a lot of this, so I'm not selling, but I can see them struggling to 'find themselves' for quite awhile so I'm not adding.