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Strategies & Market Trends : Free Cash Flow as Value Criterion -- Ignore unavailable to you. Want to Upgrade?

To: Andrew who wrote (10)	10/26/1997 9:32:00 PM
From: Rex Dwyer	Read Replies (1) \| Respond to of 253

Dear "Thread of LOOOOOONNNNGGGG posts," I have bookmarked you! Andrew, thank you so much for your posts and reading lists. I bought the Fisher book today. I've been a "One Up On Wall Street" investor since buying the hardback edition in 1989. Am doing well, thank you. You may want to add "Postings of Andrew on the 'Free Cash Flow as Value Criterion' thread, Silicon Investor, 1997." But I guess the other books are faster reading.:-) The Berkshire link is invaluable. I was thinking of buying a share of BRK just to get those reports!! Rex

To: Andrew who wrote (10)	10/26/1997 9:38:00 PM
From: Rex Dwyer	Read Replies (2) \| Respond to of 253

MCD and PPD, Two quick thoughts, 1) MCD: All my friends are going to In-n-Out Burger these days. It has a big advantage over what I think is a flaw in the current MCD formula. MCD had the unbeatable and never changing menu. But alas, they are confusing everyone nowadays. I don't know what to order!! At InO Burger, they have one hamburger with onions, or cheese as the only options. It is always packed. Watch MCD's profits fall in the next few years here in California. Even you had said that they had a few flops on the burger menu. TOO much confusion!!! I would not buy until they get a solid menu. 2) PPD Pre-Paid legal: *This should be the thread's banner stock!! FCF galore!!* Its an insurance company!!! That's what Warren had made his money on!! With its sales force paying to sell the products, it can expand with its own free cash flow. Check it out and tell me what you think. Subject 4647 Rex