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Non-Tech : Philip Morris - A Stock For Wealth Or Poverty (MO) -- Ignore unavailable to you. Want to Upgrade?


To: Rarebird who wrote (1994)7/25/1998 3:12:00 PM
From: Thomas Haegin  Read Replies (2) | Respond to of 6439
 
On: <<PS. I spoke to the person at the Mcdonalds in my neighborhood who is in charge of ordering all the food supplies. She told me that she orders all their American Cheese from KRAFT. This Mcdonalds was not a franchised restaurant. One of my clients who is a franchiser of two Mcdonalds restaurants in Brooklyn told me that he orders all his American Cheese from Kraft too. He said they were the best and most reliable. According to him, they are never late on a delivery. >>

Wao! Great! This pretty much settles it.

I can talk about the McDonalds here in Zurich: As far as I know they are all franchises. But the franchiser must buy his foodstuff from McDonalds approved suppliers, if not McD has their own supply logistics or network as in the morning when I go to the office I often see a truck painted in McD red and writte McD on it unloading. If I remember next time I go there, I'll try to ask the manager where his cheese comes from.

Thanks, man!

T.



To: Rarebird who wrote (1994)7/27/1998 8:13:00 AM
From: Geoff  Read Replies (1) | Respond to of 6439
 
Rare, I agree that the street and the general public is leaving this diamond in the rough for the moment due to the "doom and gloom" propounded by many newsreporters that tobacco is dead meat. Even following the recent string of tobacco court victories it is apparent that many are still fearful of investing in MO.

The fact that the Indiana Medicaid Suit was thrown out in its entirety has placed the other AGs on notice that their suits may not even see the courtroom.

The ignorance of the public and the street is a blessing in disguise IMO. I will continue to increase my position, primarily through my DRP just because of the regular investment since MO's share price remains fairly well-depressed.

Now regarding the American Cheese at McDonald's. It may be Kraft, but on the rare occasion that I eat that crap, it sure doesn't taste like those 1/4 pounders are using the same Kraft Singles I get at home with 6oz of milk in every slice!

later,

geoff