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Re: [sharechat] Back to basics - a timely reminder but


From: "Brent Wheeler" <brentw@bwcl.co.nz>
Date: Thu, 4 Nov 1999 10:16:39 +1300


<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META content="text/html; charset=unicode" http-equiv=Content-Type> <META content="MSHTML 5.00.2721.2900" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=#ffffff> <DIV><FONT size=2>Appreciate Brians comments - especially long term but:</FONT></DIV> <DIV><FONT size=2>*&nbsp;&nbsp;&nbsp; take a look at Coca Cola's share price</FONT></DIV> <DIV><FONT size=2>*&nbsp;&nbsp;&nbsp; take a look at the price Buffett got out of McDonalds at,</FONT></DIV> <DIV><FONT size=2>*&nbsp;&nbsp;&nbsp; what of Saloman Bros, and,</FONT></DIV> <DIV><FONT size=2>*&nbsp;&nbsp;&nbsp; take a look at Gillettel share price</FONT></DIV> <DIV><FONT size=2>Beards may be growing all over the world every night but that's true for BIC, Remington and Schick - not just Gillette Mr B.&nbsp; Burger King and KFC also make fast food and I believe Pepsi is somewhere up there in the beverage business - there even drinking "our product here" (along with their KFC).</FONT></DIV> <DIV>&nbsp;</DIV> <DIV><FONT size=2>So really good speechs and crack one liners can't always beat competition - which as Brian would no doubt point out, is a fundamental.</FONT></DIV> <DIV>&nbsp;</DIV> <DIV><FONT size=2>Maybe the lesson is that such fundamentals are true beginning places and maybe places to return to for a reality check.&nbsp; The other stuff, boring and all as it may be to some must be done tho'.&nbsp; These are complimentary analyses not competing ones.</FONT></DIV> <DIV><FONT size=2><BR>Dr Brent Wheeler<BR>Director<BR>Brent Wheeler &amp; Co. Limited<BR>AUCKLAND</FONT></DIV></BODY></HTML>

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