SELL FAST FOOD STOCKS !

[Bling_Bling]

Have you guys seen that movie "SUPER SIZE ME"?

If not and you have shares in a fastfood joint, then I recommend you go and see it. It will put you off fast food.

Check it out.

http://www.supersizeme.com/

[Gryffyn]

Moderation in all things - the film is just so un-scientific and it tells you what you already know - eat high crap everyday and your body will suffer.

Govt has already ruled out fat taxes in this country.

That said, RBD (are there any other fast food shares in NZ?) aren't an inspiring buy in their own right.

[Bling_Bling]

The SAD thing is that McDs target the kids. The funny thing is that the salad you get at McDs has more fat content than a Big Mac.... lmao.

Did you know that in NZ 50% of people are overweight?

Wonder what effect this film will have on the fastfood business in NZ.

[Cooper]

That depends on how you measure "overweight" as well, for instance if they're measuring on body density then anyone who does weight training can be overweight but have a minimal skinfold. This measurement also means that a lot of pacific islanders, with better bone and muscle structure, are overweight when they may be in perfect health.

[bongo66]

A crapcumentary, done ala Micheal Moore style.

Its Rubbish...

[beacon]

The overview said - Film in theatres may 2004???

Doesn't look like a very inspiring movie to me...

[Capitalist]

Hello Bling Bling...let me whisper this in your ear ~DON'T EAT SO MUCH FOOD AND YOU WON'T BE FAT.

Not rocket science is it. Duh.

[marinesalvor]

sadly cap never whispers in my ear!!

[Gryffyn]

Or even, if you eat a lot of food then do some more exercise! I can't believe the fuss made over this film - it's nothing ya mother didn't tell ya all those years ago.

And while avoid I MacDs myself I think they are too easily used as a scapegoat.

I do have some sympathy for restrictions of advertising at certain times of the day but that's about all we need besides education and self-restraint.

[Bling_Bling]

This movie is already having an impact on McDs and other fastfood companies bottom line. Will be interesting to see if it will affect RBD's sales. The movie was only release on Thurs. Time will tell.

Anyway, most fast food joints target the poor and the young ones, not old farts like us....lol

Stay healthy and be weathy. ;)

[duncan macgregor]

kids love going macdonalds. That is a fact. Who cares its a treat unless you are a lazy bastard that cant be bothered to compete. fast foods target the lazy bastards rich or poor. The great elvis prestley wasnt short of a dollar was he?. Nothing wrong with a big mac now and again.
CHEERS MACDUNK

[Burgerbun]

agree, McDs is an obvious target, we love shooting down the tall poppies.

Its lazy attitudes alright and our culture of past.

NEW ZEALANDERS EAT TOO MANY DAIRY PRODUCTS!!

icecream, butter, cheese......yuk yuk yuk!

Ive been in Japan just over 2 years and am leaner and fitter than when I was in my 20s!...now 37

Have lost about 6kg, wasnt really fat anyway....just by eating what they eat...plus sport and regular gym workouts

You make the choice......everytime you look at those choices on display......just ask yourself, what do you choose?
Quick fix, fatty, sugar hit, ?????

McDs *in moderation* would be just fine IMO. I sometimes enjoy it and I think Im healthy

Its all in the ATTITUDE and SELF RESPECT

I tend to look down on fat people[:I] sry, unless its a medical problem.
Went to Hawaii again in July...........discusting!!!!!!!!!!!!!

Anyone who has lived in Japan will know..its difficult to even find a fat person...
Can we learn????

NZers are not as bad as the Yanks or Germans......Yet?



RBD sucks regardless of this movie

[SEC]

quote:Originally posted by cloudnine



NZers are not as bad as the Yanks or Germans......Yet?


NZ is far worse than than Germany when it comes to fatties, and probably on par with the UK. Surprising given NZ has a better climate to encourage outdoor activities.

[Gryffyn]

RBD down today - your thread is working!

[Speculator]

McD will adapt if the fuss is big enough. They have already adapted to some degree with a new menu in the face of the English and subsequently European lawsuits for defamation against Helen and the Postman.

There is a brief mention at the beginning of SSM about personal responsibility but not much else. McD don't force the food into the mouths of buyers. Much of SSM was woolly socialist thinking. Up to the parents not to take them to McD's or to switch of TV (advertising).

Like all strict vegans after about 10 years the producer/star's girlfriend will begin to decompose through lack of protein.

[Bling_Bling]

Funny how KFC have not adapted and continues to serve fatty chicken covered in fatty oils.

Speculator, if your notion of fastfood is true and that we do have choices in life, then the law suits against the tobacoo companies should fail. Choices is a great thing, but the media spins are strong and us humans are like a bunch of sheep. I just dont like the way McDs target the kids.

The worst thing I can remember was the food we had at school, which was not much better than McDs. No wonder we are a nation of big unhealthy people.

I feel this movie has given us a new perception on out eating habits and RBD will be affected if they dont evolve and adapt to the needs of the consumers.

[blackcap]

quote:Originally posted by Bling_Bling


The worst thing I can remember was the food we had at school, which was not much better than McDs. No wonder we are a nation of big unhealthy people.



Did your mother pack unhealthy fatty lunches Bling Bling?

Just kidding, I take it your school provided the food and you were not too happy about it in hindsight.

Still if enough parents did something about it maybe they would have changed the menu?

[Speculator]

Yes, Bling_Bling, I think the lawsuits against the tobacco companies should have failed. Watched The Insider and couldn't see what the point was.

Favour drug legalisation across the board (which seems to be a minorty position). Couldn't understand the point in Michael Douglas' recent film where his real life wife is the wife of a drug dealer. Legalisation seems to be the cure for many of the problems bought on by drugs ie. the cost of policing both customs and internal, the violence between dealers etc. If you don't want to get hooked then don't do it. If you do take drugs and O/D; tough titty.

It is good to see Bush ahead today by 10% over the Flip Flop Man. Common sense and Republican values must be making a comeback. The situation in Russia wouldn't be doing Bush any harm either.

Don't think Conservation should tax drugs, gambling or prostituion.

[Gryffyn]

The point spec, was that the 7 dwarfs did research into the addictiveness of nicotine and looked at ways to kae that more so and then lied in unison to a congressional inquiry.

I have no problems with the modern smoker being on their own with regard what happens to them - their choice and an informed one.

However, in the past that was not the case and those companies sold products where they hid important health related information from the consumer and that is a crime regardless o the product.

[Speculator]

Good point, Gryffyn.

[Bling_Bling]

quote:Originally posted by blackcap

Did your mother pack unhealthy fatty lunches Bling Bling?


Believe or not, I take very good care of my wellbeing and plays numerous sports. I am very fussy what I put into my body.

Healthy body, healthy mind.

Anyway, I do think this movie will have an effect on RBD's bottom line in the near future.

[Placebo]

Just a comment on McDonald's worldwide. It is to some degree insulated financially from this kind of sentiment by its own structure. A friend of mine once attended a seminar held by the (then) head of European operations for McDonald's. He opened his presentation by asking the group: "What is my business?". (Duuh???). His answer? McDonald's is essentially a property company that also operates (and franchises) fast food restaurants. This is borne out by its balance sheet... in 2003, global revenues from restaurants was a net $US2.8bn, while assets (mainly property) was $US25bn.

From the McDonald's annual report:


quote:DESCRIPTION OF THE BUSINESS
The Company primarily operates and franchises McDonald’s
restaurants. In addition, the Company operates certain non-
McDonald’s brands that are not material to the Company’s
overall results. Of the more than 30,000 McDonald’s restaurants
in over 100 countries, more than 8,000 are operated
by the Company, approximately 18,000 are operated by
franchisees and about 4,000 are operated by affiliates under
license agreements. Regardless of who operates the restaurant,
the Company generally owns the land and building or
secures long-term leases for restaurant sites. This ensures
long-term occupancy rights and helps control related costs.

Having said that, its revenues are exposed to an erosion of its brand, but the bottom line will always be supported by the value of its property portfolio. The same can't be said of RBD, whose assets are mainly in intangibles/brand value (its latest annual report values intangibles at $32m -- mainly goodwill -- and says the parent company has no fixed assets.)

[duncan macgregor]

PLACEBO I must agree MAC donalds [notice the mac there is no MCDONALDS]. Common to the sachenachs is the miss spelling of MAC means son off and in this case Donald. RBD sold the kennel big mac has more brains. Kids love going to big macs RBD is not a cool place to be seen. MC in Irish means the same as mac in scottish but if they call it a big MAC then its MACDONALDS.
Thought you would like to know that macdunk

[Gryffyn]

well, a big mic would just sound funny wouldn't it.

Don't forget the Irish were first - scots only really existed after Fergus came over and kicked Pictish &ss

[Cooper]

Isn't it "sassenachs", Macdunk?

[duncan macgregor]

probabely is cant speak it what is the chances of spelling it right. cheers macdunk

[Cooper]

I call my girlfriend a sassenach wench (in a friendly manner I assure you...), that's why I want to make sure I'm getting it right... :-)

[duncan macgregor]

COOP, you like playing playing with fire then?.
Take it from an old stager you aint gonna git it right, the lady might. EXTREME WARNING harm can come to young guys that try and get it right. macdunk

[Bling_Bling]

Seems like a abit of junk food posting here. [V]

[Snoopy]

quote:Originally posted by Bling_Bling

Funny how KFC have not adapted and continues to serve fatty chicken covered in fatty oils.


Ahem pardon? You've obviously never had a Chicken Sub, sampled KFC's twister wraps or a Crispy Chicken Salad. That last one was found by Consumer Magazine to be *genuinely* low calorie, unlike the McDonalds Salad which had no less fat than an equivalent burger.

Furthermore you'd have KFC throw out their traditional recipe and so alienate their traditional customers? Coca Cola tried this once by replacing their traditional formula with a drink called 'New Coke'. I don't think the new recipe ever did officially made it to NZ. But don't worry. You have never heard of 'New Coke' for a good reason!

As for the much vaunted competition, takeaways always will be a competitive business. But Domino's Pizza has virtually been destroyed in NZ, thanks to RBD. Their toehold in the Wellington region is tenuous and the foray into the South Island was stalled by two years. Only now are Dominoes talking about coming down to Christchurch, and only then if they can raise enough money by turning their Wellington stores into franchises. Make no mistake Dominoes are hurting. Of course, we know what happened to Eagle Boys, so don't tell me that RBD don't know how to sort out the competition.

Right now RBD is trading on an earnings yield of 10%. For a company with a long history of using its equity well and one that has low debt and strong cash flow, this has to be attractive. Notice here that I am talking about 'earnings yield' which, unusually, is lower than the 'dividend yield'. RBD have a history of overpromising and underdelivering. That means as a hard nosed investor I now focus on the actual results and not the hype. Even with no improvement in profits on the horizon, this investment still stacks up.


quote:
I feel this movie has given us a new perception on out eating habits and RBD will be affected if they dont evolve and adapt to the needs of the consumers.


You mean like starting a cafe chain that serves healthy food and fair trade coffee? Why do I get the impression that RBD are a little ahead of you Bling Bling?

Still, your original post was a nice troll, and if the reason was to force the RBD share price down, I really owe you a big 'thank you'. I've been really struggling to find value in this market and RBD at $1.26 today was just too good to resist.

Forget 'Supersizeme'. What you need to get onto is 'Supersize RBD'. I took my biggest bite at RBD shares yet today to supersize my own holding. And with that dividend coming up in ten weeks, it tastes just 'YUM', thankyou.

SNOOPY

[Snoopy]

quote:Originally posted by beacon

The overview said - Film in theatres may 2004???
Doesn't look like a very inspiring movie to me...


You have to see beyond the gimmickery Beacon. You know the main story running through the film, eating nothing but McDonalds for 30 days, is proposterous. But that is only a hook to get you to see the real message of the film. This film is actually highly amusing in a 'black comedic' kind of way. However, it's OK to laugh because most of the jokes Morgan makes in the film are about himself.

And when was the last time you saw a film that the audience actually gave a spontaneous clap and a cheer to it at the end? Well, it happened at the session I went to. 'Supersizeme', IMO is a seriously good 'realifeomentary'. It's punchy, its funny, its serious and there *is* a point at the end of it - Morgan achieves something concrete. And no, I won't spoil the punch-line by telling you what it is!

If 'Fahrenheit 911' rates 5.5 out of ten, then this one is a least a 9 on the same scale IMO. Michael Moore could sure learn a few lifeomentary making lessons from Morgan Spurlock!

SNOOPY

[Bling_Bling]

Thanks for a very informative comments on RBD. But at the end of the day, I think the perception of eating fast will have some impact of RBD. Why is Starbucks service so bad?

Disc: I dont hold RBD

[marinesalvor]

Bling - service is so bad cos RBD only wants to pay peanuts for monkeys

[duncan macgregor]

SNOOPY, for petes sake you are still telling people how good RBD is. THREE WHOLE BLOODY YEARS. They are a complete dog, you have watched the sp drop over the years more than the divi you get back, and you still hold and hope. If you had a stop loss you would be outta there fast. MACDUNK

[Bling_Bling]

quote:Originally posted by marinesalvor

Bling - service is so bad cos RBD only wants to pay peanuts for monkeys


Yeah but other cafes and restaurants also pay their staff peanuts and still get better service than Starbucks. At Starbucks, not only do I have to wait 10 mins for my coffee, the staff treats me like I am a retard. Why would I want to go back when there are plenty of cafes to choose from?

[Snoopy]

quote:Originally posted by duncan macgregor

SNOOPY, for petes sake you are still telling people how good RBD is. THREE WHOLE BLOODY YEARS. They are a complete dog, you have watched the sp drop over the years more than the divi you get back, and you still hold and hope. If you had a stop loss you would be outta there fast. MACDUNK


So much for your resolution to stop hassling me over RBD, eh Macdunk?

It is interesting that you can describe a company which has in the seven years since listing paid consistant imputed dividends and has a consistantly high return on shareholders funds as 'a complete dog'.

I did make a mistake two years ago buying some RBD shares at around the $2 mark. That would have been a good price had the management's hype on their expansion into Australia come to fruition. However, I have corrected my mistake. I now read the comments and forecasts of management with much more scepticisim! I now base my RBD investment decisions on what management actually achieve rather than what they promise. Of course I have also bought RBD for as low as 80c, so my average buy in price is probably around $1.35 now, which is hardly a disaster.

Nevertheless, I don't invest using the rear vision mirror. What I'm saying is the case for investment in RBD stacks up very well *right now* IMO. The price is so low I can only assume that the market expects a further deterioration in performance. If this happens, the price has already gone down to reflect it, so I don't lose anything. If the performance is flat or, god forbid, an improvement I can expect a nice little fillip in the share price. In the meantime by staying invested I am getting dividends paid to me at twice the return I would be receiving should I just stick your money in the bank. It all makes for a very attractive risk return balance.

Just to get this straight, I'm not 'loading up to the gunnels' with RBD. But due to relative poor performance (everything else has been astonishingly successful whereas RBD has been flat) over the last five years, RBD was falling behind the value of its four companion companies in my income portfolio. I'm basically just balancing out my income portfolio by 'supersizing up' my RBD holding. It's actually, I think, a very risky move to underweight RBD in your portfolio, when the fundamentals are so attractive.

SNOOPY

[duncan macgregor]

Sorry SNOOPY i dont know what came over me. I know i said i would shut up but you are making it tough. All the best macdunk

[Snoopy]

quote:Originally posted by duncan macgregor

Sorry SNOOPY i dont know what came over me. I know i said i would shut up but you are making it tough. All the best macdunk


Actually, I was rather disappointed you decided to stop railing against RBD Macdunk. You are always a good foil and this forum needs people like you to keep me honest :-P. So I was rather pleased you gave up your resolution

Who knows, one day you may uncover some facts on RBD to back your rhetoric ;) !!

Best wishes,

SNOOPY

[bongo66]

I think you are doing the right thing in the LT Snoopy I couldnt stay invested there though because of the bad management and broken promises for better results.

A potentially great company wrecked by bad people.

Bongo

[Snoopy]

quote:Originally posted by bongo66

I think you are doing the right thing in the LT Snoopy I couldnt stay invested there though because of the bad management and broken promises for better results.

A potentially great company wrecked by bad people.

Bongo


You know what they say Bongo. When you invest in a company make sure you pick one that any idiot can run. Because sooner or later that is exactly who *will* be running it!

Personally I thought going for flower power at the top was a bit incestuous. Too much free love and self congratulation around the board table perhaps? Am now waiting for the AIDs to show up, with fingers crossed there's enough inner strength left so that whole situation doesn't go fatal.

SNOOPY

[duncan macgregor]

SNOOPY A simple sum for a man of your ability. If You had one thousand shares in RBD lets say four years ago and reinvested the dividends after tax what profit or loss would you have?. I put it to you you would need to scrape the bottom of the barrel to find a worse investment. Yet you still buy in. Tell me what changed dont you think they cant get worse. I think they will go real bad given time. Remember what i told you when this dog sold its kennel and took the AUSSIES on. cheers macdunk