NYSE:MCD

McDonalds (MCD)

252.63
+6.38 (2.59%)
as of Oct 22, 2026, 8:00:00 pm Market Closed.
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DON'T BUY
He started to see cracks in the story in February. Same-store numbers were not so good and warned that raw material costs were rising. His worry on this company is price and valuation. Trading in the high teens and there is risk in that. They are priced for perfection.
BUY ON WEAKNESS
Done a very good job of changing their menu. Good growth internationally. If you could get it in a descent pullback he’d buy it. Done a great deal of things with their menu to attract a wider audience.
TOP PICK
Every time he comes on TV it has stumbled and he is so excited. A great opportunity to pick up McDonald's. 32K restaurants around the world and is a global company. Best performing quick service restaurant in the world due to extended hours, New, more healthy menu items, remodeling and effective marketing. The best growth, payout, sustainability stock in the world. They are buying Chinese real estate and opening restaurants. Buy it on the dip right now.
DON'T BUY
Wonderful company executed flawlessly. But that creates some worry. What’s next? Are they going to slip up a bit. Commodity costs are starting to be a little worrisome.
BUY ON WEAKNESS
(Market Call Minute) Buy at $87
HOLD
You are a little late to look at this one. Has been a phenomenal stock. Probably has some more upside but you might do better in something cyclical. You might want to own something that benefits from a growing economy, which he feels the US is.
DON'T BUY
Hit all time high recently. You can’t complain about the company or the stock. One of the worries is that it trades at a hefty multiple at the top end of their range. They will be a little bit challenged internationally by a strong US dollar. Believes they are fully priced.
DON'T BUY
Close to its all-time high. Usually around the $100 area, they split. His model price is $73.26. That is a 25% overvaluation. There are other companies in this area that you could still buy. Could get to $112 if the momentum is on its side.
TOP PICK
One of the core leadership themes in the market are companies with predictable cash flows, visibility going forward and getting a yield. This company has returned about $75 billion to their shareholders over the last 3 years. 3% yield. Very strong global growth. Two thirds of the revenue comes from rental revenue on stores they own globally.
BUY
Trading at 18X earnings. Excellent management, growing internationally and domestically. But watch it, as it may get price exhaustion (prices exceeds actual value because of momentum).
DON'T BUY
Has done exceptionally well. New CEO has really made a difference not just going for growth but by expanding margins. Stock price has already reflected most of the good news. Difficult to see them having as good another 5 years as they have had.
HOLD
An interesting holding. Don’t sell at this stage. In a low growth environment, this is defensive. Spectacular growth over the last couple of years. Well run operations.
TOP PICK
One of a handful of consumer goods companies that has pricing power and global growth. Growing very nicely in Asia and growing the best right now in Europe and are winning market share in the US. Margins are expanding. They own all the properties that their stores are on, which they rent to their franchisees. Huge free cash flow and they keep buying back stock.
BUY ON WEAKNESS
Has had a great move in the last couple of years. Valuation is a little bit extended at this point but it has a great global franchise and the growth continues. Have done a really good job of moving the menus to tastes and diets. Decent yield.
BUY
The real growth will come from Latin America or Asia where it is a cheap affordable snack. Looks to be an attractive stock.
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