NYSE:MCD

McDonalds (MCD)

252.63
+6.38 (2.59%)
as of Oct 22, 2026, 8:00:00 pm Market Closed.
347 watching
0
TOP PICK
(A Top Pick Dec 30/10. Up 9.57%.) Has had dramatic growth. Dividend yield of about 3% and its free cash flow yield is about 5%. Sales of gone up in spite of volatility in the market. Growing at low double-digit growth in China. 47% revenue is in the US, 38% is Europe and the rest of the world is 15%. China is just starting for them.
BUY
Has done extremely well because of its global footprint. Expanding their store base. Doing very well because of the US$. The one negative is the input cost of plastic and food. Good company and fairly priced. Not a lot of room for multiple expansion. Good dividend.
PAST TOP PICK
(Top Pick Dec 30/10, Down 3.59%) Sideways is the new UP in volatility. When we can get 5-7% yield while you wait, there is no better stock.
DON'T BUY
Doesn’t see much appreciation short term. Has had a great bounce back from its lows. Earnings have grown but the multiple has grown at the same time. Good global presence and improved menus but he sees single digit returns over the next year.
COMMENT
Consumer discretionary, which was the #1 performing sector last year. He would prefer other names in this sector.
TOP PICK
US$ has recently weakened the stock so a fantastic time to buy. Still room to grow. Emerging market exposure is very strong. Has had a successive dividend growth for more than 10 years. About 2.8% yield.
BUY
Restaurant space has been a good sector, especially quick service and those with exposure in developing countries. This qualifies on all points. Done well in execution, squeezing out growth and earnings and been able to bump their dividend. Only concern is food inflation, which could squeeze margins. Sold his holdings. You could also look at Yum Brands (YUM-N).
DON'T BUY
More of a defensive Hold. Managed their business very well. Potential to grow at 10%-12% but are trading at a fairly high multiple of 16X 17X earnings, so a little expensive..
BUY ON WEAKNESS
They have done an incredible job of growing same store sales and are growing internationally. He would look for a pullback to buy it. Consistently done well.
BUY
Fits into leadership theme in fast food service and yield. This is also a Stock that can grow its dividends. Have a great opportunity in the Asian markets.
BUY
Best in breed in fast food restaurants. Good dividend, solid growth. Continue to reinvent themselves. Also growing internationally.
BUY
Trades at about 15X earnings. Quarterly numbers were incredible. Same-store sales globally were up 5.2% and in US were up 4.2%. Coming out with some very innovative products in the next little while. Increased margins by about 200 basis points. Try to buy it cheaper if you can.
PAST TOP PICK
(A Top Pick Dec 1/08. Up 17.91%.) Still has a little bit of this.
BUY
Leader in their space and able to take advantage of their competitors. Great core position. Good exposure to emerging markets. Foreign currency profits gain through a weaker US$. 3.7% yield.
DON'T BUY
Has been a big laggard because it held up thought he worst recession in 50 years. An impressive turn around story. If you get stronger growth, it will remain a laggard.
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