NYSE:MCD

McDonalds (MCD)

237.02
-1.30 (0.55%)
as of Sep 24, 2026, 8:00:00 pm Market Open.
348 watching
0
PAST TOP PICK
(A Top Pick Oct 22/08. Up 3.5%.)
TOP PICK
A very defensive way to play the market right now. People that eat there are continuing to do so and people that are eating at nicer restaurants are trading down. 3.5% yield is safe and growing. A 15X earnings makes sense.
TOP PICK
Defensive play. Have had rising margins. Growing at twice the growth rate of their industry. Having success in Asia and Europe. Meets a lot of his tests.
TOP PICK
Extremely defensive. 2.5% dividend, which is growing. Just reported good earnings.
BUY ON WEAKNESS
Nice global brand. Tries to stay a little healthier, but they are packed when you drive by. Pays a good dividend. He believes in this company. Longer term play.
BUY
Doing a great job. Just reported same-store sales increases of about 8%. Managed well.
TOP PICK
2.37% yield. Has done very well in growing its offerings, expanding its menu and growing its unit sales. Same-store sales are up substantially. Also benefiting from foreign currency, which is a bit of a red flag.
BUY ON WEAKNESS
Has been moving away from multinationals but this is one that he actually likes. Would like an entry between $55 and $58. Somewhat of a secondary play on China where they are expanding rapidly. Nice, solid play for a long-term portfolio.
PARTIAL SELL
Thinks there’s going to be some very interesting things happening with this company. Have been successful in extending their menus and have been successful globally. Benefited from the depreciating US$. If the US$ becomes stronger, it may weaken their returns. Consider trimming your position.
DON'T BUY
He has concerns about their US stores being open 24 hours a day. Doesn't know how they can grow beyond this. Getting their growth internationally, but not sure the US market can offset this. There are better opportunities.
TOP PICK
Great international stock. Profiting from the weakness in the US$. Very good at self-financing. If there is a slowdown in the economy, people might trade down from their local family restaurant.
COMMENT
He likes this company as he sees them as one of the great innovators in the menu changes in their restaurants. He also likes that they own most of their real estate, so if you get into an inflationary environment, this would be a great place to be.
DON'T BUY
Have done a very good job of turning it around. Have taken Starbucks on in the coffee category. He prefers buying companies that are trading at the lower end of the channel of valuations. This is trading at about 16X earnings rather than the 12X or 13X that he prefers.
BUY
Has been a very good performer over the last year. Have revamped the menu with a lot more diet friendly choices. Making a big foray into the coffee market with their new McDonald's cafés. The stock will lead the recovery in consumer spending.
BUY
Right place and right time for this stock. Trend is up as long as the U.S. dollar is lower.
Showing 301 to 315 of 365 entries