NYSE:MCD

McDonalds (MCD)

237.02
-1.30 (0.55%)
as of Sep 24, 2026, 8:00:00 pm Market Open.
348 watching
0
HOLD

Very strong franchise.
Well known brand.
Share price has been flat for past year (fears of recession).
Discretionary item.
Quality name for long term investor with global assets.
Would recommend holding shares. 

BUY

He holds it in more conservative portfolios. Looking back long-term, you can't get a chart that's much better. Yield is 2.1%, which he expects to remain stable and go higher over time. Expects 6.4% dividend growth, very strong. Great balance sheet and cashflow, well run. Low beta, 3/4 that of the S&P. 

PAST TOP PICK
(A Top Pick Jan 03/20, Up 54%)

Prices are getting high, costs are going up. Be careful. For a stock like this, you have to look at topline sales. Starting to look a little toppy. If you own it, hold, but be wary of the 100-day MA. If it drops below $270, that's a problem.

BUY

Loves how they shifted their franchise model. Operating margins have jumped and net sales rose 11% YTD. It's consolidating sideways, but expects a breakout. But if it falls below $270 there could be a short-term rollover.

BUY

Likes it. Targets $300. Is best in show, besides Chipotle, in this space.

COMMENT

It hit a new high today after announcing layoffs. Any company announcing layoffs pushes up shares.

BUY ON WEAKNESS
Consistently performed over the past 5 years. Low volatility that is good for turmoil in the market. Valuation a little high at the current share price (24x-26 PE multiple). Would prefer a retail name like Nike or Starbucks (cheaper valuation).
BUY ON WEAKNESS
It traded in the $220s. If it returns there, buy. He likes the stock.
COMMENT
They report tomorrow. They almost never miss, so Wall Street loves them.
COMMENT
Inflation and soaring gas prices effecting consumer spending Consumer spending is still robust and can withstand an oil shock for a while. He's more concerned with McDonald's shutting down in Russia and halting nearly 10% of their sales. The hike in oil prices will be temporary, because it is a big political issue; that price will decline.
BUY ON WEAKNESS
It will be choppy trading for another month for sure as we digest inflation, including services inflation--inflation is broadening out into other categories. Not enough attention is being paid to retail sales--which are up--and homes sales are also up nicely. We have to wait--nobody knows where inflation is going. She's a long-term investor. Companies that performed best during earnings season are the ones she likes: Expedia, Wynn, Hilton. Would consider AmEx, Coke, McDonald's--if you get them on sale, you can leg into them and see how it goes.
BUY
They report Thursday. Restaurants are in disarray because of Omicron and broken supply chains. The industry faces a winner-take-all situation and the last man standing will be MCD.
COMMENT
A name to look at. Lots of momentum. Executing extremely well, and the stock price shows it.
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