McDonalds
MCD-N
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About McDonalds (MCD-N)
McDonald's is an American hamburger and fast food restaurant chain. It was founded in 1940 as a barbecue restaurant operated by Richard and Maurice McDonald, in San Bernardino, California.
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Expert
HOLD
HOLD
November 11, 2019
The balance sheet is very healthy. His only concern is that companies that have been seen as safe have had their stock prices run up. He thinks this might cause the stock price to go sideways. They are the most innovative of the quick serve restaurant chains. They are testing Beyond Meat in south western Ontario.
The balance sheet is very healthy. His only concern is that companies that have been seen as safe have had their stock prices run up. He thinks this might cause the stock price to go sideways. They are the most innovative of the quick serve restaurant chains. They are testing Beyond Meat in south western Ontario.
food services
COMMENT
COMMENT
November 7, 2019
Likes it. Adding at these lower levels. CEO leaving is not a huge deal. It's not a one-man show. Earnings look good. Good things to come, especially on the technology side which will lower costs and drive earnings.
Likes it. Adding at these lower levels. CEO leaving is not a huge deal. It's not a one-man show. Earnings look good. Good things to come, especially on the technology side which will lower costs and drive earnings.
food services
BUY
BUY
November 5, 2019
MCD vs. QSR long-term He would've chosen MCD up until a few days ago when the CEO was fired. That CEO boosted margins and invested well in tech. They had 17 quarters of rising sales. Can the new guy keep this up? MCD is probably in better shape now because of him and good to own for the next little while; there's momentum here. QSR, in contrast, is made up of several chains. However, QSR has done well in pushing non-meat products, whereas MCD is not there yet. QSR could push ahead of MCD, given this. He'd still choose McDonald's.
MCD vs. QSR long-term He would've chosen MCD up until a few days ago when the CEO was fired. That CEO boosted margins and invested well in tech. They had 17 quarters of rising sales. Can the new guy keep this up? MCD is probably in better shape now because of him and good to own for the next little while; there's momentum here. QSR, in contrast, is made up of several chains. However, QSR has done well in pushing non-meat products, whereas MCD is not there yet. QSR could push ahead of MCD, given this. He'd still choose McDonald's.
food services
DON'T BUY
DON'T BUY
November 4, 2019
food services
SELL
SELL
October 22, 2019
After a huge drop after an earnings miss. It has massive downside risk--75%. Last few quarters have had poor earnings. They have been buying back stock which helps earnings. In the last 50 years, MCD has had three massive setbacks, always when the markets were overvalued. Their balance sheet is much weaker than six years ago. When a stock really falls hard, then suppliers and creditors look at a company's balance sheet--and MCD's has a big hole in theirs. The fundamentals are terrible.
After a huge drop after an earnings miss. It has massive downside risk--75%. Last few quarters have had poor earnings. They have been buying back stock which helps earnings. In the last 50 years, MCD has had three massive setbacks, always when the markets were overvalued. Their balance sheet is much weaker than six years ago. When a stock really falls hard, then suppliers and creditors look at a company's balance sheet--and MCD's has a big hole in theirs. The fundamentals are terrible.
food services
DON'T BUY
DON'T BUY
October 15, 2019
McDonald's blew out all their equity. They have negative equity of $6.8 billion due to share buybacks and other measures. Their managers don't seem to care about their valuation which is sky high. He doesn't understand why they do this. It's never been more expensive. If MCD does get into trouble down the road (i.e. recession), this stock will go down a long, long way. A lot of blue-chip companies have no balance sheet, no equity.
McDonald's blew out all their equity. They have negative equity of $6.8 billion due to share buybacks and other measures. Their managers don't seem to care about their valuation which is sky high. He doesn't understand why they do this. It's never been more expensive. If MCD does get into trouble down the road (i.e. recession), this stock will go down a long, long way. A lot of blue-chip companies have no balance sheet, no equity.
food services
SELL
SELL
September 18, 2019
Why don't you like it? He has nearly 50 years of trading data on MCD-N. Every time we have a market at excessive valuations, back to 1972, market corrections have caused this stock to decline 75%. Right now his model is saying the stock is already 50% over valued. The company has been buying back stock and book value is well below current share prices. Credit worthiness has slipped over the years as well. He expects history to repeat it self. You will get your but handed to you. He is not a fan of the non-meat products -- it is a fad.
Why don't you like it? He has nearly 50 years of trading data on MCD-N. Every time we have a market at excessive valuations, back to 1972, market corrections have caused this stock to decline 75%. Right now his model is saying the stock is already 50% over valued. The company has been buying back stock and book value is well below current share prices. Credit worthiness has slipped over the years as well. He expects history to repeat it self. You will get your but handed to you. He is not a fan of the non-meat products -- it is a fad.
food services
BUY
BUY
September 11, 2019
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
food services
BUY
BUY
August 26, 2019
It's an enduring brand that has adapted well over the years. It's resilient and will survive a recession. Admires this stock, though it's no longer go-go grower it used to be.
It's an enduring brand that has adapted well over the years. It's resilient and will survive a recession. Admires this stock, though it's no longer go-go grower it used to be.
food services
PAST TOP PICK
PAST TOP PICK
August 22, 2019
(A Top Pick Aug 21/18, Up 39%) They've always managed to get it right. He is very excited about it. They have auto order / auto-pay. It is a really well managed company.
(A Top Pick Aug 21/18, Up 39%) They've always managed to get it right. He is very excited about it. They have auto order / auto-pay. It is a really well managed company.
food services
BUY
BUY
June 6, 2019
He thinks it is the best fast food restaurant to invest in. Against QSR-T he likes it better. There is less debt on the balance sheet. They righted the ship and are now going for growth.
He thinks it is the best fast food restaurant to invest in. Against QSR-T he likes it better. There is less debt on the balance sheet. They righted the ship and are now going for growth.
food services
WAIT
WAIT
May 31, 2019
This is a solid name. Again, would wait to see how the markets shake out. He does not see too much positive happening in the markets over the next few weeks. He would be on the fence right now.
This is a solid name. Again, would wait to see how the markets shake out. He does not see too much positive happening in the markets over the next few weeks. He would be on the fence right now.
food services
TOP PICK
TOP PICK
May 30, 2019
They are a cash machine. Over 90% of stores are franchised. They normally own the property and lease it back to the franchisee. They are current, have been around for most of our lifetimes and have adapted. (Analysts’ price target is $214.50)
They are a cash machine. Over 90% of stores are franchised. They normally own the property and lease it back to the franchisee. They are current, have been around for most of our lifetimes and have adapted. (Analysts’ price target is $214.50)
food services
BUY WEAKNESS
BUY WEAKNESS
May 8, 2019
Same store sales have continued to be strong and sees them continuing to re-invent themselves. Growth is high single-digit, but the value is looking a little rich right now. He would definitely buy on weakness.
Same store sales have continued to be strong and sees them continuing to re-invent themselves. Growth is high single-digit, but the value is looking a little rich right now. He would definitely buy on weakness.
food services
HOLD
HOLD
April 4, 2019
Interesting name. He likes Restaurant Brands International (QSR-T) in the sector. Mixed feelings as it is expensive. It is defensive. Low beta.
Interesting name. He likes Restaurant Brands International (QSR-T) in the sector. Mixed feelings as it is expensive. It is defensive. Low beta.
food services
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