258

McDonalds (MCD-N)

ON STOCKCHASE SINCE Feb 2001

food services

McDonalds
MCD-N

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Signal	Opinion	Expert
HOLD	McDonalds(MCD-N) 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. food services 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $189.870 Owned No

HOLD	McDonalds(MCD-N) March 26, 2019 Unbelievably well run. Best of all the fast food places. Not cheap, don't buy it here. No one's been able to knock them off their perch. Hesitates to sell a great business just because it's not cheap. Innovative, phenomenal quality control, increasing dividends, huge free cash flow. Yield is 2.5%. (Analysts’ price target is $199.00) food services 0 0 0 0 0 0 comments	Unbelievably well run. Best of all the fast food places. Not cheap, don't buy it here. No one's been able to knock them off their perch. Hesitates to sell a great business just because it's not cheap. Innovative, phenomenal quality control, increasing dividends, huge free cash flow. Yield is 2.5%. (Analysts’ price target is $199.00) food services 0 0 0 0 0 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $187.480 Owned Yes
BUY	McDonalds(MCD-N) January 11, 2019 There's no reason why this sold off, but all stocks sell in a correction. This is a consumer stock, and US consumers with many jobs and rising incomes are in a strong space. MCD will do well. Wage inflation hasn't hit yet, either. food services 0 0 0 0 0 0 comments	There's no reason why this sold off, but all stocks sell in a correction. This is a consumer stock, and US consumers with many jobs and rising incomes are in a strong space. MCD will do well. Wage inflation hasn't hit yet, either. food services 0 0 0 0 0 0 comments David Cockfield Managing D, Northland Wealth Man... Price $182.370 Owned Unknown
TOP PICK	McDonalds(MCD-N) November 12, 2018 They've done a good transformation and have cut costs. In 2016, they starting changing their model with new products (i.e. all-day breakfast). Since 2016, we've seen higher highs and lows and a definite uptrend on their chart. It's a core holding of his. (Analysts’ price target is $192.82) food services 0 0 0 0 0 0 comments	They've done a good transformation and have cut costs. In 2016, they starting changing their model with new products (i.e. all-day breakfast). Since 2016, we've seen higher highs and lows and a definite uptrend on their chart. It's a core holding of his. (Analysts’ price target is $192.82) food services 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $184.370 Owned Yes
DON'T BUY	McDonalds(MCD-N) November 5, 2018 He wouldn't touch it. It's very expensive on a P/B basis and FMV (fair market value). Sometimes, the market will carry a stock that doesn't deserve it. Consider yourself lucky for owning this, but he would then get out of it. The chart (showing strength in the past few years) is looking in the rear-view mirror. He doesn't see upside. food services 0 0 0 0 0 0 comments	He wouldn't touch it. It's very expensive on a P/B basis and FMV (fair market value). Sometimes, the market will carry a stock that doesn't deserve it. Consider yourself lucky for owning this, but he would then get out of it. The chart (showing strength in the past few years) is looking in the rear-view mirror. He doesn't see upside. food services 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $180.390 Owned No
TOP PICK	McDonalds(MCD-N) August 21, 2018 This is a new entry into his portfolio. It owns 37,000 restaurants, 92% of them franchised. They typically own the land that the restaurant is on and the franchisee leases it. This creates a very stable flow of cash. Same store sales are growing well. They are innovating in food choices and in payment methods. They have allocated $6 billion for upgrading their restaurants by 2022. The average spend at restaurants is increasing and at all time highs. Yield 2.5%. (Analysts’ price target is $184.20) food services 0 0 0 0 0 0 comments	This is a new entry into his portfolio. It owns 37,000 restaurants, 92% of them franchised. They typically own the land that the restaurant is on and the franchisee leases it. This creates a very stable flow of cash. Same store sales are growing well. They are innovating in food choices and in payment methods. They have allocated $6 billion for upgrading their restaurants by 2022. The average spend at restaurants is increasing and at all time highs. Yield 2.5%. (Analysts’ price target is $184.20) food services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $161.040 Owned Yes
SELL	McDonalds(MCD-N) July 30, 2018 They demonstrate everything that is negative about stock buybacks. You erode your book value and now they trade at 100 times book value. It is trading at only 20 times earnings, however. He calculates a fair market value 46% lower than where it is now. The balance sheet is mediocre, but not strong. He does not think you are buying anything of value with this one. food services 0 0 0 0 0 0 comments	They demonstrate everything that is negative about stock buybacks. You erode your book value and now they trade at 100 times book value. It is trading at only 20 times earnings, however. He calculates a fair market value 46% lower than where it is now. The balance sheet is mediocre, but not strong. He does not think you are buying anything of value with this one. food services 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $158.640 Owned Unknown
BUY	McDonalds(MCD-N) July 17, 2018 Likes it. Management has done a fine job transforming the company by introducing fresh food, the all-day breakfast, and now fresh burger meat. They are Doing well in mobile pay and introducing delivery. They are keeping current with the times. It isn't a cheap stock, but decent. food services 0 0 0 0 0 0 comments	Likes it. Management has done a fine job transforming the company by introducing fresh food, the all-day breakfast, and now fresh burger meat. They are Doing well in mobile pay and introducing delivery. They are keeping current with the times. It isn't a cheap stock, but decent. food services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $159.750 Owned Unknown
DON'T BUY	McDonalds(MCD-N) July 17, 2018 This has negative equity (negative price to book). They blew out all their equity in stock buybacks and other payouts. Passive investing has created a growing trend among S&P-500 companies to ignore their valuation because ETF investors don’t do any analysis. This is evident among defense stocks, consumer discretionary companies, consumer staples, and so on. He does not see companies like this going higher and if the company ever stumbles, there is no book value to fall back on. food services 0 0 0 0 0 0 comments	This has negative equity (negative price to book). They blew out all their equity in stock buybacks and other payouts. Passive investing has created a growing trend among S&P-500 companies to ignore their valuation because ETF investors don’t do any analysis. This is evident among defense stocks, consumer discretionary companies, consumer staples, and so on. He does not see companies like this going higher and if the company ever stumbles, there is no book value to fall back on. food services 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $159.750 Owned No
COMMENT	McDonalds(MCD-N) June 18, 2018 Fast food is cyclical based on gas prices. Restaurant sales took off when gas prices plunged in 2014. Also, restaurant haven't seen earnings growth vs. other consumer discretionary spaces. He doesn't see a catalyst for this stock to improve. That said, it's had a good, long history and their foreign sales are a tailwind. food services 0 0 0 0 0 0 comments	Fast food is cyclical based on gas prices. Restaurant sales took off when gas prices plunged in 2014. Also, restaurant haven't seen earnings growth vs. other consumer discretionary spaces. He doesn't see a catalyst for this stock to improve. That said, it's had a good, long history and their foreign sales are a tailwind. food services 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $166.280 Owned No
COMMENT	McDonalds(MCD-N) June 8, 2018 Pizza or burgers? McDonald’s has a slight edge over Dominoes. At a 20 PE ratio, MCD-N has a better valuation, whereas DPZ-N still needs to grow into its PE ratio a bit more. He likes both companies with good management and good secular growth. A more conservative position is with MCD-N. food services 0 0 0 0 0 0 comments	Pizza or burgers? McDonald’s has a slight edge over Dominoes. At a 20 PE ratio, MCD-N has a better valuation, whereas DPZ-N still needs to grow into its PE ratio a bit more. He likes both companies with good management and good secular growth. A more conservative position is with MCD-N. food services 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $168.910 Owned Unknown
COMMENT	McDonalds(MCD-N) May 23, 2018 It's a both a quick-service restaurant and a REIT. REITs are under pressure, because they're interest-rate sensitive. Restaurants are performing pretty well, including McDonald's. Building digital kiosks in their stores is a good move. But other restaurants, such as Domino's Pizza, have a better growth rate. McDonald's will grow its dividend over time and probably operform in the middle of the pack for a while. food services 0 0 0 0 0 0 comments	It's a both a quick-service restaurant and a REIT. REITs are under pressure, because they're interest-rate sensitive. Restaurants are performing pretty well, including McDonald's. Building digital kiosks in their stores is a good move. But other restaurants, such as Domino's Pizza, have a better growth rate. McDonald's will grow its dividend over time and probably operform in the middle of the pack for a while. food services 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $161.620 Owned Unknown
PAST TOP PICK	McDonalds(MCD-N) May 9, 2018 (A Top Pick June 13/17 Up 11%) He is happy with this as they continue to develop mobile applications and rivals Starbucks. They have a great distribution as well. Worldwide sales are rising. Over the past three years the stock price increase has been stellar. food services 0 0 0 0 0 0 comments	(A Top Pick June 13/17 Up 11%) He is happy with this as they continue to develop mobile applications and rivals Starbucks. They have a great distribution as well. Worldwide sales are rising. Over the past three years the stock price increase has been stellar. food services 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $164.240 Owned Yes
DON'T BUY	McDonalds(MCD-N) May 1, 2018 It recently touched its last low. It's a so-so chart over the past 3 years. Hold it, but don't be a new buyer. food services 0 0 0 0 0 0 comments	It recently touched its last low. It's a so-so chart over the past 3 years. Hold it, but don't be a new buyer. food services 0 0 0 0 0 0 comments Keith Richards Portfolio , ValueTrend Wealth Ma... Price $163.440 Owned Unknown
COMMENT	McDonalds(MCD-N) January 26, 2018 Not a particularly volatile stock. It’s very healthy. Tends to move in a very tight channel. If you want to trade it short term, you can. Its volatility is much less than the market. When a stock is in an up channel, try to buy near the bottom of the channel. food services 0 0 0 0 0 0 comments	Not a particularly volatile stock. It’s very healthy. Tends to move in a very tight channel. If you want to trade it short term, you can. Its volatility is much less than the market. When a stock is in an up channel, try to buy near the bottom of the channel. food services 0 0 0 0 0 0 comments William Chin Portfolio , Caldwell Investment ... Price $178.360 Owned Unknown

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