McDonalds

MCD-N

NYSE:MCD

211.16
0.82 (0.39%)
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.
More at Wikipedia

Analysis and Opinions about MCD-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 7, 2020
He wouldn't buy McDonalds unless it dropped down to $90, which is substantially lower than were it's trading. It's only a good buy for the long term if you can buy it at the fair market value.
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McDonalds (MCD-N)
January 7, 2020
He wouldn't buy McDonalds unless it dropped down to $90, which is substantially lower than were it's trading. It's only a good buy for the long term if you can buy it at the fair market value.
TOP PICK
TOP PICK
January 3, 2020
Missed on earnings in October. He doesn't own it quite yet. It's a good stock that still owns the sector and brings in customers. A defensive stock. If it goes below $191, he would get out. He's looking to buy this in the next couple weeks. (Analysts’ price target is $222.63)
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McDonalds (MCD-N)
January 3, 2020
Missed on earnings in October. He doesn't own it quite yet. It's a good stock that still owns the sector and brings in customers. A defensive stock. If it goes below $191, he would get out. He's looking to buy this in the next couple weeks. (Analysts’ price target is $222.63)
DON'T BUY
DON'T BUY
December 30, 2019
In their October report, earnings missed by 10 cents/share. In North America, MCD is cannabilizing their menu; with all-day breakfast, then what about lunch and dinner? He doesn't like food retailers in general. Decent dividend growth, but flagging sales are a red flag. Meanwhile, peers are building new stores internationally.
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McDonalds (MCD-N)
December 30, 2019
In their October report, earnings missed by 10 cents/share. In North America, MCD is cannabilizing their menu; with all-day breakfast, then what about lunch and dinner? He doesn't like food retailers in general. Decent dividend growth, but flagging sales are a red flag. Meanwhile, peers are building new stores internationally.
COMMENT
COMMENT
December 13, 2019

They own Yum! Brands in this space rather than McDonalds. One of the issues is that traffic into stores has been slowing in US locations. Arguably, growth with come in other emerging markets.

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McDonalds (MCD-N)
December 13, 2019

They own Yum! Brands in this space rather than McDonalds. One of the issues is that traffic into stores has been slowing in US locations. Arguably, growth with come in other emerging markets.

HOLD
HOLD
November 27, 2019
Relatively defensive position, and the market's rotating more towards cyclicals. A great company. Likes it very much. It will have its time in the sun and its time in the shade. Growing earnings and cashflow very smartly. Be patient and let it work over a long time.
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McDonalds (MCD-N)
November 27, 2019
Relatively defensive position, and the market's rotating more towards cyclicals. A great company. Likes it very much. It will have its time in the sun and its time in the shade. Growing earnings and cashflow very smartly. Be patient and let it work over a long time.
TOP PICK
TOP PICK
November 22, 2019
38,000 restaurants across the world with 40 years of dividend growth. Over the last 5 years, it’s grown 9% compounded. It has a good growth rate. It’s come down around 10% for no reason and it is a leader in quick service. Has a good growth potential.
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McDonalds (MCD-N)
November 22, 2019
38,000 restaurants across the world with 40 years of dividend growth. Over the last 5 years, it’s grown 9% compounded. It has a good growth rate. It’s come down around 10% for no reason and it is a leader in quick service. Has a good growth potential.
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.
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McDonalds (MCD-N)
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.
Teal Linde

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Price
$192.620
Owned
Unknown
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.
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McDonalds (MCD-N)
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.
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.

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McDonalds (MCD-N)
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.

DON'T BUY
DON'T BUY
November 4, 2019

They have challenges. Same-store sales are not living up to street expectations. This is not a terrible buy, but sees more growth in Starbucks. McDonald's pays a 2.6% dividend as it buys back shares with borrowed money, but interest rates will remain low.

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McDonalds (MCD-N)
November 4, 2019

They have challenges. Same-store sales are not living up to street expectations. This is not a terrible buy, but sees more growth in Starbucks. McDonald's pays a 2.6% dividend as it buys back shares with borrowed money, but interest rates will remain low.

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.
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McDonalds (MCD-N)
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.
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.
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McDonalds (MCD-N)
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.
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.
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McDonalds (MCD-N)
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.
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.
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McDonalds (MCD-N)
September 11, 2019
Likes the name. Very competitive space. Extremely strong technicals. Low beta. Somewhat recession resilient. 2.2% dividend. Good name to own.
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.
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McDonalds (MCD-N)
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.
Alex Ruus

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Price
$216.910
Owned
Unknown
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