McDonalds

MCD-N

NYSE:MCD

184.41
0.67 (0.36%)
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
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.
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.
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McDonalds (MCD-N)
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.
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.

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McDonalds (MCD-N)
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.

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.
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McDonalds (MCD-N)
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.
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)
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McDonalds (MCD-N)
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)
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.
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McDonalds (MCD-N)
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.
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.
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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.
HOLD
HOLD
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)
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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)
BUY
BUY
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.
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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.
TOP PICK
TOP PICK
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)
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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)
DON'T BUY
DON'T BUY
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.
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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.
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