McDonalds

MCD-N

NYSE:MCD

212.10
1.42 (0.67%)
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
BUY
BUY
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.

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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.

Gordon Reid

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Price
$159.750
Owned
Unknown
DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
January 24, 2018

In 2014 you were seeing negative same store sales. They brought in a new CEO, and have done a really good job of getting the menu shifted to consumer preferences. The company is really doing well. 6% same-store sales growth in the last quarter. The trade-off is that valuations have moved up with all the good news. Now it has gotten pricey and is too pricey for her.

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McDonalds (MCD-N)
January 24, 2018

In 2014 you were seeing negative same store sales. They brought in a new CEO, and have done a really good job of getting the menu shifted to consumer preferences. The company is really doing well. 6% same-store sales growth in the last quarter. The trade-off is that valuations have moved up with all the good news. Now it has gotten pricey and is too pricey for her.

BUY
BUY
January 11, 2018

He likes it a lot. He is cautious on the space and is underweight right now. Restaurants and especially this one have been stellar. They have really turned around and are a hero.

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McDonalds (MCD-N)
January 11, 2018

He likes it a lot. He is cautious on the space and is underweight right now. Restaurants and especially this one have been stellar. They have really turned around and are a hero.

COMMENT
COMMENT
December 19, 2017

This has been a fantastic performer. Without question, it is the best restaurant property in its space. Over the decades, they have reinvented themselves a number of times, from a burger/chip joint to a healthier menu. They’re also becoming much more efficient in their operations, currently franchising a large percentage of their company owned stores. This gives them higher return on invested capital.

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McDonalds (MCD-N)
December 19, 2017

This has been a fantastic performer. Without question, it is the best restaurant property in its space. Over the decades, they have reinvented themselves a number of times, from a burger/chip joint to a healthier menu. They’re also becoming much more efficient in their operations, currently franchising a large percentage of their company owned stores. This gives them higher return on invested capital.

Gordon Reid

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Price
$173.390
Owned
Unknown
HOLD
HOLD
December 8, 2017

He likes the company and it is a very resilient business. Management is world-class and are always innovating and finding ways to reinvent themselves. His concern is the valuation. Trading at 15X on an EV to EBITDA basis, which doesn’t give a lot of room for error. He would like to see a pullback before getting in. 2.3% dividend yield.

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McDonalds (MCD-N)
December 8, 2017

He likes the company and it is a very resilient business. Management is world-class and are always innovating and finding ways to reinvent themselves. His concern is the valuation. Trading at 15X on an EV to EBITDA basis, which doesn’t give a lot of room for error. He would like to see a pullback before getting in. 2.3% dividend yield.

PAST TOP PICK
PAST TOP PICK
December 7, 2017

(A Top Pick Jun 13/17, Up 17%) They are engaging mobile and driving traffic. They have gone to a healthier menu and better suppliers. They are back to a growth footing.

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McDonalds (MCD-N)
December 7, 2017

(A Top Pick Jun 13/17, Up 17%) They are engaging mobile and driving traffic. They have gone to a healthier menu and better suppliers. They are back to a growth footing.

COMMENT
COMMENT
December 7, 2017

Trading at close to 25X Forward Earnings with about a 10% growth rate. They’ve turned around their story with healthier foods on the menu. Have changed the way they do things and it is growthier. Feels the space is a little expensive and he would look at other names.

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McDonalds (MCD-N)
December 7, 2017

Trading at close to 25X Forward Earnings with about a 10% growth rate. They’ve turned around their story with healthier foods on the menu. Have changed the way they do things and it is growthier. Feels the space is a little expensive and he would look at other names.

COMMENT
COMMENT
November 8, 2017

There are so many brands, it is hard to tell which one is going to be able to redefine and re-create themselves. This company has done a phenomenal job. For years they struggled with same-store sales growth. She is cautious on the consumer space, as consumer preferences change so quickly. In food space you have some new brands going more to fresh, and not the hamburgers/fries type of meals. This company has a new CEO with a new plan who has done a number of things to turn the company around. It has a 3% free cash flow yield, and there is not a ton of upside on that multiple at this point. It appears money is going to continue to flow to this company. Probably not a huge performer going forward, but probably not something you will get hurt on either.

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McDonalds (MCD-N)
November 8, 2017

There are so many brands, it is hard to tell which one is going to be able to redefine and re-create themselves. This company has done a phenomenal job. For years they struggled with same-store sales growth. She is cautious on the consumer space, as consumer preferences change so quickly. In food space you have some new brands going more to fresh, and not the hamburgers/fries type of meals. This company has a new CEO with a new plan who has done a number of things to turn the company around. It has a 3% free cash flow yield, and there is not a ton of upside on that multiple at this point. It appears money is going to continue to flow to this company. Probably not a huge performer going forward, but probably not something you will get hurt on either.

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