McDonalds

MCD-N

NYSE:MCD

187.41
2.34 (1.26%)
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
COMMENT
COMMENT
June 9, 2017

This is going to be an under performer. It has been a great performer in the last few years, but now you have a quick serve restaurant trading like a tech stock at 25X earnings. They are still exposed to some of the cyclical headwinds such as a sour economy, rising wage prices, inflationary pressures on commodities.

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McDonalds (MCD-N)
June 9, 2017

This is going to be an under performer. It has been a great performer in the last few years, but now you have a quick serve restaurant trading like a tech stock at 25X earnings. They are still exposed to some of the cyclical headwinds such as a sour economy, rising wage prices, inflationary pressures on commodities.

BUY
BUY
June 5, 2017

It is one of the few fast food companies that continue to do well. They are growing their bottom line earnings pretty quickly for what they are doing. This management knows how to adapt to the changing demographics. It is one of the few that will continue to do well and it is global.

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McDonalds (MCD-N)
June 5, 2017

It is one of the few fast food companies that continue to do well. They are growing their bottom line earnings pretty quickly for what they are doing. This management knows how to adapt to the changing demographics. It is one of the few that will continue to do well and it is global.

SELL
SELL
May 29, 2017

Sell McDonald’s (MCD-N) and buy Restaurant Brands (QSR-T)? This is not a bad idea as Restaurant Brands has more of a growth runway. McDonald’s is more of a mature business with penetration pretty much everywhere.

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McDonalds (MCD-N)
May 29, 2017

Sell McDonald’s (MCD-N) and buy Restaurant Brands (QSR-T)? This is not a bad idea as Restaurant Brands has more of a growth runway. McDonald’s is more of a mature business with penetration pretty much everywhere.

COMMENT
COMMENT
May 19, 2017

This is up about 22% in the last 12 months, because they are trying to take advantage of technology to start to manage stores. Where they are now in bricks and mortar, they are going to get a huge amount of store growth. They are trying to maximize their ability to keep costs down. That is never the greatest idea to run a business. This is not expanding your revenues, it’s just keeping costs down.

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McDonalds (MCD-N)
May 19, 2017

This is up about 22% in the last 12 months, because they are trying to take advantage of technology to start to manage stores. Where they are now in bricks and mortar, they are going to get a huge amount of store growth. They are trying to maximize their ability to keep costs down. That is never the greatest idea to run a business. This is not expanding your revenues, it’s just keeping costs down.

HOLD
HOLD
May 16, 2017

This has done an amazing job morphing its business. Coffee is the new growth area, which is very high margin. They have gotten good locations and understand the real estate game. If there were a big pull back, this is the kind of thing he would look at.

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McDonalds (MCD-N)
May 16, 2017

This has done an amazing job morphing its business. Coffee is the new growth area, which is very high margin. They have gotten good locations and understand the real estate game. If there were a big pull back, this is the kind of thing he would look at.

BUY WEAKNESS
BUY WEAKNESS
May 4, 2017

It has implemented the ‘Internet of Things’. You can order without people. They are getting great margins. He would be a buyer on a pullback. It is at a record high on a 20 year chart.

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McDonalds (MCD-N)
May 4, 2017

It has implemented the ‘Internet of Things’. You can order without people. They are getting great margins. He would be a buyer on a pullback. It is at a record high on a 20 year chart.

BUY
BUY
May 3, 2017

Sold his holdings, but still likes it and is hoping to get back in. The company needed to reinvent itself, and did that by providing a 24-hour a day McDonald’s. The new CEO has done some great things by refranchising stores with a focus on technology. Trading at around 23X PE, which is not expensive given the good things that are going on. A low beta stock, and you need some of those in a portfolio. In a bad market, these are the names that hold up. Dividend yield of 2.6%.

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McDonalds (MCD-N)
May 3, 2017

Sold his holdings, but still likes it and is hoping to get back in. The company needed to reinvent itself, and did that by providing a 24-hour a day McDonald’s. The new CEO has done some great things by refranchising stores with a focus on technology. Trading at around 23X PE, which is not expensive given the good things that are going on. A low beta stock, and you need some of those in a portfolio. In a bad market, these are the names that hold up. Dividend yield of 2.6%.

PARTIAL SELL
PARTIAL SELL
April 24, 2017

A perfectly good long term holding. It had a recent pop and if you had a lot of profits she would recommend taking some off the table. You expect it to grow in the US with GDP. Internationally there is still room for them to grow further. She thinks they are doing everything right. but it is a rich stock right now.

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McDonalds (MCD-N)
April 24, 2017

A perfectly good long term holding. It had a recent pop and if you had a lot of profits she would recommend taking some off the table. You expect it to grow in the US with GDP. Internationally there is still room for them to grow further. She thinks they are doing everything right. but it is a rich stock right now.

PAST TOP PICK
PAST TOP PICK
March 14, 2017

(A Top Pick Jan 29/16. Up 8%.) The idea was that this was trading at such low levels. He started buying at about $100. The company needed to go through a transformation, and he had confidence they were going to do that. Sold his holdings. A lot of the easy money has been made and it is trading at fair value now.

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McDonalds (MCD-N)
March 14, 2017

(A Top Pick Jan 29/16. Up 8%.) The idea was that this was trading at such low levels. He started buying at about $100. The company needed to go through a transformation, and he had confidence they were going to do that. Sold his holdings. A lot of the easy money has been made and it is trading at fair value now.

COMMENT
COMMENT
March 1, 2017

(Market Call Minute.) If you are going to look at a quick service company, this is probably the one to look at.

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McDonalds (MCD-N)
March 1, 2017

(Market Call Minute.) If you are going to look at a quick service company, this is probably the one to look at.

DON'T BUY
DON'T BUY
February 17, 2017

It has done very well. But she prefers Yum Brands in that space. She holds both the companies after YUM split. MCD-N has brought in some growth with menu innovation. They have room to grow outside of the US, but YUM China is a more direct play. MCD-N is probably fairly valued.

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McDonalds (MCD-N)
February 17, 2017

It has done very well. But she prefers Yum Brands in that space. She holds both the companies after YUM split. MCD-N has brought in some growth with menu innovation. They have room to grow outside of the US, but YUM China is a more direct play. MCD-N is probably fairly valued.

PAST TOP PICK
PAST TOP PICK
December 13, 2016

(A Top Pick Jan 19/16. Up 7.71%.) He would own this today, but prefers more economically sensitive sectors now.

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McDonalds (MCD-N)
December 13, 2016

(A Top Pick Jan 19/16. Up 7.71%.) He would own this today, but prefers more economically sensitive sectors now.

COMMENT
COMMENT
December 12, 2016

Starbucks (SBUX-Q) or McDonald’s (MCD-N)? He likes both. Has held this in the past, but sold it about a year ago, primarily because he felt he had capitalized on the 1st leg of the recovery. The share price has retracted since then, and he is taking a very close look at it and possibly stepping in again. This has a better yield and a better price to earnings ratio.

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McDonalds (MCD-N)
December 12, 2016

Starbucks (SBUX-Q) or McDonald’s (MCD-N)? He likes both. Has held this in the past, but sold it about a year ago, primarily because he felt he had capitalized on the 1st leg of the recovery. The share price has retracted since then, and he is taking a very close look at it and possibly stepping in again. This has a better yield and a better price to earnings ratio.

COMMENT
COMMENT
December 7, 2016

The numbers going to fast food restaurants is going down. All the McDonald’s are being automated. By taking people out, their labour costs are going down. It has probably had too much of a run for him and not enough dividend. He wouldn’t invest in this, but wouldn’t discourage people who want to. Dividend yield of 3.1%.

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McDonalds (MCD-N)
December 7, 2016

The numbers going to fast food restaurants is going down. All the McDonald’s are being automated. By taking people out, their labour costs are going down. It has probably had too much of a run for him and not enough dividend. He wouldn’t invest in this, but wouldn’t discourage people who want to. Dividend yield of 3.1%.

DON'T BUY
DON'T BUY
November 30, 2016

They’ve decided breakfast works, so they are going to make all day breakfasts. He is wondering why the market is rewarding them so fully for that. It is not a cheap valuation, so he would pass on this, until they come up with something that brings in more people.

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McDonalds (MCD-N)
November 30, 2016

They’ve decided breakfast works, so they are going to make all day breakfasts. He is wondering why the market is rewarding them so fully for that. It is not a cheap valuation, so he would pass on this, until they come up with something that brings in more people.

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