McDonalds

MCD-N

NYSE:MCD

213.34
0.04 (0.02%)
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
October 26, 2017

This is a stock that just keeps going up. The dividend right now is $3.61. If you go back 10 years, the dividend was $1. 10 years prior to that, the dividend was $0.15. When you get a stock that keeps on increasing dividends like that, and you get a chart like the current one, that is what you want to have in your portfolio.

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McDonalds (MCD-N)
October 26, 2017

This is a stock that just keeps going up. The dividend right now is $3.61. If you go back 10 years, the dividend was $1. 10 years prior to that, the dividend was $0.15. When you get a stock that keeps on increasing dividends like that, and you get a chart like the current one, that is what you want to have in your portfolio.

COMMENT
COMMENT
October 5, 2017

This is absolutely terrifying. The stock is selling at a P/B of $110. The intrinsic value of the company is about half. They have been buying back stock, so the ground underneath has been fading away. Be careful.

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McDonalds (MCD-N)
October 5, 2017

This is absolutely terrifying. The stock is selling at a P/B of $110. The intrinsic value of the company is about half. They have been buying back stock, so the ground underneath has been fading away. Be careful.

PAST TOP PICK
PAST TOP PICK
September 20, 2017

(A Top Pick June 21/16. Up 34%.) This continues to fire on all cylinders. New management has brought in new initiatives, new menus, technologies in the stores. It trades at a pretty hefty multiple now.

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McDonalds (MCD-N)
September 20, 2017

(A Top Pick June 21/16. Up 34%.) This continues to fire on all cylinders. New management has brought in new initiatives, new menus, technologies in the stores. It trades at a pretty hefty multiple now.

WAIT
WAIT
September 6, 2017

Chart shows this had a strong move from the latter part of 2016. When you get strong moves, stocks have to consolidate a little. A strong move through 2017 means that at some point the stock becomes overbought. If so, it will probably consolidate. On this one, you probably wait until it consolidates, and then catch it on a dip.

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McDonalds (MCD-N)
September 6, 2017

Chart shows this had a strong move from the latter part of 2016. When you get strong moves, stocks have to consolidate a little. A strong move through 2017 means that at some point the stock becomes overbought. If so, it will probably consolidate. On this one, you probably wait until it consolidates, and then catch it on a dip.

COMMENT
COMMENT
August 16, 2017

She prefers Yum Brands (YUM-N) whose franchises are Taco Bell, Pizza Hut and KFC. McDonald’s has done well and is a good company with good standing internationally.

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McDonalds (MCD-N)
August 16, 2017

She prefers Yum Brands (YUM-N) whose franchises are Taco Bell, Pizza Hut and KFC. McDonald’s has done well and is a good company with good standing internationally.

HOLD
HOLD
August 10, 2017

There was a lot of negativity around it two years ago and since then management have done a magnificent job and it has come back. All day breakfast has spurred traffic. They are tacking on mobile apps and home delivery. They brought back the $1 any drink size. It is a bit of a safety stock. Investors hide in stocks like this. You are still going to buy your Big Mac for lunch whether the markets are up or down. He is neutral on it at these prices.

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McDonalds (MCD-N)
August 10, 2017

There was a lot of negativity around it two years ago and since then management have done a magnificent job and it has come back. All day breakfast has spurred traffic. They are tacking on mobile apps and home delivery. They brought back the $1 any drink size. It is a bit of a safety stock. Investors hide in stocks like this. You are still going to buy your Big Mac for lunch whether the markets are up or down. He is neutral on it at these prices.

COMMENT
COMMENT
August 10, 2017

She missed the boat on this. A few years ago, you had Panera, Chipotle, etc. and nobody wanted to eat junk food anymore. Then there was a big consumer shift. McDonald’s really struggled with their same-store sales. They brought on a new CEO and redid the menu, had healthier options, fancy brands and had promotions on drinks. Now they are back in business. They’ve been putting in good growth numbers in the US.

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McDonalds (MCD-N)
August 10, 2017

She missed the boat on this. A few years ago, you had Panera, Chipotle, etc. and nobody wanted to eat junk food anymore. Then there was a big consumer shift. McDonald’s really struggled with their same-store sales. They brought on a new CEO and redid the menu, had healthier options, fancy brands and had promotions on drinks. Now they are back in business. They’ve been putting in good growth numbers in the US.

COMMENT
COMMENT
August 4, 2017

This has a period of seasonal strength that goes through until approximately mid-July. Chart shows there was a nice upward run, and during the last week or so, the stock sold off on news. If you are a trader, you are probably taking some money off the table. It has another period of seasonal strength from around October to Nov/Dec. Technicals are starting to roll over and the stock is starting to underperform. Momentum indicators are starting to turn down.

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McDonalds (MCD-N)
August 4, 2017

This has a period of seasonal strength that goes through until approximately mid-July. Chart shows there was a nice upward run, and during the last week or so, the stock sold off on news. If you are a trader, you are probably taking some money off the table. It has another period of seasonal strength from around October to Nov/Dec. Technicals are starting to roll over and the stock is starting to underperform. Momentum indicators are starting to turn down.

PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick July 19/16. Up 25.65%.) This has had a tremendous run. This has been a special story, but he considers what is going on in the backdrop of the restaurant group, has been a little sloppy, and would be less likely to Buy this today.

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McDonalds (MCD-N)
July 18, 2017

(A Top Pick July 19/16. Up 25.65%.) This has had a tremendous run. This has been a special story, but he considers what is going on in the backdrop of the restaurant group, has been a little sloppy, and would be less likely to Buy this today.

PAST TOP PICK
PAST TOP PICK
July 4, 2017

(A Top Pick April 21/16. Up 25.71%.) For him, this was a value play. With all of the negative press it had, the stock didn’t move much last year. He would be very comfortable buying back in if it got a little cheaper.

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McDonalds (MCD-N)
July 4, 2017

(A Top Pick April 21/16. Up 25.71%.) For him, this was a value play. With all of the negative press it had, the stock didn’t move much last year. He would be very comfortable buying back in if it got a little cheaper.

TOP PICK
TOP PICK
June 13, 2017

What is neat about this story is that it is more defensive, but they are going through a technological change function right now, including moving into delivery. Valuation is a little rich, but well justified by the fundamental trends. Dividend yield of 2.5%. (Analysts’ price target is $155.)

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McDonalds (MCD-N)
June 13, 2017

What is neat about this story is that it is more defensive, but they are going through a technological change function right now, including moving into delivery. Valuation is a little rich, but well justified by the fundamental trends. Dividend yield of 2.5%. (Analysts’ price target is $155.)

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.

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