| PARTIAL SELL | 59.340 | Alan Kral | Thinks there’s going to be some very interesting things happening with this company. Have been successful in extending their menus and have been successful globally. Benefited from the depreciating US$. If the US$ becomes stronger, it may weaken their returns. Consider trimming your position. | 2008-06-12 | |
| DON'T BUY | 59.310 | David Driscoll | He has concerns about their US stores being open 24 hours a day. Doesn't know how they can grow beyond this. Getting their growth internationally, but not sure the US market can offset this. There are better opportunities. | 2008-06-09 | |
| TOP PICK | 55.960 | Alan Kral | Great international stock. Profiting from the weakness in the US$. Very good at self-financing. If there is a slowdown in the economy, people might trade down from their local family restaurant. | 2008-04-15 | |
| Comment | 54.620 | Peter Brieger | He likes this company as he sees them as one of the great innovators in the menu changes in their restaurants. He also likes that they own most of their real estate, so if you get into an inflationary environment, this would be a great place to be. | 2008-02-28 | |
| DON'T BUY | 51.010 | Gordon Reid | Have done a very good job of turning it around. Have taken Starbucks on in the coffee category. He prefers buying companies that are trading at the lower end of the channel of valuations. This is trading at about 16X earnings rather than the 12X or 13X that he prefers. | 2008-01-30 | |
| BUY | 52.410 | Don Lato | Has been a very good performer over the last year. Have revamped the menu with a lot more diet friendly choices. Making a big foray into the coffee market with their new McDonald's cafés. The stock will lead the recovery in consumer spending. | 2008-01-16 | |
| BUY | 56.960 | Bill Carrigan | Right place and right time for this stock. Trend is up as long as the U.S. dollar is lower.
| 2007-10-17 | |
| SELL | 52.090 | Mike Lyons CA, CFA | Fully valued. Generating impressive same-store sales growth. | 2007-07-20 | |
| BUY | 50.420 | David Burrows | Have gone through realignment in their business. Change the menu and are getting great same-store sales. Very predictable revenues and cash flow. | 2007-06-22 | |
| Comment | 43.870 | Steve MacMillan | Has done a great job in the last 1 1/2 years of getting its sales turned around. From here, it will be more on how they do in Europe. Valuation is getting a little bit full. | 2007-01-03 | |
| BUY | 44.330 | Jeff Parent | Has hit a 52-week high. Has been hitting higher highs and higher lows since 2002. Very nice movement. Looks like it is on another upward trend. | 2007-01-02 | |
| HOLD | 42.120 | John Zechner | Cyclicals have rolled over and everybody is looking for big names, so the stock has moved up. Earnings were better than expected. Getting to the more expensive end up its range. | 2006-10-16 | |
| BUY | 31.200 | Brian Acker, CA | Has been recommending it for a while and still sees value in it. | 2005-08-04 | |
| TOP PICK | 29.610 | Brian Acker, CA | A turn around story. Has had a nice pullback. There's a 27% differential between his model price and where it's trading at. | 2005-04-28 | |
| BUY | 31.940 | David Baskin | Have been impressed with what they've done in the last 6 months with revamped menus and really seem to have done a pretty good job. | 2005-01-25 | |
| TOP PICK | 31.210 | Brian Acker, CA | Branching out into different things and expanding their menu. Mispriced. Pays a good dividend. | 2004-11-30 | |
| STRONG BUY | 27.930 | Brian Acker, CA | Has ben going sideways, but it's cheap and when the market recognizes its discount, it should move. Producing good earnings. | 2004-10-07 | |
| BUY | 27.600 | Ian Nakamoto | Still has room to grow. Increased dividends sends a very strong message that they have the businesson their hand and things look optomistic. | 2004-09-14 | |
| DON'T BUY | 25.810 | Brad Willock | They are trying to change what they are doing. A tough row to hoe. Would prefer Wendy's in that sector. | 2004-08-13 | |
| TOP PICK | 27.810 | Mary Farrell | Has the potential for 20% earnings growth. 50% of its earnings are overseas, so benefiting from the weaker US dollar. | 2004-07-16 | |
| BUY | 26.420 | Steve Gold | Have done a wonderful job on rebuilding the company. They are seeing increasing revenue per square foot. Stock should do well. | 2004-07-07 | |
| TOP PICK | 27.610 | Brian Acker, CA | They rank it as number two in the Dow. In the midst of a turnover. | 2004-04-28 | |
| PAST TOP PICK | 27.460 | Brian Acker, CA | (A top pick Jan 30/04. Up 4.5%.) Reported big earnings, but the market didn't like the sales numbers. Still likes. | 2004-04-16 | |
| DON'T BUY | 28.940 | Jonathen Wellum, B. Comm, B. Sc | Have done a very strong job reconfiguring their business model back to basics. Doesn't see a lot of upside other than 5/8% rate of return plus dividends. | 2004-04-02 | |
| WEAK BUY | 28.700 | David Burrows | Preforming very well. Going through a turn around. Could own. | 2004-03-31 | |
| DON'T BUY | 27.160 | Jonathen Wellum, B. Comm, B. Sc | Well-run company. Fully valued. Not a lot they can do to tweak their business for more growth. | 2004-02-20 | |
| BUY | 27.000 | David Baskin | The best thing it has going for it is its international diversification, because as the US currency drops, their international holdings become more valuable. Also have a good refurbished menu. | 2004-02-17 | |
| TOP PICK | 25.740 | Brian Acker, CA | Doing a search on the Dow Jones industrials for the most undervalued name, this is the stock that came up. Up 40% differential between current price and their model price. Looking for a turnaround. | 2004-01-30 | |
| BUY | 25.520 | Norman Levine | Went through a rough problem of management changes and declining sales have not come back. New menus and new advertising. Earnings growth should be pretty good. | 2004-01-21 | |
| BUY | 25.390 | John Sinkins, CFA | Has had a nice run-up but worthwhile holding onto. Likes what they're doing. Same store sales are up. | 2003-11-03 | |
| BUY | 23.350 | Paul O'Neil | They have great property and great locations and someone in the organization is going to figure out how to put things right. If they get it half right, the stock could be $30. | 2003-09-08 | |
| DON'T BUY | 22.690 | Brad Willock | Questions the cost line in their balance sheets. Feels the market is saturated. Too expensive. Would prefer Wendy's. | 2003-09-03 | |
| DON'T BUY | 23.000 | Mark Jackson, CFA | Its a restructuring play.They need to get things turned around.They are making changes in their menus. | 2003-08-20 | |
| PAST TOP PICK | 22.000 | David Taylor, MBA, CFA | (A top pick on May 27, 2003.Up to 27%. ) Done a great job.The turnaround has begun.Lower US dollar has helped because of the global nature of their business.A strong cash flow.They've announced a share buyback.Limited upside from here. | 2003-08-05 | |
| DON'T BUY | 21.670 | Mark Jackson, CFA | Still in a restructuring mode. Have to get their menu updated and demographics of their customers. In a no growth mode. | 2003-06-10 | |
| DON'T BUY | 18.260 | David Baskin | Weak US $ is good for them. Have to renovate their menus to keep customers. | 2003-05-28 | |
| TOP PICK | 17.770 | David Taylor, MBA, CFA | Great brand name. Has been beaten down. New managament and they are now focusing on the profitable restaurants rather than expansion. Good cash flow. | 2003-05-27 | |
| DON'T BUY | 16.000 | Jonathen Wellum, B. Comm, B. Sc | Growth is going to be a lot tougher. Inexpensive now. Probably a 4/5% growth for the investor over the long term. | 2003-04-17 | |
| DON'T BUY | 15.800 | Brian Acker, CA | Will have to reinvent themselves. | 2003-04-07 | |
| PAST TOP PICK | 15.850 | Ross Healey | (Was a top pick on Oct 23. Down 13%) Will drop further. | 2003-01-16 | |
| DON'T BUY | 16.550 | Glenn Paradis, BA, CFA | Dead money in the short term. In 3/5 years there could be an opportunity to make some money. | 2003-01-02 | |
| DON'T BUY | 15.500 | Brian Acker, CA | News is not good and could drop further. | 2002-12-27 | |
| TOP PICK | 19.310 | Brian Acker, CA | A defensive play. Try to buy at $17.50. | 2002-11-07 | |
| TOP PICK | 19.250 | Ross Healey | At 2 X book value which is its lowest in 20 years. Very cheap. | 2002-10-23 | |
| BUY | 26.200 | David Baskin | Have had problems. Lost market share. A quality company. Will grow again. | 2002-02-19 | |
| BUY | 26.340 | Steven Wippersteg | Mad cow disease in Europe has created some problems which has redused the price to a very good level and could experience some good upside now. | 2002-01-11 | |
| PAST TOP PICK | 26.600 | Brian Acker, CA | (Was a top pick on July 27 down 6.7%) Was a defensive pick. Still OK, but prefers others. | 2001-12-28 | |
| DON'T BUY | 26.170 | Michelle Calpin | A tough stock to have now. Problems internationally. | 2001-12-19 | |
| TOP PICK | 26.500 | Ross Healey | Lots of upside and a good balance sheet. | 2001-12-11 | |
| PAST TOP PICK | 28.010 | Brian Acker, CA | (Was a top pick on July 27 no change) Good price. | 2001-11-16 | |
| BUY | 28.360 | Peter Brieger | A good short term outlook. | 2001-11-14 | |
| DON'T BUY | 30.780 | Brendan Kyne | Does well in recessions. Will have to grow by offering more products. | 2001-09-04 | |
| DON'T BUY | 27.990 | Neil Murdock | Concern on ability to grow earnings without spending a lot of money. | 2001-08-14 | |
| TOP PICK | 28.640 | Brian Acker, CA | Expect a spin-off of real estate. A weak BUY. | 2001-07-27 | |
| DON'T BUY | 27.220 | Ross Healey | Expects problems on sales due to mad cow scare. | 2001-04-16 | |
| BUY | 30.050 | Fred Sturm | If US$ weakens, they'll have a good move up. | 2001-02-27 | |
| DON'T BUY | 29.030 | Glenn Paradis, BA, CFA | Europe problems with beef. If price drops, it has good mngmnt & could do well | 2001-02-01 | |
Experts that have talked about McDonalds