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McDonalds Stock Symbol: MCD-N

Last Price Recorded: $96.2200 on 2014-11-27

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Date Signal Expert Opinion Price
2014-11-10 DON'T BUY Larry Berman CFA, CMT, CTA

Such a global company and the strength of the US dollar is an impact in terms of a headwind. It is certainly not going to be a growth story. There are probably better names in the space.


Price:
$95.110
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-11-03 DON'T BUY Norman Levine

Continues to lose market share and also same store sales are down.  Until they can turn this around he is leary of buying them.  They are perceived to be selling less healthy food.  Owns nothing in this sector.


Price:
$93.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-10-27 DON'T BUY Peter Brieger

He thinks there is something structural going on in this business. All of us are looking more at just what we eat and are more dietary conscious. This company was a great innovator with new menu items, and this is what will drive same store sales. They have been struggling. You’ll see 5%-8% growth, but he just doesn't see much in the way of upside.


Price:
$92.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-07 COMMENT Christine Poole

This company has been having some problems in the US in terms of traffic growth. They also have exposure in Europe which has been hurting. Asia-Pacific and the Middle East collectively represents about 18%-20% of their earnings. Prefers Yum Brands (YUM-N) which has about 35% of their earnings from China.


Price:
$92.810
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-06 TOP PICK Zachary Curry

This kind of reflects his view of where the markets are. The volatility is there. People will continue to eat here, through thick and thin. A couple of things that have put short-term pressure on them are the tainted meat scare in China and the Russian geopolitical issues. Over the long-term, those have not proven to be factors in the share price. The lower current price is a positive. This is really a defensive name. Have been in a huge rebranding kick.


Price:
$93.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-09-22 SELL Peter Brieger

Has been a huge fan, but now thinks you should probably sell it.  It is not expensive, but it is out of favour.  He does not see the stock doing that well.


Price:
$93.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-18 BUY Barry Schwartz

There is no sense of urgency for the management to right the ship.  The earnings have not gone anywhere in years and are manufactured because of share buybacks.  If an activist came in and cuts costs and did more franchising there could be a material upside, and then they have to work on the menu.


Price:
$93.480
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-11 TOP PICK John O'Connell, CFA

This has backed down into his Buy range. Using 3.5%. Trading at 16X earnings. They will fix their food problems in China. Very strong management team.


Price:
$93.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-14 BUY Larry Berman CFA, CMT, CTA

The chart is pretty good.  Even in ’08-’09 we did not get a material correction.  So far it is still higher highs and higher lows. 


Price:
$100.470
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-07-08 DON'T BUY Christine Poole

Prefers Yum Brands.  MCD’s presence in Asia is slower.  Earnings profile is sub-par to Yum.


Price:
$100.090
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-23 DON'T BUY Jennifer Radman

They are so good at what they do.  The concern is the competition that they are seeing.  5 quarters in a row they have seen a reduction in same store sales in the US.  They are ahead of their peers.  You question how much better they can do.  She would like a higher cash flow yield so is on the sidelines.


Price:
$101.910
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-05-21 HOLD Barry Schwartz

His preference is Tim Hortons (THI-T) where he thinks there is better growth. If you own, don’t Sell. Huge ROE. Great return on capital. Dividend growth and share buyback until the end of time with this stock. Valuation is reasonable.


Price:
$102.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-02-18 HOLD Stuart Hinshelwood

You can expect a little bit of capital appreciation to the $102-$103 mark plus your dividend. Valuation is expensive but the company gets beat around quite a bit based on what it reports on same-store sales every month which he feels is a little bit unfair. Has a big EM business and a big European business. European business is getting better but the US business is a little bit mixed so they have to do some reinventing in their menu. They have the cash to do this.


Price:
$96.020
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2014-02-11 WEAK BUY John Wilson

Stock splits have become unpopular over the last few years.  Companies’ decisions on splitting the stock to get more retail investors interested started to get diminished gains over the last couple of years. MCD drove a lot of growth through 2010-12.  Now same store sale growth is disappointing.  Ultimately he believes they will return to being the leader.


Price:
$95.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-01-10 DON'T BUY Jennifer Radman

Stock has really underperformed this last year. A lot of people are focusing on their growth, which has slowed down a little. Valuations are starting to look a little more attractive, but still not attractive enough for her.


Price:
$95.800
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 161 entries
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