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McDonalds Stock Symbol: MCD-N

Last Price Recorded: $96.2500 on 2015-08-29

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Date Signal Expert Opinion Price
2015-08-28 TOP PICK John O'Connell, CFA

In this environment with a lot of volatility, he likes the 3.53%.dividend support. Thinks the new CEO is going to turn the business around. They say they are getting good traction in China again, and in spite of all the currency headwinds, it is a very strong dynamic franchise. Thinks the company will be much more aggressive regarding its balance sheet and increasing its dividend. Will have a lot more capital discipline in terms of how many stores they own, versus how many stores they franchise.


Price:
$96.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-14 COMMENT Kash Pashootan

This has been beaten up and has low PE with a low beta. You are getting paid while you wait and not getting a name that is overly volatile. He is comfortable betting on their turnaround. They have done it before and he feels they will do it again.


Price:
$99.270
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-08-13 DON'T BUY Jennifer Radman

This is the 1st quarter where they actually grew revenues in quite a while. This is a very strong franchise. All of the numbers would screen well on pretty much anything she looked at, other than the ability to grow. In this interest rate environment, you want some of that growth potential, and she just doesn’t see it. This is something that she just doesn’t want to participate in.


Price:
$99.370
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-13 PAST TOP PICK John O'Connell, CFA

(A Top Pick Aug 11/14. Up 8.95%.) Everyone is worried about this company and their lack of healthy choices. Look at tobacco companies. Not everybody does everything healthy. He still likes this very much. Yielding about 3.5%, which is very attractive compared to a 10 year treasury bond.


Price:
$96.680
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK Kash Pashootan

This is really about the valuation story, and he is willing to be there for the recovery. There is lots of pessimism priced in. Their sales across the board have come down because they haven’t adapted to consumer preferences. So when you buy this, you are making the bet on are they going to make the changes necessary to adapt to what consumers/restaurant goers want today. He feels the answer is yes. They have done it before. Low volatility and a dividend yield of 3.55%.


Price:
$95.540
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-04-27 DON'T BUY Peter Brieger

Undergoing a major re-evaluation of their business. We think of it as a hamburger chain, but in fact Egg McMuffins outsells hamburgers. They are trying to re-establish themselves. Facing some very stiff competition. If he had been looking at this sector, he would have chosen a smaller chain.


Price:
$96.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-21 TOP PICK John O'Connell, CFA

Gives a huge dividend of about 3.6%. Have grown their dividend at about 10% a year for the last 10 years. Going through some struggles right now. He has seen this happen before. A very powerful franchise and is struggling with competitive pressure, currency pressures and menu pressures. Very, very strong balance sheet.


Price:
$94.870
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-01 TOP PICK Zachary Curry

Encouraging that they have a board that brings in a new CEO when the old one wasn’t working out. He expects the new CEO will create more localization of menu items and investing in their employees. You are getting paid to wait with a dividend yield of 3.53%.


Price:
$96.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-30 COMMENT Gordon Reid

Have had trouble over the last few years. People are concerned about management. Part of their problem now is the menu. People globally are changing their habits, and companies have got to adapt quickly.


Price:
$97.880
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2015-03-05 TOP PICK Brian Acker, CA

This one has had some struggles.  A new CEO coming is in.  It has a 3.4% dividend.  It is the largest real estate holder in the world, which few people realize.


Price:
$99.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-02-17 DON'T BUY Colin Stewart

Long on McDonald’s (MCD-N) and Short on Restaurant Brands (QSR-T). Good strategy? He could see intuitively how it could do well, but he would advise against it. This company has a lot of headwinds. It is not seen as a health conscious menu and a place where people go to eat healthy. Restaurant Brands have Tim Hortons which has a lot of growth potential and a lot of potential for cost-cutting.


Price:
$94.350
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2015-01-28 TOP PICK John O'Connell, CFA

Just removed the CEO. Company had been struggling, partially because their menus got too complicated. They are trying to rebrand their menus and make them simpler. Rock solid balance sheet. He thinks they are going to solve their problems. Has a 30 year track record of increasing dividends. Yield of 3.8%.


Price:
$88.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-12 COMMENT Barry Schwartz

An amazing business and the Return on Capital and Return on Equity is terrific. Trading at a 15-16 times multiple. The negative is that there is no sense of urgency with management to change. Competition has increased immensely. Until he gets an indication that the earnings are going to grow, it is hard for him to buy the stock.


Price:
$93.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-01-05 DON'T BUY Peter Mann

Had a real challenge the last couple of years.  A lot of better brands have caught up.  Declining same store sales on a monthly basis.  There needs to be a re-think about what management is going to do going forward.


Price:
$92.230
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-22 HOLD Darren Sissons

Sell McDonalds (MCD-N) to buy Apple (AAPL-Q)? McDonald’s is treated almost like a staple-like company, fairly solid and predictable growth. The only issue is from a growth point of view. It is a good franchise. If you hold it, it will continue to move forward quite nicely.


Price:
$93.890
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
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