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Compiling comments that experts make about stocks while on public TV.

McDonalds Stock Symbol: MCD-N

Last Price Recorded: $153.9200 on 2017-07-21

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Date Signal Expert Opinion Price
2017-07-18 PAST TOP PICK David Burrows

(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.


Price:
$153.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 PAST TOP PICK Kash Pashootan

(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.


Price:
$152.500
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-06-13 TOP PICK Cameron Hurst

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.)


Price:
$149.820
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-09 COMMENT David Dietze

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.


Price:
$151.480
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-05 BUY Matthew McCall

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.


Price:
$152.790
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-05-29 SELL Colin Stewart

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.


Price:
$149.860
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2017-05-19 COMMENT David Driscoll

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.


Price:
$148.150
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 HOLD Lorne Steinberg

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.


Price:
$147.290
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2017-05-04 BUY on WEAKNESS James Thorne

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.


Price:
$143.450
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2017-05-03 BUY Kash Pashootan

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%.


Price:
$142.620
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-04-24 PARTIAL SELL Liz Miller

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.


Price:
$134.230
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-03-14 PAST TOP PICK Kash Pashootan

(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.


Price:
$127.800
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-03-01 COMMENT Barry Schwartz

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


Price:
$129.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-02-17 DON'T BUY Christine Poole

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.


Price:
$127.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-12-13 PAST TOP PICK David Burrows

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


Price:
$122.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
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