Viewing Company McDonalds | StockChase
stockchase picture

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

McDonalds Stock Symbol: MCD-N

Last Price Recorded: $117.1700 on 2016-09-23

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2016-09-14 BUY Rick Stuchberry

The underlying stock has a pretty good earnings growth profile and it gives you a reasonable dividend. It is certainly positioned internationally.


Price:
$115.180
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-08 WAIT Matt Kacur

Everyone can own it.  It is a great company.  It has always produced consistent return on invested capital.  It is very good and very sustainable.  When the return on capital is rising you want to be in it and when it is dropping you want to get out.  It is just starting to turn over, so wait for a better time to buy it.


Price:
$116.170
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2016-09-01 BUY Mike Capombassis

Largest restaurant chain in the world by sales.  It has repositioned itself in the last year or so, so the stock has done well.  You get a nice dividend and PE of 20 times earnings.  They offer all day breakfast which is a home run for the stock.  He likes it.


Price:
$115.400
Subject:
US Dividend Growth
Bias:
SELECTIVE
Owned:
No
2016-08-22 COMMENT John Kim

Had a great run for the last year or so when the new CEO came in and turned things around. The all-day breakfast has been a phenomenal hit for them. Now that it is trading in the low 20s multiple, the question is how much can it really keep growing and how much of margin expansion opportunities are there for them in their core market of the US. The question is, what is their next trick?


Price:
$115.420
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-07-19 TOP PICK David Burrows

For the defensive investor. You get 2 themes here, the consumer and real estate. 1.) At the consumer level you have 20 states that have raised the minimum wage. 2.) This really is the biggest REIT globally. The franchisees pay rent on their properties. Dividend yield of 2.83%, and have grown it at about 8% over the last 5 years.


Price:
$126.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-21 TOP PICK Zachary Curry

They have a new CEO and are doing great things. Changing menu items, value items, all Day breakfast, revamping stores, etc. A little rich on the earnings valuation at 22X. Same-store sales are close to 6%. Dividend yield of 2.91%.


Price:
$122.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-16 COMMENT James Thorne

A great company and a leading innovator. As a company, he really likes it, however it is just way too expensive. Trading at about 22X. 2.9% dividend yield. You aren’t going to get hurt holding this.


Price:
$122.470
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2016-06-15 SELL Gordon Reid

He likes that they have taken the bull by the horns and understood that they have been an underperforming asset. In the short term, that has had some benefits. The All Day breakfast has been a huge hit, but deep down he has his doubts if this is going to carry the company to a new and exciting future. Also, the valuation is not cheap.


Price:
$122.250
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2016-06-07 COMMENT Mike Capombassis

This went through a few difficult years. A great company and you get 5%-10% dividend growth going forward. They have repositioned the business since the beginning of 2015. Streamlined the menu and introduced all day breakfast. You will probably see low single digit revenue growth and close to double digit dividend growth. Dividend yield of 2.9%.


Price:
$121.900
Subject:
US Dividend Growth
Bias:
UNKNOWN
Owned:
No
2016-06-06 HOLD Jim Huang

Have had a miraculous recovery and the stock price is up 20%. At this stage, the problem of low growth and cost control really hasn’t been solved. Longer-term they still have to deal with eating habits, and at this stage he doesn’t think they really know what to do.


Price:
$122.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-01 BUY on WEAKNESS Matthew McCall

Restaurant stocks in the US have been struggling for the last year. This one is positioned very well. They are innovative and have been moving to a healthier menu over the past couple of years. Very well liked internationally. He would buy this on any pullback.


Price:
$121.970
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-05-24 HOLD Jennifer Radman

(Market Call Minute.) Still posting negative comps, and yet because they are getting better it is being priced in the market.


Price:
$123.950
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-05-13 PAST TOP PICK Kash Pashootan

(A Top Pick June 5/15. Up 37.16%.) There was a lot of pessimism priced into this company, and they have had a few things go their way. The main one is Steve Eastbrook who took over the business, and understands that the company needs to have a clear identity, as opposed to just being a generalist. Don’t expect the same upside. Pays a great dividend. Has a low beta.


Price:
$128.830
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-09 COMMENT William Chin

He would not short it.  It has had a very powerful break out.  It might be a little over extended.  Don’t stand in front of a frieght train.


Price:
$130.830
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-05-03 PAST TOP PICK John O'Connell, CFA

(A Top Pick April 21/15. Up 39.87%.) Has a good board and a very well-run organization. Good dividend. They are growing same-store sales. A little concerned that they are using a lot of debt to buy back stock and increase dividends. Thinks they can keep going.


Price:
$128.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 204 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.