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McDonalds Stock Symbol: MCD-N

Last Price Recorded: $127.8000 on 2017-02-17

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Date Signal Expert Opinion Price
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
2016-12-12 COMMENT Kash Pashootan

Starbucks (SBUX-Q) or McDonald’s (MCD-N)? He likes both. Has held this in the past, but sold it about a year ago, primarily because he felt he had capitalized on the 1st leg of the recovery. The share price has retracted since then, and he is taking a very close look at it and possibly stepping in again. This has a better yield and a better price to earnings ratio.


Price:
$121.740
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2016-12-07 COMMENT James Thorne

The numbers going to fast food restaurants is going down. All the McDonald’s are being automated. By taking people out, their labour costs are going down. It has probably had too much of a run for him and not enough dividend. He wouldn’t invest in this, but wouldn’t discourage people who want to. Dividend yield of 3.1%.


Price:
$119.920
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
No
2016-11-30 DON'T BUY Gordon Reid

They’ve decided breakfast works, so they are going to make all day breakfasts. He is wondering why the market is rewarding them so fully for that. It is not a cheap valuation, so he would pass on this, until they come up with something that brings in more people.


Price:
$119.270
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2016-11-09 COMMENT Liz Miller

The fast food restaurant industry is very competitive. This stock has been struggling lately, which was partly on changing tastes in the US, and on diminishing returns. These companies sometimes get growth on product cycles, and they got them for a while on global expansion, but this is a very mature fast food company that exists globally now. They might have a few more places to expand, but fundamentally their business growth should be tied generally to the economic growth where they exist.


Price:
$114.980
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-01 BUY on WEAKNESS Kash Pashootan

This had a great run up. He sold his holdings in June at around $123. Had felt the juice had been squeezed in the early part of their recovery. There is no question this company is on a better path than a year ago, but feels a lot of that has already been priced in. If there was some weakness such as a 10%-15% pullback, or a catalyst for another leg up and share price, he would be a buyer.


Price:
$112.250
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-11-01 COMMENT Robert Lauzon

Very intriguing about 1.5 years ago when the stock was $90 a share. It has had a great rally. Have done a lot of cost cutting, brought in a healthier product line, and brought in the All-Day breakfast. That is now priced into the stock, and now we are back into just same-store sales. The stock is fairly valued right now. It is a dividend grower which he likes. He would like to see a little more visibility on what is ahead on new menu options, etc. He owns a small amount.


Price:
$112.250
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 PAST TOP PICK Kash Pashootan

(A Top Pick Sept 17/15. Up 22.92%.) Sold his holdings. Still likes the name, but when you make that kind of money in a year, you take a hard look to see if the growth or the future upside is nearly as compelling. He went into another food retailer. Still a safe name to hold, but not a lot of upside in the near term.


Price:
$116.880
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
No
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
Showing 1 to 15 of 213 entries
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