stockchase picture

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

Company Index

List by Company Name

List by Symbol

McDonalds Stock Symbol: MCD-N

Last Price Recorded: $94.1900 on 2014-10-01 21:07:07

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
2013-10-21 BUY Peter Brieger

He has YUMS.  The question of fast food is still in its infancy in world markets.  Their innovation in the menu area is a concern.   A safe place and a great stock with long term growth potential.


Price:
$94.590
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-10-17 WEAK BUY Stan Wong

Longer term it is known to be the company that raises its dividend.  He is concerned about it adapting to the generation that prefers healthier foods.  They are making renovations but can they meet that new generation in terms of demand.  Price promotions are very aggressive in their space.  He owns YUM brands and likes SBUX


Price:
$95.470
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on US & International
Owned:
No
2013-10-15 HOLD Brian Acker, CA

$99.20 Model price, 4% upside. Pilled back nicely to EBV +6.  You have great support there.  Get it on a rally if you want to sell it, thinking it is dead money.  There is better value elsewhere, but it is a quality company and will .move up with the S&P.


Price:
$93.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2013-09-24 BUY Mike S. Newton, CIM FCSI

We have seen underperformance in this name, ever since the days started getting longer, in December. You can accumulate this. Europe is still a major part of their revenue and it has been lagging but is turning around now.


Price:
$97.780
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2013-09-05 COMMENT Stan Wong

Even though it is a discretionary type stock, it has gotten thrown in with consumers’ staple type stocks and the stock has come down a bit. Right at the 200 day moving average so he would see where it goes from here because that is an important inflection point as to whether it is going to go up or down. A great dividend grower over time. Their challenge today is catering to today’s generation which is slightly more health-conscious.


Price:
$95.660
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
Showing 1 to 15 of 156 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.