List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-07 | WEAK BUY | Mark Grammer |
This has been on his watch list. They are exposed all around the world. Have good opportunities for growth in the emerging markets. Have done a pretty good job of restructuring their business and trying to grow same-store sales. He prefers companies with a little bit faster growth. Tweet finance |
Price: $98.280 Subject: GLOBAL Bias: OPTIMISTIC Owned: No |
| 2013-06-03 | WEAK BUY | Stuart Hinshelwood |
Would be interested in picking it up in the $90 range. This is a difficult company to grow. They need to trim the menu down. You could own this over a several year period. Tweet finance |
Price: $97.960 Subject: US LARGE Bias: SELECTIVE Owned: Unknown |
| 2013-05-22 | HOLD | John Wilson |
(Market Call Minute) Decent yield but difficult environment. Tweet finance |
Price: $101.740 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: No |
| 2013-05-17 | BUY | Norman Levine |
Has been a beneficiary of the slow growth economy of the world. People have been trading down to McDonalds. They have a very large European presence which is hurting them. Tweet finance |
Price: $101.540 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-05-08 | SELL | Gordon Reid |
(Market Call Minute) Too expensive. Same store sales struggling and they are relying on the US. Tweet finance |
Price: $100.950 Subject: US EQUITIES Bias: SELECTIVE Owned: Unknown |
| 2013-05-02 | HOLD | Alex Ruus |
Has a lot of admiration for this company. Summer tends to be a bit weaker and the stock has had a good run in the last 6 months so there could potentially be a bit of a pull back. Tweet finance |
Price: $102.060 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2013-04-24 | HOLD | Rob McConnachie |
Great long-term Hold. Its dividend is secure and they will be able to grow this over time. Based on the recent results and the outlook that they gave, he has trimmed his holdings a little bit. Thinks it should be trading in the 15-17 times earnings. 3% dividend yield. Tweet finance |
Price: $101.020 Subject: NORTH AMERICAN DIVIDENDS Bias: BULLISH on US MARKET Owned: Yes |
| 2013-04-11 | COMMENT | Gordon Reid |
Very well managed. Have reinvented themselves a couple of times in their history and have done a great job of it. Had some headwinds in terms of same-store sales growth but they have motored on and have done well from a stock price standpoint. A little rich at 18-19 times earnings but still a very good franchise. Tweet finance |
Price: $101.990 Subject: US EQUITIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-03-14 | HOLD | Stan Wong |
Have gone through a big transition of all their stores and are starting to come back a little bit. Feels there is some momentum in this. Surprised on the upside in their last earnings release. Tweet finance |
Price: $99.310 Subject: NORTH AMERICAN - LARGE & ETFs Bias: BULLISH on US MARKET Owned: No |
| 2013-02-21 | DON'T BUY | Jennifer Radman |
Very great job. People want to own them. Impressive growth over the years. Tempered down over the last little while. The story is positive. You probably won’t get hurt but she thinks the multiple has limited expansion potential. There are better opportunities out there. Others in the space are trading at 10 times earnings. Tweet finance |
Price: $94.140 Subject: US EQUITIES Bias: SELECTIVE Owned: Unknown |
| 2013-01-10 | DON'T BUY | Gordon Reid |
Last February he saw their first crack when their same-store sales started to falter. They’ve had a continuation of good, bad, good, bad results in terms of same-store sales. Have some pressure on input costs and commodity costs. Recently made some management changes in their domestic operations. Tweet finance |
Price: $91.400 Subject: US EQUITIES Bias: UNKNOWN Owned: No |
| 2012-12-17 | BUY | Peter Brieger |
Likes this one. Has done a great job of new menu innovation and pricing. Had same-store sales pull back but feels the US consumer psyche will be positive. Tweet finance |
Price: $89.910 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2012-12-11 | BUY | Christine Poole |
Have done a great job with product innovation. Same-store sales were negative or very weak last quarter but recently announced numbers for November, which were encouraging. About 40% of earnings actually come from Europe. Competition in the US is always quite intense. Emerging markets is a target that they are aiming to grow in. Very attractive yield. If you are going to buy it, she would buy it now with its pull back. (See Top Picks.) Tweet finance |
Price: $89.620 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-12-11 | BUY | Gavin Graham |
(Market Call Minute.) Off 10% over the last year. Decent dividend yield. Same-store sales growth is positive. (See Top Picks.) Tweet finance |
Price: $89.620 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: OPTIMISTIC Owned: No |
| 2012-11-30 | DON'T BUY | Chyanne Fickes |
A little pricey in here. The whole fast food market is undergoing some real challenges. Yum brands reported very slow sales in China. Taco Bell is doing ok in the US but not last year and MCD did well last year but not this year. She’s not selling Yum, and prefers it to MCD. Tweet finance |
Price: $87.040 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |