Seeking Alpha
View as an RSS Feed

Robert Goetter  

View Robert Goetter's Comments BY TICKER:
Latest  |  Highest rated
  • Report: Big sales drop for McDonald's in Japan [View news story]
    An aging and declining population not good demographics. The old and the fewer eat less burgers.
    Dec 9, 2013. 09:24 AM | Likes Like |Link to Comment
  • The Profit Debate Rages But Read This First [View article]
    excellent peice
    Nov 22, 2013. 12:15 PM | 3 Likes Like |Link to Comment
  • McDonald's Is Bullish On 2014; Should You Be? [View article]
    First of all, their guidance as you call it is worthless. They would say they don't give guidance. The 3-5% sales growth and 5-7% earnings growth are just long term strategic goals in their "Plan to Win" which have been in their annual report every year for the last decade.
    Secondly, everyone that writes about the dividend fails to mention that
    they are slowing down the rate of increase in the dividend, and last time it was only a 5% increase. They are feeling some pressure.
    Nov 16, 2013. 09:40 AM | Likes Like |Link to Comment
  • More from McDonald's Investor Meeting [View news story]
    Given the reaction of the stock the day of and day after the investor meeting, it seems no one was to impressed with the initiatives outlined.
    Also disheartening was the comment to "focus on things we can control", implying that their strategy is to hang in there until the macro improves.
    Nov 16, 2013. 09:36 AM | Likes Like |Link to Comment
  • The Rising Dividend Is The Only Reason To Buy McDonald's [View article]
    The fact that they eliminated their Angus burgers, means they have thrown in the towel in the premium burger market. They have given up and by doing so admit they can't compete with 5 guys, Smash burger, Red Robin etc. The king of burgers can't compete in premium burgers. WOW!
    Nov 12, 2013. 07:39 AM | Likes Like |Link to Comment
  • McDonald's Peaking: A Retrospective [View article]
    You might be referring to something like this "Notably, we will aggressively pursue growth opportunities in markets with great long-
    term potential. China, with 1.3 billion people and a growing economy, is a perfect example" This is a quote from their 2003 annual report.
    Nov 4, 2013. 08:30 AM | 1 Like Like |Link to Comment
  • McDonald's beats by $0.01 [View news story]
    ugly! September SSS -0.1 total September sales zero, guidance weak.
    Oct 21, 2013. 09:18 AM | Likes Like |Link to Comment
  • McDonald's: Look Who's Paying The Bills [View article]
    Man did you hit the nail on the head. With their licensing deals they don't put up any money.
    Oct 21, 2013. 01:56 AM | Likes Like |Link to Comment
  • The Bubble In Blue Chips - Part 1 [View article]
    They say its a bad thing when the generals aren't leading. However, valuation is a bad timing device. Third, many times the largest part of a bull move comes in the last blow off phase.
    Oct 20, 2013. 11:16 AM | 1 Like Like |Link to Comment
  • McDonald's: Dividend, Valuation And Fundamentals Analysis [View article]
    Who says 18.5 is a normal P/e for a company growing at mid single digits. Their plan to win has had 3-5% rev grwth 5-7.5% earnings growth as internal targets for years.
    May 21, 2013. 09:23 AM | Likes Like |Link to Comment
  • Shares of McDonald's (MCD -0.1%) are back over the $100 mark bringing the question of valuation back onto the radar of some investors concerned about the restaurant operator's soft global sales trends. A quick snapshot look at the sector still shows McDonald's trading at lower forward p-e ratio than peers while generating more cash. Despite the recent runup in share price, McDonald's also boasts a higher dividend yield than Burger King, Yum Brands, Jack in the Box, and Sonic. [View news story]
    Valuation should be a concern for a company that had only 2% rev gwth, 1.7% earnings growth last year, and not doing better this year , with negative SSS in Jan and Feb and facing currency headwinds. Who wants to pay almost 19 times trailing earnings for that kind of growth, while forward earning estimates have been on a steady downward path for a year.
    Apr 6, 2013. 09:52 AM | Likes Like |Link to Comment
  • Recent asset sales (I, II) by Magnum Hunter (MHR +3.9%) and Quicksilver Resources (KWK +2.9%) are just the beginning, as drillers reach a point where their cash flow isn't enough to pay down big debts racked up in the shale land grab. The combined long-term debt for 85 small and midsize U.S. drillers was more than $130B at the end of Q3 2012, according to one estimate. [View news story]
    if they didn't they would wind up like some of the company's they have acquired, who couldn't and wound up broke.
    Apr 4, 2013. 09:35 AM | Likes Like |Link to Comment
  • Is It Time To Sell McDonald's? A Look At Its Fair Value [View article]
    What if they don"t reach you selling prices. Is there a stop out price?
    Apr 1, 2013. 08:55 AM | Likes Like |Link to Comment
  • Is It Time To Sell McDonald's? A Look At Its Fair Value [View article]
    do all stocks go up forever, or just mcd?
    Apr 1, 2013. 08:54 AM | Likes Like |Link to Comment