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MCD
McDonald's Corporation - NYSE

4/24/2014, 6:22 AM ET
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  • Choosing McDonald's As An Income Investment Is Not A Good Idea
    Achilles Research Yesterday, 4:13 PM 10 Comments

    Summary

    • McDonald's revenue struggles in the United States don't make this fast food franchise an attractive investment.
    • McDonald's does not deserve a forward P/E ratio of 16, based on first quarter results.
    • McDonald's has an indicative fair value of $74 per share, based on a discounted dividend valuation model.
  • Why McDonald's Is Heading To $105
    Wall Street Playbook Mon, Apr. 21 29 Comments

    Summary

    • While same-store sales growth may not return for several more quarters, I believe in this management team.
    • With the company expecting to return $5 billion to shareholders this year, these shares have been “de-risked.”.
    • Factoring its strong dividend of 3.2%, this is one of the safest company's in any sector. And that alone makes it a bargain.
  • Earnings Preview: McDonald's Q1 2014
    Selerity Research Mon, Apr. 21 5 Comments

    Summary

    • McDonald’s Corp. is slated to report 1Q 2014 earnings before the bell on Tuesday, April 22.
    • Earnings Per Share: The current Street estimate is $1.24 (range $1.20 to $1.29).
    • Revenues: Analysts expect an increase of 2.0% y/y to $6.73 bln (range $6.61 bln to $6.99 bln).
  • McDonald's Vs. Yum Vs. Chipotle
    Dieter Plas Mon, Apr. 21 12 Comments

    Summary

    • McDonald's is not trendy and hip but offers a nice dividend yield.
    • Chipotle is highly growing but its share price is too high and therefore doesn't offer enough potential.
    • YUM! seems to be offering best of both worlds, decent growth figures and relatively normal valuation multiples.
    • In the end, it appears that McDonald's remains the best company to buy as it outclasses its competitors in most important aspects.
  • McDonald's Earnings: The End Of An Era?
    Quoth the Raven Fri, Apr. 18 28 Comments

    Summary

    • McDonald's reports next Tuesday and analysts are expecting $1.24/share on revenues of $6.73 billion.
    • McDonald's is in a battle to innovate, taking on competitors like Taco Bell and Whole Foods.
    • This report will help lend credence as to whether or not we're looking at the "end of an era" for McDonald's.
  • McDonald's: 3 Ways To Tell When The Worst Is Over - Part 1
    Milo Jones Wed, Apr. 16 2 Comments

    Summary

    • MCD’s share price and earnings have underperformed relative to the S&P and restaurant peers over the last 12 months.
    • A large part of MCD’s problems in the USA stem from an overcomplicated menu.
    • Despite management’s recognition of the problem, empirical observation indicates that they have not adequately addressed the issue.
    • Store visits are one way to keep abreast of MCD's progress fixing this problem.
  • McDonald's Tasty Shareholder Yield
    Sure Dividend Fri, Apr. 4 20 Comments

    Summary

    • McDonald’s has returned over 80% of operating cash flow to shareholders since 2008.
    • McDonald’s strong brand, stable industry, and fair valuation reduce downside risk.
    • McDonald’s is expected to return $5 billion or 5.18% of market cap to shareholders this year.
  • Why McDonald's Still Has Some Pep In Its Step: Part 2
    Lester Goh Fri, Apr. 4 6 Comments

    Summary

    • McDonald's stock has been steadily declining for the past year.
    • Through analyzing its fundamentals, it seems highly likely that McDonald's may be acquired by a financial sponsor.
    • The likelihood of McDonald's being bought out by a financial sponsor is supported with conservative assumptions regarding its top line growth, margins and capital expenditures.
  • It's Not The Right Time To Invest In McDonald's

    Summary

    • McDonald's has seen its top and bottom lines dented at the start of this year, and blamed it on the bad climate conditions in the US.
    • McDonald's seems to be headed towards the right direction on the basis of its altered strategy and changes in higher management.
    • Moving towards new locations in Asia and Africa can act as a catalyst for expanding the business out of saturated markets like the USA.
    • The US market is going to give McDonald's a really tough time because of the changing consumer preferences.
  • McDonald's Shareholders: We Got A Few More Years Of Low Growth Ahead

    Summary

    • Price increases at McDonald's are making it difficult for the company to grow foot traffic.
    • The company is continuing to buy back stock, which boosts earnings per share by about 1.75% per year.
    • Most of the company's growth is coming from new store openings, which should add 4%-5% earnings growth in the near term.
  • Should You Be Loving McDonald's Corporation?
    Passive Income Pursuit Wed, Mar. 26 58 Comments

    Summary

    • McDonald's Corporation has 38 consecutive years of dividend increases with the most recent being 5.19%.
    • Growth drivers continue to the be international expansion and new menu items.
    • McDonald's saw 1.4% same store comparable sales decline in 4Q 2013.
  • Why McDonald's Still Has Some Pep In Its Step: Part 1
    Lester Goh Tue, Mar. 25 17 Comments

    Summary

    • McDonald's stock has not been doing well for the past year.
    • Through analyzing its fundamentals, it seems that McDonald's is undervalued by at least 20%.
    • McDonald's implied value is supported with extremely conservative assumptions regarding its top line growth, margins and capital expenditures.
  • Don't Sell McDonald's Stock Because Of 2 Minimum Wage Myths

    Summary

    • McDonald's investors often express worry about the effects of minimum wage increases on the company's business model.
    • The Truth About Myth #1: Only a third of McDonald's revenue comes from the United States.
    • The Truth About Myth #2: Only 19% of McDonald's stores are directly affected by minimum wage hikes due to franchising arrangements.
  • McDonald's - Bright Long-Term Prospects
    Alpha Strategist Thu, Mar. 20 5 Comments

    Summary

    • McDonald’s will bring convenience into its customizable burger model, allowing its guests to enter their preferred burger ingredients through smart devices.
    • In Europe, the company plans to establish more than 300 new restaurants and revamp 400 existing locations.
    • McDonald’s is planning to capitalize on growing Asian and African economies. It plans to establish 800 new locations in APMEA, 300 of which will be opened in China alone.
  • Is McDonald's A Good Stock Over Yum Brands?
    Winning Strategies Wed, Mar. 19 18 Comments

    Summary

    • The restaurant industry has been experiencing slow growth.
    • McDonald's has been generating soft growth, which is impacting its returns.
    • YUM! has generated negative returns in the last year, but is still generating better returns over McDonald's.
  • McDonald's: Americans Aren't 'Lovin' It' Like They Used To
    Glen S. Woods Wed, Mar. 12 33 Comments

    Summary

    • McDonald's same-store sales in the U.S have been sliding.
    • The 18 to 32 crowd are choosing other fast casual restaurants as their first option.
    • McDonald's menu has become too complicated.
    • McDonald's has excellent growth potential in Europe, Asia, and Africa.
    • 66% of McDonald's sales come from outside of the U.S.
  • McDonald's: Expect Significant Share Buybacks Going Forward
    Albert Alfonso Wed, Mar. 12 4 Comments

    Summary

    • In a recent investor conference, McDonald's announced upwards of $5 billion in projected share buybacks and dividends for 2014.
    • This would be mostly in line with last year’s $4.9B.
    • The stock has recently been hard hit due to weaker than expected comparable store sales for January and February, the first two month decline in over ten years.
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Company Description

McDonald's Corporation franchises and operates McDonald's restaurants in the food service industry. The Company and its franchisees purchase food, packaging, equipment and other goods from numerous independent suppliers.

Sector: Services
Industry: Restaurants
Country: United States