McDonald's Corp (NYSE:MCD)

Our best defense against the Chinese is making them as fat and stupid as we are, and McDonald's will continue to be a key cog in this important and profitable effort.

Excellent business model, which is strengthened by McDonald's ownership of the real estate for many of their locations.

Powerful cash generating ability. When overseas, McDonald's provides an element of consistency.

Many new parts of the world to conquer!

Best mentor for food!

Note to self. MCD will always be amongst the top in revenue and profits as long as there are kids in this world. Speaking as a parent. In many markets, it is also being marketed as "cheap" food standing to reap any worsening of the economy.

Bought @$85-ish taking advantage of the current corn and crop commodity-dampened stock price to ride it out into gain territories. Meanwhile, enjoying being paid 3% dividends while waiting.

Solid performer, good for long run

The REAL KING

Calling a market crash late this year or early next when one of the worst presidents ever (Bush was the worst) gets a second term. MCD isn't going anywhere, but I think the $93 stock price will underperform the S&P.

Two Stocks With Clear “Buy” Signals
September 20, 2012 By Adam Lass, Bottarelli Research

underperofrmed this year, has a growing demend for its products and raising dividends

MCD is firing on all cylinders. While their debt is somewhat high for my tastes, their profitability is unmatached and their brand so strong. As much as pundits and health nuts want to make a controversy over their nutritional value, the bottom line is that MCD leads the way in transparency and education about their food. They do it in a much more responsible way than more upscale chains like Panera, Carabbas, Olive Garden, and all their peers. Most importantly, my kids love the place (in moderation) and the food is great. MCD is a strong brand and in my mind, still a growth story (of course 300% growth over 4 years can back that number up). This is a strong long-term buy and one that sits in all of our IRAs and kid's college funds.

Not my choice in food, but gotta love the company. This goes into my invest in sin portfolio.

I'm Lovin' this stock right now. $2.80 Dividend. P/E 17. Market Cap. 91B. What's not to love? McDonald's is a very strong stock any way you look at it. It is planning to open 200 more stores in India where the menus are all vegetarian. MCD is going big in China, which can never be a bad thing especially when your menu includes shrimp and all the other locally-loved foods, as well a few McD's classics. Financially, MCD is one of the strongest companies I have ever seen.
Net income of 5,503,100,000 last year with operating income of 8,529,700,000.Folks, that's more than 50% retained income, which is great to see in a company where price is one of their main customer drivers. Total Assets:Liabilities= 32,989,900,000:18,599,700,000. Which is just a little over half of assets in liabilities, but that's fine. Current assets:liabilities= 4,403,000,000:3,509,200,000 which is cutting it close but MCD can handle this number as I believe some of these liabilities are being used to in the great expansion overseas. MCD also paid 2,609,700,000 and 3,209,100,000 in dividends and share repurchases, giving shareholders a boost in returns. The payout ratio is only 51%, making the dividend very sustainable. MCD has a PEG of 1.8 which is not great but does not factor in all the money thy will rake in after the expansion into the countries mentioned above. Profit margin=20%=great.operating margin=30.6%=awesome!.ROA=15.87%=good.ROE=37.93%= awesome too! One thing to watch about MCD is it's debt/cash ratio, with 2.5B in cash and 13.57B in debt, keep your eyes open. MCD may also plan to take on more debt in the near future to aid in expansion. However, in my very focused portfolio, MCD is still a big portion. Along with DE, BMY, AZN, PG, KO, PEP, SU, AAPL-- ALl companies set to outperform, just not all necessarily at these price levels(if you were thinking of adding a position).

MCD is among the greatest companies in the world. I am very, very happy to be buying this bulletproof brand for a fair price. I plan on DRIPing this bad boy until either 1) It becomes grossly overvalued, and I find a better place to park my capital or 2) I retire. (considering I’m 23, I’d say that’s at least 35 years away, if not more.) In both situations, I win.

Quality
5 yr avg ROIC 16.8% (87th percentile), 5 yr avg ROE 30% (94th percentile), 10 yr FCF CAGR 14%, FCF/sales% 16% (cash king). The share count has decreased by about 3% avg per yr for the past 6 years. Reasonable debt level. 3% dividend

Valuation
22x FCF, 16.8x P/E, 9.8x 5 yr P/E

I'm conservatively forecasting 12%-15% compounded returns, including reinvested dividends for the next 3-5 years. I got a feeling the S&P ain't gonna keep up with that. Very likely purchasing in RL for my father's portfolio that I manage.

Isn’t capitalism great?

I personally don't like McDonalds that much, but it's a universally recognized brand with millions of loyal customers, so it looks like a good pick to me!

bought on a dip. Proven long term growth and growing dividends. expansion overseas and re-branding of stores with emphasis on healthier food

cheap and tasty american food in a bad economy = gold

global sales increased 3.7% for the Q & 5.4% for 6 months Consolidated rev.up 5% increased 3% for 6 months operating margin decreased 5% Co.generated significant cash from operations has substancial credit capacity

Darden and Brinker Corporation have been affected negatively by the economy. In fact, there business is down almost 50%.

People go out and eat to be fed but also to be entertained. People are looking for a low cost way to be entertained and MCD is the ticket.