ARCO
Arcos Dorados Holdings Inc
Mentions (24Hr)
-100.00% Today
Reddit Posts
ARCO : an under the radar stock that is crushing earnings sequentially and pays a dividend
Mentions
> what would YOU pick? I still think there is a lot of upside in the quantum tickers, but a 100x payoff is likely years out. IONQ, RGTI and QBTS I consider must hold. QUBT is probably the least convincing to me but I still hold it. Robotics - RR and SERV biotech - HYPR and NMTC (maybe being delisted so maybe don't buy that?) I do not like ARCO. It has a toxic option chain, so whatever contracts you buy/sell you may be stuck with and can't manage. Also, the business model can't scale revenue geometrically due to the structure of what they do. > seeking to buy risky options with a small portion of my portfolio Did you get this concept from McMillan's book? > Bring it on! So I'll be real with you, I sell options and I take it pretty seriously. And I can tell you that you will almost certainly lose any money you put into buying options because option pricing is in no way intuitive. Being right directionally is almost irrelevant because you also need to be right on the strike and expiration. Lets say you get all that right, you need to know when to buy/sell because you will have a small window to capitalize, and the money makers and passive liquidity will eat your lunch any time they can. If I were you I'd entirely abandon the idea of buying options, it is a losing game unless you are very serious about it.
I saw 5.79 for credit card regular at an ARCO in Irvine
ARCO McDonald's of the south beat MCD. Even after ACRO's wild ride.
Sold everything but UNH, SWBI, ARCO and INTC (half of it). Actually pretty good exit point and now I'm flush with cash.
So does ARCO’s earnings have any bearing on MCD at all? I have MCD call leaps that’s are doing great rn.
There's nothing wrong with ethical investing decisions. I sold my ARCO stock when they were campaigning for ANWR drilling. I'd prefer you examine why you think gold or silver (commodities) make sense for you at all. I have family who played a significant role in copper, coal, and even uranium exploration and mining. I myself worked in aluminum reduction 15 years. But not being a jeweler or electronics manufacturer means I don't have a lot of use for stores of refined metal. You can't eat it or use it to pay your car loan. Being familiar with something doesn't by itself result in a good investment option. Has COSTCO not issued a statement yet?
Sold ARCO, bought AVGO and sold some more SOUN CSP's. If ARCO could tank now and let me buy back in at 8.50 next week that would be sweet.
ARCO because Latin America needs cheeseburgers. PE ratio of 10 and 2.48% dividend. What am I missing here?
ARCO is the way to play Mcdonalds.
This is a fragment, what's it mean: "in the last year, changed to 100% ownership to company B" No perspective. You should have been given stuff in writing, been given stuff to sign up for, be provided with summary plan descriptions, etc, on request. Don't accept third-hand verbal accounts without proper proof. I worked for a regional company that was bought by ARCO. It resulted in early vesting of stock and of retirement. After this, I kept working for the place when it was spun off of ARCO. 1200 of us sued for a class action because the handouts we were given during the transition and the meetings we attended related to a profit sharing arrangement and that isn't what happened. Meanwhile, ARCO was bought by BP and that's when I got a lump sum buyout offer for the retirement. I sold my ARCO shares a few years after no longer working there. All of this took about 10 years to resolve. It might be fine. It might not.
Better, than the market, yes. But to do it once or twice a year is pretty average performance. Especially this year. I've had similar or better gains with BROS, PLTR, RKLB, NVDA, and LLY. Am I massively beating the market? Barely. I also have some duds like ARCO, NOC, TXT, and CP. That's just how individual stock picking goes. You're gonna have some good and bad hands.
ARCO Got to feed the workers. But wait until it's done crashing too.
Buy and the falls and sell on the rips. I like ARCO, NWL.
For me it's not much of burger play. ARCO is my "different country" exposure. If burgerfi turns their books around that's where I would go for burger business.
ARCO. I like mcdonalds in central america and other neighboring countries, islands, etc. The cap ex has been predictable. 3 years positive 4 years negative 3 years postive... cyclical yes, but a slow growing giant I believe.
Since this posting I have decreased ARCO 18% due to Dangerously Bullish Exposure on my part. Cut CVS and replaced with PFIE @ 4.06% of the EbbandFlowPortfolio.
I actually meant to reply to my previous post here 7 days ago which shows my portfolio holdings and weight but I accidently made a new post. My portfolio exposure was 43.24% long on ARCO because I was dangerously bullish, so I reduced the weight down to 18%. I don't know if your comment still applies to this. If so, please elaborate.
Since this post ARCO has been reduced to 18% due to over exposure.
I have looked at Lulu and ZS from this perspective before. Maybe some of these random stocks I watch will fit your bill as well: OKTA, ARCO, PYPL Or a bit more speculative: HOOD, AFRM
Calls on DLTR. Earnings spooked everyone it’ll jump back up in 2 weeks, just like ONON and ARCO.
Dafuq is ARCO? McDowell’s?
Calls on ARCO cuz they have McDonald’s logo
ARCO Arcos Dorados Holdings Inc. It's a McDonald's stock
> Oil is doing the same. Yeah, but that's largely been the case for the last century (all dollar values are nominal, FYI) 80s you had * SOCO + Gulf ($13.2bn) * Texaco + Getty Oil ($10.1bn) * BP + SOHIO ($7.8bn) * Dupont + Conoco ($7.3bn) * Mobile + Superior ($5.7bn) 90s you had * **Exxon + Mobil ($77.2bn)** * BP + Amoco ($49.0bn) * BP-Amoco + ARCO ($26.8bn) 2000s you had * **Royal Dutch + Shell Transport & Trading Company ($$95bn)** * ExxonMobil + XTO ($41.0bn) * ConocoPhillips + Burlington ($35.6bn) * Chevron + Texaco ($35.0bn) * BHP + Billiton ($28.0bn) * Conoco + Phillips ($18bn) * Chevron + Unocal ($17.3bn) * Anadarko + KerrMcgee ($18.0bn) * Valero + DiamondShamrock ($7.0bn) 2010s you had * Energy Transfer Equity + Energy Transfer Partners ($90bn, but technically an IDR / GP buy-in, so not sure if this one really counts...) * **Kinder Morgan + El Paso Pipelines ($70bn)** * Royal Dutch Shell + BG Group ($82.0bn) * Saudi Aramco + SABIC ($69.1bn) * **Occidental Petroleum (plus a little help from WB) + Anadarko ($57.0bn)** * Energy Transfer + SemGroup ($54.3bn) * Enbridge + Spectra ($28.0bn) * Marathon Petroleum Corp + Andeavor ($35.6bn) * MPLX + MarkWest Energy ($5.1bn) * Energy Transfer + Sunoco ($20.bn) * ConocoPhillips + Concho ($13.3bn) * EQT + Rice Energy ($10.2bn) And, finally, in the 2020s you had * Exxon + Pioneer ($59.5bn) * Chevron + Hess ($53.0bn) * ONEOK + Magellan ($18.8bn) * Occidental + Crownrock ($12.0bn) * Chevron + PDC Energy ($7.8bn) * Chevron + Noble Energy ($13.7bn) This is just a very long-winded way of saying that capital intensive industries, like oil and gas, have immediate accretive benefits to shareholders by increasing scale inorganically via M&A......and this fact is not lost on the federal government Source: spent a lot of time in the energy industry, initially as a B4 auditor and then as an energy industry coverage investment banker specializing in M&A
ARCO (look it up) wait for less than $10 and don't put it all in.
I bought into Arcos Dorados (ARCO) at $4.32/share well over a year ago. Now it's at a 5 year high at $9.40/share. Do I sell out with a 118% return and reinvest in more mainstream market funds or is there really room for this business to grow?
I bought into Arcos Dorados (ARCO) at $4.32/share well over a year ago. Now it's at a 5 year high at $9.40/share. Do I sell out with a 118% return and reinvest in more mainstream market funds or is there really room for this business to grow?
MELI, ARCO, ACRX:ILF. I couldn't live without MELI in some countries there (it is some sort of combination between Amazon and Ebay).
They cloth retired from Exxon with over 30s. They both received stock in addition to 401(k) and pensions. One friend’s husband retired from ARCO. Yes. They had 7 figures. They didn’t self-manage. No one saw what was about to happen in 2008. The last time we saw one of them, he said he pulled out with $250,000 and was put into safe, conservative investment. He didn’t say what. I was too embarrassed and shocked to ask what investment. His brother, who also worked at Exxon, was getting $10,000 per month for his retirement income. I again didn’t ask, but I could see the look on his face when he said it. Interest rates were nothing. It was the beginning of essentially near zero rate. Their stories are sad. Both were hard-workers in blue collar jobs, like my husband. I think that’s why the market makes me jittery. We were pressured to use an advisor when he retired, but we decided.
20 years ago I had to buy the beer for a Superbowl party. Dude with me was over 60. I was buying he was just riding. Forgot his wallet. No ID. No beer. No options. At least I had to prepay the gas so told em to stuff it. Drove next door got gas and beer. To this day I am absolutely confused by that event. But believe it was the beginning of the end...LMAO. Yes. It was an ARCO.
Here is a value and growth stock with rock solid fundamentals ( also known as a GARP) ARCO top and bottom line looks very impressive ARCO is an overseas McDonalds franchisee with exclusive rights to over 20 countries and we all know McDonalds is recession proof . Pays a small but consistent dividend as well . it is a thinly traded stock and as of yet not a well known name but the earnings and growth are top tier. at current price of 8.18 or lower ( 2/27/23) it is a steal. Reminds me of CELH at 8 and we all know how that went
appreciate your feedback. Now back to the mkts. Dry shippers are soaring. Depressed multiples and BDi rates rising and really strong dividends. ( another super cycle with China reopening) ​ and lastly, ARCO ARCO is a high quality stock and I would suggest adding on dips. Very impressive top and bottom line growth. ARCO is an overseas McDonalds franchisee with exclusive rights to over 20 countries and we all know McDonalds is recession proof . At sub 8.50 today 2-24-23 you are stealing this name. Pays a small but consistent dividend as well . it is a thinly traded stock and as of yet not a well known name but the earnings and growth are top tier. Reminds me of CELH at 8 and we all know how that went. Dyor but i like it a lot ​ ​ got to leave- will follow up next week- about to leave town and will be driving so i will not be able to respond.
i am buying ARCO sub 8.50 ​ We'll see if i am smart in a few months then you can judge me ARCO is a high quality stock and I would suggest adding on dips. Very impressive top and bottom line growth. ARCO is an overseas McDonalds franchisee with exclusive rights to over 20 countries and we all know McDonalds is recession proof . At sub 8.50 today 2-24-23 you are stealing this name. Pays a small but consistent dividend as well . it is a thinly traded stock and as of yet not a well known name but the earnings and growth are top tier. Reminds me of CELH at 8 and we all know how that went.
i am buying ARCO ARCO is a high quality stock and I would suggest adding on dips. Very impressive top and bottom line growth. ARCO is an overseas McDonalds franchisee with exclusive rights to over 20 countries and we all know McDonalds is recession proof . At sub 8.50 today 2-24-23 you are stealing this name. Pays a small but consistent dividend as well . it is a thinly traded stock and as of yet not a well known name but the earnings and growth are top tier. Reminds me of CELH at 8 and we all know how that went.
>You're obviously not as rich or intelligent as me, so I'm going to insult you. You're a fucking idiot if you think ARCO is a good stock. It's a garbage company that is only going to decline in value. Don't waste your time and money on it, because you'll just end up poorer than you already are.
I've been watching ARCO to see how they handle the charging station threat. No real news yet.
Looks like you’re right regarding ARCO but I don’t remember mention of it being a significant part of their revenue source like Speedway was. Don’t remember them really saying anything about it during the last earnings call and didn’t see much about it on the presentation. I’ll have to do some more research on it but refining is their game for now and as it goes so does MPC.
I don't hold any MCD. I do hold some ARCO (Arcos Dorados Holdings) which is the owner of most McDonald's South America/Caribbean franchises. It's one of the few stocks that's actually positive for me this year. This is a little different play, so it may not go along with your thesis.
SAN, SANW, and UP feel near bottom. ARCO and PUMSY in an interesting pattern. Favorites right now are CX and SGAMY
I rather pump Chevron over that cheap watered down ARCO shit
I AM SO DUMB. I bought ARCOS DORADOS $ARCOS (some random mexican company) instead of buying ARCO $ARCE jshehshsjshshshshsbdhehenbrbbrdjks
I'm fucking balls deep in $WEAT. Positions: 2,000 shares of $WEAT $7.43 cost basis. Should have bought options but now they're too fucking expensive like the shitty ARCO across the street from my tent. I told my wife we might not be able to afford bread but at least I'll technically "own" wheat. She went back to sucking her boyfriend's cock after that.
ARCO is the play, Mcdonald's in Latin America will boom,
Yeah, cash analysis isn't perfect... maybe I should include short term investments but I'm not sure how easily manipulated those are. Does it blow your mind that no one here has ever talked about ARCO? I'm misspelling it because I don't want it to turn up on trackers... profitable, something like $250M in cash and basically the perfect thing to own in an inflationary environment. I think she's my next yolo after DMS sells
So I did a deeper dive. The company reporting earnings and whose logo is above is ARCO Platform (ticker:ARCE), which is a Brazilian educational software company that markets its wares to schools. Nothing to do with oil at all.
ARCO is the fast food stock to get
Calls on ARCO their gas is 3.55 while the ones around me are 4.1
CEO Jay's statement on the Talitha A well about 66 mins into the presentation at [Https://www.youtube.com/watch?v=LFnF5MabqPo&t=3606s](https://www.youtube.com/watch?v=LFnF5MabqPo&t=3606s) barely contains his emotion: 'This is unlike any well that I've seen ever before. If you're an oilman, these are the wells you dream about drilling. In excess of a billion barrels, maybe a lot more than that of recoverable that you would be verifying with a single well. It's really a dream, it's the gold ring that everybody in the oil business wants to do' Jay is a serious oilman with a solid major company experience. He has over 35 years of experience in all aspects of the petroleum business in both oil and natural gas. A Director of Pantheon since January 2008, before that he was CEO and President of Rolls-Royce Power Ventures, responsible for restructuring Rolls-Royce. He served as CEO to the Petrogen Fund; as Senior Vice President and District Manager (ARCO eastern District), responsible for Gulf Coast US operations and exploration; as President of ARCO International, where he was responsible for all exploration and production outside the US. He also served as Chief Financial Officer of ARCO Oil & Gas.
Not exciting but I've been having mild luck with ARCO and IVR