MCD

Practical_Rule_817

$MCD 5/3 $270 call

Adventurous-Cup2839

Ozempic also is a great fertility medicine apparently. If that is true we should buy MCD since fat chicks will be having more babies and they are already addicted to McDonald’s.

49PercentOff

Cannot speak to how you value these companies. My method takes a dozen + valuation methods and then takes a weighted blend (some consider cost of capital). The fair value range is then between the mid point of fair value and the value of cheap. That's why the range is "wide" (it depends on company by the way) Here's the chart for MCD: [https://www.dropbox.com/scl/fi/qmxuuy759akw6g6r300eu/mcd.png?rlkey=n52fc9h4ajpvpb4854dook9up&dl=0](https://www.dropbox.com/scl/fi/qmxuuy759akw6g6r300eu/mcd.png?rlkey=n52fc9h4ajpvpb4854dook9up&dl=0) GOOGL [https://www.dropbox.com/scl/fi/dj3pky8mpi48kiu8mmv7s/googl.png?rlkey=xkmfor7mkdmt1ssug4q1n7g2a&dl=0](https://www.dropbox.com/scl/fi/dj3pky8mpi48kiu8mmv7s/googl.png?rlkey=xkmfor7mkdmt1ssug4q1n7g2a&dl=0)

smackiechanel

consumer stocks are not in bro, wait until u start to see LULU NIKE MCD and all that other shit get a breath of life

CelticsWin7

As the main portion of your portfolio yes VTI or VOO If I had to pick one of those I'd pick UNH as it's down 20% from all time highs and healthcare will continue to be expensive in the future. Plus you have all the millions of baby boomers retiring and they'll need healthcare. HD is risky as I don't see interest rates going back down to record lows, meaning people likely are going out to buy houses and fix them up. MCD I'm indifferent with this stock. I think they could boost profits significantly if they continue to automate their process to where they don't need to hire workers and have it mostly ran on machines. If ONLY given those stocks, but there are so many great stocks to choose from.

ElectricOne55

Voo pretty expensive too at 470 a share 🤔. That's just as much as UNH or HD and more than PEP or MCD.

Historical_Low4458

I view PEP just like I do KO. Home improvement stuff is some of the early stuff people stop buying during a recession, so I'm leery about HD. People also cut back on eating out durimg economic turmoil, but since MCD is fast food, then it could be more resilient, in my opinion. However, all of them are blue chip companies, and none of them are going to go bankrupt any time soon.

MustardRelishMan

my soxl calls, my xom calls, and my MCD calls will print. Because I still believe in america

jr1tn

MCD. Management is not stupid and will fix the prices to generate demand.

ElectricOne55

I'm trying to decide between adding either UNH, MCD, HD, or PEP?

ElectricOne55

I'm trying to decide between adding either UNH, MCD, HD, or PEP?

giovannigiannis

SBUX or MCD Recessions cause ppl to eat sugar and polyhydrogenated anti-antioxidant tricarbonate semigelatinous substances

WildConsideration376

It's Friday y'all be suffering from MCD.. Market Closed Depression

GloryToAzov

Will use coupon “buy 1 get one free burger in McDonalds” after answering questions on their website from receipt 🧾… Do you think it’s bullish or bearish on $MCD? 

ShadowLiberal

Same here. The only time I got anything other than an email about a vote was when someone from MCD's called to lobby me for my vote against one of the items on their ballot. It was about a really misleadingly worded item that would have effectively made it impossible for them to get anywhere near enough meat for their burgers, which would obviously have been really bad for their business.

acap0

Just saw on Yahoo finance, Starbucks #1 drink brand for teens. Dunkin Second. Restaurants they like Chick Fil A, MCD and Chipotle

Neeko305

I noticed UAA was oversold as well. What about NKE LULU and MCD? RSI looking good on those too.

Samjabr

Calls on MCD

JackInCoolBluz

Ate MCD for breakfast and now I'm taking a shit... Smells like MCD

jimie240

>MCD all reported the consumer sharply pulling back MCD is where people go to eat when they are broke and avoid when they have strong income. >Does the average American board the plane to Miami when they can't afford... Fair point. Some people fly for family or work even during a pullback but tourism may slow down. >The Boeing blowouts were given extensive media coverage People are still flying, they're just avoiding certain Max jets. >Oil prices are pissing through the rooftops. Jet fuel prices are high but still lower than they were in 2022. They're about the levels of 2011-2014. >DAL is near the price it was the last time it went back into the shit hole. past results are no guarantee of future returns. Does any of this mean DAL share price will go up or down? No. I have no idea which way it will go. I have not looked into the company's fundamentals or "word on the street" so I have no idea. Good luck with your earnings play.

DEASqueezeAllComing

Devil advocate would simply say that the LULU , TSLA and MCD customers are not necessarily related to DAL customers. Better to compare apples with apples, for example if you tell me EXPE is a sign things are expected to slow down I am more convinced : https://www.tradingview.com/news/reuters.com,2024:newsml_L3N3FB4UC:0-expedia-to-cut-about-1-500-jobs-globally-amid-moderating-travel-demand/?mobileapp_new=true Nonetheless, good luck with your options!

cliff-28580

will MCD will keep dumping? im thinking puts

Squrtfrz

Is it finally time for MCD puts

jr1tn

MCD is hiring for $20/hour in CA

MaxCapacity

I think you'll have your answer if you stop to consider why someone would pay 272.50 now if they thought they could get it for 270.19 tomorrow at open. Anyway, here's the MCD price history so you can see for yourself if that holds true or not. https://www.nasdaq.com/market-activity/stocks/mcd/historical

Switch5555

Am I wrong to buy puts on MCD?

waldenducks

MCD just sitting there on its fat ass. 

zantamaduno

MCD is a fucking bitch of a stock

NoTransportation2899

Wendy’s gonna be full today, going to have to send some bears to MCD

taplar

Okay, well, it's really up to you if you want to sell the MCD/WMT holdings. I have not read anything that makes me think that it is in a tax advantaged account, so you will have to pay taxes on the gains, which the two funds have appreciated quite a bit in the time since your grandparent bought them. Typically you'd sell holdings if you feel like the money has a higher chance of yielding you a higher return else where, or if you need the money. If you want to rebalance that can be a reason too, though you could also consider if you stopped putting money into them and instead started targeting your money else where, could you also balance it like that over time without creating the taxable events of selling the MCD/WMT holdings.

taplar

You do not have enough information to make this claim. If the dividends were not reinvested and instead went into some cash like holding in the account, it is likely that they missed out on gains. To not have missed out on gains, the compounded rate of return on the cash like holding would have to have met or exceeded the compounded rate of return of the MCD/WMT fund the dividends came from, and those two funds have appreciated greatly over the last 25-30 years.

Evening_Fix_2551

It looks a like healthy chunk got eaten by fees, atleast over the last 10 years. There was money in the account and I put it into the ETFs but still. It could have been adding MCD and WMD when it was a third of it's price instead of just sitting there.

NeuronDrift

My move for tomorrow is 4/5 $277.5 Put on MCD

taplar

What is your average cost basis for your MCD and WMT?

gnocchicotti

MCD et al really said the quiet part out loud when they threatened to automate away their workforce if they had to pay $15/hr.

bdh2067

I’m sure you know this but the price of a share doesn’t really matter. You mention Lulu trading in the $400-500 range being a factor in why you thought PVH would fare better. But the actual outlay-per-share should not be a factor. MCD trades for 1/10th per share what CMG trades for - one of them is perceived as having nothing but glory in their future and the other, well, they charge $12 for some greasy fries. I exaggerate just to mark the point - the price of a share is irrelevant.

surmoiFire

still cheaper and better than MCD

Metacog_Drivel

that was a squeeze on the MCD announcement, brother.

Sweaty_Cereal

New value menu at MCD, calls on fat people

SpongEWorTHiebOb

Not everyone wants to use dozens of apps for each restaurant and store they go too. Also you need to fork over CC or bank account information to pay and get these “deals”, opening you up to hacks . Hard pass. I have not visited MCD for 3 years and it’s stock is not a value stock.

Yogurt_Up_My_Nose

MCD has already acknowledged it's pricing issues. it also has the best deals by app. Panera however has doubled it's prices if you look at the pick 2 menu and compare from 2019.

Ok-Profession-6632

It happens but I try my best not to. Easier said than done I really try not to sell too often bcs of taxes but I couldn’t stand holding SBUX (lost 8% of what I put into this) and MCD (too slow) any longer Sometimes stocks change

Pach_Man

Speaking my language, I’m big on MCD, MAIN, QQQ, and VTI in my portfolio, however I also carry SCHD, and KO more passively

Testynut

I can feed 3 at McDonald’s for $20. Chipotle is around $15 for just me. Panera is a similar level. Not saying your comment isn’t valid about MCD, but when compared to those 2 it’s still much cheaper (for a reason). Food to go costs have risen a good bit across the board

SpongEWorTHiebOb

Almost known of the stocks you mentioned meet the classic definition of a value stock. I own MSFT but it’s forward PE is over 31. WMT forward PE is 25? That’s nuts. Historically it’s traded at a PE in the low teens. KO based on its historical PE looks relatively cheap but not classically cheap. The issue with them is can they sustain recent revenue and volume growth and contain costs. Right now it’s a question mark. I own VZ but it’s gone no where for 5 years, has a lot of debt and it has an unknown liability for the lead sheathing issue. The uncertainty means it’s probably fairly valued in low 40s but it’s a reliable dividend yield at 6.3%. Amgen looks cheap but they have a lot of drugs coming off patent and their pipeline has a lot of uncertainty. In other words they are past peak earnings and will see a slow erosion in revenue and earnings. MCD is not a cheap stock at all. Price increases have driven away a large part of the population and they sell low quality food. Competition is also an issue. You can eat at Panera, Chipotle and other chains offering better healthier food options. Overall market is at the high end of the CAPE PE, the odds of any us finding a true value stock without some major uncertainty that will outperform without a significant increase in the beta of your portfolio is laughable.

Pach_Man

Microsoft and Apple are great picks but MCD (McDonald’s) consistently pays a great dividend and continues to raise it by a steady margin, MCD is a great way to get into Real Estate Investing as well, they own some of the highest priced properties around the globe

rinei

calls MCD, DPZ, SBUX, QSR, CMG, TXRH

MoneyManMakeItRain

MCD $300

zxc123zxc123

This. I got a happy meal a while back for $1.65. $6.50 big mac meal is available every day and so is the BOGO for QPC. MCD has deals everyday and right now having specials every Thursday. Ordering in person is paying full retail and for that $20-25/hr minimum wage here in Cali. App prices are much lower.

MoneyManMakeItRain

MCD $300

BettinBrando

The news of the MCD’s deal hasn’t fully popped yet?

MoneyManMakeItRain

Need MCD to explode for no reason

zantamaduno

I have more than 100% of my portfolio on margin in MCD . That cunt of a stock barely goes up, I am down 5%. Is there hope for me to break even before next weekend?

MoneyManMakeItRain

MCD $300 today

BadComprehensive7941

MCD is currently at a critical price point if it breaks downward I would place puts has potential to hit 263-259 but it’s reheated this current price at least 6 times on the daily so definitely some bullish potential to hit somewhere between 290-300$ 🙏🏽

fkn_clownshoes

would be, but MCD stock doesnt budge. prolly will close a few basis higher tomorrow

fkn_clownshoes

MCD will prolly open red even with the DNUT partnership news, just like it always does

tendytime69

Ronald MCD gonna CUK you with his big PP

FullCopy

MCD+DNUT = Diabetes last stand after the Ozempic onslaught

DesperateOffer7998

McDonald’s to sell Krispy Kreme donuts by 2026. Phats getting excited. Calls on MCD and LLY

pcm87

2027 $MCD merges with $JNJ for McInsulin kids shot

FullCopy

MCD & DNUT is basically a backlash against Ozempic. It’s the fatties strike back!

Frozen_Shades

Look. MCD + DNUT = Bacon Egg n Cheese on a Krispy Creme. Okay? Let it happen.

Ok-Flatworm-3397

This is a dual mandate, long calls NOVO and MCD

Own-Wait-4718

MCD calls 285 strike 4/19

Constant_Praline579

My 1st thought as well. The MCD's around the corner from me is attached to a gas Station. The gas Station already sales pre boxed Krispy Kreams.

ttam_raider

Krispy Kreme and MCD’s what a fat persons paradise… calls, shares, all of it on fried food and fat people 

FireIce31

In California, MCD can pay their workers less if they're made on site and call it a bakery. Minimum wage requirements don't apply if there's a bakery attached

wallstreetsimps

MCD gonna be serving DNUTs in the near future

wallstreetsimps

deez nuts be creaming over $DNUT thanks MCD

Proper_Bag_1875

\#DNUT is going up 25% cause of MCD news, however I see this as tremendous opportunity for 5/17 12.5p and 15p, their ER on 5/9 will suck for sure

DEGENERATE_PIANO

Wow, MCD announced they gonna sell DNUT now Calls on diabetes

ErinG2021

MCD to sell Krispy Kreme…..DNUT soaring over 20% on announcement….MCD flat…

Pojihut

jul 2021 i bought those DNUT shares, sold them 12Mar24 for a small loss after growing disillusioned, 2wks later they announce this $MCD deal, my timing, as usual, is impeccable

tendytime69

The 1yr on MCD is an M 👽

fireinca

I remember a year or two again they were adamant on shorting MCD. They may not be the worst market timer, but one of the loudest here.

looknowtalklater

MCD, JNJ both great dividend payers. If you want to buy, hold and enjoy the dividends, these 2. JNJ good buy, MCD on a dip.

questiontoanswer44

MCD puts tomorrow

btoned

This is extremely hot take that I feel doesn't get enough attention. Internet allowed businesses to go from the street block to a global audience to conduct business. How in the fuck is NVDA pioneering the same type of leap especially in regards to what you're saying about producing bullshit. Like great, ADBE, MSFT, and MCD use AI to generate filler images, provide an assistant, or do tedious operations...this is no where near the magnitude of the internets inception. It's just making work, possibly, more efficient. If you don't recognize the AI bubble, you're a chump.

Superbean72

When MCD puts semaglutide in the burgers, fries, and sodas they’re going to sell a huge fuckload of food to ozempic people. Double win!!

Sharcbait

NKE APPL MCD BF.B Basically household names who have insane customer loyalty...

seviay

I’m surprised I haven’t seen (m)any mentions of MCD

Prestigious-Doubt693

Why not some MCD to compliment that?

Cum-Financia1Advis0r

Tate McRae looks like the thot that gives blowjobs in CMG and MCD bathrooms 

CompooterMadeMeDoIt

im basically the same every once in awhile, and it is truly fucking rare, but every so often i find a gem in this sub like one dude recommended MCD at 250 and after some research and back and forth with OP i bought small and am very happy with that price. this post btw was largely disregarded, shit on by the commentors of the sub. the other day someone posted about an analyst who was really well regarded in the shoe business saying NKE was fucked and i read his stuff and dumped my NKE that i bought at 96.5 for a very small gain. NKE went to 93 today. So that was a good post. thats about it. in about 2 years of being in this sub those 2 posts are about all of value I have gotten.

TheDudeAbidesFarOut

Calls on MCD after lent

Unicorn_on_Speed

$MCD Calls 👻

APointAndALine

Puts on MCD

FLTtac1

I wont spare you any of the "don't take advice from reddit bs". You came here for advice and I'll give you mine based on your current, specific situation. Interest rates are looking to remain somewhat high for the time being, so a HYSA wouldn't be a terrible option but there are better options in your situation. Rates will eventually come down (keep in mind I could be wrong and we could see a repeat of a 1970's inflation pop where we get ultra-high sustained rates for several years). Chance of that is small though especially with both parties vying for a better economy especially the current democrats in power. FOMC will also try to prevent that at all costs. The most likely outcome would be a slow rate decrease over the years, benefiting stock equity. Using this direction, I would recommend a mix of various stocks, however focusing most on index funds and dividend stocks. Some good examples of index funds include the ever popular SPY, QQQ, and IWM. Good dividend stocks would be banks, oil, and healthcare companies, along with Warren Buffet stocks such as MCD and KO. **Summary: Slowly invest your money into the stock market over the next year, focusing on index funds and dividend stocks.** Don't focus on valuation BS. If you think it's a great company, get it. Allow those dividends to give you consistent and stable income for years to come. A good mix of 3-5% dividend yielding stocks and from ETF's would give you around 10k an year, which can be good spending money especially now that both of you would like to enjoy yourselves.

GlassFirefighter5430

Calls on MCD, this is because recently the latest statements made based of the recent statistics that were found by the newly discovered form of a certain branch by the name of a particular group. I rest my case.

bud_builder

yeah take a stock like MCD for example, they only do business in the US and there are no locations outside the US, right?

DiTetto

Ah I see, I misunderstood ya then. I was thinking about shit like MCD, O, and other dividend paying companies. I like MA and COST - as for others, I haven't had the chance to look carefully into them yet. And thanks man, I just started creating a subreddit record about my journey of recovering at r/ClimbingOutOfThePit. I might organize it so that others can post too. Figured that a bunch of people would be in the same position and worse so a community would be there to support.

BigJoeBob85

It's all about the Price to Earnings ratio. CMG is at 67 while MCD and Yum are at 24. But we all know CMG trades more like a tech. CRM and NVDA are both around 74 = Still more rum to run. Long Since IPO = 6000% gains

crazyyimmy

Is MCD putting in a double top, a signal that a correction is inbound? Just like last July?

Stunning-Narwhal1884

Todays the day for MU and MCD

Ehud_Muras

You can take the top 10 holdings of all the majority of Real Estate ETFs and just buy the stock. You'll save on the fees. Also look for non REIT companies who's basically operate like a REIT like McDonald's (MCD) and Blackstone (BX) Their dividends are considered qualified.

Onion217

Dominoes: .5B in property (book value), negative book value, 15B YUM: 1B in property, negative book value, 38B MCD: 38B in property, negative book value, 204B CMG: 5.5B in property, 111 book value, 76B Consider where CMG holds property (trendy areas) as opposed to where McDonalds does (lot of rural property). Consider that MCD share growth is heavily constrained by a large dividend per share relative to earnings per share while CMG is not. Consider that the underlying company is set to grow their intrinsic value at nearly 50% yearly. Yes id say CMG is not priced wildly inappropriate relative to said competition you mentioned

Gorbie007

bought April MCD puts the earnings going to be even worse

hereforcyoas

Buying a Big Mac for lunch thanks MCD

tyle109

MCD kinda tearing today