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MCD Stock Is Better Than Most Others Out There!

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Value Investing with Sven Carlin, Ph.D.

Value Investing with Sven Carlin, Ph.D.

Күн бұрын

McDonalds stocks (MCD Stocks) looks like a good business trading at a fair price. You should be rewarded well over the long-term. The only risk is valuation.
0:00 MCD Stock
0:47 Business
1:52 Earnings & PE
3:19 PE Ratio Risk
4:54 Investing
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Пікірлер: 199
@lennoxmutterick6434
@lennoxmutterick6434 6 күн бұрын
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
@PilouBen
@PilouBen 6 күн бұрын
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@lennoxmutterick6434
@lennoxmutterick6434 6 күн бұрын
@@PilouBen However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.
@PilouBen
@PilouBen 6 күн бұрын
@@lennoxmutterick6434 Oh please I’d love that. Thanks!
@lennoxmutterick6434
@lennoxmutterick6434 6 күн бұрын
@@PilouBen Clementina Abate Russo is her name
@lennoxmutterick6434
@lennoxmutterick6434 6 күн бұрын
Lookup with her name on the webpage.
@TheDGICrab
@TheDGICrab Ай бұрын
MCD is perhaps my favorite stock of all time. It’s a qualified dividend that is a sneaky real estate play since they own the land under their restaurants.
@simoncom2605
@simoncom2605 Ай бұрын
Yes, I saw it in the great movie The Founder.
@sirogersiroger8835
@sirogersiroger8835 Ай бұрын
Hi Sven, thanks for hearing my biggest wish and making this video. Best KZbin channel!
@Value-Investing
@Value-Investing Ай бұрын
My pleasure!
@johnw8938
@johnw8938 Ай бұрын
I go to a nearby MCD's 2-3 times a week, and always when I travel, for their coffee only. it's consistently good and a reasonable (low) price...Buffet & Munger too have talked about "would have/could have/should have" invested in MCD's (in hindsight), but did not, b/c they originally didn't think it had a competitive advantage over the other fast food restaurants. IMAO, it does and MCD's advantages over the others in the US, include their locations and how well the restaurants are managed and the employees trained - I always marvel at their consistent speed and efficiency at the drive-thru.... Outstanding analysis and insights as always, including the overview at 3:37. Thank you..
@maxdancelife
@maxdancelife Ай бұрын
I'm not sure how coffee is in the US McDonalds, but coffee at McDonald's is awful in Poland. Maybe, they allow such quality because other places also serve poor coffee. Fun fact, they have a cool professional coffee machine in the house, but they use an automatic coffee machine. When I asked why they don't use professional coffee machines the answer was we don't have time for that... Sure, it's much easier just to push one button instead of doing the whole coffee brew process...
@topperharley4592
@topperharley4592 Ай бұрын
Hi Sven, what do you think about the Drop of Carl Zeiss Meditec Stock, Is it a value chance?
@bulevartz
@bulevartz 24 күн бұрын
I bought yesterday in Germany Big Mac Menu + one extra Big Mac = 16.5 eur. I say its a rip off. Mc Donalds will not see me in a long time, junk food+ expensive. The stock will fall even more.
@Value-Investing
@Value-Investing 22 күн бұрын
but the rest of the population isn't as smart as yoU!
@Pizza-gb1ch
@Pizza-gb1ch Ай бұрын
@3:58 According to ValueLine, MCD has 5-yr EPS & dividend growth rates of 8% and dividends are expected to grow by 8.5%. So if MCD continues this trend through 2034, EPS would be $25.78 and dividends $13.45. 11 P/E would be $284/share with 4.74% dividend yield and 5.19% yield on cost (5.56% yield on Sven's $242). Being paid over 5% yield to wait on the market bump up the valuation multiple on a stalwart like MCD doesn't seem like such a poor bargain.
@jansehnal177
@jansehnal177 Ай бұрын
Great point at the end of the video. I'm also thinking about the possibility of a valuation drop in the future. MCD has an ROC of around 20. I looked at WMT between 2000 and 2010. WMT had a similar ROC at that time, around 20. Earnings per share were up, but the share price hasn't moved anywhere in ten years.
@Grealish999
@Grealish999 Ай бұрын
I have learned a lot concerning crypto progress this time and would like to join in. I wish I can get a good mentor
@MarkfGame
@MarkfGame Ай бұрын
I think all you need is an expert assigned by a brokerage company that will trade for you and handle your capital professionally and give you weekly returns of investment without any extra fees attached.
@MarkfGame
@MarkfGame Ай бұрын
Evelyn Turner is the professional that guides me and her optimal returns are really impressive
@YankeefJone
@YankeefJone Ай бұрын
Yeah, I believe investing with a professional is the optimal approach, as it mitigates the risk of significant losses. Did you truly know her? I was under the impression that I was the sole beneficiary of her guidance through the challenges of trading.
@DaveCampbell-bi45h
@DaveCampbell-bi45h Ай бұрын
Seeing a remark regarding my manager Evelyn Turner is quite energizing. It was just like this when I first met her a few weeks ago. Having started with just 4k about 2-3 weeks ago, I have already made it to 21 k. She is very remarkable!
@michaelbrad9173
@michaelbrad9173 Ай бұрын
Goodness gracious I'm so excited seeing Ms. Evelyn Turner been mentioned here also. Didn't know she has been good to other people too, this is wonderful because I also started with a KZbin referral like this
@chrisapplebach4756
@chrisapplebach4756 Ай бұрын
Best Channel on KZbin
@sowhat8995
@sowhat8995 Ай бұрын
Have you already checked the other 115 (?) million channels? Respect!
@chrisapplebach4756
@chrisapplebach4756 Ай бұрын
@@sowhat8995 I’ve never learned as much, or enjoyed another channel, the way I have with Sven’s content.
@sowhat8995
@sowhat8995 Ай бұрын
@@chrisapplebach4756 I was just joking a bit about the exaggeration. I like this channel too.
@chrisapplebach4756
@chrisapplebach4756 Ай бұрын
@@sowhat8995 I mean, you are not wrong. I’m simple minded enough to have this claim of mine challenged by the right combination of cat videos. For instance, if an adorable cat were to have simply pawed at the Nvidia ticker symbol two years ago, and I was moved enough to have purchased lots of Nvidia, because it reminded me of that cute fluffy ball of fur, I would certainly be plugging a channel called “Meow Meow’s Weekly Blue Chip and Cat Nip Picks”. I would also be doing that from a newly purchased private plane, instead of a 22 year old Subaru.
@jeanpaulfelix4095
@jeanpaulfelix4095 Ай бұрын
This is by far the worst advice you can get anywhere. 2 percent inflation? please. He picks stocks below the 200 day with no volume. please. i am here purely for the comedy.
@cemen777
@cemen777 Ай бұрын
Another great and educational video from Sven. Thank you! Hope you can check the Comcast stock - NASDAQ: CMCSA? (-9.72%) past 5 years, P/E ratio -10.13. Div yield-3.25%. A VALUE play?
@Value-Investing
@Value-Investing Ай бұрын
here you go kzbin.info/www/bejne/nKavdKeveL-imas
@jasonalexander7089
@jasonalexander7089 Ай бұрын
​@@Value-Investingwhat about cisco
@ibrahimciftci9599
@ibrahimciftci9599 Ай бұрын
Please have a look at Deere & Co … should be a potential buy at these levels.
@kingmeke76
@kingmeke76 Ай бұрын
John Deere has been volatile for the last 4-5 years
@stanislavgritciuk337
@stanislavgritciuk337 Ай бұрын
Sven, good point on the key risk- moving to a lower PE of 11 over time. Interesting to hear what can cause it considering that PE does not go down at current FED rates and likely direction of the rates is either down or stay the same (otherwise it will be hard for the US to service their debt)
@BarsonlineOrg2013
@BarsonlineOrg2013 Ай бұрын
Ok PE will not go down, then it will double again in 10 years! But with a real inflation rate of an average of 6-9% per annum it will be a loss.... :((( Better to buy it cheaper, then on the more expensive side (general rule) ;) ...or you have to hold it 20 years to be really happy with your investment. ;)
@Eline_Meijer
@Eline_Meijer Ай бұрын
Thanks for the video Sven.
@mariusb2405
@mariusb2405 Ай бұрын
Nice and fair video, I really like your content! I think mcd is great for the large long portfolios. For me, I'm still way to early in my investing career, I can take much more volatility for a higher return, but eventually there will be a time for these kind of stocks.
@ricardoarocha382
@ricardoarocha382 Ай бұрын
Hi, I just found out about this channel and the frist video I saw was the Excel Template of valuation. I didnt understand the Terminal multiple can someone explainm how I calculate it?
@Value-Investing
@Value-Investing Ай бұрын
here you go kzbin.info/www/bejne/h37OXnmVjdyiers
@supplinamaus3614
@supplinamaus3614 Ай бұрын
MCD is high risk for me at now see negative Equity ratio. So much long therm debt should be considering.
@sirogersiroger8835
@sirogersiroger8835 Ай бұрын
If they would value their property at fair Value. The debt would be in relation not high
@supplinamaus3614
@supplinamaus3614 Ай бұрын
@@sirogersiroger8835 thank for your viev but i dont feel comfortable at this stage now.
@NoName-zm1ks
@NoName-zm1ks Ай бұрын
MCD value its property at “fair value”? MCD can sell their RE to pay off the debt? Isn’t RE already collateral for the debt, therefore accounted for?
@williamcloutier9401
@williamcloutier9401 Ай бұрын
What about EPS growth caused by over-leveraging the balance sheet with buybacks? Is the growth from this sustainable and to be projected? Not sure. Many restaurants cies have inflated the liability side of their balance sheet to maximize div/buybacks in the last 8-10 yrs.
@musad6763
@musad6763 Ай бұрын
Add to that the taxation benefits starting from 2017 with Trump tax law. An increase back would reduce EPS and thus also impacts quite a lot the stock price.
@baigani0
@baigani0 Ай бұрын
McDonalds and great business, these words made me smile, ahahah, you are funny guy Sven
@S3RPiROYAL
@S3RPiROYAL Ай бұрын
Nice Video, very informative ! I bought it 2 weeks ago and looking forward to stock it up at this price range from time to time. :)
@JuanBattaglia45
@JuanBattaglia45 Ай бұрын
Here in Argentina MCD it's quite expensive in comparison with other (much better) restaurants. But, anyway, I would eat a Big Mac at UD 3, and I would also buy MCD shares at a PE 10.
@marinikc8780
@marinikc8780 Ай бұрын
thx! how does SBUX compare with MCD? lower stability, lower earnings growth for the following years?
@massafelipe8063
@massafelipe8063 Ай бұрын
Amazing explanation of how P/E and earnings work, thx Sven.
@JustAlf87
@JustAlf87 Ай бұрын
I think cheap fast food will always gain popularity during poor economic times. Especially with covid savings near gone and record credit card debt.
@DK-qf6pr
@DK-qf6pr Ай бұрын
Isn't inflation incorporated into the growth of companies?
@Value-Investing
@Value-Investing Ай бұрын
that is for sure, but you also have to look at organic growth, the number of new stores
@asdfasd95
@asdfasd95 Ай бұрын
Potentially a random question, but do you ever consider the implication of taxes on your returns? Since MCD is a US company, you'll obviously have to pay 10-30% witholding tax depending on your location (15% for me since I'm in the UK) and that'll eat into your dividend return over time. Arguably, not that much with MCD, but you get my point. Thanks for the videos! Long-time fan here :)
@TheBooban
@TheBooban Ай бұрын
But then you don't pay UK taxes on them, so it evens out. Don't it? Or if you have it in a retirement account, you get it back, don't you? You have to invest in countries which have these kinds of international agreements and find out for yourself.
@asdfasd95
@asdfasd95 Ай бұрын
@@TheBooban yes, I don't pay UK taxes, but I pay US taxes and that's 15% taken straight off the bat, meaning a 2.5% yield ends up being 2.125% which isn't an astronomical difference, but does add up if you hold long-term. Given that Sven includes dividends in the total returns (as he should), I wonder if he considers those taxes. Obviously, there's no way around, but it could potentially turn 10% into 9% or so if the main source of returns is dividends
@TheBooban
@TheBooban Ай бұрын
@@asdfasd95 well yes, but he can’t cover taxes for every country. Nobody anywhere reminds viewers of paying tax. You just have to pay it and figure it out. It’s not a factor when evaluating the actual stock. Btw, no, I don’t pay these taxes. Everyone has a special retirement account to not pay dividend tax. So no, no point bringing up taxes.
@asdfasd95
@asdfasd95 Ай бұрын
​@@TheBooban I feel like you're completely missing my point, my friend :D I'm not asking him to cover taxes for every country, but rather does he consider them when he invests himself, hence why I was addressing him... Not to mention that the US charges all foreign investors with a witholding tax so this applies to basically anyone who is not a US resident...
@TheBooban
@TheBooban Ай бұрын
@@asdfasd95 oh, that’s a personal calculation and I assume he does like everyone else. But since its the same no matter what you do, at least I, don’t think about it too much. Point is to just maximize whatever you can. And I’m not a US resident. But I don’t pay much of your taxes, It gets canceled out in the end. Sweden doesn’t have capital gains tax. We have some special stuff. I’ll tell you if you want to know. And I don’t think about forex too much either and that’s even more important. Taxes or exchange rate, I can’t do much about. Edit: I just checked. I get 100% of US taxes back. Many countries make these deals. Edit2: ah dividends are different. And its 16% or more! But i get 36-93% of it back. Luckily my BNS stock is Canadian so I get all of it back. If I bought the US one, the tax is 25% and I only get 60% of that back.
@darssmare915
@darssmare915 Ай бұрын
Nice analysis, thanks. So low risk but it could be not a great investment. Some predict a rotation from tech into stocks like this this year and since it is low risk anyway, would you agree that buying MCD is a great move?
@SergiMedina
@SergiMedina Ай бұрын
Yes, it's a bit overvalued, but the business is so good with so much money from one of the most famous and successful brands... It's irresistible like its tasty, yummy food for many of us! So it's not the investment that will make you rich in a decade, but certainly, better than many others right now. Long with a small position. Thanks!
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing
@franciscos.357
@franciscos.357 Ай бұрын
Solid company. The thing is, we can "only" expect a 10% annualized earnings growth (including dividends) for a PE Ratio of 22? We had Google under that ratio some months ago with forward expected earnings growth in the mid-teens. It's true that the "safety" of this stock has kept its PE Ratio in a premium range, but this can change very quickly, as it happened with Starbucks. It might happen to Costco too. Who knows... I would not like to take that risk.
@Value-Investing
@Value-Investing Ай бұрын
there is always the PE risk, can revert to 12 anytime
@harrypotcha0283
@harrypotcha0283 Ай бұрын
Nothing to add? They're sitting on a 37B debt pile and nutrition trends and consumer behavior is changing!
@Value-Investing
@Value-Investing Ай бұрын
their numbers don't show changing trends
@duror5060
@duror5060 Ай бұрын
What is your opinion about Nomad Foods? Price to FCF around 8 or 8,5
@giovannilicausi5265
@giovannilicausi5265 Ай бұрын
Great Video Sven. Can you please do one for brookfield asset management (BAM)? It looks like a solid interesting business with good dividend growth.
@filipspasevski4593
@filipspasevski4593 Ай бұрын
10% returns dont even equal inflation and capital gains taxes for me 😢 i want 100% a year returns
@Value-Investing
@Value-Investing Ай бұрын
Go for it
@dma1911.
@dma1911. Ай бұрын
Thanks for the video 👍🏻
@ThiccEagle
@ThiccEagle Ай бұрын
McDonald’s and fast food sucks now. Quality and portion size has noticeably decreased while prices have inflated too much and are bridging the price gap with sit down restaurants
@_mklein
@_mklein Ай бұрын
The kids that take their parents in there don’t care about the quality of the food. It’s all about the Marketing
@ThiccEagle
@ThiccEagle 20 күн бұрын
@@_mklein it’s not sustainable
@sirogersiroger8835
@sirogersiroger8835 Ай бұрын
Mc Donalds with 5% Dividend. Would Sell everything and live from the dividend
@wrickaz
@wrickaz Ай бұрын
Why you don't care about the debt of Mcd?
@Value-Investing
@Value-Investing Ай бұрын
good point!
@matthewminors236
@matthewminors236 Ай бұрын
Stop giving away my ideas 😂 I noticed them at quite a fair price about a month or two ago. Starting to build a position but can’t do it well enough if you tell everyone about it 😅
@Value-Investing
@Value-Investing Ай бұрын
:-)))))
@_mklein
@_mklein Ай бұрын
McDonald’s is a money factory! That’s all!
@randomtk
@randomtk Ай бұрын
Hi Sven, Shouldn't you value Mcd based on FCF? why did u value using EPS? thanks.
@Value-Investing
@Value-Investing Ай бұрын
no difference,
@leverage2279
@leverage2279 Ай бұрын
Great video Sven! 😊 Will you explain why multiplying the PE to the EPS results in the stock price? Or maybe if you are in a very kind mood, make an entire video about it? 😅
@TheScaryGermanGuy
@TheScaryGermanGuy Ай бұрын
Because P/E ratio is price of share divided by earnings per share.
@Value-Investing
@Value-Investing Ай бұрын
Price to earning ratio
@Value-Investing
@Value-Investing Ай бұрын
P/E=20 20*E=P
@marcofigna6957
@marcofigna6957 Ай бұрын
Hello, i am italian and all i can say is that mc donalds quality is soooo disappointing for me! Every time i go there i really cant believe how ridiculus are the ingredients in my burger: no salad, no tomato, no onions... Just a burger a tiny slice of bacon and maybe some sauce and a few pickles: wtf. Honestly mc donalds is everywhere and they can provide you with a quick standardized meal but i really dont understand how they can do that with such bad products... They arent even cheaper than other fast foods!!! I don't know how to analyze a business but how can you invest in such a disappointing experience
@pietropasotti4418
@pietropasotti4418 Ай бұрын
Don't go. 😅
@Pizza-gb1ch
@Pizza-gb1ch Ай бұрын
Like Sven says, McD is a habit. And in the US they hook the kids. Kids don't want or need salad. Parents are a captive audience. It works.
@Value-Investing
@Value-Investing Ай бұрын
Of course, you are from Italy
@ryanreeves70
@ryanreeves70 Ай бұрын
What timing..i bought last week $250
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing!
@runabath
@runabath Ай бұрын
Ambev any good seven But my favourite stock of choice is weatherspoons 😊 and I also hold n91 div 7% and management but stock like drunken soldiers 😮
@patrickshanghai2064
@patrickshanghai2064 Ай бұрын
good comments. thx Sven.
@Daniel-ld3zi
@Daniel-ld3zi Ай бұрын
I'm honestly surprised. I go to Mc maybe 3 times a month. There has NEVER been the same workers there. Wonder how they deal with the turnaround rate
@axolet
@axolet Ай бұрын
It's partially because they hire lots of part time workers which tends to cycle in and out frequently.
@Ramiro-Agarra-Luquivenga
@Ramiro-Agarra-Luquivenga Ай бұрын
What if the market stays high until past the election?
@Value-Investing
@Value-Investing Ай бұрын
anything can happen!
@leonardfabris1912
@leonardfabris1912 Ай бұрын
Can you revisit Eurofins stock after Muddy Waters report? Is this short term noise?
@parthisubramanian
@parthisubramanian Ай бұрын
Who will buy if there are such reports?
@LeszekChojnacki
@LeszekChojnacki Ай бұрын
Would love to see your update on SAP ☺️
@user-ky1on8bt3s
@user-ky1on8bt3s Ай бұрын
Sven PDD Growth+value!
@jasonalexander7089
@jasonalexander7089 Ай бұрын
AMAZON 2 TRILLLIOOOONNNN. RIDE THE BULLLLLLL
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing
@lm22069
@lm22069 Ай бұрын
Hey Sven, what do you think about the negative equity in the balance sheet of MCD?
@Value-Investing
@Value-Investing Ай бұрын
that is due to buybacks and asset light business model
@Value-Investing
@Value-Investing Ай бұрын
the cash flows are key!
@Rrrrrrrrrrrrrrrrrrrxyz
@Rrrrrrrrrrrrrrrrrrrxyz 20 күн бұрын
Extremely disagree. You should know the audience and politics behind the brand. 1- The people who go to McDonalds are expecting delicious cheap food. However, it’s not cheap anymore. 2.if you are up to date with politics you will see that a lot of people are boycotting McDonalds especially in the middle east. I, myself as a middle eastern have seen a huge drop in audience in McDonalds and people are now used to NOT eating it and found another local/different alternative.
@joshuanugent8358
@joshuanugent8358 Ай бұрын
I can’t in good conscience invest in this company due to how terrible the product is.
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing!
@marianSEO563
@marianSEO563 Ай бұрын
100% agree. Ultraprocessed food is crap.
@Viv8ldi
@Viv8ldi Ай бұрын
U sadly have not understood what this is about
@juanbarre
@juanbarre Ай бұрын
Anyone that has eaten lately in MCD knows that this company is in serious troubles. Quality drastic drop, poor choice compared with competence and skyrocketing prices. Formula for disaster.
@dave7244
@dave7244 Ай бұрын
It roughly the same as 10 years ago. This is nonsense.
@GHIBaal
@GHIBaal Ай бұрын
And still F U L L
@jonnes__4657
@jonnes__4657 Ай бұрын
🗽 I do not understand the negative equity in the MCD balance sheet. ....same with SBUX. .
@mariof1468
@mariof1468 Ай бұрын
Buybacks.
@jonnes__4657
@jonnes__4657 Ай бұрын
@@mariof1468 You mean they give out again more shares, if they need more money, more equity ??
@riccardoruocco9906
@riccardoruocco9906 Ай бұрын
If profits double stock price will not stay more or less stable. Market will react
@Value-Investing
@Value-Investing Ай бұрын
yes, if the valuations doesn't change!
@whiskey_tango_foxtrot__
@whiskey_tango_foxtrot__ Ай бұрын
Can McD raise prices at least equal to their suppliers raising costs?
@mariof1468
@mariof1468 Ай бұрын
Yes
@TimGriess
@TimGriess Ай бұрын
I will start accumulating my position once it goes under $1. Get ready for an epic collapse.
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing
@StonksBro1999
@StonksBro1999 Ай бұрын
If McDonalds goes to a P/E of 10 Ill sell my soul
@Pizza-gb1ch
@Pizza-gb1ch Ай бұрын
How much? 🙋
@kurniawanms2
@kurniawanms2 Ай бұрын
Waiting for NVDA to drop to P/E of 10 before I sell my soul
@StonksBro1999
@StonksBro1999 Ай бұрын
@@Pizza-gb1ch Just enough to buy 1 share
@frankyfourfingers1382
@frankyfourfingers1382 Ай бұрын
Nominal revenue is where is was 15 years ago, on a real basis sales are down substantially in that time. So this is not a growing business. It sells for 7X (and recently almost 10X) sales, which is insane and therefor it depends on very high margins to stay elevated to eke out any yield from a purchase at this price ... and that is where returns have come from - operating margins have expanded to 46% - and the rest of the return has come from multiple expansion and buybacks ... and thus, given that it would be a stretch to imagine margins could get much better, and price multiples are already very elevated, and sales are not growing much, even on a nominal basis - your only source of return in MCD would have to come from buybacks. And so, the yield on buybacks at the current price would be 4.5%, less than you can get in risk-free t-bills, and with a lot of downside risk, if margins or multiples contract.
@Value-Investing
@Value-Investing Ай бұрын
Wrong, they are owning less and franchising more! Thus revenues go down, profits up
@carlosdelpozogo
@carlosdelpozogo Ай бұрын
I am invested in Arcos Dorados $ARCO Maybe more geopolitical risk but way cheaper and more growth
@johnmcquaid7524
@johnmcquaid7524 Ай бұрын
McDonald’s Coffee 🚀 🇨🇦
@Value-Investing
@Value-Investing Ай бұрын
:-) the value investor's coffee
@Ironmanalby
@Ironmanalby Ай бұрын
5 years I am entering in mac and say to myself they know how to invest money
@Value-Investing
@Value-Investing Ай бұрын
:-)
@srob3645
@srob3645 Ай бұрын
S&p 500 gives 12%❤
@Value-Investing
@Value-Investing Ай бұрын
great for you!
@giovannip8600
@giovannip8600 Ай бұрын
It will not continue expanding, it has peaked already good business but it is boring and no growth and taking that into perspective it is expensive, div too small
@MariaLarsen09
@MariaLarsen09 Ай бұрын
VERY INTERESTING !!
@MariaLarsen09
@MariaLarsen09 Ай бұрын
Thank you for sharing this video, much appreciated! I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both ALSO most importantly, Thank you sir TOMAS CALEZ ANTONIO , for introducing me to YOUR platform since I joined this your trading network I have got back all the funds I lose from other platform and still gaining my profits off the market trends, thank you I really appreciate it. it's near impossible to not out-perform the market hassles, been using my advisor for over 3years+ and I've netted a good reasonable amount of profits
@Value-Investing
@Value-Investing Ай бұрын
thanks!
@aleemahmed6201
@aleemahmed6201 Ай бұрын
Hey Sven are you still personally investing?
@Value-Investing
@Value-Investing Ай бұрын
always!
@nachonYT
@nachonYT Ай бұрын
“Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than in the corrections themselves.”
@itayoded1155
@itayoded1155 Ай бұрын
Funny I can see the mcdonalds symbol in the graph 😄
@Value-Investing
@Value-Investing Ай бұрын
:-)
@chrisserna5763
@chrisserna5763 Ай бұрын
Just my two cents, travel a fair bit with work, many an airport/train station/high street around Europe and the like. You NEVER see an empty Maccys...ever. plenty an empty Burger King and the ilk...but never the Maccys. Nevermind the local politics, situation, "GDP", etc People need their Maccys, full stop. That's the advantage they have over companies such as Starbucks, people get hungry, period, AND they are addicted to the sugar/fat/tastyness/etc Also, their business model is almost cruel (owning the land, shifting the risk to the "owner", etc) Could there be a naff period where people only go to Maccys once a week as opposed to now, definitely. Could they trim all the restaurants that aren't making absolute bank, yes. Will people stop shovelling the nuggies into their face, no...they simply will not. The only thing I've ever seen (please batter me on this if I'm way off the mark), is the debt they're carrying. They are a "cheeky REIT" that doesn't have to pay the divs in my opinion, if they can manage this, then just buy a share every month when you keep seeing the queues...in my opinion. Love the vids Sven, keep em coming 👌
@Viv8ldi
@Viv8ldi Ай бұрын
Dropped today
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing
@Thomasd5473
@Thomasd5473 Ай бұрын
In Deutschland nennt man das Milchmädchenrechnung
@KojiCT
@KojiCT Ай бұрын
but ozempic may kill it
@johnmoser1162
@johnmoser1162 Ай бұрын
I am a big fan of MCD but I am surprised they did not go bankrupt a long time ago ... 🙂
@Value-Investing
@Value-Investing Ай бұрын
why...
@johnmoser1162
@johnmoser1162 Ай бұрын
@@Value-Investing According to Warren's teaching you gotta understand the product of the business you "own". As a long time MCD share holder - it's the worst burger you can buy. I bet 99% of the audience here can agree ... 🙂
@StonkManOMGOMG
@StonkManOMGOMG Ай бұрын
@@johnmoser1162You need learn basic logic first before you say “I bet”
@johnmoser1162
@johnmoser1162 Ай бұрын
@@StonkManOMGOMG I have a masters degree from a top university ... can you match with your "logic" ... 🙂
@StonkManOMGOMG
@StonkManOMGOMG Ай бұрын
@@johnmoser1162 looks like your school time is such waste. Give me proof of “99%” in your statement
@georgkempas615
@georgkempas615 Ай бұрын
No comment to the balance sheet? These huge Treasury stocks are a big issue for me. I would never buy a company with negative equity capital.
@bewagoon7446
@bewagoon7446 Ай бұрын
Buy backs are a good thing for you… look past the negative equity and realize this company is making so much money that it can not only increase its dividend but also increase your ownership in the company every year
@georgkempas615
@georgkempas615 Ай бұрын
@@bewagoon7446 sometimes you are right, If buybacks are done when share price ist los, but MCD buys shares at high prices. This is bad financial engeneering.
@MultiLymo
@MultiLymo Ай бұрын
Where will McDonalds grow to? China? Russia? Near East? Africa? Are you kidding me?
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing!
@yking8565
@yking8565 Ай бұрын
Just was today @ MCD and was reminded that it is the worst sht food there is out there...
@Value-Investing
@Value-Investing Ай бұрын
but you were there
@Decebal825
@Decebal825 Ай бұрын
anyone here like paying 25bucks for a burger ?
@udarpavarota396
@udarpavarota396 Ай бұрын
No going back now. That's the way it is from now on. It'll probably will get even worse.
@jsedge2473
@jsedge2473 Ай бұрын
A shit quality burger at that
@FurrKnight
@FurrKnight Ай бұрын
Sven, you always take the time to point out fat or lazy people and here you are talking about Mcdonald's lol. But back to what matters, thank you for your data point/analysis it is still a no for me.
@Value-Investing
@Value-Investing Ай бұрын
as said, I am also a bit fat, but not going to mcd. We all have to work on that!!!
@cr4yv3n
@cr4yv3n Ай бұрын
Totally off mark
@Lukixe
@Lukixe Ай бұрын
Eurofins!
@Value-Investing
@Value-Investing Ай бұрын
read the Muddywaters report
@francescodefilippis6650
@francescodefilippis6650 Ай бұрын
MCD IS COMPLICIT IN GENOCIDE. I WILL NEVER BUY THIS STOCK
@Value-Investing
@Value-Investing Ай бұрын
thanks for sharing
@jasonalexander7089
@jasonalexander7089 Ай бұрын
How are they doing genocide? I don't get it. ​@@Value-Investing
@gaseousclay6126
@gaseousclay6126 Ай бұрын
Boycott it please
@Mannykeri
@Mannykeri Ай бұрын
Imagine if you had bought 1000 MCD shares at 19USD back in 2003...
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