MCD is in big trouble. May not exist in 5 years
- Thread starter hajimow
- Start date
http://www.netleaseadvisor.com/tenant.php?t=12
4% cap rate that's probably for a 20 year lease. You think Calper's is willing to get a 4%
yield on their $$$ if its gonna be out of business, if MCD ain't around it will be due to a nuclear war. Stock is sideways this is like selling puts on MSFT, nothing to see here.
4% cap rate that's probably for a 20 year lease. You think Calper's is willing to get a 4%
yield on their $$$ if its gonna be out of business, if MCD ain't around it will be due to a nuclear war. Stock is sideways this is like selling puts on MSFT, nothing to see here.
You are right. Market is in all time high. What will happen if(when) there is a market correction? I am patient.http://www.netleaseadvisor.com/tenant.php?t=12
4% cap rate that's probably for a 20 year lease. You think Calper's is willing to get a 4%
yield on their $$$ if its gonna be out of business, if MCD ain't around it will be due to a nuclear war. Stock is sideways this is like selling puts on MSFT, nothing to see here.
Yes I do live in US. I don't disagree on SS. many things might go away before MCD. I cannot time which one will go first.
I am not disputing whether the stock should be higher or lower. Its just your title that MCD may not exist in 5 years. I really have no opinion of the stock either way. The company itself is
to me a lot like MSFT, very mature, growth?. Like Handle 123 said this appears to be going sideways maybe look at straddles, how about a shitty hamburger pair trade long SHAK short MCD.
I agree MSFT is in some sense like MCD. A mature and stable company. However MSFT is a kind of unique (at least now). Almost all PCS except mac and Linux boxes use MSFT operating system. They have income from ad, search engine, cloud service, email account and many PC software.I am not disputing whether the stock should be higher or lower. Its just your title that MCD may not exist in 5 years. I really have no opinion of the stock either way. The company itself is
to me a lot like MSFT, very mature, growth?. Like Handle 123 said this appears to be going sideways maybe look at straddles, how about a shitty hamburger pair trade long SHAK short MCD.
MCD does not have those privileges. It is just a burger and fries. They are strategically located in airports and highways. You could see that SHAK could easily become a small competitor to MCD. Chipotle, Panera, even Starbucks are all MCD competitors. Since MCD food is not that cheap anymore, it is losing its business in frugal customers sector too. Just compare SBUX results with MCD. MCD was down from $1.40 to $1.25 but SBUX was up 35% . and SBUX was up only 1.2% after results. I don't say you should short MCD but I don't understand one should MCD at this point. No sign of improvement for over 12 Quarters. I also said MCD "might" not exist in 5 years. I did not say MCD "WILL" not exist. I just wanted to point out the high possibility. I believe if MCD delivers another bad Q, activists will step in and will ask the management to sell the stores owned by the corporate and also separate fries business from burger business and will rip apart MCD and you will see there would be nothing left.
MCD has not cut a dividend in like 36 years.
The "cut" you refer to is from 1.50 annual dividend to .38 per Q for 3 Qs then it became .50 per Q and onward.
Please be more careful with your wild claims.
Thanks for checking on that. I thought the date ranges were consistent as I scanned down the table. That's rather "wild".
http://www.nasdaq.com/symbol/mcd/dividend-history