January 26th, 2009Fools Talk On McDonald’s
They don’t call themselves “Fools” for nothing. The Motley Fool guys reiterated their favorable position on McDonald’s today after a disappointing quarter.
True, fourth-quarter profit did drop at McDonald’s. Net income fell 23% to $985.3 million, or $0.87 per share. However, bear in mind that last year’s fourth-quarter earnings were boosted by a $0.33 per share tax benefit. Operating income increased 11% to $1.50 billion.
Revenue dipped 3% to $5.57 billion, with the decline resulting from a weaker dollar. However, McDonald’s comps continue to be impressive, despite these difficult economic times. Global comps surged 7.2%, with U.S. comps up 5%, Europe up 7.6%, and Asia/Pacific, Middle East, and Africa up 10%.
The fool’s and their readers can go ahead and buy McDonald’s but I won’t be touching it anywhere near today’s closing price of $58.31. I will say that I agree with the Fool’s that McDonald’s is a decent company with long staying power. But at these prices, they are PRICED BEYOND PERFECTION. And in this environment, perfection is a hard target to achieve.
As for shorting McDonald’s, I won’t do until at least the $62.50 mark. There are just far to many moronic fund managers ignoring fundamentals and driving prices higher. These fund managers are the same idiots that were paying over $60 a share for Lennar – the company whose motto was “Buy any non buildable scrap of dirt for sale, and offer 200% of the selling price before someone else buys it first!”.
Bottom Line: McDonald’s is still a DON’T BUY.
Disclosure: No current position on McDonalds.
Also worth reading:
January 26th, 2009 at 9:40 pm
Well, Cramer just name MCD his top restaurant pick… The battle is on
January 26th, 2009 at 11:33 pm
Excellent! Hopefully I’ll get my short position on soon if enough jokers follow Cramer to the poor house!