Hello,

do you have $MCD+0.9% in your portfolio? For me, along with $PEP-1.0% and $KO-0.8%, it was the first stock, so bought relatively cheaply. How do you view $MCD+0.9% in terms of future growth/decline and their overall future ?

They've been plugging and testing orders within McDrive using AI over the last year and they've been pretty successful, meaning they could have lower costs and higher profits.

MCD
$259.54 $2.26 +0.88%
Capital Structure
Market Cap
187.1B
Enterpr. Val.
236.6B
Valuation
P/E
22.1
P/S
7.2

I would expect more of a longer consolidation sideways with $MCD+0.9%, but it's definitely nice to diversify outside of tech etc. Awesome stock that is definitely worth holding for the long term I think :)

I think this company is going to be here with us for a few more years or decades. I'd love to buy $PEP-1.0%, $KO-0.8% and $MCD+0.9%, but I'll probably have to wait a while for the lower price point :)

Perhaps sooner or later something will move the price. I wish it would come down so I could jump in. I want these companies in my portfolio just because of my fondness for their products 😁.

As soon as someone in a fast food chain is necessarily looking for AI involvement, I guess they really need to slow down a bit;) recently I listened to an interview with the CEO of $KO-0.8% where they also "had" to give this wave a lot of space and I didn't understand what they were trying to tell me and what the benefits would be. MCD is a chain of buildings where junk food and drinks are sold, there is no point in looking beyond that. When the valuation is comparable to the 10y median then it makes sense to consider buying.

I bought$MCD+0.9% at prices around $200 and sold part of the position. It's still a stable dividend, it's just quite expensive at the moment...

I don't, I'm betting on a price drop.

I don't have an overview, but it will probably depend on where they can move next and where they can continue to open new stores and gain more customers. Either way it's a very stable business, I wouldn't worry about the future.

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