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KJ
Kryštof Jáně
@krystofjane · 6d

Shares of $MCD and $PEP are quite beaten down. I'm waiting to see if Mickey D's drops to $250, where I'd like to enter.

Pepsi is beaten down for good reason, MCD was and still is at quite a high valuation, but I'd take the trade at 250. Pepsi has a tougher business and it shows in comparison with $KO, which on the other hand is around ATH.

Pepsi is again at a nice support of $140, but I'd prefer Mickey D's. Coke is simply too expensive, no question.

Are you watching any of these companies?

A community member's personal view, not investment advice. Community Guidelines

VS
Vojtěch Šplíchal @vojtechsplichal 6d

I agree that $PEP is rightly beaten down. I bought the stock in 5/2025 and rode that growth, but then sold it and made about +26%. $MCD is starting to be at really good prices, and if it dropped a few more dollars, I probably wouldn't resist there.

KJ
Kryštof Jáně @krystofjane 5d

That was a great time at Pepsi. I'm watching $MCD. I think it's a fairly interesting setup, let's see where it goes.

JS
jiri svoboda @jirisvoboda 6d

I have McDonald's and Pepsi in my long-term portfolio, I haven't managed to get into Coca-Cola yet, if there are declines I'm able to buy more, but otherwise I see opportunities elsewhere.

KJ
Kryštof Jáně @krystofjane 5d

That $KO is pretty expensive, I wouldn't enter it now either. This year its chart looks like some growth stock :)

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