McDonald's - eine Cash-Maschine (Seite 37)

[Betterway]

Antwort auf Beitrag Nr.: 42.534.474 von R-BgO am 30.12.11 19:20:17

.. by the way, was ist für dich ein "richtiger Dip?????"

[Betterway]

Antwort auf Beitrag Nr.: 42.534.474 von R-BgO am 30.12.11 19:20:17

.. bin ziemlich neu hier, aber begeistert, deshalb poste ich wahrscheinlich auch so viel. Sind aber meisst "nur" Statements aus USA, ist mehr zu meiner Sicherheit - wahrscheinlich ! ? wen's stört, der brauchs ja nicht zu lesen. Guten Rutsch, Gruß B.

[R-BgO]

is' ja richtig was los hier inzwischen...

lange nix von Goldwalla/Goldbaba gehört...

ich halte meine Stücke und warte auf einen richtigen Dip, bevor ich mir mehr kaufe.

Bin mit meiner Posi 87% + Divis im Plus; wäre schöne, wenn der Rest des Depots auch so aussähe...

[Betterway]

Insider Monkey keeps its eyes on hedge fund managers because they’re the smartest investors around. They take into account risks as well as potential returns when making decisions. They evaluate the intrinsic value of stocks with well functioning models and strategies. They utilize massive amounts of research and data to follow and forecast the trends. Our research has shown that individuals are more likely to beat the market by imitating insiders and hedge funds’ top stock picks than trading against them. Insider Monkey tracks nearly 350 hedge funds. We present a list of top 8 restaurant stocks that hedge funds were holding in their portfolios at the end of third quarter.


No. of Hedge Funds

McDonald's Corporation


MCD

Here's a brief rundown of the top 8 stocks:

1. McDonald's Corporation (MCD): Ranking as the most popular restaurant stock among the hedge funds we follow - MCD is also one of the sky walkers this year. The stock has returned 35% year to date and was owned by 39 hedge funds at the end of the third quarter. Jim Simons’ Renaissance Technologies, which was the largest owner of MCD, increased its position by 25% and had slightly more than 3 million shares in the stock as of the end of September (see billionaire Jim Simons’ favorite stocks).

[Dinino]

ein schoener Kursverlauf

[Betterway]

...na da hat doch einer gleich meine Frage beantwortet ! So mag ich das !
McDonald's Corp. (MCD)

McDonald's, the Dow Jones Industrial Average's best performing stock this year, is up 34% since I first wrote favorably about the company at the beginning of 2011. McDonald's is still a buy for long-term investors. The company has found success selling high-margin coffee and specialty drinks in addition to the typical menu of hamburgers and french fries. Although many believe that McDonald's can't grow any bigger than it is, the truth is that the company has a huge growth runway in China and other parts of Asia. This will be a continued focus for McDonald's in the coming years. In addition, McDonald's is revamping its U.S. and European stores, giving them a much more upscale look. McDonald's trades at a well-deserved premium to some of its peers. McDonald's has a P/E of 19.5 and a forward P/E of 17.4. McDonald's has increased earnings at an annualized rate of 17.7% over the last five years. The company has consistently raised its dividend and yields 2.78%.

[Betterway]

Irgendwie kann ich es nicht lassen, hoffe es stört niemanden:

1. James Skinner McDonald's (MCD)

Just when you think McDonald's can't grow any larger the company posts the best year in its storied history and returns 30% year-to-date along with increasing its dividend. McDonald's remains a large part of American culture and its stock continues to climb despite European turmoil or fear of another recession. However, what's driving the stock to its best fundamentals is its growth in emerging markets along with its addition of new segments of revenue.

The company's growth in Europe and the Asia-Pacific region of the globe has sparked new gains in its stock and has created optimism among investors. The company's placed an emphasis in emerging markets and has managed to innovate its menu in a way so that it keeps the tradition of McDonald's yet incorporates the culture of various countries. The company's also been successful at attracting more than just the child wanting a happy meal or the college kid on a budget and now attracts adults with its McCafe services. The McCafe which is an assortment of coffee related drinks along with frozen beverages has been one of its fastest segments of growth and is showing no signs of slowing down.

The reason that James Skinner is chosen as the most underrated CEO within the market is because I'm yet to see one list that mentions him as one of the best CEO's of 2011. The company's added $23.76 billion to its market cap year-to-date which is the largest gain in its history and the company's emerging markets and new segments of growth appear to have significant room to grow. Therefore I find it difficult not to mention Skinner as one of the best CEO's in the market because not only is he the leader behind this fast growing franchise but he's positioned the company for substantial growth in 2012.

[Dinino]

Antwort auf Beitrag Nr.: 42.529.068 von Betterway am 29.12.11 11:32:48

da freu ich mich doch auch

McD ist

[Betterway]

Antwort auf Beitrag Nr.: 42.529.703 von provinzler am 29.12.11 13:51:41

.. ja, sehe ich ja auch so, aber hilft recht wenig gegen meine Unsicherheit. Dennoch: Im Jan. leg ich nach ! Guten Beschluß allen und eine gute, vor allem gesunde Zeit, Gruß B.

[provinzler]

Zitat von Betterway: ... kann denn das tatsächlich noch ein paar Jahre andauern, bis der Markt von MC gesättigt ist ???????????????????????????????????????????

Denke schon. Gibt noch genügend Märkte mit deutlich geringerer Filialendichte als in Mitteleuropa. Man erschließt sich zudem neue Kundengruppen durch neue Angebote (vegetarische Gerichte etc.)...