Replies to post #521251 on Zeev's Turnips Patch-No Politics (ZEEV)

[marketmaven]

Wow- Didn't realize MCD Cured Cancer!



McDonald's-MCD raising est on strong sales report, tgt to $48 from $46.50-OP@BEST

McDonald's-MCD reports November Global Comparable sales up 6.2%

McDonald's Corporation announced that Systemwide sales for McDonald's restaurants worldwide increased 10.5% in November, or 7.2% in constant currencies. McDonald's Chief Executive Officer Jim Skinner said, "McDonald's ongoing emphasis on delivering a superior customer experience continues to drive strong top-line results around the globe, with worldwide comparable sales rising 6.2% in November." In the U.S., comparable sales increased 5.1% as McDonald's remains a favored breakfast and late-night destination. Our unique menu variety, including the popular Snack Wrap, compelling everyday value and added conveniences continue to be the key elements behind our comparable sales performance. In Europe, strong results in France and Germany fueled an 8.4% increase in comparable sales for the month. Europe's results benefited from combined initiatives that paired premium burgers with engaging promotions featuring the popular family games of UNO and Monopoly. McDonald's remains focused on evolving the customer experience to achieve even greater relevance with European consumers. :

[marketmaven]

DDS- getting hyped as a buyout play-uggh! Hate that! 7 year high?
Comps suck though.. great, maybe Eddie Lampert wants it



Dillard Dept Stores-DDS reports November SSS down 3%
Consensus was for up 0.4%.

12/15- Dillard Dept-DDS option implied volatility Calm as DDS trades near 7-year High

DDS is up $1.07 to $35.96. DDS was frequently mentioned as a buyout candidate in the early 2000's. Three of the top five management positions are held by Dillard family members. DDS has a market cap of $2.89 billion with long term debt of $985 million. DDS reported 2006 income of $7.7 billion. SKS has P.E. of 26, FD has a P.E. of 22 & KSS has a P.E. of 25. DDS has a P.E of 15. DDS overall option implied volatility of 31 is near its 26-week average according to Track Data, suggesting non-directional price fluctuations. :

[marketmaven]

FD- having Macy's integration problems & weakening traffic



test coming at 50DMA at $37.66- I think it fails and trades to $34... 22PE going to 15 that DDS trades at IMTO

Federated Dept-FD downgraded to Neutral from Buy, tgt $40@BOFA
BofA downgraded shares of FD citing issues at MAY store