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wow_happens28

03/02/12 8:31 PM

#4460 RE: DewDiligence #4459

Dew

I do think MCD will do well. But, like MON I see more red flags than other companies. MCD the last few months has been flat. The pink slime publicity maybe hurt. YUM 's stock has been soaring. The PE of YUM is quite a bit higher and the yield 1/2, but the forecast growth is almost 2X McDonalds. If you have not noticed, I am a bit of a health nut and I see healthy eating as a tailwind in the whole world now and growing. MCD does not fit in the model. YUM not perfectly either, but fish and whole chicken is more "In" than burgers, proecessed chicken. And, KFC has gluten free baked chicken, I doubt MCD uses the word. Thus YUM more in tuen with the "Healty Eating" tailwind. I vote for YUM, but like with MON, I think MCD will do OK, I'm not saying the stock will fall and with imagination MCD can "Healthy Up" their image?

http://finance.yahoo.com/q/bc?t=my&s=YUM&l=on&z=l&q=l&c=mcd

http://finance.yahoo.com/q/bc?s=YUM&t=my&l=on&z=l&q=l&c=

http://finance.yahoo.com/q/ae?s=YUM+Analyst+Estimates