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Linn Energy, LLC Message Board

  • rlp2451 rlp2451 Oct 19, 2013 5:12 PM Flag

    OT: Hedgeye After McDonald's

    McDonald's is "focused on trying to be all things to all people, whether it's catering to health-minded people with oatmeal or to Millennials with snack wraps. They've gone so far afield from their core menu that they're not really resonating with anyone," says Howard Penney, managing director at Hedgeye Risk Management, an independent investment research firm.

    "McDonald's is never going to be perceived as healthy, so for them to spend too much time on healthy items doesn't make a lot of sense to me," Mr. Penney said.

    "They don't have a clear marketing message right now," said Mr. Penney of Hedgeye Risk Management.

    I sold MCD on Friday headed into earnings to be announced Monday. I'd owned it for many years.

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    • I own a tad of MCD also, originally bought last year around $85, sold at $100, and now rebought around $94. I'm mulling over selling also. Not that I give a hoot about hedgeeye and their band of merry criminal analysts mind you. But it seems plain that McDonalds is kind of a lumbering giant not sure about future direction. It is certainly true that their diversification of food offerings has had a big negative impact on wait times. I do like the dividend though.

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