It is understandable that we see a boost in McDonald's stock performance after it beats analysts' projections. The headline has been focused on "...McDonald's profit climbed to $1.3 billion, up from $1.07 billion for the same quarter a year ago..." and "...surpassed analysts' expectations with earnings of $1.40."
However, we need to keep a macro-perspective when analyzing McDonald's earning.
1) It has had seven losing streaks in the U.S.
2) While the company increased its EPS this quarter due to cost cutting, its revenue continue to slide.
3) Yum's recent report indicated China is slowing down, and Yum's earning was negatively and severely impacted due to China's economic slowdown. McDonald has big presence in China, and it is not immune from China's economic slowdown. We should be prepared to embrace for incoming negative news indicating McDonald's damage due to China's economic slow down.
I would be a seller here especially after its nice run in stock price.
As Apple's iPhone 6S, and 6S plus continues to break sales records. iOS device is getting more widely adopted by global audiences. As a result, more listeners are attracted to iTune Radio everyday. Due to Apple's influence on the global scale, this trend will likely continue. Eventually, this will harm Pandora's growth rate as well as profit margin.
Furthermore, Apple's iTune Radio has some very nice features that handily beat Pandora, including:
1) seamless purchase,
2) curated selection of Featured Stations, and
3) a huge music library.
Additionally, Apple has resources including software developers, financials, and relations with major record companies to enhance its iTune Radio including its music library collection and other features. Taking a longer term perspective, Apple will likely outcompete Pandora, and gradually destroy it. Not to mention, there are other popular music services including Spotify, and Google Play Music.
I think Pandora is bound to be knocked down by Apple, and I will be a seller here.