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McDonald’s Going After the Wing Market

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In a somewhat surprising move, McDonald’s (click ticker for report: ) is following up the chicken McBites with its own iteration of chicken wings. The “Mighty Wings” are currently being rolled out across 500 Chicago area restaurants (one location we visited advertised them, but had yet to receive the raw goods). Although wing prices are high and have been hurting profit expansion at Buffalo Wild Wings (click ticker for report: ), we like the move. Not only does it fulfill the need for the company to diversify its menu offerings, but we also think the new menu item could generate incremental revenue (assuming the wings are differentiated from other McDonald’s chicken offerings). Buffalo Wild Wings, for example, is still experiencing … Read more

McDonald’s Falling Prey to Competition

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Fast-food giant McDonald’s (click ticker for report: ) reported weak October same-store sales numbers Thursday. CEO Don Thompson continues to invite criticism as sales and profits have begun to fall since taking the reins from legendary CEO Jim Skinner. Global same-store sales fell 1.8% year-over-year, while global sales fell 0.8% (+0.6% ex-currency). Weakness was broad-based, with US same-store sales falling 2.2% year-over-year, Europe falling 2.2%, and Asia-Pacific, Middle East and Africa falling 2.4%. While we think Europe can be explained by overwhelmingly negative macroeconomic sentiment and lower price-points, we think the US is more of a company-specific issue. Competition in the US market was fairly dormant for the past several years, with Wendy’s (click ticker for report: ) and Burger … Read more

McDonald’s Sales Growth Looks Anemic in the Third Quarter

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Fast-food chain McDonald’s (click ticker for report: ) reported mediocre third quarter results Friday morning. Revenue growth was weak, coming in flat year-over-year, though up 4% on a currency-neutral basis, in-line with expectations. Earnings fell 1% year-over-year to $1.43 per share, a few cents lower than consensus estimates. Weakness was broad-based, with aggregate same-store sales growing only 1.9%. The weakest geographic region was surprisingly the US, where same-store sales grew only 1.2% year-over-year. The firm has tried to move away from its value offerings to grab margin dollars as input costs soar, but the change hasn’t been effective. Still, management expects the McRib and the introduction of the Cheddar Bacon Onion to drive incremental growth in the US during the … Read more

Search Dividend Reports by Company Name: Q to Z

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Going forward, please use the ‘Symbol’ search box to download stock and dividend reports of companies you are interested in. The ‘Symbol’ search box can be found in our website header. Image shown from above. Use the active search box in the website header above. Learn more about your membership >>  Note: We have now discontinued this list. Please use the ‘Symbol’ search box in the website header for stock and dividend reports. Please read about our Valuentum Dividend Cushion score (ratio) here. Just having access to this valuable metric alone could save your income portfolio thousands of dollars! The past meets the future as we showcase the Valuentum Dividend Cushion scores of Dividend Aristocrats in this article (click here). The dividend reports below … Read more

Closely Watching McDonald’s for an Entry Point

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This article appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/280998-closely-watching-mcdonalds-for-an-entry-point We like McDonald’s (MCD): The Golden Arches’ future looks as bright as its past.There’s little need for us to explain to investors the story behind McDonald’s. At the end of 2011, McDonald’s will have over 33,500 restaurant locations nationwide, and total sales (including franchisees, which don’t count for McDonald’s Corp.) will likely exceed $100 billion. We think a discounted-cash flow method is the most effective way to determine the intrinsic value of a company in order to determine what investors should pay for shares. In the spirit of the transparency of our process, we make our discounted cash-flow valuation model template, which can be used to value any operating (non-financial) company, … Read more

Dividend Increases/Decreases for the Week Ending February 24

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Below we provide a list of firms that raised/lowered their dividends during the week ending February 24. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Albemarie (ALB): now $0.32 per share quarterly dividend, was $0.305. AllianceBernstein (AB): now $0.67 per share quarterly dividend, was $0.45. Ares Management (ARES): now $0.28 per share quarterly dividend, was $0.20. Argo Group (AGII): now $0.27 per share quarterly dividend, was $0.22. Assured Guaranty (AGO): now $0.1425 per share quarterly dividend, was $0.13. Autoliv (ALV): now $0.60 per share quarterly dividend, was $0.58. Bank of Hawaii … Read more

Dividend Increases/Decreases for the Week February 25

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Below we provide a list of firms that raised their dividends during the week ending February 25. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Aaron’s (AAN): now $0.1125 per share quarterly dividend, was $0.1000.           Agnico Eagle (AEM): now $0.40 per share quarterly dividend, was $0.35. Albemarle (ALB): now $0.395 per share quarterly dividend, was $0.390. Alexander & Baldwin (ALEX): now $0.19 per share quarterly dividend, was $0.18. Allison Transmission Holdings (ALSN): now $0.21 per share quarterly dividend, was $0.19. AMERISAFE (AMSF): now $0.31 per share quarterly dividend, was $0.29. Apple … Read more