Twitter Musings on McDonald’s

Barron’s had some interesting comments on McDonald’s (MCD) this past weekend (see “Trouble on the Menu at McDonald’s). Though mostly bearish on the stock, Barron’s noted that just 7 out of 29 Wall Street analysts were bullish on the stock. That’s the sort of one-sided sentiment contrarians dream of.

 

Only 7 of 29 Wall Street analysts rate $MCD a buy, according to Barrons. If that's not a contrarian signal…

— Charles Sizemore (@CharlesSizemore) May. 11 at 04:28 PM

The last time sentiment was anywhere NEAR that pessimistic was 2002, when only 4 of 11 analysts rated it a buy.

— Charles Sizemore (@CharlesSizemore) May. 11 at 04:29 PM

$MCD cannot realistically have a run like it did starting in 2002 because starting valuations are so much higher.

— Charles Sizemore (@CharlesSizemore) May. 11 at 04:30 PM

But with a 3.5% dividend yield, a commitment to shareholder yield, and MASSIVE pessimism by the Street, I'm lovin' it. $MCD

— Charles Sizemore (@CharlesSizemore) May. 11 at 04:31 PM

This little diatribe made me hungry. I kinda want a Big Mac now.

— Charles Sizemore (@CharlesSizemore) May. 11 at 04:32 PM