Monday, January 28, 2008

5 Reasons To Buy McDonald's Right Now



Here are 5 reasons why you want to buy McDonald’s (MCD) off the back of today’s irrational sell-off:

  1. The flat same store sales for December will not be repeated as MCD guided to a 1.5% comp for January.
  2. Fiscal and monetary stimulus will benefit MCD
  3. The stock has corrected 20% from where I already alerted long term investors to take some of the stock off the table
  4. Growth in China
  5. Expansion of McCafe concept in Germany which I believe will eventually be MCD direct competition to Starbucks (SBUX) in the US
I added stock on today's pullback.

At the time of this Blog entry Scott Rothbort, his family and or clients of LakeView Asset Management, LLC were long shares of MCD --- although positions can change at any time.

Monday, January 07, 2008

2008 Jim and Judy O’Brien Financial Markets and Economic Colloquium at Seton Hall University’s Stillman School of Business


On Wednesday January 30, 2008 I will be hosting the 3rd annual Jim and Judy O’Brien Financial Markets and Economic Colloquium at Seton Hall University’s Stillman School of Business in South Orange, New Jersey.


This year we will kick off the colloquium at 4:30 PM with a student research presentation reviewing investment opportunities associated with potential election outcomes. The Stillman School of Business is the twice reigning NYSSA
Challenge Champions. Following that presentation our panel of market experts will discuss their thoughts on the economy and financial markets for the year ahead. At last year's colloquiuim we adeptly pointed out the risks inherent in the credit markets and identified many individual stock opportunities as well.

This year’s panel includes Doug Kass of Seabreeze Partners; Tony Dwyer, Equity Market Strategist, FTN Midwest Securities: Gregory Peters, Morgan Stanley’s Chief U.S. Credit Strategist and Director of Global Fixed Income Research & Economics; Brian Reynolds, Chief Market Strategist of M.S. Howell & Co.; Cody Willard, host of Fox Business News’ Happy Hour; and, myself, Scott Rothbort.

The best news is that this is all free. The Stillman School of Business is making this event open to the public. Please mark your calendar now and I hope to see you at this great event. Parking is free and directions are available on the Seton Hall website.