Value Investing with Sven Carlin, Ph.D. 对 $MCD 的判断变化

2026-09-06看跌
《MCD Stock Intrinsic Value》
麦当劳(MCD)估值昂贵,在当前利率环境下增长缓慢且缺乏低价优势,应予以回避。

关于麦当劳的评论很多。评论多也意味着股价已经下跌,市盈率变得有吸引力,股息也变高了。我已经讨论过麦当劳几次了,大概每年一次。所以,我们需要看看目前在回报方面的情况。

There are many comments about McDonald's. When there are many comments, it also means that the stock has fallen, that the price-to-earnings ratio is becoming attractive, and that dividends are becoming higher.

I have discussed McDonald's a few times already, probably once a year. So, we need to see where we stand now in terms of the returns side.