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Old 28 July 2020, 09:49 PM   #3723
beshannon
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Join Date: Jun 2009
Real Name: Brian
Location: Northern Virginia
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Quote:
Originally Posted by jpeezy14@hotmail.com View Post
Would like to add to MCD but even a dip here post-earnings won't be enough for me; it has run-up pretty far. Missed on EPS on strong revenue due to increased COVID-related costs - this is a theme that we'll continue to see throughout earnings, in my opinion.

Haven't made any moves (I guess it is only Tuesday) but if AMZN, FB or GOOGL miss, they would be candidates for me. I would wait to add though, as misses by all 3 could trigger that larger fallout we've discussed across the board.
MCD down 2% P/E still at 35, too high for me to enter
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