The currency impact is what I expected, ... Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.

The currency impact is what I expected. Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.

This is a company that has everything going right for it, at least for now, ... History has shown that investors are always optimistic about the company. At the same time, the stock does sell off quickly when sales begin to look shaky.

If McDonald's is going to be a $45 to $50 stock someday, they're going to need growth from China.

They are going to keep up quite a bit of momentum in 2006.

It makes sense for McDonald's to focus their top management efforts on the Golden Arches.

They have spent more time trying to make it okay for you to go to McDonald's with your friends because they ran into a branding problem where it kind of wasn't socially acceptable for older kids.

This is definitely very bad news, ... Until now, we had given the company's management the benefit of the doubt with respect to certain franchise-acquisition activities. We believe that the SEC's decision indicates that, for some reason, cooperation between the company and the agency in the preceding informal investigation broke down, leading the commission to seek the greater legal powers of a formal investigation.

This is definitely very bad news. Until now, we had given the company's management the benefit of the doubt with respect to certain franchise-acquisition activities. We believe that the SEC's decision indicates that, for some reason, cooperation between the company and the agency in the preceding informal investigation broke down, leading the commission to seek the greater legal powers of a formal investigation.

The breakfast market is dominated by McDonald's at this point. So the big question for me would be will they be able to generate the critical mass of breakfast sales? They might be able to do it.