McDonald’s is synonymous with fast food, but the company has really upped its game in recent years, offering more quality food. The public company is primarily a franchisor, earning royalties from tens of thousands of McDonald’s locations in about 120 countries. The company reported a profit of nearly $7.1 billion in 2021, and fourth-quarter revenue rose 13.8% year over year, the highest growth ever.
If you’re considering buying McDonald’s stock, here’s how and what you need to know before you decide.
1. Analysis of McDonald’s and its financials
Menganalisis posisi kompetitif dan kesehatan keuangan perusahaan bisa menjadi bagian tersulit dalam membeli saham, namun juga yang paling penting. Tempat terbaik untuk memulai adalah Formulir 10-K perusahaan, yang merupakan laporan tahunan yang harus diajukan oleh semua perusahaan publik ke SEC.
10-K dapat membantu Anda belajar banyak tentang perusahaan:
- Bagaimana cara menghasilkan uang dan berapa banyak
- its assets and liabilities
- Ini mengembangkan profitabilitas seiring berjalannya waktu
- Lanskap Kompetitif
- Berbagai risiko yang dihadapi perusahaan
- Mengelola tim dan bagaimana memotivasi mereka
An annual report is an important first step to learning more about your company, but you want to do more than that. You should check what other companies are doing to compete as it is important to have a broader view of the industry.
McDonald’s, for example, operates in the highly competitive fast-food segment, competing with well-known rivals such as Burger King, Taco Bell, KFC and Chick-fil-A. In addition to coffee and breakfast, McDonald’s competes with Starbucks and Dunkin’ for breakfast. In recent years, Golden Arches has introduced all-day breakfast to keep up with some competitors, who often use advertising campaigns and new product launches to retain customers.
2. Does McDonald’s make sense in your portfolio?
McDonald’s is one of 30 stocks on the Dow Jones Industrial Average, making it a blue chip and one of the most popular stocks for investors. While McDonald’s seems to be everywhere, it still has room to expand, which means the company has the potential to continue growing. That doesn’t mean it’s going to be easy, however, and companies have to adapt to changing consumer habits.
Jadi, Anda harus bertanya pada diri sendiri pertanyaan-pertanyaan berikut:
- Apakah Anda memahami bisnis dan prospek masa depannya?
- Bisakah Anda terus menganalisisnya seiring berkembangnya bisnis dan industri Anda?
- Apakah Anda memahami nilai perusahaan dan bagaimana perbandingannya dengan nilai pasar saat ini?
- McDonald’s Pays a Dividend – Does It Fit Your Needs?
If you’re just buying a little McDonald’s as an entry location, or have more impact on the game, these considerations may not be as important as a full location.
3. Berapa banyak investasi yang mampu Anda bayar?
How much you can afford to invest has less to do with McDonald’s and more to do with your personal financial situation. Stocks can be volatile. So, to give your investment time to pay off, you should be able to keep your money in stocks for at least three to five years. This means you should be able to live without money for at least that long.
It’s important to commit to holding the stock for at least three to five years. You hate having to sell a stock when it’s nearing a bottom, only to see it bounce higher after you exit your position. By sticking to a long-term plan, you can ride out the ups and downs of the stock.
If you invest in individual stocks, you should probably keep the percentage of each individual position between 3% and 5%. That way, you’re not seriously exposed to investments that wreck your portfolio. You can choose a lower percentage than this range if the stock has a higher business risk.
Selain itu, jangan hanya menginvestasikan sejumlah uang pada saham, namun pertimbangkan bagaimana Anda dapat menambahkan uang ke posisi tersebut seiring berjalannya waktu.
4. Buka akun pialang
Meskipun membuka akun pialang mungkin terdengar sulit, sebenarnya ini cukup sederhana dan Anda dapat menyiapkan semuanya dalam waktu sekitar 15 menit.
Anda harus memilih broker yang sesuai dengan kebutuhan Anda. Apakah Anda sering atau jarang berdagang? Apakah Anda memerlukan layanan atau penelitian tingkat tinggi? Apakah biaya merupakan faktor terpenting bagi Anda? Jika Anda membeli sejumlah kecil saham tetapi berinvestasi terutama pada dana, beberapa broker menawarkan perdagangan bebas komisi khusus untuk dana tersebut.
After opening an account, you should deposit sufficient funds to purchase McDonald’s stock. But you can do this completely online, and it’s easy.
5. Buy McDonald’s stock
Once you decide to buy McDonald’s stock and open and fund your brokerage account, you can place your order. When entering your order, please use the company’s ticker symbol – MCD.
Most brokers have a “trade ticket” at the bottom of every page so you can enter your order. On the broker’s order, enter the code and how many shares you can afford. Then enter the order type: market or limit. A market order buys a stock regardless of the current price, while a limit order is only executed when the stock reaches the price you set.
If you’re just buying a few shares — McDonald’s has gone from $235 to around $252 in the past year — you’re sticking to the market order. Even if you pay more for a market order now, if the stock continues to perform well, it won’t have much of an impact on long-term performance.
Intinya
Buying stocks can be exciting, but success doesn’t happen overnight. Investors should take a long-term view of their investments, and if they believe the stock is long-term, they should consider using dollar cost averages.
Dengan biaya rata-rata dolar, investor menambahkan sejumlah uang ke posisi mereka dari waktu ke waktu, yang sangat membantu ketika saham jatuh dan memungkinkan mereka membeli lebih banyak. Saham-saham yang sedang naik daun bisa jatuh dari waktu ke waktu, jadi strategi ini dapat membantu Anda mendapatkan harga beli yang lebih rendah dan keuntungan keseluruhan yang lebih tinggi.
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