Not Loving It

Published on
February 15th, 2019
12 minutes

Not Loving It

Trade Ideas ·
Featuring Howard Penney

Published on: February 15th, 2019 • Duration: 12 minutes

Howard Penney, managing director at Hedgeye, is one of the most highly regarded restaurant analysts in the world. In his first appearance on Real Vision, Penney lays out his bearish thesis on McDonald’s. He runs through the company’s growing complexities, highlights the formation of the National Owners Association, and discusses the downside risk for the stock, in this interview with Justine Underhill. Filmed on February 14, 2019.


  • SS
    Shanthi S.
    18 February 2019 @ 01:10
    Excellent! Thanks :)
  • JQ
    Joseph Q.
    16 February 2019 @ 13:54
    Great Interview!!!
  • SS
    Steve S.
    15 February 2019 @ 22:41
    I appreciate his fundamental reasoning. I would like to see more RV trade ideas based on fundamentals. I use technicals all the time, but in my opinion, once you know the basics of TA, you can figure things out pretty well yourself. I don't have the time or resources to talk to MCD franchise operators. Also, I'm not positive on this, but I think Jim Chanos is bearish on MCD.