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Thoughts on VZ, T, and MCD
I was wondering if anyone had some thoughts on these companies. Does anyone own them and/or have any insight into them?
Basically I am wondering if MCD’s run up is because of a falling dollar or because of actual growth. I am having a hard time picking through the numbers. Additionally I am wondering if VZ and T’s dividends are more than likely not to change. I have read a lot about the land-line businesses and such of both of these companies and how they are different beasts. It seems like the market is pricing in the high probability of the dividends being cut and I was wondering if anyone had any thoughts on that.
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